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A Pittsford, NY based financial planning firm founded by Michael Cudlipp, AIF. We are a family firm dedicated to helping individuals, families, businesses, etc. to getting and staying on track to pursue their individual investment goals. Our affiliation with SagePoint Financial, Inc. gives us the resources we need to help our clients work towards their
Kevin — Single best financial advisor you can find. Attentive, affordable, and extremely knowledgeable. Can't say enough good things
Retirement plans are a valuable benefit that impacts the present and future lives of employees. We offer retirement plans, such as 401K, 403B, 457, and Pension plans. Retirement can be the most expensive decision a person is ever going to make, and as such it is important to really understand how much it's going to cost. Rochester Investments, Inc
Albena Green — Positive: Professionalism, Quality, Responsiveness, Value I highly recommend Diana Apostolova from Rochester Investments
As holistic financial planners, one of our great joys is listening to your life stories. We are continuously amazed and inspired by the human spirit and your ability to achieve, in spite of what life throws at you. We recognize that you've worked hard for your money. Our job is to make your money work hard for you! Just about everyone has a different
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