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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, and Insurance and annuity products.
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, Mary Beth Fairchild will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Iconoclastic Capital Management, we reject industry clichés and redefine what financial advice should be. We are a fiercely independent, fee-only fiduciary firm built to serve high-performing professionals who are used to doing everything right—yet still wonder if they’re missing something critical. Our difference lies in radical clarity, deep empathy, and uncompromising craftsmanship. Every plan we create is custom-built, obsessively organized, and designed to last 100 years—not just survive the next market cycle. We specialize in complex planning needs: equity comp, early retirement, tax-efficient investing, and crypto-integrated portfolios. We don’t sell products or push fluff. Instead, we act as your personal CFO, organizing your financial life into a living, breathing plan you can actually follow. Our team includes experts in retirement planning, business owner strategies, and Social Security optimization, offering concierge-level service without jargon or ego. We aren’t trying to be like other financial advisors. We’re here to challenge bad advice, eliminate uncertainty, and give you full command of your financial future—with honesty, intelligence, and zero BS. Let the average firms do average work. We’re not here for that.
The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My approach centers on the philosophy that clients make better financial decisions when they have a plan that considers their personal circumstances. Together with our knowledge and experience-based wealth management strategies, my team and I have developed a service model utilizing seven specific steps to facilitate the financial planning process: 1. Understand why future clients come to see us, their circumstances, their goals and expectations, and if their needs are aligned to our service. 2. Gather information that adequately reflects their current financial situation as well as their attitudes toward investment risk. 3. Meet with the client to confirm our overview of their information in the context of their circumstances. We share our first thoughts in terms of how we observe their strengths and weaknesses and clarify their priorities. 4. Apply our knowledge to analyzing the client's data, and then developing a recommended course of action. 5. Meet with the client to present our findings, review our work to ensure we've addressed their needs, and present solutions.At the end of our meeting we can help you to execute the strategies discussed. 6. Our team of financial advisors in Rochester, NY completes personal profiles and client forms, and gathers beneficiary information as necessary. 7. Track the client's personal situation and progress on an ongoing basis.
My names Alex and I am Complete Finance, there's no large team or annoying automated customer service robot. I have always had a passion for personal finance and fell in love with it at a young age. When speaking about personal finance with family, friends, co-workers, or whoever, I was shocked to see how people reacted when the topic presented itself, people either didn't know anything at all about it or just did not care. The typical excuses were "I don't know where to start" "I have someone else manage it for me" "I'm just not good with money". I'm sure you've heard or have said something similar to this yourself at some point in your life, and that's about to change. I am here to not manage your money for you or give you financial advice but, will teach you step by step on how to manage it for yourself the right way and save you thousands on top of it. I am experienced in multiple personal finance areas such as investing, planning for retirement (IRA), creating budgets, paying off and getting out of debt, savings plans, tax questions, and much more. Please feel free to reach out at anytime and I would be more than willing to discuss any questions, comments, or concerns you have that I potentially can help you with. Thank you, and congratulations on taking a step in the right direction on your wealth building journey.
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