We’ve seen financial institutions grow bigger and merge together. We’ve seen regulations become more confusing. We’ve seen Main Street investors become more frustrated at a system that feels rigged to benefit Wall Street. We know you’ve seen this too. Boyd Capital Management was born to provide an answer to this unrest and confusion. We believe that good financial advice is... Read More

The Rochester NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More

For 120 years, people have come to Northwest with dreams and ambitions. Sometimes, the solutions aren't so obvious or easy. Sometimes, we have to work a little harder to find the best answer and achieve success. At Northwest, we're passionate about helping people. Connecting them with the right products and services to reach their financial goals, whether they come to... Read More

Petrella Phillips LLP provides a wide range of tax, valuation, financial advisory and related consulting services to individual and commercial clients. At Petrella Phillips, size doesn’t matter, client service does. So, when we set out to expand our firm, we didn’t want to simply get bigger; we wanted to a build a firm that was better. Over the last three... Read More

At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and executing financial strategies to support you at every life stage – helping you build and protect your wealth to ensure the lifestyle you desire. Established in 1969, Brighton Securities uses a client-focused... Read More

At JMOD Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area to help... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Kaden Helmer will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Kathryn Castro will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Jonathan Gorom will take the time to understand you and your goals, as well as those changing... Read More

At Pathfinder Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Ricci Elnicki will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Leah White will take the time to understand you and your goals, as well as those changing... Read More

At Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area... Read More

South Park Advisors caters to meeting the needs of private, closely held businesses. We are an independent, unbiased third party who sits on the same side of the table as our clients and we never receive a contingency fee. We'll approach your valuation with confidence, competency and industry-specific knowledge to ensure a credible and well-reasoned outcome.

The Rochester, NY (Winton Road) team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning,... Read More