Find Top Financial Advisors in Victor, New York

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Qualifications of Financial Advisors in Victor

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Qualified Financial Advisors in Victor, New York
Financial Advisor Office Location Phone Number
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
PFS Investments
1401 Stone Rd,
Rochester, NY  14615
(585) 500-6025

Information on Qualified Financial Advisors in Victor

Qualifications CRD# 5271824
FirmCRD# 134139 / 39543
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly

Office Location 1159 Pittsford Victor Rd,
Ste 220,
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.

About Echelon Wealth Advisors, LLC

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,
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.

About LynnLeigh & Company

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, we’ll help you understand what you don’t 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# 7070082
FirmCRD# 10111
Series 6, 63

Office Location 1401 Stone Rd,
Ste 303,
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.

About PFS Investments

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).

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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.

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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.

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