Investing in Rochester, NY

9 locations found near Rochester

“Great experience! Could not be happier with my advisor. She looks out for my best financial inyerests, presents and explains many investment options, and has my portfolio growing at a high rate.
Highly recommend!”

4.5 Superb80 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 Superb15 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

“Howe & Rusling sets the gold standard for what an investment firm should be. Incredible depth of expertise within a small group of professionals. Outstanding performance and exceptional quality of Wealth Management(thank you Dylan Potter). Large investment firms should (but won’t) take a page from their playbook”

5 Superb10 Reviews

“Shannon went above & beyond to help me consolidate my various 401k investment accounts. Her professionalism and customer service make it apparent she truly cares, which I feel is rare nowadays. She is a valuable asset and a wonderful representative of your company.

I cannot thank her (and Sage Rutty) enough.”

4.6 Superb11 Reviews

“Tim is my favorite! He loves real estate too. He's trustworthy, empathetic and loyal to his clients. He's pretty creative too. I feel as if he really respects his fellow man.”

4.2 Good14 Reviews