Financial Advising near Fairport, NY

9 locations found near Fairport

“Kevin, Dan, and Andy are absolute best at their jobs!! They recommend investments to my best interests. I feel listened to and understood completely. I’ve been with them for 18 years. Haven’t regretted anything!”

5 Superb4 Reviews

“working with Clara and the Brighton Securities team has been an absolute pleasure. Coming up with a long term financial plan can be a daunting task. Clara has outlined an attainable financial plan that my family an i feel comfortable with for long term success. i would highly recommend.”

4.8 Superb68 Reviews

“Alex is one of the best in the world at taking into account tax strategies while creating a comprehensive financial plan. The tax planning alone is worth working with him!”

5 Superb22 Reviews

“Chris was incredible! Very knowledgeable, personable, and communicative! Very happy to have found him and will definitely have Chris handle all future accounting needs for me.”

4.8 Superb43 Reviews

“I am a new partner of PPC (ISV) and love what they have to offer. Their whole team responds super fast and very knowledgeable of credit card processing industry. Their revenue share is generous and everyone at their company is super kind and wiling to help!”

5 Superb16 Reviews

“Jeff is among the most talented, skilled, and knowledgeable financial advisors I have encountered. His passion, enthusiasm, and care for his clients is unrivaled, and he truly impacts me in a positive way every time I talk with him.”

4.4 Superb17 Reviews

“A good customer service and very proffesional customer support. I recommend Main One one of the best place when you need a loan or insurance to your home ect.They find solution to your finance problem. I'm so happy to have them to help me to my finance solutions or liquidate my debts faster . Thank you One main team.”

4 Good51 Reviews

“I have had mortgages and now a Home Equity Line of Credit with Tompkins/Bank of Castile for decades--with various levels of experience, ranging from satisfied to very disappointed. However, after moving to Monroe County, I now do my banking with the Pittsford Branch. I couldn't feel more fortunate! The tellers are consistently welcoming, knowledgeable, professional and helpful. Lisa, the manager, has demonstrated on multiple occasions that this branch has my best interests at heart.

In these challenging times, it is comforting to know that my finances are in excellent, caring hands.”

4.3 Superb13 Reviews