Northwestern Mutual - Rochester - Pittsford (NY)

Ashlee Have used for a few years. Highly recommend.

Debra Heim This office is super helpful especially Lyndsay. She is super knowledgeable and has the biggest heart. This is such a great resource for the elderly.

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS

Deandra Wright They took the professional yet caring approach to aiding me in my journey to my first level of financial freedom. A lot of company’s promise and can’t make good on their promises because of all the hidden fees and tax and just flat out lies. Garden of wealth told me everything upfront and allowed me to make my decision with no pressure and was transparent every step of the way. I’m a big skeptic, I’m skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family. Family is a strong word, but that’s what we are, a reliable, caring, and all around genuine family. The only thing I would change, if I were to change anything is when I decided to join. The sooner the better & closer to your financial goal.

Rosemary Batiste I utilize the same rep every year. The service is impeccable and the secure feeling I have in knowing that my joint tax return has been completed with the utmost confidence. Maggie Miller is awesome. I look forward to doing my taxes and working with Maggie again next year.

dave koehler We had a great experience getting our taxes done. Laura was very knowledgeable and professional. Highly recommended