3 Best Financial Services in Rochester, NY

“NorthLanding Financial Partners, an advisor-owned firm of financial planners in Rochester, NY, boasts Bryce P. Carey, the firm's founding partner, and CERTIFIED FINANCIAL PLANNER™ Practitioner. He provides fee-based planning using NorthLanding's Financial Clarity Advantage process to executives from major local corporations such as Xerox, Wegmans, and Eastman Kodak. Throughout his client relationships, Bryce P. Carey delivers action-oriented advice to assist in achieving their most important financial goals. Leveraging technology to apply the resources of large financial complexes without sacrificing the personal, caring dynamic of the client relationship, the team focuses on clients as their paramount stakeholders. Reflecting on their partnership with clients, the concept behind their name signifies journeying toward a destination of safe arrival and financial success. With over 100 years of combined experience and advanced credentials, their advisors counsel clients to develop and implement strategies to meet their personal and family financial objectives. They promote open and proactive communication to establish concrete, realistically attainable goals for tomorrow.”

Read more

“Brighton Securities is a local, independently owned financial services firm headquartered in Rochester. Thomas Abbott is the firm's director. The team understands that your finances are your life's work and that every aspiration, whether it's a new home, paying for higher education, retiring, or starting your own business, depends on managing your income with a trusted financial expert. Whether you're an individual, family, self-employed, an established professional, or a thriving industry leader, their team of trusted financial planners and investment strategists is here to help. They provide perspective, expert advice, and a comprehensive understanding of your current financial state and develop financial strategies to achieve your short-term and long-term savings, financial, and investment goals. Brighton Securities can provide access to the financial planning and wealth management tools and expertise you need to succeed at each life stage. They work with their clients to envision their future, developing and executing investment strategies that help their clients build and protect their wealth. They also provide services in Western New York.”

Read more

“High Falls Advisors, a well-known financial planner in Rochester, New York, is led by Kenneth J. Burke, the firm's Chief Executive Officer and President. He graduated Cum Laude from Niagara University with a Bachelor of Business Administration degree in Accounting and holds AICPA PFS and CBEC® credentials. He is a Certified Public Accountant and possesses the Series 65 license. Since 2008, High Falls Advisors has been assisting individuals and families in meeting their financial goals. Acknowledging the uniqueness of each financial situation, they take a personal approach to help clients manage their money. The team collaborates closely with clients to develop strategies enabling them to achieve their financial goals and desired lifestyle. As fiduciaries, clients can trust that their best interests are always prioritized. High Falls Advisors is a growing firm that values mentoring and continual education for all employees, supporting their growth and advancement within the company. They are always eager to connect with new talent and foster a culture of professional development.”

Read more