Light Strategic Advisors
-
3445 Winton Pl Suite 120
Rochester, NY 14623 - (585) 435-4443
Hours
Chamber Rating
Contact Info
- (585) 435-4443
Questions & Answers
Q What is the phone number for Light Strategic Advisors?
A The phone number for Light Strategic Advisors is: (585) 435-4443.
Q Where is Light Strategic Advisors located?
A Light Strategic Advisors is located at 3445 Winton Pl Suite 120, Rochester, NY 14623
Q How big is Light Strategic Advisors?
A Light Strategic Advisors employs approximately 20+ people.
Q What days are Light Strategic Advisors open?
A Light Strategic Advisors is open:
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Q How is Light Strategic Advisors rated?
A Light Strategic Advisors has a 1.0 Star Rating from 1 reviewers.
Hours
Ratings and Reviews
Light Strategic Advisors
Overall Rating
Overall Rating
( 1 Reviews )Michael L on Google
Ms. Light is one of the most unprofessional people I have ever had the misfortune to work with - if you can say she worked with me at all. She was my account advisor for over two years and we never spoke or communicated directly in that time, outside of numerous irrelevant emails she sent out to all clients.
Imagine my surprise when I suddenly receive a voicemail from Ms. Light telling me she was dropping my account because a relative of mine quit working for Ms. Light after dealing with ongoing unprofessionalism and outright harassment.
Though I had been looking to move my account, I was not getting involved in a matter that was between Ms. Light and my relative. For her to say she was no longer going to manage my account because "of how [my relative] left" seems beyond petty. If she hadn't been told we were related, Ms. Light would have never known we were related since, as noted, I did not get involved with an interoffice matter.
Today I received a letter from Ms. Light again telling me she would no longer act as my financial advisor- conveniently not putting into print that her decision was based on an issue she had with my relative.
I decided to call Ms. Light and voice my aggrivation that she felt the need to drop my account when she never interacted with me and was taking her frustrations with someone else out on a client who never caused an issue. After voicings my aggravation and calling her out on her lack of professionalism, Ms. Light said, "f**k you!" And hung up the phone.
I believe anyone's financial needs would be far better served by a person with more integrity and professionalism than Ms. Light.
Overall Rating
Overall Rating
( 1 Reviews )Write a Review
Financial Planner Near Me in Rochester, NY
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Rochester, New York 14620
(585) 565-6267 ( 0 Reviews )
Stephen Fornarola - RBC Wealth Management Financial Advisor
Rochester, New York 14625
(585) 423-2172 ( 0 Reviews )
The Gregory L. Schaffer Companies
Rochester, NY 14616
585-621-3300 ( 4 Reviews )
Brown Wealth Partners of Raymond James
Rochester, NY 14618
(585) 274-5015 ( 0 Reviews )
Eileen Trott - Ameriprise Financial Services, Inc.
Rochester, NY 14616
(585) 227-6075 ( 0 Reviews )
David A. Younis, CFP
Rochester, NY 14614
585-410-6733 ( 0 Reviews )
Christian Reynolds
Rochester, New York 14626
(585) 475-8472 ( 0 Reviews )
Molly Amos - TIAA Financial Consultant
Rochester, NY 14620
( 0 Reviews )