new-york Date: 09-25-2025

Top 15 Financial Advisors in Rochester, NY

	Financial Advisor	Address
1	♠ TIAA Financial Services	35 Celebration Dr Floor 1, Rochester, NY 14620
2	♠ Vespoke - Wealth Management	120 Allens Creek Rd Suite 240, Rochester, NY 14618
3	♠ Monarch Wealth Management, LLC	1688 Monroe Ave, Rochester, NY 14618
4	♠ OakWood Financial Services	190 Linden Oaks suite a, Rochester, NY 14625
5	♠ Rochester Wealth Management Group	706 East Ave Unit 300, Rochester, NY 14607
6	♠ Echelon Wealth Advisors, LLC	1441 Monroe Ave, Rochester, NY 14618
7	♠ Erb Financial	2243 Lyell Ave, Rochester, NY 14606
8	♠ Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC	2024 W Henrietta Rd STE 5K, Rochester, NY 14623
9	♠ Lifetime Financial Group, LLC	35 State St, Rochester, NY 14614
10	♠ Crossbridge Financial	290 Linden Oaks #320, Rochester, NY 14625
11	♠ Edelman Financial Engines	350 Linden Oaks 1st Floor, Rochester, NY 14625
12	♠ Delise Whitfield: Primerica - Financial Services	1577 W Ridge Rd Suite 214, Rochester, NY 14615
13	♠ Sullivan & Associates Wealth Management	572 Titus Ave d, Rochester, NY 14617
14	♠ Financial Partners of Upstate New York	400 Meridian Centre Blvd # 101, Rochester, NY 14618
15	♠ Wealth Enhancement Group	1485 Monroe Ave, Rochester, NY 14618

1.TIAA Financial Services

Address: 35 Celebration Dr Floor 1, Rochester, NY 14620

(9) user ratings total:

Owen Young Dont bother calling the local phone number. You will be transferred to the toll free main number. Good luck if you need to call on behalf of an incapacitated family member.

2 /5

2.Vespoke - Wealth Management

Address: 120 Allens Creek Rd Suite 240, Rochester, NY 14618

(8) user ratings total:

Max Bobrov The folks at Vespoke are great to work with. Theyve done a great job helping me manage all aspects of my finances. The advisors are always friendly and willing to go the extra mile to address any questions or concerns I may have.

5 /5

3.Monarch Wealth Management, LLC

Address: 1688 Monroe Ave, Rochester, NY 14618

(8) user ratings total:

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

5 /5

4.OakWood Financial Services

Address: 190 Linden Oaks suite a, Rochester, NY 14625

(7) user ratings total:

Gary Goldstein Excellent customer service and information for financial planning!

5 /5

5.Rochester Wealth Management Group

Address: 706 East Ave Unit 300, Rochester, NY 14607

(6) user ratings total:

Christopher Booth Outstanding company that made money for us. Mr. Briggs knows his stuff and is very responsive to our questions and concerns.

5 /5

6.Echelon Wealth Advisors, LLC

Address: 1441 Monroe Ave, Rochester, NY 14618

(6) user ratings total:

Cindy McKeraghan Clean nice offices. When the office staff commented a room was hot it was fixed quickly

5 /5

7.Erb Financial

Address: 2243 Lyell Ave, Rochester, NY 14606

(6) user ratings total:

Camille Marshall I saw Chuck Erb and he was able to help me in a timely manner, and found me extra money for my refund! Highly recommend Erb Financial!

5 /5

8.Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 2024 W Henrietta Rd STE 5K, Rochester, NY 14623

(5) user ratings total:

Craig Akins Nannette and her office staff have been remarkable ! Trusting her with my financial future has been a fantastic choice for my family! As i get near my retirement i rest easy knowing she will still be around for years to come!

5 /5

9.Lifetime Financial Group, LLC

Address: 35 State St, Rochester, NY 14614

(40) user ratings total:

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

5 /5

10.Crossbridge Financial

Address: 290 Linden Oaks #320, Rochester, NY 14625

(4) user ratings total:

Devin Miller Aaron met with me so I could discuss my annuity fund and answer questions about the market. He gave me real examples of investments as well as stayed on the phone with me as I called my union to find out more.

5 /5

11.Edelman Financial Engines

Address: 350 Linden Oaks 1st Floor, Rochester, NY 14625

images Edelman Financial Engines

(4) user ratings total:

Sam Snowden Just great!!

5 /5

12.Delise Whitfield: Primerica - Financial Services

Address: 1577 W Ridge Rd Suite 214, Rochester, NY 14615

(38) user ratings total:

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!

5 /5