The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Rochester area.
Learn how we score.
Prominent finalists A-Z in Rochester
Aztec Financial Group
Clark Asset Management
Cocheco Financial Group
Cornerstone Financial Planning
Darren Janakis Financial Services
Dumais, Ferland & Fuller Cpas
Essential Planning
Flight Financial Group
Future Financial
Gelinas & Pratte CPA Tax and Quickbook Accounting
Granite Bay Wealth Management
Harbor Advisory Corporation
LPL Financial – Rich Hilow
Macwilliam Financial Group
Mark A. Stiles, CPA
Nvest Financial
O’Brien Asset Management
Patriot Advisory Group
Polychronis Financial Services
RSI Advisors
Resolute Financial
Rodger W Wolf & Co.
Silver Maple Financial
The Guyton Group
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LPL Financial - Rich Hilow
(2)
Financial Planning
“Rich Hillow has been our financial advisor for many years now, and we've been delighted with the job he has done for us.”
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Polychronis Financial Services
“John Polychronis believes in helping clients position themselves for financial growth while protecting their savings and assets. He works with them to design retirement plans that strike the right balance in their portfolios, so they don't over- or u...”
“We have worked with Kevin and the professionals at Dumais & Ferland for over 5 years and have always had a pleasant experience!”
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Patriot Advisory Group
(5)
Decisions
“I no longer fret or worry about whether my investments are doing well- I know that I have a plan and Mark provides me with the updates when there is a need to make adjustments.”
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The Guyton Group
Financial Planning, Business Continuity & Exit Planning, Disability Insurance Planning
“At Guyton/Forge, we have every aspect of your financial plan covered. Our approach ensures that you wont miss an opportunity or find yourself exposed simply because no one told you about an opportunity you had but didn't take.”
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Clark Asset Management
(8)
Retirement
“Since our first meeting, I have taken it upon myself to learn more about investment options and have found that Clark Asset Management's policy of charging a flat fee rather than a percentage for their services is great value for money.”
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Cocheco Financial Group
Investment Management, Retirement Income Planning, Estate Planning
“Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in retirement without tax consequences. Those...”
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Nvest Financial
(7)
Nvest Financial, ROI Cubed
“I've dealt with many conglomerate investment firms in the past and had always felt as though I should be thankful not just because they answered the phone, but that I were able to “squeezed me into their schedule”.”
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Future Financial
(1)
“Super fast turn around on loans, great rates, customer service is best I have had.”
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Resolute Financial
Getting Started, Investments, Fees
“Working together. Resolute Financial is a collaborative team of fee-only financial planners that specialize in helping you address your financial questions, challenges, and fears. We believe that through the process of building a comprehensive financ...”
“Cornerstone Financial Planning provides unbiased, fee-only, client-focused financial planning services in Maine, New Hampshire and northern Massachusetts. Services include Financial Planning, Investment Management, Wealth Management, Divorce Planning...”
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Silver Maple Financial
“If you find yourself nodding, "yes" to many of these questions, please give serious consideration to how we may be able to benefit you. W e invite you to explore further and give us a call with any questions or to get started.”
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Essential Planning
Meet Andy, Connections and Notable Mentions, Team
“These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.”
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O'Brien Asset Management
“Retirement is a journey, not an event. As Certified Financial Planners, we create a custom financial plan tailor made for each client's unique situation. It becomes the roadmap of all subsequent financial decisions, with adjustments made as situation...”
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Flight Financial Group
Client Services & Information Gateway, Useful Links
“We are committed to remaining by your side in pursuing the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, ...”
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Darren Janakis Financial Services
(1)
“I highly recommend Darren Janakis to those who are looking for a knowledgeable financial agent.”
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Aztec Financial Group
“LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive...”
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Harbor Advisory Corporation
“Since 1972 Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. We are committed to delivering tailored financial planning and asset manag...”
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RSI Advisors
“For over 14 years, I worked at the Portsmouth Naval Shipyard in the Nuclear Engineering & Planning Department overhauling nuclear submarines. During my time at the Shipyard, I continued to pursue my passion for investing and market research. I was ab...”
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Mark A. Stiles, CPA
(22)
Services For Individuals, Business Services, Tax Services
“I particularly appreciate his relaxed and consistently spirited attitude, his consistent communicativeness, and the careful attention he has brought to bear on the tax issues.”
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Macwilliam Financial Group
(1)
Comprehensive Financial Planning, Insurance Services, Employers and Businesses
“I've worked with other firms/people over my long life -- Rae is the best in every respect.”
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Rodger W Wolf & Co.
(1)
Installment Agreements, CPA, IRS Representation
“He did a great job getting me back on track with the IRS.”
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Gelinas & Pratte CPA Tax and Quickbook Accounting
(1)
Guides, Tax Tools
“If you are in need of a quick and professional CPA who makes you feel like you are their only client and never makes you feel like you are a bother, this is the CPA for you.”
“We appreciate being able to track our progress through seeing and understanding our score, receiving very clear and understandable answers to any questions that we have, and knowing that Alisha and Sharon in the office will stay on top of us if we we...”
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Retirement Planning and Investment Management Services in Rochester, NH Cost Estimates