Certified Woman Owned, No Quotas, No Fee, No Conflicts of Interest! Specializing in Financial Advisory & Financial Education since 2000. Licensed throughout the US. 5 Minute Financial Assessments through our Trademarked services & Applications Including: BDollarSmart, Financial Needs Analysis, How Money Works and our On-Demand Video Training Series'. We license people to work with us p/t & f/t, flexible hours & remote options, licenses included.
Simply put, Linden Financial Consultants works only for you. We do not sell investments, insurance or financial products of any type. At Linden Financial Consultants, we are compensated only on the advice we provide to you on an hourly basis. Additionally, there are no long-term contracts, net worth limits or account minimums required. Since there are no conflicts of interest and there is no incentive to give a recommendation based on fee or commissionable products, you can rest assured that your best interest is our only interest. The fee-only method of compensation is very common in consulting professions, and we have embraced this client-focused approach to help make competent, objective financial advice more accessible to people from all walks of life. This method allows us to tailor our services to your specific needs and circumstances when and how you need them.
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The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Our comprehensive service model provides proactive guidance for all financial matters including financial planning, cash flow management, investment management, tax planning, and tax return preparation.
Specializing in: - Investment Advisory Service - Financial Planners - Financial Planning Consultants - Financial Services - Investments
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At Vespoke Wealth Management, we provide custom, tax-smart wealth management strategies. Our services included comprehensive financial planning, investment strategy, retirement planning, education planning, risk management, and trust & estate planning. We help ensure that you are optimizing your resources in a wise and efficient manner, giving you the greatest opportunity for financial success.
