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Oakwood Financial Services
“Great team to work with!”
Best Financial Advisors in Rochester, NY
Handpicked from 108 vetted & reviewed Financial Planning & Wealth Management firms in the Rochester area, discover the top 5 leading options among the selected group of 24 finalists.
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Brighton Securities
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
- 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
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
- 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.”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Northlanding Financial Partners
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.
“Mark and his team are the best!”
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Gray Locey CPA
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
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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Young and Company Cpas
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
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
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
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
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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Monarch Wealth Management
- 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
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
“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
Useful Links
“Name has changed but the service remains exceptional.”
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Park Central Tax Services
“I would recommend him to my friends.”
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Novem Group
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
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...”
Retirement Planning and Investment Management Services in Rochester, NY Cost Estimates
Minimum cost
$1219
Maximum cost
$10360
National Average
$3657
Avg Per Hour Rates
$366
$2438
$6703
Typical price range is based on
254 cost profiles
Why these companies made our list
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