Which Financial Advisor Should You Choose in Rochester, NY?

Whitney & Company & Company is a client-first financial advisory firm specializing in investment management, wealth planning, and 401(k) consulting. We deliver personalized financial strategies rooted in decades of expertise and a fiduciary commitment to clients' best interests. Our holistic approach integrates retirement planning, tax optimization, and estate strategies to help individuals and businesses achieve long-term financial security.

Rochester Investments provides comprehensive financial advisory services including retirement planning, investment management, tax strategies, and estate planning. We specialize in creating personalized wealth management solutions for individuals, families, and businesses. Our team combines investment expertise with tax planning knowledge to help clients achieve long-term financial security.

Novem Group is a registered investment advisory firm providing comprehensive financial planning, retirement strategy development, and portfolio management services for individuals and businesses. With a fiduciary approach, we offer personalized wealth management solutions tailored to clients' unique goals and risk profiles. Our expertise spans retirement planning, asset allocation, and risk management, supported by advanced investment technologies and a disciplined research process.

NorthLanding Financial Partners provides personalized financial planning and investment management services, focusing on retirement income security, estate planning, and employer benefits optimization. Based in Rochester, NY, the firm serves clients nationwide through a fiduciary-driven approach that emphasizes transparency and client education. Their proprietary Financial Clarity Advantage process combines advanced financial modeling with personalized guidance to help clients achieve long-term financial goals.

Balanced Care is a non-profit agency offering Pooled Trusts, Representative Payee services, and VA Fiduciary programs to help seniors and disabled individuals manage finances while qualifying for Medicaid and public benefits. Our solutions include automated bill payments, debit card access, and low-fee account management, ensuring clients maintain financial stability and independence.

Hayes Asset Management is a Rochester-based investment advisory firm specializing in value-driven strategies for individuals, corporations, and nonprofits. We employ rigorous fundamental analysis to build portfolios that prioritize long-term growth and risk mitigation. Our SEC-registered team delivers personalized solutions tailored to clients' financial objectives across New York and the United States.

Linden Financial Consultants offers fee-only financial planning and fiduciary advisory services in Rochester, NY. We specialize in retirement planning, divorce financial analysis, and investment reviews for individuals seeking objective guidance. Our hourly-only model ensures transparent, conflict-free advice tailored to clients' unique financial goals.

Ciccarelli Advisory Services provides comprehensive, family-centered financial planning solutions in Naples, Florida. Our team offers personalized wealth management, retirement planning, and legacy development services backed by over 40 years of industry expertise. We deliver fiduciary-level advisory services combined with client education to help families make informed financial decisions.

Howe & Rusling is a holistic wealth management firm providing financial planning, investment management, and tax strategy services. We combine data-driven insights with personalized approaches to help clients achieve long-term financial goals. As fiduciaries since 1930, we prioritize client interests through transparent, ethical advisory services.