TOP 10 Professional asset management in Rochester, New York

The Steve Donigan Agency is a leading insurance agency located in Syracuse, New York, offering a wide range of business insurance and liability insurance solutions in the Rochester area. With a focus on providing personalized service and tailored coverage options, our team of experienced agents is dedicated to helping businesses protect their assets and mitigate risks. Whether you are a small business owner or a large corporation, we are here to help you find the right insurance solutions to meet your needs. Contact us today at 708 West Belden Avenue to learn more about how we can help you safeguard your business.

Rochester Group Inc is a reputable insurance agency located at 1100 Long Pond Road in Rochester, New York, United States. With a strong commitment to providing top-quality insurance solutions, our experienced team of professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, Rochester Group Inc offers a wide range of products to meet your individual needs. Trust us to provide personalized service and expert advice to ensure you have the coverage you need at a price you can afford. Contact us today to learn more about how we can help you secure your financial future.

The University of Rochester Information Technology (Suite 3.100) is a state-of-the-art facility located at 44 Celebration Drive in Rochester, New York. This institution provides cutting-edge technology services and support to students, faculty, and staff at the University of Rochester. With a team of highly skilled IT professionals, the University of Rochester Information Technology strives to enhance the academic and administrative functions of the university through innovative solutions and reliable support. Whether you need assistance with computer hardware, software, networking, or any other IT-related issue, the experts at Suite 3.100 are there to help.

Gallagher Insurance, Risk Management & Consulting is a leading insurance agency located at 100 Meridian Centre Boulevard in Rochester, New York. With a team of experienced professionals, they specialize in providing comprehensive insurance solutions and expert risk management services to individuals and businesses. Whether you are looking for personal insurance coverage or seeking to protect your business assets, Gallagher Insurance is committed to helping you navigate the complexities of the insurance industry and find the right coverage for your needs. Trust Gallagher Insurance, Risk Management & Consulting to provide you with the peace of mind and security you deserve.

Iconoclastic Capital Management is a dynamic and innovative finance institution located at 17 Prince Street in Rochester, New York. Our team of experienced professionals is dedicated to challenging conventional investment strategies and thinking outside the box to deliver exceptional results for our clients. With a focus on cutting-edge research and a commitment to excellence, Iconoclastic Capital Management is the go-to choice for individuals and businesses seeking a fresh approach to wealth management. Contact us today to learn more about how we can help you achieve your financial goals.

Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rochester Investments offers a wide range of services to meet your needs. Trust us to provide personalized solutions and expert guidance to help you navigate the complex world of finance. Visit us today to discover how we can help you secure your financial future.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Hayes Asset Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. We specialize in providing expert financial management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized and comprehensive investment strategies tailored to each client's unique needs. With a commitment to excellence and a focus on long-term success, Hayes Asset Management LLC is your trusted partner in financial planning and wealth management.

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.

True Focus Wealth Management Group LLC is a premier financial institution located at 1425 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide a wide range of services including investment planning, retirement planning, estate planning, and more. At True Focus Wealth Management Group LLC, we prioritize our clients' financial well-being and strive to build long-lasting relationships based on trust and integrity. Contact us today to schedule a consultation and start planning for a secure financial future.

Valiant Standard Wealth Management is a prestigious finance institution located at 21 Goodway Drive in Rochester, New York, United States. With a reputation for excellence and integrity, we specialize in providing tailored financial solutions to help our clients achieve their long-term wealth management goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to ensure our clients' financial success. Trust Valiant Standard Wealth Management to be your partner in building and preserving your wealth for the future.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Barrett Wealth Management is a leading finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on strategic planning and investment strategies, we offer comprehensive services tailored to each individual's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barrett Wealth Management is dedicated to helping you secure a prosperous financial future.

DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including financial planning, investment management, estate planning, and retirement planning. At DeVitto Wealth Management Group, we prioritize building long-lasting relationships with our clients based on trust, integrity, and personalized service. Contact us today to see how we can help you grow and protect your wealth.

Standard Integrity Wealth Management is a reputable finance institution located at 110 Allens Creek Road in Rochester, New York, United States. 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 planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Standard Integrity Wealth Management to help you secure your financial future with integrity and professionalism.

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.

Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.

David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.

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.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.

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.

Erica L. Cummings - RBC Wealth Management Branch Director is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a branch director, Erica L. Cummings oversees a team of dedicated wealth management professionals who provide personalized financial services to clients. With a focus on building long-term relationships and providing tailored investment strategies, Erica L. Cummings - RBC Wealth Management Branch Director is committed to helping clients achieve their financial goals.

Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer a comprehensive range of investment and financial planning services tailored to meet the unique needs of each individual and family. Trust Shemirani Rocca Wealth Management - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.

CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At CornerStone Wealth Management, we are committed to providing exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

Itus Real Estate Management, LLC is a general contractor located at 36 West Main Street in Rochester, New York, United States. Currently, they have 1-bedroom apartments starting at $1,375 and 2-bedroom apartments starting at $1,975. For more information and to schedule a viewing, email apartments@itusrem.com. Experience modern apartment living in the historic Corn Hill neighborhood, a residential oasis in the heart of Rochester. All properties managed by Itus Real Estate Management, LLC are located in locally or nationally registered historic buildings.

C & M Forwarding is a privately owned asset-based domestic freight forwarder located at 3457 Union Street Extension in North Chili, New York. With over 75 years of experience, we have been providing reliable and on-time transportation services to our clients since 1932. Our company specializes in import/export, full truckload, warehousing logistics, freight management, and LTL freight services in the Rochester area. We are dedicated to continuously improving our services to better serve our customers and provide total transportation value. Choose C & M Forwarding for all your transportation and warehousing needs in Rochester, NY.

Research Financial Group is a leading finance institution located at 525 University Avenue in Rochester, New York, United States. Specializing in providing expert financial research and advisory services, Research Financial Group is committed to helping clients make informed investment decisions and achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Research Financial Group is a trusted partner for individuals and businesses seeking comprehensive financial solutions.