Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 3 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: 18 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

 


Monroe County, NY Financial Advisor FAQs

The first step is finding a licensed financial advisor. The National Association of Personal Financial Advisors provides a database of its members that can be searched by state and zip code.
A professional advisor may help figure out what your future financial needs are, considering both earnings and the growth potential of savings. An advisor may also provide insights on estate planning, budgeting, college saving plans, Social Security benefits calculators, retirement calculations and more.
A financial advisor will usually get paid either per transaction/project or they're compensated on a per-hour basis.
Financial advisors help people make sound decisions with their finances. They help clients develop and reach their financial goals by making recommendations about savings, investments, retirement planning, education funding, insurance, taxes, debts, and other financial concerns.