Financial Advising in Rochester, NY
5 locations found near Rochester
View Map9AM - 4:30PM
706 East Ave Unit 300, Rochester
Financial Advising
Financial Advising
“Melissa Talarico is a phenomenal wealth advisor who instills confidence and trust in every moment. With Melissa's help I am becoming far better educated on the investments I had and how we can create a new portfolio that actually meets and exceeds my needs including having a clear appreciation and understanding of the products I have already and how these can begin to work better for me now and tomorrow.I am beyond grateful for a wealth advisor like Melissa Talarico who has my financial and overall wellbeing as a priority in every conversation and transaction. Thank you so much for having me as a client and for the magnificence of Brighton Securities as a fantastic company.”
Financial Advising
“Yvonne has been the best accountant I’ve had since opening my business 12 yrs ago. Had to go through a couple bad seeds to find the gem! I highly recommend her and refer all my self employed friends to her. She’s AMAZING!”
Financial Advising
“Excellent customer service! I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn’t be happier! They do what they say they are going to do and they do it well! It’s great having all of these services in one place.”
Financial Advising
“Chris, Jackie, Mary, and the rest of the team have been wonderful for the last three years that we've worked together. It has been my experience that Chris is knowledgeable, reasonable, and makes time for his clients even during the busy season. The team has successfully navigated business returns for my two small businesses, and will also be handling our personal returns this year. I've happily connected multiple contacts with Chris, and have the utmost confidence that their experiences will resonate with my own.”
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“I have had nothing but a positive experience at Rochester Wealth Management. They get to the point and get the job done. Jeff Bridges is a straight shooter. No sugar coating. Matt Kreutz is honest, trustworthy and is always there to answer my questions. If you don't need sunshine blown up your hoo-hoo but just want a firm to help you make money for your retirement, this is the firm you can trust to do that.”