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Best Financial Advisors in Rochester

2024

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SmartAdvisor by SmartAsset

Rochester, NY
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Rochester, NY

Why choose this provider?

Need help contacting a Financial Advisor in Rochester? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
2024 West Henrietta Road, Rochester, NY 14623
  • Certified Financial Planner (CFP)

Why choose this provider?

Nannette P. Nocon is an Ameriprise Financial Services private wealth advisor who serves the Rochester metro. Nocon provides financial advice and investment management services in areas such as tax planning, estate planning, retirement plan distribution, and charitable giving. She also offers flexible progress meetings that can be done in-person, online, or via phone. Featured in Forbes Top Women Wealth Advisors in 2020 and 2021, Nannette Nocon has almost 40 years of experience in the financial industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
180 South Clinton Avenue, Rochester, NY 14604
  • Certified Financial Planner (CFP)

Why choose this provider?

High Falls Advisors is a financial advising firm that serves clients in Rochester. The company offers a variety of services, including financial planning, income tax planning, retirement planning, and Social Security planning. It also provides employee benefits counseling, portfolio management, and estate management. This privately held firm has been providing its expertise to the community since 2008. One of the company's financial experts is Anne Goldberg, who has been in the industry for more than 18 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7 Hastings Circle, Pittsford, NY 14534
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Founded in 1993, Rochester Financial Services has been serving clients in Rochester as an independent wealth management firm. It focuses on tax and estate planning, portfolio management, as well as designing employee retirement plans tailored to its clients' financial needs. Jeff Feldman, the company's owner, is a member of the National Association of Tax Professionals and has been consistently acknowledged as one of the top 25 money managers by Rochester Business Journal for 11 consecutive years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 Park Point Drive, Rochester, NY 14623
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Cornerstone Advisory Group LLC serves the Rochester metro and the surrounding areas. The firm offers financial advice on retirement planning, wealth management, estate strategies, and insurance services. It gauges clients' retirement preparedness through a review of different financial areas like emergency savings, tax strategy, 401(k) strategy, extended care, and social security strategy. It creates personalized plans tailored for clients in different stages of life. Cornerstone Advisory Group provides a risk tolerance questionnaire and pre-retirement calculator to help clients assess their readiness.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
17 Prince Street, Rochester, NY 14607
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Iconoclastic Capital provides financial and investment advisory to individuals and families in the Rochester area and neighboring cities. Its team provides fiduciary services and is committed to providing financial planning and solutions without any conflict of interest. CEO, co-founder, and Certified Financial Planner Christopher Haigham strives to provide financial and investment guidance based on his client's realistic goals and plans. Prior to Iconoclastic Capital, he has been in the financial service industry, working with Northwestern Mutual for a decade.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (50)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
150 State Street, Rochester, NY 14604
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Allied Financial Partners serves individuals and businesses in the community of Rochester and surrounding areas. The firm provides various financial planning and investments solutions, such as portfolio management, estate planning, retirement independence, risk management, and small business support. Its team of CPAs assists clients in business consulting, tax planning and preparation, bookkeeping, and accounting services. One of its directors, Francis M. Celona, is also a CPA and has been working in the industry for more than 25 years. He is also a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Avvo
4.6 / 5 (19)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
90 Linden Oaks, Rochester, NY 14625
  • Certified Financial Planner (CFP)

Why choose this provider?

NorthLanding Financial Partners, LLC, offers a range of customized planning services in Rochester. Its independent advocates have the knowledge to work with different financial circumstances. These professionals employ a process-driven approach to investment management and financial planning. Aside from self-employed professionals and business owners, they extend their expertise to family wealth stewards and late-stage accumulators. In addition, the firm's advisors have over a century of cumulative experience in financial counseling. Their partners also hold Certified Financial Planner designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (23)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1703 Monroe Avenue, Rochester, NY 14618
  • Retirement Planning

Why choose this provider?

Brighton Securities is a wealth management firm that has been serving Rochester and nearby areas for over 52 years. Its team of financial advisors conducts a comprehensive analysis of its client's financial situations and procures financial plans and savings strategies suited to their goals. The team also assists in asset protection, estate planning, and tax planning and preparation. The company's Chairman, George T. Conboy, has been in the firm for over 40 years. He used to work as a corporate tax accountant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (74)
Yelp
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
600 Park Avenue, Rochester, NY 14607
  • Private Wealth Advisor

Why choose this provider?

