What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Rochester, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Rochester, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Christopher Coleman
MBA
Fiduciary First Advising
Rochester, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only, fiduciary retirement planner located in Linden Oaks in Rochester, NY, available for face-to-face meetings along with video calls and phone calls.
Jeffrey Feldman
CFP®, PhD
Rochester Financial Services
Pittsford, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.
Christopher Haigh
CFP®, RICP®
Iconoclastic
Rochester, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cryptocurrency, College Education Planning, Tax Planning, Stock Option and Equity Compensation
No buzz words. No bias. No bull$#!+. Financial planning as it should be.
Kathryn Kubiak-Rizzone
CFP®, CSRIC®
About Time Financial Planning
Rochester, NY
Specialties: Tax Strategy & Planning, College Education Planning & Student Loan Repayment, Comprehensive Financial Planning, Impact Investing, Retirement Planning, Career Management, Financial Coaching, Budgeting For Life Events, Investment Management, Estate Planning, Charitable Giving, Insurance Review, Debt & Credit Strategy
Fee-Only Financial Planning for Women Physicians, Small Business Owners, & Progressive Families. Located in Rochester, NY, serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
