Rochester Wealth Partners - Pittsford (NY)

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.

Alex D If you’re looking for a top-notch CPA, look no further than Tree of Life financial. They’re excellent for all your accounting needs! Edward is incredibly knowledgeable, professional, and always willing to help. Highly recommended!

Kelly I’ve had an excellent experience working with Barry! Communication is always clear and timely, making it easy to stay informed and confident in my financial goals & decisions. Barry always takes time to explain strategies in a way that’s easy to understand, providing education- not just advice. Everything is personalized and well-researched, and his credibility is evident in every interaction. Overall, Barry is an excellent guide for your financial roadmap at any stage of life!

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

Chloeteele Alton Very nice people. So helpful and could never thank them enough for everything theyve done for my family

D A I live pay check to pay check and Ive gotten a car loan and a personal loan from this bank, both without issue. I havent tried calling for customer service as other people complain about but going through the app Ive gotten immediate responses. Theyve never made errors or done me wrong, and are a HUGE upgrade in every way from my experience with Tompkins trust in trumansburg. Night and day difference, and Im thankful they exist.

Steven Peer I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I’ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don’t know what they are doing. Thank you again for everything!