Rochester, NY Financial Planner

( 79 Reviews )
Brighton Securities Logo

Brighton Securities

Financial Planner

1703 Monroe Ave Rochester, New York 14618
Daniel Hickey

Brighton 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

( 1 Reviews )
Philip Serafine - RBC Wealth Management Financial Advisor Logo

Philip Serafine - RBC Wealth Management Financial Advisor

Financial Planner

80 Linden Oaks, Suite 220 Rochester, New York 14625
Donna Volpe

Always available, always professional And knowledgeable. A true pleasure to work with.

( 1 Reviews )
Wealth Enhancement Group Logo

Wealth Enhancement Group

Financial Planner, Financial Planner

1485 Monroe Ave Rochester, New York 14618
( 5 Reviews )
Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Rd, Ste 5K Rochester, New York 14623
Katherine Metcalf

Personalized financial service at its best. Top notch professional and ethical

( 1 Reviews )
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC Logo

Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
Kevin Tabor

Want 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

( 1 Reviews )
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC Logo

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 4 Reviews )
Edelman Financial Engines Logo

Edelman Financial Engines

Financial Planner

350 Linden Oaks, 1st Floor Rochester, New York 14625
Sam Snowden

Just great!!

( 10 Reviews )
The Gaudino Group Logo

The Gaudino Group

Financial Planner

780 Fetzner Road, Suite B Rochester, New York 14626
Nick DiStasio

I'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

( 3 Reviews )
Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Rd, Ste 5D Rochester, New York 14623
justin reilly

Extremely knowledgeable when it comes to money management.

( 8 Reviews )
Vespoke Logo

Vespoke

Financial Planner

120 Allens Creek Road Suite 240 Rochester, NY 14618
Martha Mary

Very comprehensive financial services, custom tailored to fit my financial goals.

( 4 Reviews )
Howe & Rusling Logo

Howe & Rusling

Financial Planner, Financial Consultant, Financial Planner

165 Culver Rd Rochester, New York 14620
Jim Musshafen

We 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

( 2 Reviews )
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 3 Reviews )
Novem Group Logo

Novem Group

Investment Service, Business Management Consultant, Financial Consultant

350 Linden Oaks #140 Rochester, NY 14625
Kaeri Carroll

Clients are the top priority at Novem Group, it's nice to have independent advisers working for me!

( 4 Reviews )
Financial Partners of Upstate New York Logo

Financial Partners of Upstate New York

Financial Planner

400 Meridian Centre Boulevard, Ste 101 Rochester, New York 14618
Cindy High-Fischmann

Matt 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

( 1 Reviews )
Russell Corona - TIAA Wealth Management Advisor Logo

Russell Corona - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 2 Reviews )
TIAA Financial Services Logo

TIAA Financial Services

Financial Planner

35 Celebration Drive, Floor 1 Rochester, New York 14620
Erik

Basically 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

( 3 Reviews )
Fiduciary First Advising, Fee-Only Retirement Planner Logo

Fiduciary First Advising, Fee-Only Retirement Planner

Financial Planner

160 Linden Oaks Rochester, NY 14625
Chad Holmes

Need 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

( 1 Reviews )
Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC Logo

Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Road, Suite 3B Rochester, New York 14623
Margaret Assenato

She 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

( 15 Reviews )
NorthBridge Group Logo

NorthBridge Group

Financial Planner

80 Linden Oaks, Suite 220 Rochester, New York 14625
Gail Zelinka

Awful, 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

( 0 Reviews )
Allen Vitale - Financial Advisor, Ameriprise Financial Services, LLC Logo

Allen Vitale - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

2024 W Henrietta Rd Ste 5D Rochester, New York 14623
( 0 Reviews )
Henry Matheis - Ameriprise Financial Services, LLC Logo

Henry Matheis - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1100 S Goodman St Ste 105 Rochester, New York 14620
( 0 Reviews )
Markus Strauss - Thrivent Logo

Markus Strauss - Thrivent

Financial Planner

21 Goodway Drive Rochester, New York 14623
( 0 Reviews )
Nick Lennon - RBC Wealth Management Financial Advisor Logo

Nick Lennon - RBC Wealth Management Financial Advisor

Financial Planner

80 Linden Oaks, Suite 220 Rochester, New York 14625
( 2 Reviews )
Key Private Bank Logo

Key Private Bank

Financial Planner

1700 Bausch And Lomb Pl Rochester, New York 14604
Tia Early

Mike 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

( 0 Reviews )
David A. Younis, CFP Logo

David A. Younis, CFP

Financial Planner

150 State St Suite 301A Rochester, NY 14614
( 24 Reviews )
NorthLanding Financial Partners, LLC Logo

NorthLanding Financial Partners, LLC

Financial Planner

90 Linden Oaks #220 Rochester, NY 14625
David Mindel

I'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

( 0 Reviews )
Sue Ward Logo

Sue Ward

Financial Planner

80 Linden Oaks Suite 220 Rochester, New York 14625
( 0 Reviews )
Galina Kolossovsky - RBC Wealth Management Financial Advisor Logo

Galina Kolossovsky - RBC Wealth Management Financial Advisor

Financial Planner

80 Linden Oaks, Suite 220 Rochester, New York 14625
( 0 Reviews )
Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

2024 W Henrietta Rd, Ste 5D Rochester, New York 14623
( 0 Reviews )
Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC Logo

Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Rd, Ste 5D Rochester, New York 14623
( 0 Reviews )
Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC Logo

Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 2nd Fl Rochester, New York 14610
( 0 Reviews )
Philip Pusateri - Financial Advisor, Ameriprise Financial Services, LLC Logo

Philip Pusateri - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC Logo

Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

1100 Goodman St S, Ste 105 Rochester, New York 14620
( 0 Reviews )
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC Logo

Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 0 Reviews )
Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC Logo

Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 0 Reviews )
Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC Logo

Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 0 Reviews )
Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC Logo

Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 0 Reviews )
Mallory Lauffer - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Road, Suite 3B Rochester, New York 14623
( 0 Reviews )
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC Logo

Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
( 0 Reviews )
Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC Logo

Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC Logo

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Road, Suite 3B Rochester, New York 14623
( 0 Reviews )
Leah White - Financial Advisor, Ameriprise Financial Services, LLC Logo

Leah White - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2024 W Henrietta Road, Suite 3B Rochester, New York 14623
( 0 Reviews )
John Wade - Financial Advisor, Ameriprise Financial Services, LLC Logo

John Wade - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC Logo

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC Logo

Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

90 Linden Oaks, Ste 230 Rochester, New York 14625
( 0 Reviews )
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC Logo

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

Financial Planner

2290 East Ave, 3rd Floor Rochester, New York 14610
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