Explore Financial Advisors Serving Pittsford, NY

Cudlipp Financial Services provides accessible, jargon-free financial planning for individuals and businesses. We specialize in retirement strategies, investment goal setting, and personalized wealth management without net worth requirements. Our team combines local expertise with national resources to deliver ethically sound solutions.

Rochester Financial Services offers fee-only financial planning and portfolio management in Rochester, NY and nationwide. Founded in 1993, we specialize in no-load mutual funds and estate planning with $310M in client assets. Our SEC-registered team provides unbiased investment advice grounded in academic research and real-world market analysis.

Coordinated Plan provides comprehensive wealth management services for business owners and high-net-worth individuals. Our team specializes in investment planning, estate strategies, and retirement solutions tailored to preserve and grow generational wealth. With a client-centered approach, we deliver personalized financial planning that integrates tax optimization, asset protection, and business continuity strategies.

Hamilton Wealth Management provides specialized financial planning and investment management services for individuals transitioning into retirement. We help clients optimize income strategies, reduce tax liabilities, and preserve wealth through personalized portfolio management and comprehensive financial planning. Our endowment-style investment approach offers diversified asset allocation tailored to retirees' unique needs.