Best Financial Advisors in Rochester, NY

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List of Firms

Rochester, NY Fiduciary Financial Advisors

William Fiorica
Location 2255 Hudson Ave, Rochester, NY 14617, USA
Phone (585) 613-9785
Cornerstone Advisory Group
Location 200 Park Point Dr, Rochester, NY 14623, USA
Phone (585) 426-0502
Edward Jones - Financial Advisor: Carrie Rodriguez
SEC File# 801-3297
CRD# 250
5 out of 5
Location 97 Canal Landing Blvd Suite 1, Rochester, NY 14626, USA
Phone (585) 723-6850
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1100 S Goodman St Ste 105, Rochester, NY 14620, USA
Phone (585) 292-9851
DeFreze Financial Services
Location 728 Weiland Rd, Rochester, NY 14626, USA
Phone (585) 697-0430
Edward Jones - Financial Advisor: Michael Booth
SEC File# 801-3297
CRD# 250
5 out of 5
Location 428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, USA
Phone (585) 266-3870
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Iconoclastic Capital Management
SEC File# 801-114790
CRD# 285136
5 out of 5
Location 17 Prince St, Rochester, NY 14607, USA
Phone (585) 504-1616
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Chase Investment Services
Location 2200 Chase Square, Rochester, NY 14604, USA
Phone (585) 258-5698
Edward Jones - Financial Advisor: Diane J Hennekey
SEC File# 801-3297
CRD# 250
5 out of 5
Location 97 Canal Landing Blvd Suite 1, Rochester, NY 14626, USA
Phone (585) 723-6850
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Upstate Advisors, Inc.
Location 40 Humboldt St, Rochester, NY 14609, USA
Phone (585) 697-0061
Boyd Capital Management
SEC File# 801-120330
CRD# 312070
Location 30 W Broad St Unit 2, Rochester, NY 14614, USA
Phone (585) 269-8511
Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1100 S Goodman St Ste 105, Rochester, NY 14620, USA
Phone (585) 292-9851
Endeavor Wealth Advisory Group
Location 2024 W Henrietta Rd building 3e, Rochester, NY 14623, USA
Phone (585) 272-0088
Layline Advisors, LLC
SEC File# 801-114790
CRD# 285136
Location 17 Prince St, Rochester, NY 14607, USA
Phone (585) 210-8222
John J Mc Donald - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2024 W Henrietta Rd #5d, Rochester, NY 14623, USA
Phone (585) 292-9850
Leah White - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623, USA
Phone (585) 424-1480
Charleton Financial
Location 277 Alexander St Suite 307, Rochester, NY 14607, USA
Phone (585) 244-3050
Michael Spogli - TIAA Financial Consultant
Location 35 Celebration Dr, Rochester, NY 14620, USA
Phone (877) 209-3144
Andre Rene - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1100 S Goodman St Ste 105, Rochester, NY 14620, USA
Phone (585) 292-9851
MassMutual New York State - Rochester Satellite Office
Location 700 Bausch and Lomb Pl, Rochester, NY 14604, USA
Phone (585) 262-5600
Jonathan Gorom - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2024 W Henrietta Rd #5k, Rochester, NY 14623, USA
Phone (585) 475-9430
Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623, USA
Phone (585) 424-1480
Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, USA
Phone (585) 292-9850
Brighton Securities
SEC File# 801-121232
CRD# 314111
5 out of 5
Location 1703 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 473-3590
HNP Capital LLC
SEC File# 801-70200
CRD# 150333
Location 100 Chestnut St, Rochester, NY 14604, USA
Phone (585) 461-6085
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
Nicholas Savas, RICP | Equitable Advisors
Location 175 Corporate Woods Suite 250, Rochester, NY 14623, USA
Phone (585) 475-8418
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623, USA
Phone (585) 424-1480
Hayes Asset Management LLC
SEC File# 801-67003
CRD# 141220
Location 400 Andrews St, Rochester, NY 14604, USA
Phone (585) 730-6951
A Xa Advisors James A Nowicki
Location 28 E Main St #701, Rochester, NY 14614, USA
Phone (585) 258-2972
Flower City Advisory
Location 700 Bausch and Lomb Pl, Rochester, NY 14604, USA
Phone (585) 399-8344
Edward Jones - Financial Advisor: Carla M Morris
SEC File# 801-3297
CRD# 250
Location 706 University Ave, Rochester, NY 14607, USA
Phone (585) 271-3808
Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 88 Elm St Suite 1, Rochester, NY 14604, USA
Phone (585) 227-2170
Michael Roorda - TIAA Wealth Management Advisor
Location 35 Celebration Dr Floor 1, Rochester, NY 14620, USA
Phone (877) 209-3144
Thomas F Ward - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 2280 East Ave, Rochester, NY 14610, USA
Phone (585) 461-2280
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
Echelon Wealth Advisors, LLC
5 out of 5
Location 1441 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 381-1861
Bianchi Financial Services
5 out of 5
Location 2800 Dewey Ave, Rochester, NY 14616, USA
Phone (585) 349-3337
Edward Jones - Financial Advisor: Tom Kasper Jr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2290 East Ave, Rochester, NY 14610, USA
Phone (585) 242-9289
Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, USA
Phone (585) 292-9850
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1100 S Goodman St Ste 105, Rochester, NY 14620, USA
Phone (585) 292-9851
John Brandt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1100 S Goodman St Ste 105, Rochester, NY 14620, USA
Phone (585) 292-9851
Howe & Rusling
SEC File# 801-294
CRD# 104627
Location 120 East Ave, Rochester, NY 14604, USA
Phone (585) 325-4140
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
SJN Investments
Location 1344 University Ave, Rochester, NY 14607, USA
Phone (585) 924-8103
Financial Advisors in Rochester, NY

