The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Irondequoit area.
Learn how we score.
Prominent finalists A-Z in Irondequoit
Aegis Capital
Bowman Personnel
Centra Financial Group
Commonwealth Financial Group
De Joy Knauf & Blood
Echelon Wealth Advisors
Flaherty Salmin Cpas
Flower City Capital
High Falls Advisors
Iconoclastic Capital Management
Innerweave Consulting
Krueger Financial Group
Lacy Katzen
Lifemark Securities Corporation
Mengel Metzger Barr & Co
Mirsky Financial Management Corporation
Northlanding Financial Partners
Novem Group
Sage Rutty & Co.
Valiant Standard Wealth Management
Vespoke – Wealth Management
Yaeger Treviso & Associates
Young and Company Cpas
Younique Credit Solutions L.l.c.
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Lacy Katzen
(25)
Matter
Family
Job
“My insurance company as well as any other insurance company/employees i spoke with all said wait as though they would get back to me, which they never did.”
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Iconoclastic Capital Management
(29)
Understand
Team
Investment
“When my employment changed they worked with me to realign my financial goals to my employment circumstance and even provide analysis for each 401k option provided.”
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Northlanding Financial Partners
(19)
The FCA Process, Xerox Retirement Services, Investment Management Service
“Through regular review meetings they continue to check on our evolving needs and have helped us with other financial issues (insurance, social security, etc.”
i
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Centra Financial Group
(1)
Leave a Lasting Legacy With an Estate Plan, Financial Planning, Do More With Your Money With Charitable Planning
“It is individualized recommendations from an expert, who will present various options to reach your financial goals, and you will determine the best course as a team.”
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Bowman Personnel
(25)
Work
Job Search
“I am so grateful for her help in landing me a position of a lifetime and I cannot wait to keep in touch with her to share my success that she has helped me achieve.”
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Mirsky Financial Management Corporation
Estate Planning, Financial Planning, Retirement Plan Solutions
“Mirsky Financial Management Corp. (MFMC) is a financial services firm located in Rochester, NY: established by founder and President David B. Mirsky in July 1999. The staff at MFMC is highly committed to our clients and provides exceptional guidance ...”
i
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Sage Rutty & Co.
(1)
Risk Analysis and Insurance Review, Education Planning -College, Roths and Rollovers
“Click the "See Inside"" image to the right and take a Google Virtual Tour of their office space.”
“I have used Yaeger, Treviso & Associates for well over a decade for both my business and personal taxes and I can not speak highly enough about the level of service, professionalism and communication that this firm has offered over those years.”
i
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High Falls Advisors
(10)
Financial Planning & Advice, Business Exit Planning, Income Tax Planning & Preparation
“We have been High Falls Advisors clients for the past 14+ years and have always found them to be very expert at guiding us through our financial needs as situations change through retirement.”
i
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Commonwealth Financial Group
(19)
Retirement
Market
Meetings
“Chuck La Rocco helped us transition from work life to retirement "without a hitch" and we have been not only comfortable with the management of our portfolio but also extremely satisfied with the counsel, guidance, and results we have received.”
i
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Young and Company Cpas
(13)
Advisor Services For Business Owners, Tax Strategies, Life Insurance and Annuities
“I have handled my own accounting and tax needs for most of my life, but since incorporating I made the smart move of seeking professional assistance and advice.”
i
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Flaherty Salmin Cpas
(6)
Affordable Housing/Community Development, Personal Accounting, Business Consulting & Tax Services
“I've been with them for some time, and I've never been more confident in a team's ability to provide expert advice for the full range of financial services.”
i
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Krueger Financial Group
Long Term Care Insurance, Annuities, Life Insurance
“What is your dream for your family and, or business? Our team is dedicated to helping our clients get to where they want to be without the stress of financial roadblocks. After carefully listening to your personal situation and needs, we build a stra...”
i
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Novem Group
(3)
RIA Disclosures, For Advisors, For Companies
“There is a woman named rebecca Allen here that helped me for 10 min and got my problem solved that took another company a month and 1/2 to do.”
“When the office staff commented a room was hot it was fixed quickly”
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Mengel Metzger Barr & Co
(2)
Investigations & Dispute Resolution, Tax Services, Accounting Support Services
“My bookkeeper, accidentally overpaid and when she requested the monies back as she made an honest mistake, the partner stated, that they still owe money”
i
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Innerweave Consulting
(8)
Bookkeeping, Profitability Consultants, Training
“Leeh is absolutely amazing i have been seeing her since i have been 5 years old and i still see her i am 23 now if that doesnt speak volume of how great of a worker is every session is tailored perfectly to the needs of tthe client she has a great pe...”
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Lifemark Securities Corporation
(2)
Education and Training, Business Support Tools, Lifemark Services Agreement
“Paperwork is streamlined as Life Mark has utilized technology to make doing business very simple.”
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Younique Credit Solutions L.l.c.
(2)
“Their costumer service is amazing and I was able to understand my progress.”
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Aegis Capital
(1)
Retirement Planning, Wealth Management, Fixed Income
“I worked with Dom Pullano in the Financial Services Industry for a few years and we have remained friends since 1994.”
i
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Valiant Standard Wealth Management
(1)
Retirement Planning, Comprehensive Small Business Services, Xerox Employee Retirement Strategies
“I am assured of quick responses to my questions and the knowledge that my financial needs are always met at Valiant Standard Wealth.”
i
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Flower City Capital
(1)
“Tom not only took the time to guide us in the process, he was an integral part in putting together a proposal for the sale of my small business.”
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Retirement Planning and Investment Management Services in Irondequoit, NY Cost Estimates