Serving Rochester, NY and outlying areas, Bryce Carey and associates of NorthLanding Financial Partners, LLC offer the following services but not limited to: Retirement Planning, Estate Planning, Investment Management , Business Succession and Buy/Sell Insurance to help our clients reach their financial goals.
Since 2009, GreenPointe Financial has helped credit-challenged consumers regain their good scores and name; by disputing questionable items on their credit reports and negotiating amicable settlement terms.
Here at Kappan Financial, we help people understand their financial big picture and make wise decisions to grow and protect their income through every season of life. We believe that most people want to do the right things for the people they care about, they just need the right information, and we've been providing it for more than 15 years.
DeFreze Financial Services is an independent family owned investment and insurance firm. Robert L. DeFreze is the founder and a registered and licensed representative through Cadaret Grant & Co., Inc. with over 35 years of experience. We offer retirement planning, college saving, mutual funds, annuities, 401k/403b, employer sponsored plans for business owners, and a full spectrum of life insurance products.
At Legacy Financial Planning, we've been helping hard working individuals and families prepare for life in retirement for more than two decades. While we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is of even greater value to them: a hand to hold on your journey to and through retirement. Our goal is to help ensure you don't run out of income before you run out of breath. You can count on our knowledge and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service--the elements we consider essential for building lasting relationships.
When it comes to finances, the most valuable advice I can give is this: Don't compare yourself to others. My career as a financial planner has shown me how crucial it is to create a financial plan that works for you and your family - your unique dreams, needs and wants. I love to meet with clients to understand what matters to them most, so together, we can build a roadmap for their personal financial journey, and together, we'll try to avoid mud puddles along the way. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
