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Read verified customer reviews of the most reliable financial planners in Fairport, NY. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. They provide comprehensive financial planning and investment management to individuals and small business owners. With a focus on integrity and objectivity, they offer services such as multi-generational planning, divorce planning, and socially responsible investing. Their team is dedicated to helping clients achieve their financial goals and ensuring their investments align with their needs.
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Hamilton Wealth Management is a financial planning and wealth management firm that helps individuals and couples transition from building their finances to planning for retirement. With nearly three decades of experience, our team of experts brings a personal and engaging approach to managing investments and financial plans. Our unique process focuses on working closely with clients to take the weight off their shoulders and ensure their investments are set up to save them money on taxes. We work with clients to create a solid investment plan for retirement, replace income after retirement, and adjust investments as they transition from accumulation to distribution.
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LiftBridge Financial Advisors is a financial planning and wealth management firm that helps individuals and families achieve financial independence through professional advice, sound risk management, and quality investment products. We offer personalized financial strategies, tailored to each client's unique situation, goals, and preferences. Our team of experienced advisors, led by Edward Bradford and Nicole Parlato, provide independent, unbiased advice and guidance to help our clients build a secure financial future. With access to the resources and expertise of Raymond James Financial Services, Inc., we can help you achieve success in all stages of your life. Our approach is focused on building long-term relationships and helping our clients achieve their financial goals. Whether you're accumulating wealth, preserving your assets, or planning for retirement, we're here to help you every step of the way.
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