Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 263 results for Financial Planning Consultants
          near Rochester, NY

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          High Falls Advisors

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (585) 777-4037

          36 West Main Street Ste 322,
          Rochester, NY 14614

          Willink Asset Management, LLC dba Willink Services

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (716) 687-0648

          75 S. Clinton Ave. / 510 Clinton Sq.,
          Rochester, NY 14604

          Get a Quote

          Lawley LLC

          Insurance Services Office, Loans, Financial Planning Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (716) 849-8291

          441 East Ave,
          Rochester, NY 14607

          Get a Quote

          Rochester Wealth Management Group, LLC / Capitol Securities Management

          Financial Planning Consultants, Insurance Services Office, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (585) 325-8232

          706 East Ave,
          Rochester, NY 14607-2105

          George Peter Klee CPA, LLC

          CPA, Tax Return Preparation, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Rochester, NY
          Accredited BusinessAccredited Business
          (585) 482-2498

          53 Canterbury Rd,
          Rochester, NY 14607-3403

          Get a Quote

          E.A. Kiley, Financial Planner

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (585) 244-8465

          100 Castlebar Road,
          Rochester, NY 14610

          Brighton Securities Corp.

          Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

          BBB Rating: A-
          Accredited BusinessAccredited Business
          (585) 473-3590

          1703 Monroe Ave,
          Rochester, NY 14618-1431

          Stephen M. Friga, C.F.P.

          Financial Planning Consultants, Bookkeeping Services, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (585) 527-9102

          1200 A Scottsville Road Ste 355,
          Rochester, NY 14624

          Thaney & Associates, CPAs, PC

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 427-2425

          2024 W. Henrietta Road Building # 4B,
          Rochester, NY 14623

          Get a Quote

          Sage Rutty & Company, Inc.

          Financial Planning Consultants, Business Consultants, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 292-5799

          100 Corporate Woods, Suite 300,
          Rochester, NY 14623

          Get a Quote

          Waddell & Reed

          Financial Services, Business Consultants, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 436-4514

          135 Corporate Woods Suite 320,
          Rochester, NY 14623-1496

          Angelo Planning Group

          Financial Planning Consultants, Financial Services, Life Insurance ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 362-8040

          100 White Spruce Blvd,
          Rochester, NY 14623-1507

          Get a Quote

          Sage Rutty & Company, Inc.

          Financial Planning Consultants, Business Consultants, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 292-5799

          2440 Ridgeway Ave.,
          Rochester, NY 14626

          Get a Quote

          L&M Wealth Management

          Financial Planning Consultants, Tax Return Preparation, Insurance Services Office ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 244-9630

          1840 Winton Rd S Bldg A,
          Rochester, NY 14618-3916

          William-Warren Associates, LLC

          Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 271-7049

          2000 Winton Road South Bldg #5 Suite #100,
          Rochester, NY 14618

          Get a Quote

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.