Financial Planning in Rochester, NY - Page 1

We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance.

Portfolio management, Planning, Insurance Protection, Consulting, Retirement Plans and Tax Strategies

You’re more than a number at Genesee Co-op. Since 1982, our Rochester credit union has provided quality banking services to people whose dreams and ideals have been counted out by other financial institutions.

A family business led by family values.

Financial Advisor at Ameriprise Financial Services, LLC

Your Full Service Financial Firm

Innovative financial services organization comprised of experienced financial professional

A private wealth advisory practice of Ameriprise Financial Services, LLC

A private wealth advisory practice of Ameriprise Financial Services, LLC

Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years.

Individuals turn to Novem Group for help planning for retirement, build a strong financial portfolio, and prepare for your future. Novem Group helps businesses find the perfect group retirement plan that fit their company needs.

A private wealth advisory practice of Ameriprise Financial Services, LLC

Prentice Wealth Management, LLC is a wealth management firm headquartered in Rochester, New York. Services include; financial planning, retirement planning, education, estate & inheritance planning, investment portfolio management and insurance.

A private wealth advisory practice of Ameriprise Financial Services, LLC.

Hendee Fischer Financial Group at Brighton Securities – Trusted Wealth Management & Financial Planning. Helping Individuals, Families, and Businesses Achieve Financial Peace of Mind. Brighton Securities is a member of FINRA & SIPC.

Helping Family Business Owners Scale, Secure Their Wealth & Create a Lasting Legacy.

Cornerstone Advisory Group

Luke Stuart is a CERTIFIED FINANCIAL PLANNER® practitioner and provides comprehensive wealth management solutions for professionals, families and business owners.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Jonathan LaRue is a seasoned financial professional currently serving as a first vice president at Raymond James. Jonathan has developed a deep expertise in investment management, financial planning and risk management.

With the knowledge that comes with more than 20 years of experience in the financial services industry, David helps investors navigate the broad landscape of available investment options with quality service and a personal commitment.

No buzz words. No bias. No bull$#!+. Financial planning as it should be.

A Gregory L. Schaffer Company providing professional trustee and executor services to preserve your

It’s more than financial. It’s personal. Helping you navigate life’s changes with thoughtful planning, trusted guidance, and strategies designed around your goals.

We provide accounting, bookkeeping, and tax preparation services to individuals and small business.

100% Fiduciary, FeeOnly, Retirement planner/financial advisor. Serving men & women mostly over age 50

I am president and CEO of Dedwen Financial. A firm specializing foremost in educating our clients, and the community at large on all topics surrounding finance.

We’ve been helping hardworking individuals prepare for life in retirement for more than 30 years. You can count on our experience, knowledge and credentials while we partner with as you journey to and through retirement.

Financial professional working with clients to plan for and achieve their goal while reducing risk a