Brighton Securities
Financial Planner
1703 Monroe Ave Rochester, New York 14618Brighton Securities is a highly professional firm who looks out for the best interest of its clients. As far as our team helping us into retirement, we could not be more ... more
Philip Serafine - RBC Wealth Management Financial Advisor
Financial Planner
80 Linden Oaks, Suite 220 Rochester, New York 14625Always available, always professional And knowledgeable. A true pleasure to work with.
Wealth Enhancement Group
Financial Planner, Financial Planner
1485 Monroe Ave Rochester, New York 14618Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
2024 W Henrietta Rd, Ste 5K Rochester, New York 14623Personalized financial service at its best. Top notch professional and ethical
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
90 Linden Oaks, Ste 230 Rochester, New York 14625Want to talk to some who knows their stuff? Look no further then Mr. Ward. He is extremely knowledgeable and has always put the interest of his clients first. Andrew is d ... more
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Financial Planner
90 Linden Oaks, Ste 230 Rochester, New York 14625Edelman Financial Engines
Financial Planner
350 Linden Oaks, 1st Floor Rochester, New York 14625Just great!!
The Gaudino Group
Financial Planner
780 Fetzner Road, Suite B Rochester, New York 14626I've been a client of the Gaudino group for probably 30 years. They have always treated me with respect and are very courteous. When I retired from Kodak I had a choice b ... more
Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2024 W Henrietta Rd, Ste 5D Rochester, New York 14623Extremely knowledgeable when it comes to money management.
Vespoke
Financial Planner
120 Allens Creek Road Suite 240 Rochester, NY 14618Very comprehensive financial services, custom tailored to fit my financial goals.
Howe & Rusling
Financial Planner, Financial Consultant, Financial Planner
165 Culver Rd Rochester, New York 14620We have been clients of Howe and Rusling for a number of years. The service and dedication that we have received over this time period has been nothing short of phenomena ... more
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
2290 East Ave, 3rd Floor Rochester, New York 14610Novem Group
Investment Service, Business Management Consultant, Financial Consultant
350 Linden Oaks #140 Rochester, NY 14625Clients are the top priority at Novem Group, it's nice to have independent advisers working for me!
Financial Partners of Upstate New York
Financial Planner
400 Meridian Centre Boulevard, Ste 101 Rochester, New York 14618Matt Merola is simply the best. Honest, hard working, and highly professional. I recommend that anyone with a financial need speak to Matt. I am richer personally and ... more
Russell Corona - TIAA Wealth Management Advisor
Financial Planner
35 Celebration Dr Rochester, NY 14620TIAA Financial Services
Financial Planner
35 Celebration Drive, Floor 1 Rochester, New York 14620Basically pointless to be associated with this bank. I was formally with Everbank out of Florida for precious metals. TIAA bought them out. ACH transactions, check deposi ... more
Fiduciary First Advising, Fee-Only Retirement Planner
Financial Planner
160 Linden Oaks Rochester, NY 14625Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for wha ... more
Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2024 W Henrietta Road, Suite 3B Rochester, New York 14623She was not a good match for us. Carol was not very interested in answering our questions over time. Evidently our questions were too great and took too long. Our first m ... more
NorthBridge Group
Financial Planner
80 Linden Oaks, Suite 220 Rochester, New York 14625Awful, after 3 years trying to get access to my account, Imani informed me that my SSN, DOB and registered address were not enough information to even get a written stat ... more
Allen Vitale - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
2024 W Henrietta Rd Ste 5D Rochester, New York 14623Henry Matheis - Ameriprise Financial Services, LLC
Financial Planner, Investment Service
1100 S Goodman St Ste 105 Rochester, New York 14620Markus Strauss - Thrivent
Financial Planner
21 Goodway Drive Rochester, New York 14623Nick Lennon - RBC Wealth Management Financial Advisor
Financial Planner
80 Linden Oaks, Suite 220 Rochester, New York 14625Key Private Bank
Financial Planner
1700 Bausch And Lomb Pl Rochester, New York 14604Mike Didonna is not capable of performing his job. He will not return phone calls or reply to emails. He places blame on everyone else instead of taking responsibility fo ... more
David A. Younis, CFP
Financial Planner
150 State St Suite 301A Rochester, NY 14614NorthLanding Financial Partners, LLC
Financial Planner
90 Linden Oaks #220 Rochester, NY 14625I've been dealing with Eric and Sara for almost 2 decades ... Eric's guidance in every aspect has been spot on, which has lead to a comfortable retirement and life for bo ... more