Rochester, NY Investment Service

Working with Bill and his company has been an absolute pleasure. Their professionalism and expertise have helped me to create a financial plan that takes into account my ... more

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

At Lutz and Associates, experienced wealth strategists help guide and advise their clients on how to protect and increase their wealth, leading to peace of mind and secur ... more

Charlie is a great guy and knows his stuff! You won't be disappointed working with him.

This review is for Taylor Jordan. I sat down with him and went over my financials, but every time I asked him a question he would respond with "yes daddy" (my name is not ... more

Name has changed but the service remains exceptional.

My financial needs are always met. I am assured of quick responses to my questions and the knowledge that my financial needs are always met at Valiant Standard Wealth. ... more

Very helpfull always able to login.Try using the correct password. Always very short wait time on phone with voice recognition.

There not right for giving a loan bc we didnt have a down payment but when u see u couldnt missed out on money youll be sorry

When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differe ... more

Whitney & Co. has been my go-to for financial planning for years. Their personalized approach has helped me reach my financial goals and build a strong investment portfol ... more

Lee Kern is the best at his craft. He can answer any questions you may have about health insurance.

Professional, strategic and effective financial planner. Would highly recommend.

Ann Marie and Jeff do an amazing job! Thank you for your help!

Great communication with Brian on my asset management.

Whenever I have questions about my investments and subsequent notifications, I always feel comfortable to call and talk to Jim. He responds immediately and I never feel ... more

I've been having the Gregory L. Schaffer and Companies do my taxes and investments for many years, I would not go anywhere else. Gregory Schaffer has proven himself to be ... more

I have worked with Monarch for many years now as my retirement planner and prior to that as a business partner with Dave. I consider them to be of the highest quality con ... more

I highly recommend High Falls Advisors! They have been such a great team to worth on a personal level and business. The support they provide is something we have looked f ... more

Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!

Terrible experience! If you want to pay $1200 for an overpriced return to get hit with a HUGE bill from the IRS in a couple months-go with this company. When you call for ... more

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

This place is Ridiculous, two months to do my taxes then charged me 350 bucks.

It was a mistake to invest a modest but significant amount of my IRA monies in their Investment Services through LPL Financial. We have been depositors in ESL for many ye ... more

Very professional. Great listener and has his clients best interests at heart---

We always have a great experience working with Fidelity. They always leave us feeling that they are looking out for our best interest.

Employees were friendly, and unloaded me fast, but FOR FLATBED DRIVERS, if you are going West on Ogden Parma Town Line Rd, you will need to turn left into the school park ... more