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Fiduciary First Advising, Fee-Only Retirement Planner
160 Linden Oaks, Rochester, New York, United States
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About the Fiduciary First Advising, Fee-Only Retirement Planner
Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.
Photos of Fiduciary First Advising, Fee-Only Retirement Planner
160 Linden Oaks, Rochester, NY 14625, United States
Opening hours of Fiduciary First Advising, Fee-Only Retirement Planner
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Fiduciary First Advising, Fee-Only Retirement Planner
"Generous with his time! Helped me with something that wasn’t in his wheelhouse at the end of a busy day. Thanks, Christopher!"
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