Lutz & Associates Wealth Strategists is a financial advisor that serves clients in Rochester and nearby areas. The company offers a wide range of services, such as business exit planning, financial wellness program, and cash flow mapping. Wealth protection review, investment analysis, and business succession planning are also offered by the firm. Lutz & Associates Wealth Strategists has been operating since 1999. It is headed by Carl Lutz, who has been in the industry for over 20 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 Corporate Woods, Rochester, NY 14623
  • Certified Financial Planner (CFP)

Why choose this provider?

Sage Rutty is a locally owned financial services firm catering to the residents of Rochester and its neighboring communities. Its team of advisors helps clients procure financial plans that ensure long-term stability. They lend their expertise in investments, retirement projections, income planning, insurance review, and estate planning. The firm also provides advice in setting up 401(k) programs for companies. Its history can be traced back to 1915 when it was founded by Sage Wolcott to provide bond-trading services to the local metro.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
600 Park Avenue, Rochester, NY 14607
  • Certified Financial Planner (CFP)

Why choose this provider?

Alliance Advisory Group is a financial services firm that services individuals, families, and business owners in Rochester as well as its surrounding areas. Founded in 1979, the firm offers an extensive range of financial planning solutions that include wealth management, insurance planning, investment planning, and retirement planning. Its financial advisors use the Living Balance Sheet, a tool that allows them to strategize with clients and track all parts of their finances in one place.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.0
Google
3.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 Chestnut Street, Rochester, NY 14604
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

HNP Capital, LLC is a firm that has been operating in Rochester since 2009. It offers a wide range of financial investment services including estate planning, asset management, retirement planning, shareholder-operating agreements, and business succession planning. Its team utilizes a strategy where individual stocks and bonds are incorporated. The company supports various community organizations like Hillside Children's Center and Bivona Child Advocacy Center. Managing director Rebecca Westervelt has been working in the investment services industry for more than 22 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1633 Empire Boulevard, Webster, NY 14580
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 1989, Commonwealth Financial Group is composed of independent financial advisors that have been serving clients in Rochester and nearby areas. The firm offers various services, such as lifetime income and preservation, estate planning, retirement planning, financial planning, and accounting. The firm's senior partner, Charles LaRocco, Jr., has been working in the industry for more than 30 years. He is also a certified retirement counselor and host of the radio show called The Money Doctors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (28)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
277 Alexander Street, Rochester, NY 14607
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Charleton Financial is an advisory firm that serves retirees in Rochester. Its retirement planning service covers pension and Social Security planning along with tax-efficient strategy development. In addition, the financial planners provide advice on IRA management and address concerns regarding moving money from employers to IRAs and managing required minimum distributions. They also offer risk management assistance. Company CEO Michael Charleton is a Certified Financial Planner, Certified Long Term Care Specialist, and Certified Fund Specialist who began his financial services career in 1985.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you verify the credentials of financial advisors in Rochester?

    You may check and assess the credentials of financial advisors in Rochester using online resources such as the National Association of Personal Financial Advisors website. You can also review the location, services provided, and fee structure of advisors and firms to find one that suits your needs and preferences.

  • Is it necessary for Rochester residents to work with a local financial advisor?

    Although it is not necessary for the people of Rochester to work with one, doing so is advised. Local financial advisors are more familiar with the economy, cost of living, and employers in the area, which may be helpful in the financial planning process and in unique circumstances.

  • Can financial advisors in Rochester help people plan their retirement?

    Yes, financial advisors in Rochester may assist individuals in assessing the progress of their retirement plans and offering valuable recommendations to enhance their savings. They can help navigate the intricacies of complex retirement accounts, helping clients make informed decisions tailored to their specific situations. These advisors will thoroughly evaluate your retirement plan, considering factors such as your current financial standing, anticipated future expenses, and desired retirement lifestyle.

  • When should Rochester residents hire financial advisors and planners?

    Rochester residents may seek guidance and help from financial advisors if they encounter short-term financial challenges or require assistance with specific questions or investments. However, it is advisable to hire a financial planner if the goal is to establish a comprehensive, long-term financial plan. A financial planner develops strategies based on clients' needs and circumstances.

  • What are the benefits of working with a fee-only financial advisor in Rochester?

    Fee-only financial advisors in Rochester receive compensation solely from their clients and do not earn any commissions, ensuring they remain free from conflicts of interest. These advisors adhere to fiduciary standards, meaning they are obligated to provide objective and unbiased advice in the best interests of their clients. Furthermore, their fee structure promotes transparency, allowing clients to clearly understand and assess the cost of the services they receive.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.