Connect with Top-Rated Financial Planners in Pittsford!

Rochester Investments is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor, and financial planner firm located in Rochester NY. We serve individuals and businesses with their investments and planning needs. We help you build an investment portfolio, save on taxes, and earn a retirement income that lasts throughout your retirement years and beyond.

Freedom Financial Planning, LLC is a holistic financial planning company dedicated to helping individuals and families navigate their financial paths. Our team of experienced professionals offers tailored strategies in retirement planning, business planning, investment management, insurance, and more. We believe in building long-term relationships based on trust, honesty, and integrity. Our goal is to help you achieve your financial dreams by providing personalized financial roadmaps and ongoing support.

Cudlipp Financial Services, Inc. is a Pittsford, NY-based financial planning firm founded by Michael Cudlipp, AIF. We help individuals, families, and businesses achieve their financial goals with our transparent, no-nonsense approach. Our affiliation with Osaic Wealth, Inc. provides us with the resources we need to guide our clients towards a stress-free financial future.

Rochester Financial Services is a unique wealth management firm offering objective, unbiased financial advice. Founded in 1993, the company provides fee-only portfolio management and financial planning services to clients in Rochester, NY, and across the country. With over $250 million in client assets under management, Rochester Financial Services specializes in no-load mutual fund investments.

LVW Advisors is a federally registered investment adviser under the Investment Advisers Act of 1940, offering comprehensive financial planning and investment management services to individuals and institutions. Our team of experienced professionals works closely with clients to understand their unique financial goals and aspirations, developing personalized strategies to help them achieve success. With a commitment to transparency, integrity, and a client-centric approach, we aim to provide exceptional service and value to our clients.

Linden Financial Consultants offers flexible and collaborative financial advice available when, how and where you feel it's needed. Your financial plan should reflect your goals and objectives, not products or services. And your financial planner should work for you only. By offering competent, well-explained and objective financial planning advice at a fair fee-for-service, we can help you develop a personalized plan for retirement, college savings, insurance and more. Additionally, we can offer a second pair of eyes to help keep your investment portfolios and financial plans on track.

Candace Shira Associates is a financial advisory firm that provides personalized wealth management services to individuals and families. Our team of experienced professionals uses a consultative approach to understand our clients' unique goals and concerns, and develops customized asset growth and management plans to help them achieve financial success. We offer a range of services including investment advisory, retirement planning, estate planning, and more. With a focus on building long-term relationships, we strive to provide exceptional service and expertise to our clients. Our team has a proven track record of success in helping individuals and families achieve their financial objectives.