Financial Planners in Rochester

“My wife and I have been working with Zach and the Rise Advisors Team for several years now. They are tremendous. They truly care about their clients and their financial performance. They have provided guidance and are always available to hop on a call or to schedule a meeting. Would highly recommend them. Thanks Zach and the entire Rise Advisors Team!“

“Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!“

“Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!“

“Dan always takes the time to know what your needs and goals are. Definitely would recommend.“

“Very helpful, knowledable in financial information. My mom would not let any other person handle her money. Easy to work with and patience people - willing to explain everything in lanuage anyone can understand. Would not go any place else.“

“Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!“