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Brighton Securities

(47)

Investment Banking, Estate Planning, Tax Planning & Preparation

“They provide sound guidance and recommendations regarding our investments, and reach out to us frequently to make sure that our portfolio is in the best position to respond to changes in the economy.”

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Iconoclastic Capital Management

(44)

Goals
Insurance
Team

“We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time.”

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Conlon & Company, Certified Public Accountants

(14)

Multistate Tax, Bookkeeping, Broker Services

“If you are looking for an accountant and an accounting firm that always has your best interests at heart and treats you like a person and not just another set of numbers, then look no further than Kevin Conlon at Conlon & Company.”

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Bowman Personnel

(32)

Career
Work
Call

“Jeanne went above and beyond for me and made sure she stayed in touch throughout the entire hiring process from the first contact, through the interview, right until the end when I got the job.”

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Northlanding Financial Partners

(19)

Xerox Retirement Services, The FCA Process, Investment Management Service

“My wife Sandy and I have had the pleasure of working with Rob in particular, and North Landing in general, for all of our financial planning needs since North Landing's inception some years ago.”

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Dejoy & Co.

(1)

“Mark and his team are the best!”

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Gray Locey CPA

(4)

Business Services, Services For Individuals, Services For Quickbooks

“Everything is communicated to me electronically to sign, I do so and the very next morning I receive emails both from the state and the IRS, saying that they've received my filings.”

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Mirsky Financial Management Corporation

Tax Services, Wealth Management

“Bernie's approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client's tax and financial planning. Bernie rec...”

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High Falls Advisors

(13)

Income Tax Planning & Preparation, Financial Planning & Advice, Business Services

“I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn't be happier!”

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The holiday season is in full swing. While it’s a time for celebration, it often requires extra planning, especially in regard to finances. Travel, entertaining, and gift-giving expenses can quickly add up and put a damper on our holiday spirit. According to Investopedia, consumers spend an average of $875 on the holidays each year. By building a holiday budget, you can prepare for the additional end-of year costs and relieve some of the stress of holiday shopping. Here are some tips to create a budget that will help you have a happy holiday.

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Young and Company Cpas

(15)

Life Insurance and Annuities, Advisor Services For Business Owners, Tax Strategies

“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.”

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Stokes, Visca, Hucko & Barone, Cpas

(7)

Services For Individuals, Audit and Assurance Services, Sectors & Specialties

“I've been going to them for about 5 years and it's always been easy and a pleasure.”

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Consumer Credit Counseling Service of Rochester

(15)

Housing Counseling, Debt Management Program, Bankruptcy Counseling

“One was ok, although would give a little attitude when asking her to do something as simple as sending me statements (she told me I really need to keep track of those things myself, but I can't see every little thing that goes on in there, since I am...”

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Flaherty Salmin Cpas

(6)

Business Consulting & Tax Services, Affordable Housing/Community Development, Personal Accounting

“They always seem to go the extra mile as a normal practice.”

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Vespoke - Wealth Management

(5)

Retirement Planning, Comprehensive Financial Planning, Risk Management & Insurance Analysis

“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.”

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Oakwood Financial Services

(4)

“Great team to work with!”

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Monarch Wealth Management

(7)

Partnership
Knowledge
Advisor

“I consider them to be of the highest quality concerning professionalism, service to their clients and knowledge of the economy.”

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Priem Financial Group

(2)

Risk Management, Overview, Retirement Planning

“Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years.”

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Fiduciary First Advising, Fee-Only Retirement Planner

(2)

“He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas.”

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The Retirement Optimization Group With Cadaret Grant

(1)

Useful Links

“Name has changed but the service remains exceptional.”

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Park Central Tax Services

(1)

“I would recommend him to my friends.”

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Novem Group

(1)

For Companies, RIA Disclosures, For Advisors

“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.”

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Research Financial Group

(1)

Tax Planning Strategies, Strategic Wealth Management, Business Owners

“Do a great job managing client finances for long and short term goals.”

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Fourbridges Financial Group

Paula Rogala, Cfp®, Torrey Giancursio, Joseph Spinelli

“FourBridges Financial Group delivers trusted, independent financial planning customized to meet the exact needs and goals of our clients. We provide an unbiased and personalized approach that lets us offer a wide range of investment options for build...”

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Krueger Financial Group

Investment, Retirement, Money

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

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Average Cost	$3657
Minimum cost	$1219
Maximum cost	$10360
Avg Per Hour Rates	$366

Best Financial Advisors in Rochester, NY

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Rochester area.

Brighton Securities

Iconoclastic Capital Management

Conlon & Company, Certified Public Accountants

Bowman Personnel

Northlanding Financial Partners

Dejoy & Co.

Gray Locey CPA

Mirsky Financial Management Corporation

High Falls Advisors

Young and Company Cpas

Stokes, Visca, Hucko & Barone, Cpas

Consumer Credit Counseling Service of Rochester

Flaherty Salmin Cpas

Vespoke - Wealth Management

Oakwood Financial Services

Monarch Wealth Management

Priem Financial Group

Fiduciary First Advising, Fee-Only Retirement Planner

The Retirement Optimization Group With Cadaret Grant

Park Central Tax Services

Novem Group

Research Financial Group

Fourbridges Financial Group

Krueger Financial Group

Retirement Planning and Investment Management Services in Rochester, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rochester

Popular in Rochester