Here’s The Deal: 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.
3 Best Financial Services in Rochester, NY
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TOP 3 NORTHLANDING FINANCIAL PARTNERS, LLC REVIEWS
The people I have interacted with at NorthLanding have all been sincerely interested in understanding my risk tolerance and financial goals. They carefully explain what they are doing and how those actions fit with my tolerance and goals. They have taken the time to get to know me as a person, and as a result have on more than one occasion offered suggestions for how I can better manage life insurance, taxes, charitable contributions, etc. No matter how minor the question I submitted might have been, the partners at NorthLanding have always gotten back to me quickly. The management fees are very reasonable, and the returns on my investments over the long term have been above average. NorthLanding has excellent software systems that make investment status and communication clear and efficient. Perhaps most important, the integrity of NorthLanding is apparent in everything they do.
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.
North Landing is the best financial group we have ever encountered. Their skills cannot be equaled. Years ago we were with a large televised brand. There no comparison in the service, expertise, attention to detail and overall caring involved. We inherited a large amount of capital and with it were able to buy real estate in Boise, Idaho and renovated our home adding over 1000.square feet. Rob and Bryce are more like very smart friends than just financial advisors.
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Here’s The Deal: 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.
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TOP 3 BRIGHTON SECURITIES REVIEWS
I am so fortunate to work with Clara and Sarah. Clara is an amazing listener and structured my plan accordingly while Sarah made getting started so easy. With their expertise and genuine care, they are the perfect blend of professionalism and personal touch. I couldn't recommend this team more for retirement planning, investment services and college savings for this little one and her sister.
We have had the pleasure of working with The Wade Group as a part of Brighton Securities for many years now. Their professionalism, attention to detail and focus on sound financial advise has severed us well. I would highly recommend you speak with any member of their team. They have proven themselves to us over and over again as strong partners that we can count on.
Brighton Securities is a highly professional firm who looks out for the best interest of its clients. As far as our team helping us into retirement, we could not be more comfortable placing our nest egg in their hands. We are wholly satisfied with how the team is guiding us towards retirement.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
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TOP 3 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.
I highly recommend High Falls Advisors! They have been such a great team to worth on a personal level and business. The support they provide is something we have looked for for many years for our growing company and personal finances. And a very down to earth team that never make feel "dumb" for asking any questions. Glad we found them.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
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