TOP 10 Retirement advisors in Rochester, NY
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Edward Jones - Financial Advisor: Ron Ciminelli
● OpenEdward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York. As a trusted financial advisor, Ron Ciminelli offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Ron Ciminelli is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Ron Ciminelli and his team are here to provide expert advice and support every step of the way.
3173 Chili Ave Suite 100 A, Rochester, NY 14624, United States -
Rochester Investments
● OpenRochester 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.
1580 W Ridge Rd, Rochester, NY 14615, United States -
Rochester Wealth Management Group
● OpenRochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.
706 East Ave Unit 300, Rochester, NY 14607, United States -
The Resource Group of Rochester
● OpenThe Resource Group of Rochester is a leading finance institution located at 200 Meridian Centre Boulevard in Rochester, New York, United States. With a strong focus on providing comprehensive financial services and solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Visit us today to learn more about how we can help you secure your financial future.
200 Meridian Centre Blvd, Rochester, NY 14618, United States -
AUM Shiv Advisors, LLC
● OpenAUM Shiv Advisors, LLC is a finance institution located at 7 Gloucester Circle in Rochester, New York, United States. We specialize in providing expert financial advice and investment management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with AUM Shiv Advisors, LLC.
7 Gloucester Cir, Rochester, NY 14623, United States -
The Retirement Optimization Group with Cadaret Grant
● OpenThe Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. Specializing in retirement planning and optimization, our team of experts is dedicated to helping individuals achieve their financial goals for retirement. With a focus on personalized strategies and comprehensive financial planning, we strive to provide our clients with the tools and resources they need to secure a comfortable and fulfilling retirement. Contact us today to learn more about how we can help you plan for a successful future.
755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623, United States -
Nicholas W. Lennon - RBC Wealth Management Financial Advisor
● OpenNicholas W. Lennon - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Nicholas W. Lennon provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Nicholas W. Lennon - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Cathy Gueli - RBC Wealth Management Financial Advisor
● OpenCathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized financial advice and wealth management services, Cathy Gueli and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cathy Gueli - RBC Wealth Management Financial Advisor offers expert guidance and tailored solutions to meet your needs. Trust in their experience and expertise to secure your financial future.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Patrick C. Kelly - RBC Wealth Management Financial Advisor
● OpenPatrick C. Kelly - RBC Wealth Management Financial Advisor is a renowned financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Patrick C. Kelly offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, investment strategies, and retirement planning, Patrick C. Kelly is dedicated to providing expert guidance and support to clients seeking to secure their financial future. With a commitment to excellence and a reputation for integrity, Patrick C. Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals and families looking for comprehensive financial solutions.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Seneca Financial Advisors LLC
● OpenSeneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial advisors, Seneca Financial Advisors LLC offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Seneca Financial Advisors LLC can provide expert guidance and support every step of the way. Trust Seneca Financial Advisors LLC to help you secure your financial future.
500 Linden Oaks #150, Rochester, NY 14625, United States -
Philip Franco - RBC Wealth Management Financial Advisor
● OpenPhilip Franco - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York. As a dedicated financial advisor, Philip Franco offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Philip Franco and his team strive to help clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Philip Franco - RBC Wealth Management Financial Advisor is committed to helping you achieve financial success.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Mercer Advisors Wealth Management
● OpenMercer 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.
375 Woodcliff Dr #1c, Fairport, NY 14450, United States -
Rochester Wealth Partners
● OpenRochester 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.
10 Office Park Way #200, Pittsford, NY 14534, United States -
Rochester Wealth Solutions
● OpenRochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.
3300 Monroe Ave #213, Rochester, NY 14618, United States -
Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor
● OpenChristopher Q. H. Leverett - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Christopher Q. H. Leverett provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Christopher Q. H. Leverett is dedicated to providing expert financial advice and guidance. Whether you are planning for retirement, investing for the future, or managing your assets, Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor is here to help you navigate the complex world of finance with confidence.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States. Nannette P Nocon offers a range of financial services and expertise to help individuals manage their wealth and plan for the future. Nannette P Nocon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their commitment to providing top-notch financial advice and solutions. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Nannette P Nocon can help you navigate the complexities of financial planning. Contact them today to start building a solid financial foundation for your future.
