3 Best Financial Services in Rochester, NY

We engaged with Chris and the team after screening at least 10 to 15 other financial advisors. We ultimately moved forward with the Icono team as we felt that they were the most honest and collected out of all of the advisors. The team has been wonderful to work with, extremely communicative, and not afraid to say that they don't have all the answers but are ready to dig to find options. They truly are partners that you collaborate with. Their recommendations for our financial future made a ton of sense, even with the intricacies for our situation. We would not hesitate to recommend the Icono team to any of our friends or family who are actively looking to pull together a financial plan for the future.

The Iconoclastic team genuinely puts our interests first and takes the time to understand our needs. Chris, Gene, and Jack all bring their own areas of expertise to the table and there is never any pressure. They are always responsive to any questions we have and have spent a lot of time making sure we understand their recommendations and strategy. They aren’t just investment advisors—they are true partners in our financial journey.

The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Eric Garsin wasn’t just my father’s financial advisor, he was someone my dad trusted from the very beginning. Eric made the first move to earn my father's trust when he was just starting out, and my father, always open to giving people a chance, took the meeting. That decision led to a relationship that lasted decades. After my father passed, I came across Eric’s name while sorting through his financial affairs. I scheduled a visit, thinking it would be a routine, transactional meeting, but when I walked into the office and shared the news, Eric and his team were visibly shaken. At first, I assumed it was just a professional courtesy, but as the conversation continued, it became clear that Eric genuinely knew my father. He recalled stories, life events, and personal details with such clarity that I was taken aback. That moment solidified for me that Eric wouldn’t just be my financial advisor, he’d be someone I could trust with my own future. Coming from a service background, I know what real service looks like and what I’ve experienced from Eric and his team over the past four years has been nothing short of exceptional. Their responsiveness, attention to detail, and personal approach are second to none. I used to think I could handle my financial planning on my own. I was skeptical of needing an advisor. I couldn't have been more wrong. I wouldn’t be where I am today without Eric’s guidance and support. If you're looking for someone who leads with both expertise and heart, look no further than Eric Garsin. He’s the real deal.

Eric Garsin has been my parents' Finanial Planner for close to 25ys. I recently been to Rochester to attend to my mother in a transition from living at home to a Nursing facility. I needed help gaining perspectives for circumstances financially. Eric stepped in and gave me whatever it was I needed in order for me to understand my parents affairs. Integrity and a genuine in caring for his clients is what makes Northland Financial a dependable family oriented Company.

Eric Has been our trusted financial advisor for the past 15 years. I am confident that with his guidance our retirement has been personally and professionally managed to our great benefit. We have recently built a new home and he has been a valuable member of our construction team. His knowledge and advice have been indispensable. Look no further for a financial planner and investment advisor.