Laurels

Best Financial Advisors in Rochester
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Rochester, NY

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Alliance Advisory Group

Alliance Advisory Group

  • Certified Financial Planner (CFP)

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.

600 Park Avenue
Rochester, NY 14607

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Allied Financial Partners

Allied Financial Partners

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Preparation
  • Tax Planning

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.

150 State Street
Rochester, NY 14604

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Brighton Securities

Brighton Securities

  • Retirement Planning

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.

1703 Monroe Avenue
Rochester, NY 14618

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

51 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Charleton Financial

Charleton Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

277 Alexander Street
Rochester, NY 14607

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Commonwealth Financial Group

Commonwealth Financial Group

  • Certified Financial Planner (CFP)

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.

1633 Empire Boulevard
Webster, NY 14580

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cornerstone Advisory Group LLC

Cornerstone Advisory Group LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

200 Park Point Drive
Rochester, NY 14623

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

High Falls Advisors

High Falls Advisors

  • Certified Financial Planner (CFP)

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.

180 South Clinton Avenue
Rochester, NY 14604

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

HNP Capital, LLC

HNP Capital, LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

100 Chestnut Street
Rochester, NY 14604

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Iconoclastic Capital

Iconoclastic Capital

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

17 Prince Street
Rochester, NY 14607

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

46 (Best)

Score Consistency:

Consistent (Best)

Layline Advisors

Layline Advisors

  • Certified Financial Planner (CFP)

Layline Advisors is a financial planning firm that serves the Rochester area. It offers is financial advisory that involves taking a deep dive into clients' goals and addressing various aspects such as asset allocation, net worth, cash flow, taxes, and retirement. The firm also provides investment management, which covers ESG investments. Layline Advisors was founded in 2016 by Mark Wyand, who formerly worked at an Ameriprise Financial franchise with his father where he created the team's discretionary portfolio platform.

17 Prince Street
Rochester, NY 14607

Website

Website
Legacy Financial Planning

Legacy Financial Planning

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Pre-Retirement Planning
  • Financial Planning
  • Investment Strategies
  • Wealth Management

Legacy Financial Planning aims to create strategies designed to protect, manage, and grow its clients’ assets using financial and wealth management services, including pre-and post-retirement financial planning, investment, portfolio management, life, and long-term care insurance as social security and medicare planning. Using and following customized plans tailored to the clients' needs, founding partners Tammy Mogilski and Brian Bedford have been developing financial and investment management strategies for a combined 53 years.

1485 Monroe Avenue
Rochester, NY 14618

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lutz & Associates Wealth Strategists

Lutz & Associates Wealth Strategists

  • Private Wealth Advisor

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.

600 Park Avenue
Rochester, NY 14607

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Nannette P Nocon

Nannette P Nocon

  • Certified Financial Planner (CFP)

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.

2024 West Henrietta Road
Rochester, NY 14623

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NorthLanding Financial Partners, LLC

NorthLanding Financial Partners, LLC

  • Certified Financial Planner (CFP)

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.

90 Linden Oaks
Rochester, NY 14625

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rochester Financial Services

Rochester Financial Services

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

7 Hastings Circle
Pittsford, NY 14534

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sage Rutty

Sage Rutty

  • Certified Financial Planner (CFP)

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.

100 Corporate Woods
Rochester, NY 14623

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

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