Brighton Securities is an independently owned financial services firm located in Rochester, offering guidance and support to individuals, couples, families, and companies on their journey toward wealth accumulation, management, and financial security. Their team of financial professionals, with over 500 years of combined experience in financial services, serves a wide range of clients, including trusts, estates, and small to medium-sized businesses. At Brighton Securities, they understand that each client's financial journey is unique and expertise is required to succeed at every life stage. They work closely with their clients to envision their futures and develop and execute investment strategies that enable them to build and protect their wealth. If you are looking for a reliable financial partner, Brighton Securities is here to help. Contact them to schedule an appointment and start your journey toward financial security.
3 Best Financial Services in Rochester, NY
Expert recommended Top 3 Financial Services in Rochester, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
BRIGHTON SECURITIES REVIEWS
I’ve been pleased to be a client of Brighton Securities for a little over two years. Compared to my two prior financial advisors, performance of my portfolio has been significantly better and communication far superior. It’s very common for Deanna LaPier at Brighton to reach out with advice or analysis on my account. I was definitely pleased with the initial evaluation of my existing portfolio, and believe that the recent temporary losses due to COVID were less than those experienced in the market at large. Something that you will notice is the company’s attention to detail, and it starts right at the front desk, which is always friendly and solicitous. Even on your first visit, George Conboy is very likely to stop by your conference room, and he will know your name. I’ve referred several family members to Brighton and know that they too are very satisfied with the company. It’s my distinct pleasure to recommend Brighton Securities for your consideration.
I have been a client of Brighton Securities since April 2013, working with George Conboy as my financial advisor throughout those years. He has been proactive in his guidance and I’ve benefited from his financial and investment knowledge and acumen. The staff at Brighton Securities have been friendly, courteous and professional. I highly recommend this outstanding, customer service-oriented firm.
Brighton Securities was the best move I ever made financially. They work with you on such a professional yet personal level, you know you’re in good hands. Exceptional communication and follow-up on the smallest of details. During these trying times, Brighton Securities remains consistent with an unwavering commitment to doing the right thing. I am very happy with the service they provide.
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NorthLanding Financial Partners is a well-known financial firm in Rochester. With over 100 years of collective experience and advanced credentials, their team of advisors can provide guidance on developing and executing strategies to fulfill personal and family financial goals. They believe in open and proactive communication with their clients, and they work to establish long-term relationships. They bring a process-driven approach to each client's unique situation while incorporating innovation and new ideas. By collaborating with their clients, NorthLanding Financial Partners helps them better plan for the future by establishing realistic, attainable goals. Their goal is to empower clients to take control of their financial future and achieve financial security. So if you're looking for a financial partner, NorthLanding Financial Partners is here to help you achieve your financial objectives.
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NORTHLANDING FINANCIAL PARTNERS, LLC REVIEWS
We started working with Rob and Bryce in 2013, engaging them to develop a financial plan. The plan that we developed together was highly tailored to our needs and aspirations and, with very minor revisions, has held up well. Following the plan development, we invested our money with them and couldn't be more pleased with the results. The platform that they use is accessible to us at all times and allows us to check in whenever we wish. Through regular review meetings they continue to check on our evolving needs and have helped us with other financial issues (insurance, social security, etc.) that we had not identified. NorthLanding is highly professional, trustworthy, and provides impeccable, responsive service. We are happy to be their clients.
Rob Bradley took us the Financial Clarity Advantage Process. This very complete program considers all aspects of our family's financial health. We gained confidence in our financial plan and a clear goal for the future. The financial modeling provided the opportunity to see how our assets will grow through varying market conditions. We meet yearly to update our progress and make any needed changes. The office is run in a very service oriented and professional manner. We highly recommend North Landing.
Highly professional, friendly and committed to doing what is best for their customers. When we first started, my wife and I had no clue how much we needed to retire, or how we were going to retire, and we now have have been retired for 10 years. NorthLanding has managed our investments thru the ups and downs in the stock market via diversification of our investments. I have highly recommend NorthLanding to others and they also agree with my assessment that NorthLanding Financial Partners are exceptional at their trade.
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High Falls Advisors Inc. is a Registered Investment Advisor that prioritizes clients above everything else. Their founder established the firm with a vision of assembling a team of advisors committed to providing the highest level of service and possessing extensive professional knowledge. Today, High Falls Advisors is recognized for its diverse range of services and the comprehensive experience of its advisors. The firm has the expertise and capacity to support individuals, families, and business owners at any stage of their lives. While each client primarily works with their dedicated advisor, the team collaborates to share specialized knowledge and offer support. High Falls Advisors regularly checks its clients' progress and makes changes as necessary to keep them on track. Whether planning for retirement, legacy, or a new home purchase, the firm is committed to helping clients achieve their goals.
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HIGH FALLS ADVISORS REVIEWS
I have been working with High Falls Advisors for the last year. I had worked with two financial advisors serious to them and I can say that the level of care, attention to detail, and communication far outweighs any other company I have worked with. I am so very impressed and grateful to Ken Burke and his team for all he has done for me. As a entrepreneur and business owner, taxes and financial planning can feel burdensome but they made is so easy and took what they could off of my plate! I HIGHLY recommend.
We have been High Falls Advisors clients for the past 14+ years and have always found them to be very expert at guiding us through our financial needs as situations change through retirement. Ken Burke is very professional and works with us to understand and make decisions with confidence. We are treated with utmost respect always, we highly recommend their services.
High Falls Advisors is a full service house. Incredibly responsive, knowledgeable and professional! I have been working with them on tax challenges, tax planning, and numerous other topics. I recommend them highly.
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