BEST RATED » ROCHESTER NY » FINANCIAL SERVICES

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. You deserve only the best!

THE GAUDINO GROUP

780 Fetzner Road, Suite B, Rochester, NY 14626 DIRECTIONS

Since 1985

Here’s The Deal:
The Gaudino Group, founded in 1985, provides clients with authentic and holistic financial strategies. Their firm understands financial success can be achieved when all features of a person’s financial situation are efficiently managed. They help people pursue their financial goals by providing a strategic yet practical method. The firm seeks to provide the best client service while building long-term relationships with its customers. They help people pursue their financial goals by providing a strategic yet practical approach. They offer plans for pursuing your goals by making recommendations for the types of financial investments that suit your requirements.

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

[email protected]

thegaudinogroup.com

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

TBR® Inspection Report:

MICHAEL BOOTH

428 Bakers Park, At I-Square, 2nd Floor, Rochester, NY 14617 DIRECTIONS

Since 2016

Here’s The Deal:
Michael Booth has been a financial advisor at Edward Jones since 2016. His practice focuses on serving successful families, farmers, business owners, and individuals with a passion for success for financial. He is committed to performing highly responsive and individualized solutions to customers, using a focused, objective planning process. At Edward Jones, they value personal relationships based on a deep understanding of their client's unique financial needs. As a result, they develop a customized approach tailored to their client's individual goals. They want to preserve and grow their wealth, plan for the next generation's financial security, or assess their investment risk. Contact them to make an appointment.

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

[email protected]

edwardjones.com/us-en/fin...

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Mon-Fri: 8am - 4:30pm
Sat & Sun: By Appointment

TBR® Inspection Report:

NORTHLANDING FINANCIAL PARTNERS, LLC

90 Linden Oaks, Suite220, Rochester, NY 14625 DIRECTIONS

Since 2013

Here’s The Deal:
NorthLanding Financial Partners, LLC (NLFP) serves clients nationwide who seek direction in establishing the financial goals and objectives that matter most to them and their families located in Rochester. They establish a lifelong relationship by providing their clients with an objective set of eyes. They guide their clients to avoid mistakes and help them coordinate their unique NorthLanding. They are committed to bringing a process-driven approach to each client’s situation while incorporating innovation and new ideas.

SPECIALTY:
Retirement Planning, Legacy Planning, Estate Planning, Qualified Retirement Plan Design, 401K Planning, Pension Planning, Executive Compensation Planning, Financial Planning, Charitable Giving, Education Planning, Business Succession Planning, Exit Planning, Portfolio Management & Investment Planning

[email protected]

northlandingfp.com

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Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report: