Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY - Rochester (NY)

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Jennifer M I am so thankful and grateful to have been under the guidance and expertise of Joe May and his team. Joe is dedicated and passionate about making dreams come true and it does not go unnoticed. Truly thankful to you and your team, Joe. My dream of home ownership came true because of you and Im truly grateful. My family thanks you.

Scott Carroll They are all awesome there. I bank at the main location and a convenience location. Both are filled with helpful friendly people

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Marina Hall Have charges on credit report from this company never had even heard of them .. kept getting collection calls !!! no knowledge of this company even existing