Find wealth managers in Pittsford

LVW Advisors is an independently managed financial investment advisory firm built on a commitment to serve clients. Our clients are high net worth individuals searching for an advisor that combines personal service with intelligence and creativity, and board-driven nonprofit institutions that benefit from a truly consultative relationship. Our entire

Jack Bogle is the founder of the Vanguard Group, and a life-long champion of investor rights. We were fortunate enough to spend some time with Jack, and he mentioned that when he joined the industry over fifty years ago, it was a profession. Investment advisors acted as true stewards of their clients' money. These days, revenue generation typically

Alecia joins Echelon with over 11 years of financial planning and investment experience. Alecia is an alumnus of Xavier University and graduated Magna Cum Laude with a degree in Finance and Marketing. She is also a CERTIFIED FINANCIAL PLANNER practitioner. At Echelon, Alecia will work with her husband Rick to continue growing and differentiating Echelon

Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20 states across the country. Owner Jeff Feldman has been recognized as a Rochester Business Journal Top 25 Money Manager. He specializes in No-Load mutual fund investments. Approximately