Best Financial Advisors in Irondequoit, NY

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Irondequoit area.

Lacy Katzen

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.”
In Business Since 2005
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
600 Bausch and Lomb Pl, Rochester, NY
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Iconoclastic Capital Management

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.”
In Business Since 2018
17 Prince St, Rochester, NY
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Northlanding Financial Partners

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.”
In Business Since 2018
Transparent Fees & Pricing
90 Linden Oaks #220, Rochester, NY
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Centra Financial Group

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.”
In Business Since 1994
CFP Certified
500 Linden Oaks #301, Rochester, NY
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Bowman Personnel

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.”
In Business Since 2003
919 S Winton Rd Suite 103, Rochester, NY
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Mirsky Financial Management Corporation

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 ...”
In Business Since 2005
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
130c Linden Oaks, Rochester, NY
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Sage Rutty & Co.

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.”
In Business Since 1918
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
100 Corporate Woods #300, Rochester, NY
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De Joy Knauf & Blood

De Joy Knauf & Blood

(1)
Tax Services, Outsourced Accounting Services, Consultation Services
“Mark and his team are the best!”
In Business Since 1994
Family Business
Licensed, BBB Rating: A+
280 E Broad St #300, Rochester, NY
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Yaeger Treviso & Associates

Yaeger Treviso & Associates

(23)
  • Pleasure
  • Taxes
  • Family
“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.”
In Business Since 2002
Serving Irondequoit Area
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High Falls Advisors

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.”
In Business Since 2003
180 S Clinton Ave #300, Rochester, NY
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Commonwealth Financial Group

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.”
In Business Since 2009
Licensed
Serving Irondequoit Area
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Young and Company Cpas

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.”
In Business Since 1999
1425 Jefferson Rd, Rochester, NY
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Flaherty Salmin Cpas

Flaherty Salmin Cpas

(6)
Affordable Housing/Community Development, Personal Accounting, Business Consulting & Tax Services
“This place is awesome not joking.”
In Business Since 2014
2300 Buffalo Rd #200, Rochester, NY
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Vespoke - Wealth Management

Vespoke - Wealth Management

(5)
Risk Management & Insurance Analysis, Comprehensive Financial Planning, Education Planning
“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.”
In Business Since 2015
120 Allens Creek Rd Suite 240, Rochester, NY
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Krueger Financial Group

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...”
In Business Since 2013
Remote Consultations Available
Licensed
400 Meridian Centre Blvd, Rochester, NY
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Novem Group

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.”
In Business Since 2014
350 Linden Oaks #140, Rochester, NY
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Echelon Wealth Advisors

Echelon Wealth Advisors

(3)
Retirement Planning, Asset Management, Insurance & Annuities
“When the office staff commented a room was hot it was fixed quickly”
In Business Since 2015
1441 Monroe Ave, Rochester, NY
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Mengel Metzger Barr & Co

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”
In Business Since 1980
100 Chestnut St # 1200, Rochester, NY
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Innerweave Consulting

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...”
In Business Since 2008
Serving Irondequoit Area
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Lifemark Securities Corporation

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.”
In Business Since 1995
400 W Metro Park # 1, Rochester, NY
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Younique Credit Solutions L.l.c.

Younique Credit Solutions L.l.c.

(2)
“Their costumer service is amazing and I was able to understand my progress.”
In Business Since 2022
Free Initial Consultation
510 Clinton Square, Rochester, NY
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Aegis Capital

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.”
In Business Since 2005
1100 University Ave # 105, Rochester, NY
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Valiant Standard Wealth Management

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.”
In Business Since 2020
21 Goodway Dr, Rochester, NY
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Flower City Capital

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.”
In Business Since 2015
Family Business
132 Allens Creek Rd, Rochester, NY
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Retirement Planning and Investment Management Services in Irondequoit, NY Cost Estimates

Minimum cost
$1026
Maximum cost
$8713
National Average
$3076
Avg Per Hour Rates
$308
$2051
$5638
Fair price range is based on 297 cost profiles
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Average Cost $3076
Minimum cost $1026
Maximum cost $8713
Avg Per Hour Rates $308

Fair range $2051 to $5638 is based on 297 cost profiles.

Why these companies made our list

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