Which Financial Advisor Should You Choose in Pittsford, NY?

Cudlipp Financial Services provides personalized financial planning and investment oversight to individuals and businesses in Pittsford, NY. Our services include retirement planning, tax management, and family wealth strategies tailored to clients' unique goals. We combine independent advice with Osaic Wealth resources to deliver accessible, jargon-free financial solutions.

Hamilton Wealth Management provides specialized financial planning and investment management services for individuals approaching or in retirement. Our endowment-style investment approach combines traditional and alternative assets to create diversified portfolios. We focus on tax-efficient strategies, estate planning, and personalized retirement income solutions.

Coordinated Plan is a financial advisory firm specializing in multigenerational wealth management, investment planning, and estate strategies. We help clients safeguard and grow assets through personalized financial plans tailored to individual goals. Our services integrate tax-efficient solutions, retirement planning, and business succession strategies to ensure long-term financial security.

Armbruster Capital offers comprehensive wealth management services, including personalized investment strategies, retirement planning, and institutional asset management. Using evidence-based methodologies and tax-efficient solutions, we help clients protect and grow their assets while prioritizing fiduciary responsibility and transparency. Our low-cost, fee-only model ensures alignment with client interests.

Rochester Financial Services provides fee-only portfolio management and financial planning services in Rochester, NY. Founded in 1993, we serve clients across 20+ states through independent investment strategies focused on no-load mutual funds. Our SEC-registered advisors deliver comprehensive wealth management solutions including tax planning, estate optimization, and retirement plan design.

LVW Advisors is a registered investment advisory firm specializing in comprehensive financial planning and portfolio management for high-net-worth individuals, families, and institutions. We combine personalized wealth management strategies with fiduciary responsibility, offering evidence-based investment solutions and customized financial roadmaps. Our disciplined approach emphasizes diversification, risk management, and long-term value creation while maintaining alignment with clients' unique goals and ethical considerations.