BEST RATED » ROCHESTER NY » FINANCIAL SERVICES

Best Financial Services in Rochester

Expert recommended Top 3 Financial Services in Rochester, NY. All of our financial services 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

The Gaudino Group was established in 1985, and they provide customers 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 their customers. They offer plans for pursuing your goals by making recommendations for the types of financial investments that suit your requirements.

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

[email protected]

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 Directions

Since 1999

Lutz & Associates Wealth Strategists is located in Rochester, NY. Their team strategy can be an effective method to assist customers with a wide variety of requirements as they manage through a complex financial-services world. The company focuses on wealth management platforms. They offer debt management, investing, and social security choices. The company uses a proactive method for serving you to develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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

[email protected]

lutzandassociates.com

Reviews

By Appointment

TBR® Inspection Report

MICHAEL BOOTH

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

Since 2016

Michael Booth has been a financial advisor with 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. They want to preserve and grow their wealth, plan for the next generation's financial security, or assess their investment risk.

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/financial...

Reviews

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

TBR® Inspection Report