Canandaigua Financial Group - Canandaigua (NY)

Tracy Tyler They are so sweet and willing to help...all of the girls LOVE my service dog!! My Lil Finn has captured their hearts!!

Wendy Shutter My husband has used Andrew Smith (and his father) as his advisors for most of his life. Now that hes ready to retire its wonderful to see how their planning has paid off with another source of guaranteed income. To some of the negative posts on this site, people should understand that Wells Fargo Advisors is not a bank.

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Johnny LaFaver Best rates around always friendly people and service definitely reccomend.