2024 W Henrietta Rd Ste 5k, Rochester, NY 14623, United States -
Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Lochner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, United States. Craig Lochner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. Craig Lochner is dedicated to providing comprehensive financial advice and personalized solutions to help individuals achieve their financial goals. With a focus on ethical practices and continuing education, Craig Lochner is committed to serving his clients with the highest level of professionalism and expertise.
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, United States -
Paul Stack - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Stack is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Paul Stack 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 his expertise in various areas of financial planning and asset management, including retirement planning, estate planning, investment strategies, risk management, and more. Paul Stack is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.
1100 S Goodman St Ste 105, Rochester, NY 14620, United States -
Don DeVitto - RBC Wealth Management Financial Advisor
● OpenDon DeVitto - RBC Wealth Management Financial Advisor is a prestigious financial institution located in the heart of Rochester, New York. Our team of experienced professionals are dedicated to providing personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Don DeVitto - RBC Wealth Management Financial Advisor is here to guide you every step of the way. Visit us at 80 Linden Oaks to learn more about how we can help you secure a brighter financial future.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Fiduciary First Advising, Fee-Only Retirement Planner
● OpenFiduciary 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.
160 Linden Oaks, Rochester, NY 14625, United States -
Cobblestone Capital Advisors
● OpenCobblestone 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.
500 Linden Oaks #210, Rochester, NY 14625, United States -
RBC Wealth Management Branch - Rochester, NY
● OpenRBC 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.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
Brian M. Pauley - Wilmington Advisors @ M&T
● OpenBrian M. Pauley - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. With a team of experienced advisors, they offer a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Brian M. Pauley - Wilmington Advisors @ M&T can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help secure your financial future.
1282 Long Pond Rd, Rochester, NY 14626, United States -
High Falls Advisors
● OpenHigh Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York. Specializing in accounting, finance, and legal services, High Falls Advisors offers expert guidance and support to individuals and businesses seeking to navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to manage your investments, plan for retirement, or secure legal counsel, High Falls Advisors is committed to helping you achieve financial success and peace of mind.
180 S Clinton Ave #300, Rochester, NY 14604, United States -
Edward Jones - Financial Advisor: Carrie Rodriguez
● OpenEdward Jones - Financial Advisor: Carrie Rodriguez is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York. As a dedicated financial advisor, Carrie Rodriguez provides personalized investment guidance and financial planning services to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, clients can trust Edward Jones to provide expert advice and support in managing their finances. Whether you are planning for retirement, saving for college, or investing for the future, Carrie Rodriguez and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and start building a secure financial future.
97 Canal Landing Blvd Suite 1, Rochester, NY 14626, United States -
Benjamin Messmer - Wilmington Advisors @ M&T
● OpenBenjamin Messmer - Wilmington Advisors @ M&T is a finance institution located at 1955 Buffalo Road in Rochester, New York, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's specific needs. Whether you are looking to invest, plan for retirement, or manage your assets, Benjamin Messmer - Wilmington Advisors @ M&T is dedicated to helping you navigate the complexities of the financial world with confidence.
1955 Buffalo Rd, Rochester, NY 14624, United States -
Edward Jones - Financial Advisor: Carla M Morris
● OpenEdward Jones - Financial Advisor: Carla M Morris is a reputable finance institution located at 706 University Avenue in Rochester, New York, United States. As a dedicated financial advisor, Carla M Morris provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, she offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Carla M Morris is committed to providing sound financial advice and exceptional customer service. Visit Edward Jones - Financial Advisor: Carla M Morris today to start planning for a brighter tomorrow.
706 University Ave, Rochester, NY 14607, United States -
Edward Jones - Financial Advisor: Michael Booth
● OpenEdward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States. Michael Booth is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael Booth offers expert guidance and support to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michael Booth and his team are committed to helping you make informed decisions and secure your financial future.
428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, United States -
William Nelkin - TIAA Wealth Management Advisor
● OpenWilliam Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York. With a strong background in finance, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for education expenses, William Nelkin is dedicated to helping you navigate the complex world of finance and make informed decisions. Contact William Nelkin at TIAA Wealth Management Advisor for expert financial guidance tailored to your individual needs.
35 Celebration Dr Floor 1, Rochester, NY 14620, United States -
Michael Roorda - TIAA Wealth Management Advisor
● OpenMichael 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.
35 Celebration Dr Floor 1, Rochester, NY 14620, United States
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