Connect with Top-Rated Financial Planners in Rochester!

Whitney & Company is a Rochester-based Independent Registered Investment Advisor providing comprehensive financial services, including investment management, wealth planning, and 401(K) consulting. With a team of experienced professionals, we offer personalized guidance to help clients achieve their goals and live their best lives.

Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning, and tax strategy. Our holistic approach combines sophisticated technology with in-depth analysis to create a customized strategic roadmap for our clients. With a dedicated team and a commitment to understanding our clients' goals, we help them achieve financial well-being and empower them to live the life they want.

At DeFreze Financial Services, we provide personalized financial planning services tailored to your needs and goals. Our expertise spans retirement planning, estate planning, investment strategies, insurance solutions, and tax planning. We believe in building long-term relationships with our clients, providing them with the tools and guidance they need to make informed financial decisions. Our mission is to help you achieve financial peace of mind through tailored solutions that address your unique financial situation and goals.

BalancedCare is a trusted, non-profit organization, dedicated to helping the elderly and disabled, preserve and manage their finances and qualify for Medicaid Home Care Benefits. We offer a range of financial services, including Pooled Trusts, Rep Payee services, and VA Fiduciary services. Our goal is to provide personalized financial solutions that help our clients access their benefits in a safe and secure manner, while also providing them with more effective ways to manage their money. With a focus on client-focused services, our agency's leadership and certified professionals have in-depth financial services expertise and can help you navigate and simplify the often complicated process to qualify for all the benefits you deserve.

Novem Group is a financial services company that provides sound investment and financial advice to individuals and businesses. With a history dating back to 1994, the company has established itself as a leading provider of wealth management services, offering a range of solutions including retirement planning, employee benefits, and group retirement plans. The team at Novem Group has the experience and skills required to thrive and evolve in an ever-changing industry, and is committed to putting the needs of their clients first.

Core Wealth Management Group is a financial services company that provides a wide range of services including investment management, retirement planning, insurance, wealth preservation, and estate planning. At Core, we pride ourselves in helping our clients achieve their financial goals and navigating the complex landscape of financial planning and investment management. Our team of experienced professionals, led by three Certified Public Accountants (CPAs), provide personalized and fiduciary advice, ensuring that our clients' best interests are always at heart.

Standard Integrity Wealth Management is a financial services company that specializes in providing personalized financial planning and investment management services to individuals and families. Our experienced team of financial professionals work closely with clients to understand their unique financial goals and develop customized strategies to help them achieve their financial objectives. We offer a range of products and services, including investment planning, retirement planning, and estate planning. Our goal is to help our clients achieve their financial futures while providing exceptional service and support along the way.

NorthLanding Financial Partners is a financial services company based in Rochester, New York, serving clients nationwide. We help individuals establish financial goals and objectives that matter most to them and their families. Our holistic approach guides clients to avoid mistakes, coordinate their unique financial journey, and achieve their "NorthLanding". We offer personalized financial planning and investment management services. Our team of certified financial planners provides objective guidance, leveraging technology to best apply resources and delivering a reliable support system for clients' evolving needs.

Monarch Wealth Management, LLC is a financial services company that provides investment planning and management services to individuals and families. Their experienced advisors use a proprietary process to create customized plans, and offer ongoing portfolio monitoring and rebalancing. With offices in Brighton, Brockport, Williamsville, and Buffalo, New York, they aim to help clients achieve their financial goals. Their blog and newsletter provide valuable insights and industry updates.

Ciccarelli Advisory Services is a family-focused wealth management firm dedicated to assisting families in achieving financial wellness, so they can focus on the biggest priorities in their life. With over 35 years of experience, our team offers personalized services to simplify and organize clients' full financial picture, from tax considerations and cash flow management to charitable giving and legacy planning. We take a keen interest in our clients and our organization, promising to stay connected and tuned in. Our team delivers simplified, meaningful solutions rooted in the legacy of our clients and our firm's continued ability to serve them.