![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Fiduciary investment advisor in Rochester, NY
12 results found
A convenient service for searching for businesses, places and services
Linden Financial Consultants — Fee-Only Fiduciary
Linden Financial Consultants is a fee-only fiduciary institution located at 150 Allens Creek Road in Rochester, New York. As a finance institution, we prioritize our clients' best interests by providing unbiased financial advice and guidance. Our team of experienced financial consultants is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and investment management services. Trust Linden Financial Consultants to provide you with transparent and ethical financial solutions to secure your financial future.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Rochester Wealth Partners
Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
Cobblestone Capital Advisors
Cobblestone Capital Advisors is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. Our comprehensive approach supports every aspect of your financial situation through a combination of planning services and independent financial guidance. We provide tailored investment strategies based on your near-term requirements and long-term objectives, aligning your wealth with your life goals. From retirement planning to preserving generational wealth, we help navigate life's important milestones and educate younger generations about financial responsibilities. As a fiduciary, we act in our clients' best interests, putting their needs ahead of our own. Explore the options available to simplify your financial life and achieve greater diversification and robust returns with Cobblestone Capital Advisors.
Leah White - Financial Advisor, Ameriprise Financial Services, LLC
Leah White is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. Leah White holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Leah White's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™ (CFP®), Leah White adheres to a high standard of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Leah White is also a Certified Kingdom Advisor®. Whether you are a retiree, small business owner, or high net worth individual, Leah White can provide expert financial guidance tailored to your specific needs. Contact Leah White at Ameriprise Financial Services for comprehensive financial planning services."
Bank of America Private Client Advisor John M Pitton
Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.
Howe & Rusling
Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.
Whitney & Company Wealth Management
Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States. At Whitney & Company, we are dedicated to helping every client achieve their aspirations and live their best life by providing personalized portfolio management that takes the emotion and worry out of finances. We understand that your goals are unique to you, and we prioritize building relationships based on trust and transparency. As a Registered Investment Advisor (RIA) firm, we offer a level of expertise and fiduciary duty that sets us apart from traditional Financial Advisors (FAs). In our 2022 year-end letter, we emphasized the importance of looking to the future and staying optimistic in uncertain times. With a strong start to the new year for both stocks and bonds, we are committed to helping you navigate the ever-changing financial landscape. Contact us today and see how we can help you achieve your financial goals.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
O'Keefe Stevens Advisory, Inc.
O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.
Bank of America (with Drive-thru services)
Bank of America located at 2824 West Ridge Road in Rochester, New York, offers a range of financial services including drive-thru banking. By providing your mobile number, you can receive text messages from the bank, and you can also set up a specific time to meet with a banking representative at this location. The institution also features Merrill Edge Financial Solutions Advisors who offer investment advice. You can easily add your Bank of America debit card to your digital wallet for convenience. This location provides instructions in non-English languages and has a night depository for after-hours deposits. There is a dedicated business teller for business clients, and the center offers virtual channels for banking needs. Available products include checking and savings accounts, credit cards, home loans, and small business accounts and loans. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a subsidiary of Bank of America Corporation. Trust and fiduciary services are also available. Insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Overall, Bank of America strives to provide customers with useful and informative services while maintaining privacy practices and online security.
Wilmington Trust
Wilmington Trust, located at 180 South Clinton Avenue in Rochester, New York, is a leading financial institution offering wealth and institutional services for M&T Bank. With a strong track record of success and a team of experienced professionals, Wilmington Trust has been instrumental in helping families and businesses achieve their financial goals for generations. Whether you are looking for wealth management services or institutional solutions, Wilmington Trust is dedicated to providing you with expert guidance and support. Plan your visit to our Rochester office today and experience the difference that our forward-thinking approach can make for your financial future.
List of businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos