Fiduciary advisors in Victor, NY

Victor, New York

Ever Green Wealth Management is an investment advisory firm in Victor, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Victor, New York

Insurance-Based

Louis Bacchetta, Financial Advisor - Eagle Strategies is an insurance-based firm in Victor, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Victor, New York

Bank-Affiliated

Miguel A Fernandez is a bank-affiliated firm in Victor, New York. The firm specializes in Debt Management, Investment Management, and Wealth Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

Victor, New York

The Pitti Group Wealth Management is a registered investment advisor and fiduciary firm founded in 2016 by Sal and Matt Pitti, with offices in Victor, New York and Bonita Springs, Florida. The firm provides financial planning, investment management, and wealth management services to educators, nonprofit employees, business owners, executives, and high-net-worth individuals, with CFP-credentialed advisors who address retirement planning, tax-efficient investing, estate coordination, insurance strategies, and employee benefit design. Their stated approach begins with discovery meetings to understand client goals and circumstances, followed by detailed planning and ongoing adjustments as life changes. The firm serves the Rochester region and clients nationwide.