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Financial Planners in Rochester, New York

There are 7 recommended Financial Planners in Rochester, NY. Read reviews from people you know to find the best Financial Planner.

Review by Karen Stamler

Chad is an Amazing Credit Educator.

I can't tell you how much he has helped me. Words can't describe the amazing work he does and how much he connects with you, as an individual.

Chad is very well organized, structured, knowledgeable, and well-spoken. I felt very comfortable meeting with him, so much, that I returned every year since my first appointment. I like to keep on top of my credit history and Chad is the man to see.

Chad has helped me go from a Score of <400 to a Score of <650 in a matter of two years. My life has changed because of him. He taught me the ins and outs of Credit Education.

I have recommended Chad to many of my colleagues/friends. There are not too many people in this world who are patient, kind and caring when it comes to your personal wealth. Chad is this guy.
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Review by Karen Ernst

My husband and I are within 4-6 years to retirement. We are very pleased with Karl's recommendations which we acted upon. Feeling more secure and ready for the next phase of our lives.See MoreRead Less

Review by Rose Dempsey

Welcome to Stik Anne:)