View Profile

Brighton Securities

(47)

Questions
Responsive
Team

“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.”

i

View Profile

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.”

i

View Profile

Conlon & Company, Certified Public Accountants

(14)

Paying
Costs

“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.”

i

View Profile

Northlanding Financial Partners

(19)

Future
Needs
Goals

“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.”

i

View Profile

Dejoy & Co.

(1)

“Mark and his team are the best!”

i

View Profile

Mirsky Financial Management Corporation

i

The 24 firms listed for Rochester, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Rochester, NY

All 24 firms we list here are in Rochester itself. We have 68 firms in Rochester on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 304 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), retirement planning (2) and tax services (2). 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Rochester take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

High Falls Advisors

(13)

Attention
Team
Communication

“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!”

i

View Profile

Stokes, Visca, Hucko & Barone, Cpas

(7)

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

i

View Profile

Young and Company Cpas

(15)

Informative
Communication

“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

View Profile

Flaherty Salmin Cpas

(6)

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

i

View Profile

Vespoke - Wealth Management

(5)

“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

View Profile

Oakwood Financial Services

(4)

“Great team to work with!”

i

View Profile

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.”

Featured

í ¼í¾ï¸Throwback to an episode recorded on Valentine's Day. Love may still be in the air, but there's no telling if it will remain for the remainder of the year. In this episode of the Pennywise Financial Podcast, Constantine discusses the current state of the stock market and the overall health of the economy. nnHe dives into how different sectors of the market are performing, including energy, financials, real estate, and tech. He also discusses gold and cryptocurrency performance.nnHere are some key takeaways:nnThe S&P 500 is up, The Dow is up, The NasDaq is up so we're firing on all cylinders - right?nnThe tech sector, while still up year-to-date, is not cheap and we may find out how quickly that can change.nnConstantine believes there may be value opportunities in some non-growth stocks.nEven though the market is up this year, there is some uncertainty due to the election and other factors. Constantine emphasizes the importance of staying disciplined and having a long-term investment plan.nnListen to the episode to learn more about insights and advice for investors in 2024!nn#pennywisefinancial #monarchwealthmanagement #financialplanning #investing #stockmarket #economy #2024election #gold #crypto #realestate #alternatives #investments...

i

View Profile

Priem Financial Group

(2)

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

i

View Profile

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.”

i

View Profile

The Retirement Optimization Group With Cadaret Grant

(1)

“Name has changed but the service remains exceptional.”

i

View Profile

Research Financial Group

(1)

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

i

View Profile

Novem Group

(1)

“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.”

i

View Profile

Fourbridges Financial Group

i

View Profile

Krueger Financial Group

i

View Profile

Bianchi & Associates

(5)

“Highly recommended, courteous and professional with quick turnaround service.”

i

View Profile

Rochester Investments

(3)

“I moved my investments to her years ago and I am so happy that I did that.”

i

View Profile

The Gaudino Group

(3)

“If you're looking for excellent financial advisors I would always suggest calling Steve Sr, Stephen or Chris to setup a time to discuss your future needs.”

i

View Profile

Waterford Group

(1)

“Located on 1657 East Avenue just down the street from Dunkin' Donuts.”

i

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

Best Financial Advisors in Rochester, NY

Brighton Securities

Iconoclastic Capital Management

Conlon & Company, Certified Public Accountants

Northlanding Financial Partners

Dejoy & Co.

Mirsky Financial Management Corporation

Area overview: Rochester, NY

High Falls Advisors

Stokes, Visca, Hucko & Barone, Cpas

Young and Company Cpas

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

Research Financial Group

Novem Group

Fourbridges Financial Group

Krueger Financial Group

Bianchi & Associates

Rochester Investments

The Gaudino Group

Waterford Group

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

Why these companies made our list

More Financial Advisors in New York

Popular in Rochester