Financial Planners near Pittsford

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“I highly recommend Alliance Advisory Group. My husband and I have been so impressed by the integrity of the team on Park Ave. They're well-rounded, trustworthy, knowledgeable, and can serve a broad spectrum of clients. They're committed to making recommendations and advising based on our unique situation, needs, and goals. They're also very focused on serving the community, a value we and so many others share. Thank You, Alliance!“

“My wife and I have been working with Zach and the Rise Advisors Team for several years now. They are tremendous. They truly care about their clients and their financial performance. They have provided guidance and are always available to hop on a call or to schedule a meeting. Would highly recommend them. Thanks Zach and the entire Rise Advisors Team!“

“Working with Kevin and Wendy has been such an easy and pleasant experience. Kevin explains everything in a way that’s understandable and the office is warm and welcoming. You feel like you’re the most important priority that day! He has helped me tremendously and is always accessible to me and my children to answer questions and offer sound advice. I would highly recommend Conroy Wealth management!“

“Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!“

“Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!“

“The best staff and advisors. I would not trust anyone else with my investments. Years of knowledge and experience go into every decision made.“

“Dan always takes the time to know what your needs and goals are. Definitely would recommend.“

“Very helpful, knowledable in financial information. My mom would not let any other person handle her money. Easy to work with and patience people - willing to explain everything in lanuage anyone can understand. Would not go any place else.“

“Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!“

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