Find the Best 18 Finance services in Rochester, NY (Part 2)

Metro Pcs I love this bank very nice caring people that care and help with all your needs

Scott A I wouldnt trust these people with my lunch money

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam

Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !

Ron Vargo Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!

Mary Sofia Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years. I always recommend them to family and friends.

Jamie F Knowledgeable, accessible, and always willing to help. Aside from when I wasnt available, they are always available to meet with me and talk with me about investment changes I should consider.

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!

John Manna We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.

Beckie Crestuk I highly recommend High Falls Advisors! They have been such a great team to worth on a personal level and business. The support they provide is something we have looked for for many years for our growing company and personal finances. And a very down to earth team that never make feel "dumb" for asking any questions. Glad we found them!

Dave We started working with Bill and AIO several years ago because we wanted our investing to reflect our ESG values. Bill has been very helpful to us, and his guidance is greatly appreciated.

Jesse Strazzabosco The Angelo Planning Group has been with our family for many years. Ralph and his team have done an excellent job helping us get planning and results we need. Thanks Ralph and crew!

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.