Chicago Partners Wealth Advisors - Rochester, NY - Rochester (NY)

5 /5 Gerald Honch: Rob Bradley has a calm and reasoned approach to helping us understand the changes needed in our financial lives. His explanations are practical and useful. He is a patient man; a necessary attribute dealing with my limited financial background. Sara Bodine completes the team performance.

5 /5 Patricia Honch: Rob Bradley has been my Certified Financial planner for about one year. His caring and knowledgeable nature has been most helpful to me. His expertise in financial planning, has been instrumental in my continual growth in money management. Sara Bodine has been extremely efficient in helping me navigate new client services. She is a phone call away offering support in a calm and caring manner.

5 /5 Charles Ruffing: I was pleased to see the opening of the Rochester office of Chicago Partners Wealth Advisors. My wife and I value Chicago Partners approach as a fee-only fiduciary advisor. Weve worked with Rob Bradley, who heads the office in Rochester for close to 10 years. Rob listened carefully to our goals and risk tolerance, and helped us construct plans that were instrumental in our thinking on retirement planning. As we begin transition to a post-retirement life, Robs high level of integrity, deep expertise and access to the advising resources of Chicago Partners make him and the Rochester team exceptional partners in our financial decisions.

5 /5 Remy Fenster: When we were interviewing half a dozen wealth advisory professionals several years ago, Rob Bradley was a true standout. My wife was ready to retire, we own rental property through an LLC, and I’m self employed. Rob patiently worked with us and our accountant to consolidate our financial resources and develop a long range plan based on getting to know us as people to determine our tolerance for risk and future plans. We followed him from North Landing to his local office of Chicago Partners. Rob, Tim, and Sara are a great team. Reachable. Professional. Experienced. Knowledgeable.

5 /5 David McDowell: Rob Bradley has been my financial advisor for over 20 years and throughout that time he has never disappointed me. He has listened to my goals, and helped me shape and refine them, and then implemented them to the extent that the market and economy allowed. He is a trusted advisor, and a good friend. He is an outstanding representative for Chicago Partners Wealth Advisors - Rochester, NY.