Explore Financial Advisors Serving Rochester, NY

Iron Bay Capital manages the Iron Bay Fund LP, focusing on U.S. financial services companies including community banks and thrifts. We employ fundamental research, merger arbitrage opportunities, and dividend yield analysis to build portfolios enhanced by strategic leverage and hedging. Our team's 30+ years of banking and trading experience informs disciplined investment decisions aligned with market fundamentals.

Whitney & Company & Company is a Registered Investment Advisor providing personalized investment management, wealth planning, and 401(K) consulting services. Our team of certified professionals helps clients achieve financial security through tailored strategies focused on retirement planning, tax efficiency, and long-term wealth growth.

Rochester Investments offers comprehensive financial advisory services including investment management, retirement planning, and tax-efficient wealth strategies. Our team specializes in personalized asset allocation, estate planning, and retirement income solutions for individuals and businesses. As SEC-registered advisors, we prioritize fiduciary responsibility and long-term client partnerships.

Howe & Rusling is a full-service wealth management firm providing financial planning, investment management, estate planning, and tax strategy services. Our holistic, data-driven approach prioritizes client goals to create strategic roadmaps for financial well-being. With offices in New York, Idaho, and Colorado, we combine expertise with a fiduciary commitment to deliver personalized solutions.

Balanced Care is a New York-based non-profit agency serving seniors and people with disabilities through specialized financial management services. Since 2013, we've provided Pooled Trust administration, Representative Payee services, and VA Fiduciary solutions to help clients qualify for public benefits while maintaining financial independence. Our automated systems and certified professionals ensure secure, transparent management of government benefits and personal funds.

Novem Group is a financial advisory firm offering investment management, retirement planning, and wealth management services. Founded in 1994, we specialize in creating tailored financial solutions for individuals and businesses. Our fiduciary approach ensures clients receive objective advice aligned with their long-term goals.

Hayes Asset Management is a Rochester-based investment advisory firm specializing in value investing strategies. We provide personalized portfolio management for individuals, corporations, and nonprofits across New York and the United States. Our SEC-registered services emphasize fundamental analysis, principal protection, and long-term growth through disciplined buying and strategic position management.

NorthLanding Financial Partners provides personalized financial planning and retirement solutions nationwide. Based in Rochester, New York, we specialize in holistic financial strategies, including investment management, estate planning, and retirement income security. Our client-centered approach combines advanced credentials with technology-driven tools to deliver transparent, customized guidance.

Linden Financial Consultants offers fee-only financial planning and fiduciary advisory services in Rochester, NY. Specializing in retirement planning, divorce financial analysis, and investment reviews, we provide objective advice tailored to individual goals. Our hourly-only model ensures transparency and accessibility for clients at all financial stages.

Ciccarelli Advisory Services provides comprehensive, family-centered wealth management solutions. We specialize in retirement planning, estate strategies, tax optimization, and legacy development, prioritizing clients' long-term financial well-being. Our experienced team delivers personalized guidance grounded in fiduciary responsibility and multi-generational planning expertise.