Financial Advisors in Rochester, New York (Monroe County)

Timothy Hayes, CFP, MBA
Landmark Financial Advisory Services, LLC is a fee-only financial planning and investment advisory firm. Landmark specializes in providing fee-only financial planning services and investment advice to individuals and families from all walks of life, on an as-needed hourly basis or through an ongoing, retainer relationship. Clients can receive a complete financial plan or focus on one or more particular financial concerns - such as cash flow, insurance, investments, college funding, retirement planning and estate planning - through Landmark's flexible advisory services.
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Jeffrey Feldman, CFP, PhD
Rochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $80 million. I am a CFP licensed practitioner, a Registered Investment Advisor with the US Securities & Exchange Commission, and have been recognized as a Bloomberg Top Wealth Manager and a Rochester Business Journal Top 25 Money Manager. I have been quoted in the Wall St. Journal, Business Week, Smart Money, the New York Times, and Newsweek.... See More

Annie McQuilken, CFP, MS
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Fairport, NY. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.... See More

Kay Conheady, BA, BS, CFP
Apropos Financial Planning (www.AproposFP.com) is a fee-only, independent financial planning practice that seeks to deliver expert financial planning services and advice to people from all walks of life. We make our services accessible to all New Yorkers on an hourly, as-needed basis. We set no minimums for the net worth or income of our clients because we believe that everyone will benefit from doing financial planning. Principal Kay Conheady is also a member of the Garrett Planning Network and the Financial Planning Association. Call today to get expert advice regarding your most pressing financial concerns.... See More

PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing on you and what's important to you. The company acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as an investment advisor for individual institutional and non-institutional accounts that invest in a variety of securities.

PG Capital Management Group LLC ("PG Capital") acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as a wealth manager, investment/financial advisor, and financial planner for individual institutional and non-institutional clients that invest in a variety of securities.

PG Capital and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.... See More

Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our relationship with you. Sales commissions, referral fees or indirect compensation by others are not accepted. Investment expenses are designed to be affordable and competitive.

Our Services are:

Financial Planning for Pre-Retirees and Retirees
Portfolio Management for Individuals and Private Trusts
Consultation on Investment and Insurance matters
Consultation on Employer Retirement Plans... See More

Looking for a Qualified Independent Financial Adviser? Recognized as a Five Star Wealth Manager for the Buffalo community. Mintco Financial invests a majority of its time assisting individuals, families, business owners, and organizations with their retirement and estate planning needs, "The Value of the relationship with your adviser will always be part of your Legacy." mgm... See More

Joseph Raimond, BS, CFP, MS

Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients life's goals and risk profile is the most important aspect of developing a financial or investment plan for that client. AWM also believes that the use of index funds and minimizing investing costs is the most efficient way to build an investment portfolio. AWM bases financial investing advice on probabilities not possibilities, in other words, advice is based on academicly sound evidence not somebody's predictions of future events.... See More

Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an average account balance of $410.6K and approximately 33M in assets under management. Anchor is a fiduciary for individuals, high net worth individuals and charities that compose our client base. Anchor has clients throughout the United States and is registered in the states of New York and Texas.Anne C. Chernish, CFP® is the President and Managing Member. Anchor specializes in crafting custom financial plans for its valued clients and is a fiduciary for those who continue as wealth management clients. Anchor Capital Management, LLC supports its clients on a fee-only basis and specializes in serving pre-retirees, retirees and people in transition.CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and oncoing certification requirements. She is a member of NAPFA.... See More