NorthLanding Financial Partners, LLC
NorthLanding Financial Partners is a well-known financial firm in Rochester. NorthLanding Financial Partners, LLC is one of the Three Best RatedĀ® Financial Services in Rochester, NY.
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We started working with Rob and Bryce in 2013, engaging them to develop a financial plan. The plan that we developed together was highly tailored to our needs and aspirations and, with very minor revisions, has held up well. Following the plan development, we invested our money with them and couldn't be more pleased with the results. The platform that they use is accessible to us at all times and allows us to check in whenever we wish. Through regular review meetings they continue to check on our evolving needs and have helped us with other financial issues (insurance, social security, etc.) that we had not identified. NorthLanding is highly professional, trustworthy, and provides impeccable, responsive service. We are happy to be their clients.
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.
Highly professional, friendly and committed to doing what is best for their customers. When we first started, my wife and I had no clue how much we needed to retire, or how we were going to retire, and we now have have been retired for 10 years. NorthLanding has managed our investments thru the ups and downs in the stock market via diversification of our investments. I have highly recommend NorthLanding to others and they also agree with my assessment that NorthLanding Financial Partners are exceptional at their trade.
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Location / Contact:
- 90 Linden Oaks, Suite 220, Rochester, NY 14625
- Phone : (585) 497-5000
- EMail : inf***@n***.com
- Website : northlandingfp.com
Working Hours:
Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
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