William Nelkin - Tiaa Wealth Management Advisor

Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (877) 209-3144.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Leah White will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Heveron & Co CPAs is a certified women-owned accounting firm located in Rochester, NY, dedicated to providing personalized tax planning, compliance, and audit services for individuals, small businesses, and nonprofits. Since its establishment in 1972, the firm has focused on cultivating strong client relationships while ensuring the highest standards of competence and confidentiality in its practices. The firm prides itself on a supportive work environment that prioritizes work-life balance and continuous learning, resulting in high staff retention and employee satisfaction. Recognized as one of the Best Companies to Work for in New York in 2025, Heveron & Co CPAs fosters a culture of care, respect, and professional growth for its team members. Generated from the website