WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rochester, New York. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Rochester, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| PFS . PFS Investments |
1401 Stone Rd, Rochester, NY 14615 |
(585) 500-6025 |
| Richard Dougherty, CFP®, AIF® Echelon Wealth Advisors, LLC |
1159 Pittsford Victor Rd, Pittsford, NY 14534 |
(585) 381-1861 |
| Kelly Olczak, CFP® LynnLeigh & Company |
1160 A Pittsford Victor Rd Suite A, Pittsford, NY 14534 |
(585) 623-5982 |
| William O'Donnell AVH Invest |
118 W Main St, Victor, NY 14564 |
(585) 754-3948 |
Qualifications
CRD# 7070082
FirmCRD# 10111
Series 6, 63
Office Location
1401 Stone Rd,
Ste 303,
Rochester,
NY 14615
Phone Number
(585) 5006025
In 1977, we were founded on a simple idea: Just do what's right. That concept remains at the heart of everything we do for Main Street families every day. We teach people how money works, because we believe a solid financial knowledge foundation is the key to making healthy money choices. We pioneered the "Buy Term and Invest the Difference" philosophy - a crusade which revolutionized the life insurance industry and the investment business. And from the beginning, we have only offered term life insurance as part of our commitment to only market products that are right for the consumer, a philosophy we still apply to our solutions today. HOW MONEY WORKS When it comes to finances, how much do you know? If you're like most people, you probably know little about personal finance. Perhaps you think long-term security is impossible on your income. But, the truth is, no matter what your income level, you can achieve financial security. You just have to take the time to learn a few simple principles.
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life. Primerica (NYSE: PRI) is the largest independent financial services organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam. Its International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. Pioneering the concept of "Buy Term (Life Insurance) and Invest the Difference." This core philosophy illustrated the idea that its mostly middle-income client base could purchase sufficient protection with term life insurance and also systematically save for the future in a separate investment vehicle such as mutual fund Individual Retirement Accounts (IRAs).
Qualifications
CRD# 5271824
FirmCRD# 134139 / 39543
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Hourly
Office Location
1159 Pittsford Victor Rd,
Ste 220,
Pittsford,
NY 14534
Phone Number
(585) 3811861
Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER" Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When hes not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.
At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.
Qualifications
CRD# 5039125
FirmCRD# 5039125
Series 63
Compensation/Fee
Fee Only, Based on Assets
Office Location
1160 A Pittsford Victor Rd Suite A,
Pittsford,
NY 14534
Phone Number
(585) 6235982
Kelly's path to establishing an entirely different type of firm began in 2005, when she became a financial advisor out of her desire to help people feel empowered to achieve good things in their lives. In 2009, she received her CFP® certification. She worked for a number of years at a large, name-brand investment firm where her work ethic coupled with her genuine desire to connect with people and build authentic, caring relationships resulted in Kelly growing significant accounts and being promoted through the ranks. By 2016, Kelly recognized the time was ripe for her to set out on her own. She started LL&C because her due diligence revealed that the firm's principles were deliberately created in the client's best interest. These principles supported her goals of helping clients feel comfortable asking questions about investments and financial planning while delivering full transparency on financial advisor compensation. Caring about people is a common thread in Kelly's work. She has been an active member of the Rochester Women's Giving Circle since 2012 and was the Committee Chair for The Derby at the Country Village and Museum, an equine event designed to raise charitable funding. She is also a member of the Estate Planning Council and supports the MCC Foundation through Star Power and The Humans Rights Campaign Rochester Chapter.
BOLDLY TRANSPARENT We will tell you up-front, exactly how much our services cost. Compensation is neither hidden nor incentivized by emphasizing products for kickback payments. It's called fee-based compensation and you'll start hearing more about it from more firms because they are being required to do so. But know this: we embraced this transparent, fee-based approach before it was mandated by the Department of Labor. APPROACHABLE Our office environment, financial tools, and client conversations are designed to respect and help you, not overwhelm or impress you to the point of intimidation. We want you to ask questions but more than that, well help you understand what you dont know to ask. MORAL INTEGRITY We have a moral obligation to do the very best we can to add tangible value, maximized benefits, and true wealth to your portfolio and future. HARDWORKING We are advocates for full-disclosure of advisor compensation and client respect. Anything less is a breech of honesty. These efforts are driven by a genuine act of caring and a belief that this is how the financial advisor industry should be run. That takes real effort but for us, it comes naturally.
Qualifications
CRD# 6401021
FirmCRD# 110518
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly
Office Location
118 W Main St,
Victor,
NY 14564
Phone Number
(585) 7543948
I am a CERTIFIED FINANCIAL PLANNER" looking to help clients successfully realize their financial goals. I am a highly dedicated retired military officer with 20 years of service, and hope to bring my experiences of working with people from all over the world to the table. My time spent in the military has taught me the importance of planning, attention to detail, and seeing a plan executed from start to finish. I will manage my clients money in the same way, seeking to provide them with unparalleled service. As a firm, we continue to look for clients who will find value in the way we help minimize risk and explain things in a down-to-earth fashion. New clients allow us to achieve economies of scale and increase the level of service we provide to all our valued customers. Thank you for your interest in our services and I look forward to guiding your success for many years to come.
We are dedicated to providing a unique Advisor-Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work, and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
