Find a Financial Planner in Monroe County, NY

 

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We did the hard work of finding trustworthy partners in Monroe County, NY.

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We Only Work With The Best Monroe County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Monroe County, NY


  • Financial Advisor Close to Monroe County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Monroe County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Monroe County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Monroe County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.7% of Monroe County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Monroe County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Monroe County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Monroe County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Monroe County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Monroe County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Monroe County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Monroe County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Monroe County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Monroe County financial advisors.
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How Retirement-Friendly is Monroe County, NY?

  • Population: 743,341
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $150,100
  • Average Monthly Housing Cost: $1,022
  • Average Household Income: $80,684
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in Monroe County, NY


COBBLESTONE CAPITAL ADVISORS, LLC

Website

(585) 473-3333

500 Linden Oaks
Suite 210
Rochester, NY 14625

SEC#: 801-55482
Years in Business: 23 years

MENDON CAPITAL ADVISORS CORP

Website

(585) 770-1770

150 Allens Creek Road

Rochester, NY 14618

SEC#: 801-56497
Years in Business: 22 years

GILBERT FINANCIAL, LLC

Website

(585) 241-3150

200 Canal View Blvd.
Suite 204
Rochester, NY 14623

SEC#: 801-77806
Years in Business: 8 years

ACHIEVE WEALTH PARTNERS LLC

Website

(585) 586-8100

400 Linden Oaks
Suite 310
Rochester, NY 14625

SEC#: 801-114146
Years in Business: 2 years

APEX ADVISERS, LLC

Website

(585) 383-5540

70 Linden Oaks

Rochester, NY 14625

SEC#: 801-78007
Years in Business: 8 years

WESTMINSTER CONSULTING

Website

(585) 246-3750

11 Centre Park - Suite 303

Rochester, NY 14614

SEC#: 801-109966
Years in Business: 4 years

HAYES ASSET MANAGEMENT, LLC

Website

(585) 730-6951

400 Andrews Street, Suite 600

Rochester, NY 14604

SEC#: 801-67003
Years in Business: 15 years

BRIGHTON SECURITIES CORP.

Website

(585) 473-3590

1703 Monroe Avenue

Rochester, NY 14618

SEC#: 801-62276
Years in Business: 17 years

WEALTH MANAGEMENT GROUP

Website

(585) 241-5900

2000 Winton Rd. So.
Building 4A Suite 206
Rochester, NY 14618

SEC#: 801-116892
Years in Business: 2 years

HNP CAPITAL LLC

Website

(585) 461-6085

100 Chestnut St., 15th Floor

Rochester, NY 14607

SEC#: 801-70200
Years in Business: 12 years