The Rochester Group - UBS Financial Services Inc. - Rochester (NY)

Gabe Cruz Steve is great to do your taxes with! I highly recommend going to him! Hes very friendly and professional!

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!

Paula Mae I Have recommended him to everyone I know he does a great job everytime

Ashley Edwards Jay is very helpful and knowledgeable about finances. My husband and I came in with a plan and perspective for something we were interested in pursuing and Jay gave us a new outlook and a better approach. We left feeling like we can accomplish our goals.

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.