The 30 Best High net worth client service in Rochester, New York

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Financial Service Partners, located at 900 Jefferson Road in Rochester, New York, is a finance institution that brings together a team of highly qualified and experienced professionals. We offer a "one stop financial service" approach, providing our clients with a network of financial partners to choose from based on their individual needs and goals. Our priority is building high quality relationships with our valued clients. Leigh Baldwin & Co., LLC is registered to conduct business in a wide range of states, including AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Julian J. Ruiz, Jr is registered to conduct business in NY, PA, and FL.

RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our professionals are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Nicholas D'Angelo - Financial Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, United States, is a finance institution specializing in providing comprehensive financial planning services. Nicholas D'Angelo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approach, Nicholas D'Angelo is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Additionally, Nicholas D'Angelo is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, and long-term care planning. With a commitment to ongoing education and professional development, Nicholas D'Angelo ensures that he stays current with industry trends and best practices to provide the highest level of service to his clients.

Mark Palazzolo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mark's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and ongoing education, Mark Palazzolo is committed to helping clients achieve their financial goals.

Zachary M Wagner is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Zachary M Wagner is equipped to provide expert financial advice and services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Zachary M Wagner is committed to upholding the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Zachary M Wagner can help you navigate the complex world of finance with confidence and clarity. Contact Zachary M Wagner today to start planning for a secure financial future.

Christopher Neitz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Specializing in finance, Christopher Neitz holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher Neitz's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethics and excellence, Christopher Neitz provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Mathew Hill are highly qualified to assist individuals with their financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating their commitment to excellence in personal financial planning. With a focus on advanced knowledge in various areas of finance, Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to their clients.

Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.

Carol J Sutter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Carol is dedicated to providing expert advice and guidance on investment strategies, retirement planning, estate planning, and more. As a Certified Divorce Financial Analyst and a Certified Estate Planner™, Carol specializes in helping clients navigate complex financial situations with compassion and expertise. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Carol J Sutter is committed to helping you achieve your financial goals.

Jim Keys is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, United States. Jim holds various certifications and designations, including AAMS, ADPA, AEP, AIF, APMA, AWMA, Behavioral Financial Advisor, CAP, CAS, CASL, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor, Chartered Financial Analyst, CFP, Certified Fund Specialist, Chartered Financial Consultant, Chartered Special Needs Consultant, Certified Investment Management Analyst, Certified Kingdom Advisor, Certified in Long-Term Care, and Chartered Life Underwriter. These certifications demonstrate Jim's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuing education, Jim Keys provides comprehensive and tailored financial advice to help clients achieve their financial goals.

Charles Sawyer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a highly qualified financial advisor, Charles is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Trust Charles Sawyer at Ameriprise Financial Services, LLC for all your financial planning needs.

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.

Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cheryl Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs. With a strong commitment to ethics and professionalism, Cheryl Johnson is a trusted advisor in the field of finance.

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States. Jordan M Orvek holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Jordan M Orvek is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and continuing education, Jordan M Orvek is committed to helping clients achieve their financial goals.

Michael Amico - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services to clients, the team at UBS Financial Services Inc. led by Michael Amico is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, the institution offers a wide range of services tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Michael Amico - UBS Financial Services Inc. is a trusted partner in navigating the complexities of the financial world.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.

Nick Lennon - RBC Wealth Management Financial Advisor is a renowned finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Nick Lennon provides expert guidance and personalized solutions to help clients achieve their financial goals. With a strong focus on wealth management, investment strategies, and financial planning, Nick Lennon is committed to delivering top-notch services and building long-lasting relationships with clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Nick Lennon is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

The Gilfus Leonard Marulli Group at Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.

Tom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.

The Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.

Julie A Prinzi - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Julie A Prinzi - Morgan Stanley has the expertise and resources to assist you every step of the way. Trust in their experience and commitment to excellence for all your financial needs.

Andrew Spencer - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, Andrew Spencer - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Spencer - Morgan Stanley is committed to helping you secure a successful financial future.

Welcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!