TOP 30 Websites for financial advisors in Rochester, New York

Layline Advisors, LLC is a registered investment adviser located at 17 Prince Street in Rochester, New York, United States. As a registered investment adviser with the SEC, Layline Advisors provides financial services and advice to clients. Please note that the information provided on their website is for informational purposes only and should not be considered as investment, tax, accounting, or legal advice. Layline Advisors disclaims all warranties and does not guarantee the accuracy of the information provided on their website. Clients should use the information at their own risk and should consult with a professional before making any financial decisions. Additionally, Layline Advisors is not liable for any damages that may result from using their services or information on their website. Please be aware that solicitation of investment advisory services may be subject to jurisdictional restrictions.

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.

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.

High 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.

Allstate Personal Financial Representative Johnathan Guay is a trusted finance and insurance agency located at 1100 Long Pond Road in Rochester, New York. With a commitment to providing personalized financial solutions and top-notch insurance products, Johnathan Guay helps clients achieve their financial goals and protect what matters most to them. Whether you're looking for retirement planning, investment advice, or insurance coverage, Johnathan Guay is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.

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.

Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.

Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.

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.

Welcome to Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC, where your financial future is our priority. Located at 21 Main Street, Lockport, New York, we specialize in providing personalized financial guidance tailored to your unique needs. Our team of Ameriprise financial advisors is committed to helping you achieve your financial goals, offering expertise in various financial planning concepts. Please note that our advisors are individually registered to conduct business in specific U.S. states. We encourage you to visit the advisor's personal website or consult FINRA’s BrokerCheck for more information. During your initial consultation, you will gain insights into financial planning, although no written analysis or recommendations will be provided at this stage.

Chris Leonardi - State Farm Insurance Agent is a reputable insurance agency located at 3047 West Henrietta Road in Rochester, New York. With over 55 years of experience, Chris Leonardi has been serving the Greater Rochester NY area with car insurance, boat insurance, homeowners insurance, life insurance, and financial services. As a State Farm Agent, Chris has received numerous awards, including the President's Club & Chairman Circle award. Chris Leonardi is a lifelong Rochesterian, a graduate of St John Fisher with a Bachelors of Business Management, and a former Cardinal Mooney HS graduate. He is also a triathlete and Lake Placid Ironman Finisher, as well as the founder of the Pittsford United Soccer Club.

Jessica Guay: Allstate Insurance is a reputable insurance agency located at 3366 Latta Road in Rochester, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, Jessica Guay and her team are dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, they have the knowledge and expertise to find the right coverage for your needs. Trust Jessica Guay: Allstate Insurance to be your trusted partner in safeguarding your assets and securing your future.

Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your needs.

Welcome to Dominic Agostini - State Farm Insurance Agent, located at 3177 Latta Road in Rochester, New York. Our insurance agency is conveniently situated on the side of the Wegmans Plaza facing Latta Rd, next to the UPS store and ESL Financial. With over 25 years of State Farm experience, we are dedicated to helping New Yorkers understand their coverage options and protect what matters most to them. At Dominic Agostini State Farm, we offer a range of insurance plans including Home, Renters, and Business Insurance. Our team is committed to providing personalized service to our customers in Rochester and surrounding areas like Greece, Spencerport, and Hilton. We also offer Home, Life, and Pet Insurance plans to help you prepare for unexpected life events.

George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.

Lauren Williams: Allstate Insurance is an insurance agency located at 794 Spencerport Road in Rochester, New York. We provide a wide range of insurance products and services to meet the needs of our clients, including auto, home, life, and business insurance. Our dedicated team of insurance professionals is committed to helping customers find the best coverage options at competitive rates. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our clients and provide them with peace of mind knowing they are protected. Contact us today for a free quote and see how we can help you with your insurance needs.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

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.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.

Welcome to the official website of Senator Kirsten Gillibrand, serving the people of New York with dedication and commitment. Located at 726 Exchange Street, Suite 511, Buffalo, New York 14210, our office is here to support you with any assistance you may need regarding federal government agencies. Senator Gillibrand is a lifelong New Yorker and a passionate advocate for middle-class families in the United States Senate. Her priorities include ensuring access to good jobs, affordable health care, and educational opportunities for all New Yorkers. She is committed to accountability and transparency, offering easy access to her official meetings and financial disclosures.