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Financial Advisors Licensed to practice in Rochester, New York
Lisa
Lisa Benchaabane
Financial Engines Advisors, LLCRochester, NY 14625
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Richard
Richard Dougherty, CFP®, AIF®
Echelon Wealth Advisors, LLCPittsford, NY 14534
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... read more>>
Jim
Jim Horn
Financial Engines Advisors, LLCCanandaigua, NY 14424
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Jim
Jim Horn
Financial Engines Advisors, LLCAmherst, NY 14228
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Jim
Jim Horn
Financial Engines Advisors, LLCOrchard Park, NY 14127
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Lisa
Lisa D Miller CFP®
AXA Advisors, LLCSyracuse, NY 13202
Financial services isnt just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. Its educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors... read more>>
David
David Treichler, CFP, CLU
Arabella Wealth AdvisorsSyracuse, NY 13202
Arabella Wealth Advisors exists to help you gain increased awareness of the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We want to give you fast, easy access to market performance data so you can make informed decisions.Partnering with Arabella Wealth Advisors will enhance your ability to pursue your financial goals while educating you about the concepts of financial management including: insurance, investing,... read more>>
| List of Additional Financial Advisors in or around Rochester, New York | |
| Engleson & Associates | Rochester, NY |
| Wealth Management Group, LLC | Rochester, NY |
| Ewpc, Llc | Rochester, NY |
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Are You A Financial Advisor in New York?
Must Have
- Minimum 5 years of Experience
- 5 year clear FINRA/SEC record
- Must be Fee Based or Fee Only