Below are the best 3 financial consultants in Rochester picked by BestProsInTown
“Outstanding Personalized services, Helped us with our Financial goals. Gave a us a detailed analysis and helped us direct our 401k and Roth Ira's, Helping us with looking at a mortgage for our daughter also.”
“I met with John to talk investments. I know very little about investments and he took the time to walk me through my options. Broke it down simply so a novice like me could understand. Would recommend!”
“We had an issue with a promotional credit not being applied to our account. It took almost 2 weeks of back and forth to get them to straighten the error out, which was very frustrating. In the end, they issued the credit to our account.We've had two other accounts with them for many years and we were quite satisfied with them, so this recent issue's resolution hassle was unexpected.Aside from the issue we will continue with Morgan Stanley due to flexibility the accounts offer.”