Fiduciary advisors in Rochester, NY

Rochester, New York

457 Plan Service Group is an investment advisory firm in Rochester, New York. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rochester, New York

Allied Financial Services, Inc. is a Rochester-based financial advisory firm that serves high-net-worth individuals, families, and business owners through comprehensive long-term planning. The firm works with clients to align financial strategies with personal goals and values, including generational planning and business succession matters. Clients gain access to consolidated account reporting and financial planning documents through a secure online portal.

Rochester, New York

Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments is an investment advisory firm in Rochester, New York. Services include Insurance Analysis and Investment Management. Advisory services are available in English, Chinese, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 19 Google reviews.

Rochester, New York

Chicago Partners Wealth Advisors is an independent, fiduciary wealth management firm serving high-net-worth investors in Rochester, NY, with 25 years of advisory experience. The firm provides financial planning and investment management grounded in CFP Board standards, encompassing portfolio design, tax efficiency, cash flow planning, and estate coordination. Operating on a client-only fee basis with no proprietary products or outside commissions, the firm uses an evidence-based investment approach and customized planning process tailored to each client's objectives rather than standardized models.

Rochester, New York

Crossbridge Financial Group is an investment advisory firm in Rochester, New York. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Rochester, New York

Delisanti Wealth Management, based in Rochester, New York, offers investment management and retirement planning services to retirees and business owners. The firm uses a three-step approach—establishing retirement timing, evaluating income needs, and determining withdrawal strategies—and emphasizes understanding each client's personal situation, goals, and risk tolerance through ongoing communication. The team consists of industry professionals with combined experience across investor backgrounds, and offers a complimentary initial consultation.

Rochester, New York

Iconoclastic Capital Management is a fee-only fiduciary firm in Rochester, New York, offering financial planning and investment management services. The firm structures its engagement around service tiers—including Guided Wealth Management with ongoing support and standalone planning projects starting at $5,000—with no commissions or product kickbacks. The team emphasizes a straightforward advisory approach grounded in shared work and financial discipline, rejecting commission-based incentives and unnecessary complexity.

Rochester, New York

J. Curtis Wealth Advisory Services is an investment management and financial planning firm located in downtown Rochester, New York, operating as an affiliate of LynnLeigh & Company, a Registered Investment Advisor. Founded in 2022, the firm is led by Jason P. Curtis, a CERTIFIED FINANCIAL PLANNER™ and CIMA® credential holder with 15 years of experience serving individual investors and small business owners. The firm operates on a fiduciary basis, working with clients to identify their current financial position and develop strategies aligned with their personal goals and investment philosophy.

Rochester, New York

Raymond James & Associates is an investment advisory firm in Rochester, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Rochester, New York

Research Financial Group, established in 1994 and located in Rochester, New York, offers financial planning and investment management services to individuals and families. The firm operates as an independent practice affiliated with LPL Financial, with a team led by principals holding credentials including Series 7, 65, 66, and 24 licenses, along with Certified Fund Specialist and Accredited Investment Fiduciary designations. The firm emphasizes a personalized approach that considers clients' overall financial and life circumstances, using a thorough planning process designed to help clients understand their strategies and work toward what they define as financial balance.

Rochester, New York

Wealth Enhancement Group is an investment advisory firm in Rochester, New York. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.