Invessent LLC. - Rochester (NY)

5 /5 Kim Ganley: I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!

5 /5 John Becker: My wife and I have been trusting Jarrett, Lidia and now Thomas for many years. They have helped guide us through to our retirements and we feel we are in a very good financial position because of them. They always make us feel comfortable and welcome any time we meet with them.

5 /5 Jonathan Sorochak: I’ve had such a great experience working with Invessent. As a younger investor just starting out, I really appreciate how much time they take to educate me and make sure I understand my options. They don’t just give advice—they explain the “why” behind it, which makes me feel confident and informed about the steps I’m taking. It’s clear they genuinely care about putting me on the right track for the future. I’m grateful to be working with someone so knowledgeable, patient, and supportive. Looking forward to growing with the firm!

5 /5 Bernadine Burks: Invessent isn’t just a business but a unique partnership.They have your best interest at heart. Not just with future finances but also your day to day finances. I have been with Invessent for over 4 years now. Communication is great with explaining and helping me through my financial journey or it may be a Jarrett or Lidia just checking in. They don’t treat me like I’m just a number but a family. This company is also informative and knowledgeable. Hands down 5 stars!