Edward Jones

Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients across a broad range of financial needs, including wealth planning, investment management, equity investments, and fixed income.

Working with you and your family to help preserve and grow wealth for your long-term goals

I’ve always been into puzzles – and financial planning feels like one of the biggest and most rewarding ones out there. As I grew up in a working-class family, my parents showed me what it means to stay grounded, care about people and always give your best. Those lessons show up in how I work with clients every day. So, when someone says, “I always feel so much better after we meet,” it’s the best kind of feedback. It reminds me that good advice and real trust can truly affect someone’s financial journey. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.