Find the Best 15 Finance services in Rochester, NY

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Owen Young Dont bother calling the local phone number. You will be transferred to the toll free main number. Good luck if you need to call on behalf of an incapacitated family member.

Max Bobrov The folks at Vespoke are great to work with. Theyve done a great job helping me manage all aspects of my finances. The advisors are always friendly and willing to go the extra mile to address any questions or concerns I may have.

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

Gary Goldstein Excellent customer service and information for financial planning!

Christian Martinez The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Christopher Booth Outstanding company that made money for us. Mr. Briggs knows his stuff and is very responsive to our questions and concerns.

Cindy McKeraghan Clean nice offices. When the office staff commented a room was hot it was fixed quickly

Camille Marshall I saw Chuck Erb and he was able to help me in a timely manner, and found me extra money for my refund! Highly recommend Erb Financial!

Craig Akins Nannette and her office staff have been remarkable ! Trusting her with my financial future has been a fantastic choice for my family! As i get near my retirement i rest easy knowing she will still be around for years to come!

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

Chad Holmes Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for whats best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!

Devin Miller Aaron met with me so I could discuss my annuity fund and answer questions about the market. He gave me real examples of investments as well as stayed on the phone with me as I called my union to find out more.

Sam Snowden Just great!!

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!