RBC Wealth Management Branch - Rochester, NY - Rochester (NY)

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!

Y din Diiin I had a fantastic experience working with Mr. Michael at Vision Federal Credit Union. From the beginning, he was professional, knowledgeable, and genuinely committed to helping me understand my options. He took the time to explain everything clearly and made sure I felt confident in my decisions. His customer service was top-notch—friendly, patient, and responsive every step of the way. Thank you

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.

Brenda Adams They are grear

Tradz LLC We were a "Vendor" for Great Lakes, we did the work that was agreed in writing, we invoiced it and we got paid, they are true to their word. Thank you!

F.I.Esq. Very helpful staff! Michelle is excellent in responding to her client needs.

Suzanne Wass We have been with Urist Financial for 30 years and have always been very satisfied with Georges management of our accounts. George and his staff have always been most helpful. George takes the time to explain things until we understand how he and his firm are managing our financial assets.

laura ward Horrible upper management and Very disrespectful employees