Rochester Wealth Strategies - Rochester (MI)

5 /5 lauren matte: On behalf of the Len & Nancy Kornoski -- thank you to everyone at the firm. Starting with my phone call with Carla, to my meeting with Dominic. What a great team! Thank you for all the years of your hard work and choices you have made for our accounts. We appreciate the team and their hard work!!

5 /5 Steve Valentine: I recently changed financial advisors and decided to go with Rochester Wealth Strategies. My experience with them has been great so far. They are friendly, easy to work with, efficient, and have an experienced team. My advisor, Julie, has been awesome and really knows her stuff. She listens to my personal needs in terms of handling my retirement income and is creative in her approach. Her responses are always timely and she makes you feel at ease. Carla, who is the face of the business, is very helpful especially when Julie is not available. She can handle many of my needs without even getting Julie involved. Shes truly a gem. I guess the thing I like the best is that they are in my "backyard" and always available when I need them.

5 /5 Maya ili: Rochester Wealth Strategies exceeded our expectations in every way. Their knowledgeable team takes the time to ensure you understand every detail, leaving no room for uncertainty or discomfort. We had a pleasure of working with Dominic and his team and we couldn’t be happier with the personalized financial plans they provided. Dominic and his team demonstrated exceptional care and expertise in understanding our retirement financial goals. They answered all our questions clearly and patiently, making sure we felt confident and well-informed throughout the process. What truly stood out to us was their genuine commitment to our best interests, rather than simply focusing on financial gain. Thank you to their dedication and professionalism, we felt reassured that our financial future was in safe hands. We highly recommend Rochester Wealth Strategies to anyone in search of trustworthy wealth management advisors. You won’t be disappointed!

5 /5 Michelle Felmlee: My family has had a great experience with the entire team at Rochester Wealth Strategies. They are always available to answer any questions we have and always take the time to meet with us to discuss our financial goals. Not only do they provide investment strategies, but they are always providing suggestions to ensure we are taking advantage of any tax opportunities that may exist. We definitely recommend their services.

5 /5 Mike Bommarito: We have been clients of Rochester Wealth Strategies for three years, having transitioned from a much larger financial management firm. The experience has been outstanding, particularly due to our key contacts, Dominic and Julie. Their responsiveness to our queries throughout the year has been nothing short of excellent. One aspect we most appreciate is the annual portfolio review, which we just completed for our third year. These reviews are thorough, consistent, and perfectly aligned with our financial goals, ensuring that our investments are always on the right track. What stands out the most about Rochester Wealth Strategies is their integrity, trustworthiness, and openness in all dealings. Additionally, the support staff deserves special mention for being top-notch. Their professionalism and efficiency contribute significantly to the overall positive experience. In summary, if youre looking for a financial advisor that combines expertise with a personal touch, my wife Connie and I highly recommend Rochester Wealth Strategies.