UNDERWOOD Michael J CFP financial planner

Cobblestone Capital Advisors, located in Rochester, NY, prides itself on being more than just a wealth manager but a trusted partner dedicated to guiding clients through their financial journey. The firm offers a comprehensive and tailored approach to investment management, wealth management, private investments, and family office services, ensuring that all aspects of its clients' financial lives are accounted for. As a Registered Investment Advisor (RIA), Cobblestone Capital operates as a fiduciary, legally and ethically committed to prioritizing clients' best interests. By maintaining a focus on clients' long-term objectives, the firm helps navigate significant life milestones while fostering financial responsibility across generations. Generated from the website

Rivent Partners Financial Group, based in Rochester, NY, is a trusted resource with over 14 years of experience in providing personalized financial planning services for families, individuals, and small business owners. Specializing in trust funding strategies, estate planning, and retirement design, Rivent takes a holistic approach to planning for today and tomorrow, empowering clients to take actionable steps towards their financial goals. With a team of professionals including James Traylor, Nicole VanGorder, David Levy, Deanna DiGuiseppe, and Melanie Crump, Rivent Partners Financial helps clients view the world differently by uncovering gaps in their current financial plans and offering cost-effective solutions. Clients benefit from technical guidance and coaching to reach their financial goals, making Rivent a valuable partner in planning for a secure future.Generated from the website

My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future...