BEST RATED » ROCHESTER NY » FINANCIAL SERVICES

Best Financial Services in Rochester

Handpicked Top 3 Financial Services in Rochester, New York. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

THE GAUDINO GROUP

780 Fetzner Road, Suite B, Rochester, NY 14626

Since 1985

Tax and Estate Financial and Investment Planning, Risk Allocation, Portfolio and Active Management, Charitable Giving, Wealth & Education Planning

Offer strategies for pursuing your goals by making recommendations of the types of financial investments more suitable to your needs ● They help you set your priorities for the future- education costs, retirement, or appropriate investments

gaudinocpa@stevegaudino.com

thegaudinogroup.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

LUTZ & ASSOCIATES WEALTH STRATEGISTS

600 Park Avenue, Rochester, NY 14607

Since 1999

Wealth Protection Review, Group Benefits, Traditional And Roth IRA’s, Mutual Funds, life, Disability Income and Long Term Care Insurance, Employer-Sponsored Retirement Plans, Retirement Income, Estate and Business Succession Planning, Investment Analysis & Management

Focus on wealth management platforms ● Offers debt management, investing and social security choices ● They take pride in never giving advice about the product until they have a full understanding of the unique facts and circumstances of each client

lutz_associates@glic.com

lutzandassociates.com

Reviews

By Appointment

TBR® Inspection Report

MICHAEL BOOTH

428 Bakers Park, Rochester, NY 14617

Since 2016

EDWARD JONES - Retirement Income, Estate and Legacy Planning, Wealth and Financial Strategies, Asset Allocation and Protection, Stock and 401K Options, Annuities, Employer-Sponsored Retirement Plans, Life Insurance, Long Term Care, Entrepreneurs & Business Owners

His practice focuses on serving successful families farmers, business owners, and individuals with a passion for success for financial ● Whether clients want to preserve and grow their wealth, plan for the financial security of the next generation, or assess their investment risk ● He is dedicated to delivering highly responsive and individualized solutions to clients, using a focused, objective planning process

mike.booth@edwardjones.com

edwardjones.com/financial...

Reviews

Mon - Fri 8:00 am - 4:30 pm
Sat By Appointment Only
Sun Closed

TBR® Inspection Report