Rochester Wealth Partners - Pittsford (NY)

Dave Chapman Working with Dan and his team is always easy. They have strong advice across a wide range of topics, and their guidance is always valued. They are professional, quick to follow up, and are a pleasure to deal with. Would strongly recommend!

Michael McCloud Carol was thorough and saved us a lot of money. Everyone I spoke to at the office was very sweet and personable. These are the kinds of people that make the process enjoyable. Dont hesitate to reach out to Grimsby for any of your insurance needs!Thank You!!

Karen Frye Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.

Kevin Terry Had a very good experience. Was in and out relatively quickly. A gentleman named Xavier helped me through the process over the phone then shortly after in person. I left with all my questions answered, and confident I had the best plan selected for me. Would 100% recommend this location

Erica Carey Absolutely great! Such a family environment and there to answer any questions I have! You cannot find a better group to work with than Joe, Lisa and Ryan! Big shout-out to their amazing and friendly staff as well!