Rochester, NY8 Retirement Planning Professionals near you

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Rochester Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Rochester.

  • 15 years in business
Richard & Janice R.
Verified review

Outstanding Client Service We are both very pleased with our experience with the estate planning created for us by the Law Office of Michael Robinson. Claire Watson did a superb job taking us through the very involved documentation of our estate plan.

Robert G. McLoughlin CPA
4.6
from 7 reviews
  • 3 years in business
  • 7 hires on Thumbtack
James D.
Verified review

Unfortunately, Mr. McLoughlin was not aware that New York State retired teachers are exempt from paying state taxes. This caused a considerable delay in the preparation of my taxes while he researched matter.

  • 19 years in business
Craig B.
Verified review

Carl has been advising on and managing our personal financial investments for the past 20+ years. During that time we have come to admire and trust Carl's abilities. When we started our situation was at best a spider web... scattered pockets of assets going in different directions. Carl cleaned this up, did a lot of consulting with us to figure out our comfort level and dreams, and has guided us into a position where at anytime we would like to retire we can. Fortunately, I'm in a the position where I enjoy what I'm doing, so I'm taking the advice of many retired people "if you like what you are doing, keep doing it". My wife and I have a clear organized direction, are very secure in our future, and have peace of mind with our finances...all thanks to Carl.

About

Since 1945, Bianchi Cortese and Bianchi has been providing superior services as a Rochester CPA with an emphasis on small business accounting services, tax preparation, financial planning and more. We strive to build long-term relationships. Find out more now!

About

I truly care about my clients' financial and emotional wellbeing, and I work long and hard to make them live their lives the way they envisioned.

About

We provide a full-service financial planning. We work with families and small business owners to help them realize and achieve their financial goals.

  • 31 years in business
About

Eileen J. Trott, Certified Financial Planner (CFP) since 1988, provides individual insights into your personal financial planning, retirement planning, investment advice, retirement rollovers, elder care planning, long-term care insurance, life insurance plans, and fee-based investments. I offer individual advice and plans to match you goals and horizons.

About

At Wealth Management Group, we are committed to helping you live the story of your dreams -- a life that's important to you -- by ensuring your financial peace of mind. We've been our clients' trusted partner for nearly fifteen years by carefully listening to their needs, concerns, and dreams.

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