Brooks Financial Services - Rochester (NY)

Maria G Triolo Jay and Casey Williamson are top notch and have taken care of our finances for over 30 years! In addition to their characters and trustworthiness, they are extremely knowledgeable and have the unique ability to take the very complex and explain things in simple and understandable terms.

john schmitt When speaking with Lou or Oliver they are informative and friendly and really care about doing the best for me.

Ross Behringer Appreciate Garys expertise each year assuring my taxes are filed correctly. My family has trusted him for decades and I do too.

Joseph Ranola From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach. I never felt pressured and he made sure I fully understood everything we spoke about. Fast forward until after he’s managed all my accounts for a while and I couldn’t be happier with PureVest as my choice. Highly recommend Jason and the team.

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

Kim Parks Have never been involved with such a caring business, the staff bends over backwards to make certain we have what we need.. they take time with me and it is much appreciated.

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.