Rise Advisors LLC. - Rochester (NY)

5 /5 John Manna: We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.

5 /5 Nicole Sanza: Rise Advisors has been nothing short of fantastic. The staff is incredibly welcoming, professional and courteous. All of my questions have been answered thoroughly, their recommendations are genuine and partnered with expertise. I have very much enjoyed my experience working with the team at Rise. I appreciate their attention to detail and integrity in dealing with financial matters.

5 /5 James Donofrio: My wife and I have been working with Zach and the Rise Advisors Team for several years now. They are tremendous. They truly care about their clients and their financial performance. They have provided guidance and are always available to hop on a call or to schedule a meeting. Would highly recommend them. Thanks Zach and the entire Rise Advisors Team!

5 /5 Sandra Faison: A long-time Rise Advisor client referred me to the group. Its one of the best decisions Ive ever made regarding my finances. Thank you for answering my many questions, educating and updating me on financial literacy, and providing a level of peace and confidence in a volatile digital world. RISE GROUP, YOU ARE THE CREAM OF THE CROP! Peace and Happy Holidays! Sandra

5 /5 Laura Nespoli: Rise Advisors has been instrumental in our financial journey. We came to them with little understanding of money management and no sense of ownership over our financial future. They not only provided measurable improvements almost immediately, but also helped us build a strong foundation we continue to build on today. Zach and the team are always available for questions about big decisions and help us carefully consider variables and factors that might impact our long-term success. Beyond their expertise, Zachs warm and approachable personality creates a safe space where its easy to discuss the often-difficult topic of money. We trust his advice implicitly, knowing he has our familys best interests at heart. We highly recommend Rise Advisors for their expertise, thoroughness, genuine care, and their ability to make financial planning feel comfortable and accessible.