Echelon Wealth Advisors, LLC - Rochester (NY)

Chad Holmes Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for whats best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!

Cathy Hanczaryk I usually go to the ATM but there was someone using it and I was in a hurry so I went to the counter.

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Riley Burns WCC has been doing my taxes and helping me understand my finances for years and I have only kind and lovely things to say about them. They’ve always been thorough, professional, and honest.

Jeff Amos Quick and professional service, Aaron does great work.

Bonnie Schissler I have been with Rene since 2007 and he is amazing. He has taken care of all my accounts and does a superb job. He is always available to speak with and has always scheduled meetings with me to go over my accounts and talks to me so that I do understand everything that is being done. I even have my best friend going to him now.