Investing in Rochester, NY

6 locations found near Rochester
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“I have had nothing but a positive experience at Rochester Wealth Management. They get to the point and get the job done. Jeff Bridges is a straight shooter. No sugar coating. Matt Kreutz is honest, trustworthy and is always there to answer my questions. If you don't need sunshine blown up your hoo-hoo but just want a firm to help you make money for your retirement, this is the firm you can trust to do that.”

5 Superb15 Reviews

“Very knowledgeable and easy to work with. My dad worked with Ralph Angelo for years and highly recommended I work with him. I look forward to continuing to work more with Ralph and his team!”

5 Superb14 Reviews

“Melissa Talarico is a phenomenal wealth advisor who instills confidence and trust in every moment. With Melissa's help I am becoming far better educated on the investments I had and how we can create a new portfolio that actually meets and exceeds my needs including having a clear appreciation and understanding of the products I have already and how these can begin to work better for me now and tomorrow.I am beyond grateful for a wealth advisor like Melissa Talarico who has my financial and overall wellbeing as a priority in every conversation and transaction. Thank you so much for having me as a client and for the magnificence of Brighton Securities as a fantastic company.”

4.9 Superb14 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 Superb5 Reviews

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