List of Firms
Monroe County, NY Fiduciary Financial Advisors
Tompkins Financial Advisors
Sage Rutty & Co., Inc.
Seneca Financial Advisors LLC
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC
Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Legacy Financial Planning
Mallory Lauffer - Associate Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Monroe County, NY Serve
Monroe County, located in upstate New York, boasts a plethora of landmarks and attractions that draw visitors from far and wide. From the iconic George Eastman Museum to the stunning Highland Park, there is no shortage of beauty and culture to be found here. In terms of top employers, the county is home to a diverse range of businesses, including the University of Rochester, Wegmans, and Paychex. Major highways such as I-490 and I-390 make transportation a breeze, while bustling streets like Monroe Avenue and East Avenue offer a vibrant urban atmosphere. The county is also home to several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban retreat or a lively city experience, Monroe County has something for everyone.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Monroe County, NY
Financial advisors in Monroe County, NY offer a wide range of services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and more. One unique aspect of Monroe County is its diverse economy, with industries ranging from healthcare and education to manufacturing and technology. This complexity requires financial advisors to have a deep understanding of the local market and how it affects their clients' investments. With their expertise and knowledge, financial advisors in Monroe County can provide personalized financial advice tailored to each client's individual needs and goals. Whether it's creating a retirement plan or managing a portfolio, a financial advisor in Monroe County can help clients navigate the intricacies of the financial world and achieve long-term financial success.
Monroe County, NY is an exceptional place to obtain financial advising due to its thriving economy and diverse business landscape. With a population of over 700,000, Monroe County is home to a plethora of financial institutions and investment firms. Moreover, the county's vibrant business community offers a wide range of opportunities for individuals seeking financial guidance. From small startups to large corporations, Monroe County's business scene is bustling with activity, making it an ideal location for financial advisors to hone their skills and provide top-notch services to clients. Additionally, the county's proximity to major cities such as New York City and Toronto makes it an attractive destination for investors and entrepreneurs alike. Overall, Monroe County's robust economy and dynamic business environment make it an excellent place to receive financial advising services.
A financial planner in Monroe County, NY is a professional who assists individuals and businesses in managing their finances to achieve their financial goals. They analyze financial data, evaluate investment options, and provide advice on budgeting, tax planning, retirement planning, and estate planning. In Monroe County, NY, financial planners also need to be well-versed in local tax laws and regulations, as the county has its own tax code that differs from other counties in New York State. Additionally, due to the county's diverse population and economy, financial planners must be able to tailor their services to meet the unique needs and goals of each client. This requires a deep understanding of the local community and the ability to navigate complex financial situations with ease. A financial planner in Monroe County, NY must be able to communicate complex financial concepts in a clear and concise manner, so that clients can make informed decisions about their financial future.
Monroe County, NY residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With a population of over 740,000 people, Monroe County is one of the most populous counties in New York State. This means that residents are likely to encounter a wide range of financial challenges, from managing their day-to-day expenses to planning for retirement and investing in their future. A financial advisor can provide valuable guidance and expertise in navigating these challenges, helping residents to make informed decisions and achieve their financial goals. Whether it's developing a comprehensive financial plan, managing investments, or navigating tax laws, a financial advisor can be an invaluable resource for Monroe County residents looking to secure their financial future.
A financial advisor in Monroe County, NY must possess a plethora of important qualities to effectively assist their clients in achieving their financial goals. Firstly, they must have a deep understanding of the local economy and financial landscape of Monroe County. This includes knowledge of the industries that dominate the area, such as healthcare and technology, as well as an understanding of the local tax laws and regulations. Additionally, they must possess excellent communication skills to effectively communicate complex financial concepts to their clients. They must also be highly analytical and detail-oriented, with the ability to analyze financial data and make informed investment decisions. Furthermore, they must be able to adapt to changing market conditions and adjust their strategies accordingly. Lastly, they must be trustworthy and ethical, putting their clients' best interests first and foremost. Overall, a financial advisor in Monroe County, NY must possess a unique combination of local knowledge, analytical skills, and ethical values to successfully guide their clients towards financial success.
Monroe County, NY is home to some of the top financial advising firms in the state. These firms are renowned for their expertise in investment management, retirement planning, and wealth preservation. With a diverse client base that includes individuals, families, and businesses, these firms have established a reputation for delivering personalized and comprehensive financial solutions. What sets Monroe County apart from other regions is its thriving business community and the presence of several major corporations. This creates a unique opportunity for financial advisors to work with clients who have complex financial needs and require sophisticated investment strategies. In addition, Monroe County's proximity to major metropolitan areas like New York City and Boston provides access to a wealth of resources and expertise that can be leveraged to benefit clients. Overall, the financial advising firms in Monroe County, NY are well-positioned to provide the highest level of service and support to their clients, making them a top choice for anyone seeking financial guidance and advice.
Financial advisors in Monroe County, NY are compensated in various ways, but the most common methods include commissions, fees, and a combination of both. Commission-based compensation is where advisors earn a percentage of the client's investment or insurance product. Fee-based compensation, on the other hand, is where advisors charge an hourly rate or a flat fee for their services. A combination of both methods is also prevalent, where advisors earn a commission for selling a product and charge a fee for their ongoing advice. In Monroe County, NY, financial advisors must comply with state and federal regulations, such as the New York State Department of Financial Services and the Securities and Exchange Commission. Additionally, advisors must also adhere to the Monroe County Bar Association's code of ethics, which emphasizes professionalism, integrity, and confidentiality.