Financial Advising in Rochester, NY

9 locations found near Rochester

“We were fortunate to find Brighton Securities in 2019 and are working with Doug Hendee and his team. We have been taking distributions, increasing the amount each year, and we currently have more in our accounts then when we first started! They have listened to and addressed any questions or concerns quickly and efficiently. I can not recommend this company and Doug Hendee strongly enough! We are enjoying our retirement to its fullest knowing our accounts are in the best, most capable hands!”

4.7 Superb91 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.”

4.7 Superb43 Reviews

“Excellent customer service! I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn’t be happier! They do what they say they are going to do and they do it well! It’s great having all of these services in one place.”

5 Superb13 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.”

4.6 Superb18 Reviews

“I have had the pleasure of knowing Craig Gingerich for several years now. I’ve seen firsthand how hard he works, and how much passion he brings to his profession. He’s the kind of person who is always going the extra mile, Whether it is staying on top of the latest financial strategies or making sure every client feels heard understood and supported.

Personally, I’ve learned a lot from him and would recommend him and his team to anyone looking for help and guidance.”

4.4 Superb9 Reviews

“Yvonne has been the best accountant I’ve had since opening my business 12 yrs ago. Had to go through a couple bad seeds to find the gem! I highly recommend her and refer all my self employed friends to her. She’s AMAZING!”

5 Superb9 Reviews

“Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!”

4.8 Superb5 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.”

4.2 Good13 Reviews