We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.
Rochester (NY) - - Phone: (585) 473-3590
With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated...
Rochester (NY) - - Phone: (585) 244-3000
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice, investments, insurance,...
Rochester (NY) - - Phone: (704) 796-8300
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
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The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help you plan your financial future!
Rochester has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Rochester are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.
