Ace Financial Group in Fairport, NY offers personalized investment planning services to help clients achieve their financial goals through tailored strategies and lasting relationships. With a focus on providing confidence in investment decisions, Ace Financial Group emphasizes flexible planning approaches and dedicated support to help investors thrive and succeed.Generated from the website

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.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.