Find 3 Recommended Local Financial Advisors in Rochester, NY

The Gregory L Schaffer Insurance provide comprehensive financial advisory services including investment management, retirement planning, and estate preservation. With 41 years of experience, we offer SEC-registered investment advisory services, personalized financial planning, and trust administration. Our client-centric approach combines certified financial planning expertise with multi-disciplinary services to address all aspects of wealth management.

Wealth Design Services is a family-focused wealth management firm that offers integrated financial planning, investment management, tax, estate, insurance, and trustee services. We serve high-net-worth individuals, families, and professionals seeking personalized, fiduciary-driven solutions that simplify and enhance their financial lives. Our purpose is to build lasting, trusted relationships that secure the financial future of the families we serve.

Brighton Securities is a Rochester-based financial advisory firm offering personalized wealth management, retirement planning, and insurance solutions. Since 1969, we've helped clients build and protect their assets through tailored strategies, combining market expertise with a client-centric approach. Our services cater to individuals, families, and businesses across Western New York.