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Rochester Wealth Solutions - Rochester (NY)

Address: 🏡 3300 Monroe Ave #213, Rochester, NY 14618, USA
Website: https://rochesterwealthsolutions.com
Phone : +1 (585) 348-9312
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJWcvxZGo10YkROf-nU9uSfWY
#New York
edward jones  financial advisor: thomas k dalton cfp®|aams®|crpc™ ny

Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™ - Lockport

Robert Luskin Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous .
5 /5

Imperial Financial alliance - Flushing

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.
5 /5

Prestige Wealth Management Group, LLC - Syracuse

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.
5 /5

Wise Financial LLC - Clifton Park

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!
5 /5