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Advisors near 14615
Out of 400,000+ nationwide
Mark P
CFP®, ChFC®, Series 63
Pittsford, NY
Mark Andrew Paganelli
Christopher C
Series 66
Rochester, NY
Fiduciary First Advising, LLC
Andrew F
Series 65
Rochester, NY
Fama Fiduciary Wealth LLC
Ziad W
Series 66
Rochester, NY
Balfour Capital Management
Alan R
Series 65
Rochester, NY
Janal Capital Management LLC
William R
Series 63, Series 65
Fairport, NY
Rothrock Financial Group
Joseph P
Series 65
Penfield, NY
Forza Wealth Advisory Services LLC
Kathryn K
CFP®
Rochester, NY
About Time Financial Planning
At About Time, we believe that everyone deserves financial empowerment. We give people an affirming space to talk about money and the support they need to make empowered money decisions so they can reach financial freedom and live their fullest lives. I love helping independent, high-earning folks think through what’s best for your life and family – decoding our needlessly complex financial system into something you can actually understand. I am: --Flat Fee, Fee-Only: Transparent pricing with no commissions, no asset minimums. Fiduciary. --Values-Aligned & Impact Driven: We can help you explore socially conscious financial decisions that reflect your values and goals - including sustainable (SRI, ESG) and community impact investing, and values-aligned spending and giving. --Built for You: Everything we do is designed around the unique planning needs of physician families, small business owners, and LGBTQ+ couples - savvy tax-saving strategies, exploring a career pivot, student loan repayment options, self-employed retirement & insurance, budgeting for fertility costs and childcare, protecting your family, home buying vs. renting and more. --Relatable & Affirming: I focus on working with women, gender-expansive folk, and families like yours so I can share the collective wisdom gathered from all of us. I welcome you to bring your whole self. I will meet you where you are and provide financial clarity and peace of mind. --Clear & Efficient: I'll explain your financial options in jargon-free terms, encourage questions, and help you make informed, empowered decisions about your financial future. I'll take as much off your plate as possible and simplify the rest so you can spend time living your fullest life. Diversity, Equity, Inclusion and Justice Commitment: We foster a just and inclusive culture with a safe and affirming environment for all people. We welcome clients of all backgrounds, respect intersectional identities and use our privilege to amplify underrepresented voices and challenge inequitable systems. We acknowledge that racism and patriarchy have shaped the American financial system and strive to change the status quo through intentional action. We seek accountability for our actions and embrace mistakes as opportunities for repair and growth. We recognize that doing this important work is a continuous effort that we commit to pursue.
Dana B
Series 65
Victor, NY
Bell Rock Asset Management LLC
Miles S
Series 65
Pittsford, NY
Fawley Wealth International
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Advisors near 14615
Out of 400,000+ nationwide