3 Best Financial Services in Rochester, NY

“NorthLanding Financial Partners, LLC serves clients nationwide who seek direction in establishing the financial goals and objectives that matter most to them and their families. They establish a lifelong relationship by providing their clients with an objective set of eyes. Bryce P. Carey is a founding partner of NorthLanding Financial Partners, LLC ,and a CERTIFIED FINANCIAL PLANNER™ Practitioner. Bryce provides fee-based planning using NorthLanding’s Financial Clarity Advantage process to executives working for major local corporations, including Xerox, Wegmans, and Eastman Kodak. Bryce leads NorthLanding’s Xerox Retirement Services program and presents planning strategies tailored specifically to Xerox employees and retirees at his monthly workshops. Throughout his relationship with his clients, he delivers action-oriented advice to assist with achieving their most important financial goals.”

Read more

“Brighton Securities is a local, independently owned, financial services firm. They celebrate all your life milestones by developing and executing financial strategies to support you at every life stage helping you build and protect your wealth to ensure the lifestyle you desire. Brighton Securities uses a client-focused approach to delivering wealth management and financial services. Mr. Abbott is the Chief Financial Officer of Brighton Securities. He is an is also an active member of Financial Executives International and is a volunteer elected member of the Hilton Central School District’s Board of Education. Brighton Securities is there for individuals, couples, families, and companies seeking a trusted financial services partner to guide them on their journey toward wealth accumulation, wealth management, and financial security.”

Read more

“High Falls Advisors Inc. work with you every step of the way to build a strategy that helps you meet your financial goals and live the life you want. James Englert and James McBride founded High Falls Advisors, Inc. (HFA), a Registered Investment Advisor. They assembled a diverse team of advisors with extensive professional knowledge, a commitment to providing the highest level of service, and a quest to never stop learning. Their advisor team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants (CPA), Certified Retirement Planning Counselors (CPRC), attorneys, credentialed tax advisors, Kodak benefits experts, and a healthcare and employee benefits specialist. Although each client works primarily with their dedicated advisor, their team works together to share specialized expertise and provide support.”

Read more