Which Financial Advisor Should You Choose in Victor, NY?

Evolution Financial Advisors is an independent OSJ providing comprehensive support services for financial professionals. We specialize in practice transition, compliance management, marketing strategy, and business growth solutions. Our model empowers advisors to maintain ownership while accessing enterprise-level resources through strategic partnerships with Osaic Wealth and other industry leaders.

Cooper/Haims Advisors is a fee-based financial advisory firm offering holistic wealth management and tax consultation services. Since 1981, we have prioritized client interests through personalized investment strategies, tax-efficient planning, and fiduciary-driven advice. As a Registered Investment Advisor and subsidiary of ESL Investment Services, LLC, we combine decades of expertise with community-focused values to deliver comprehensive financial solutions.