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The Resource Group of Rochester - Rochester (NY)

Address: 🏡 200 Meridian Centre Blvd, Rochester, NY 14618, USA
Phone : +1 (800) 488-2482
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVVVV8LlK0YkRtnlOd6ak7Jk
#New York

Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners - Syracuse

Michael Meath We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you arent already a client!
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

Cattaraugus County Bank - Little Valley

Colville Outfitters There isnt a better bank in the WNY region that CCB. I am dealing with them on a loan and their people are second to none. If your looking for financing dont miss out on checking with this incredible group of individuals. They really care about the community and the people who live there. I went through many banks before finding CCB and I am so glad I was pushed into that direction by a friend. I never received this sort of attention from M&T bank who I have been banking with for 30 years. Do yourself a favor and check with this bank for all your lending needs.
5 /5
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Saranac Tax Services - Carmel Hamlet

Mya Coston Great company. Super friendly staff. Highly recommended!
5 /5

Tompkins Community Bank - Ithaca

P. Garrison Weve been customers of Tompkins Trust since 1994. Consistently good service and nice to know our money is being used for the local community, rather than being a part of some larger national chain.
5 /5

Thoroughbred Advisors - Financial Advisors - Latham

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!
5 /5