Where Certified Financial Advisors in Rochester, NY Serve

Rochester, located in the Finger Lakes region of New York, is the third largest city in the state. The city's economy is based largely on manufacturing and health care, with major employers including Eastman Kodak, Xerox, and Abbott Labs. Major highways and streets include Interstate 490 and State Route 590, while neighborhoods include the historic Corn Hill district and the up-and-coming Neighborhood of the Arts.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Rochester, NY offer a variety of services to their customers. These services can be helpful for people who live and work in the area. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer online banking and mobile apps that make it easy for people to access their accounts from anywhere.

Insurance Broker

Rochester, NY is a city that has been through a lot in the past few years. It was hard hit by the recession and many people lost their jobs. The city is starting to come back, but there are still a lot of people who need help. That's where insurance brokers can come in. They can help residents find the right insurance policies for their needs and budget. They can also help them find discounts on their policies and make sure they are getting the best rates possible.

Retirement Planning

Financial advisors can help Rochester, NY residents with retirement planning in a variety of ways. They can help people save for retirement by creating a savings plan and investment portfolio that will work best for them. Advisors can also help retirees manage their income and expenses in order to make their money last as long as possible. In addition, advisors can provide advice on when it is best to start taking Social Security benefits and how to get the most out of those benefits.

Wealth Management

Rochester, NY residents can benefit from wealth management services in order to make the most of their money. Wealth management can help individuals and families save for retirement, invest for the future, and plan for important life events. By working with a professional wealth manager, Rochester residents can rest assured that their finances are in good hands.

Estate Planning Lawyer

Estate planning lawyers in Rochester, NY can help residents protect their assets and ensure their loved ones are taken care of after they die. They can also help residents create living wills and health care proxies that will give their loved ones authority to make decisions on their behalf if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers are in a unique position to help Rochester, NY residents. Rochester, NY is a city that has been hit hard by the recession. The city has lost many jobs, and the ones that remain are not always high-paying. This leaves many people in the city struggling to make ends meet. Mortgage loan officers can help by providing people with access to low-interest loans. These loans can help people to get out of debt and improve their financial situation. In addition, mortgage loan officers can also provide advice on how to save money and manage expenses.

Tax Services

Rochester, NY residents can benefit from the help of tax accountants in order to make sure they are getting the most out of their taxes. Tax accountants can help residents save money on their taxes and ensure that they are filing correctly. In addition, tax accountants can help residents with estate planning and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rochester, NY