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 Pittsford, 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 Pittsford, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jeremy Veres
CFP®, CPWA®
Flower City Capital
Pittsford, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Estate Planning, Risk Management
Flower City Capital is a fee-only wealth management and financial planning firm in Frederick, MD. We believe that high-quality advice with proactive service is the best way to create value for our clients.
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 Coleman
MBA
Fiduciary First Advising, LLC
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.
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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)
