Riley Whalen & Munn

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.

Ace Financial Group in Fairport, NY offers personalized investment planning services to help clients achieve their financial goals through tailored strategies and lasting relationships. With a focus on providing confidence in investment decisions, Ace Financial Group emphasizes flexible planning approaches and dedicated support to help investors thrive and succeed.Generated from the website

Parks Capital, based in Pittsford, NY, is a fee-only Registered Financial Advisor dedicated to providing tailored financial advisory services to clients by focusing on their unique needs and goals. Established in 2005, the firm emphasizes investor education and transparency, seeking to empower individuals with knowledge to successfully navigate their financial journeys. The company's approach centers on creating customized financial plans and effective risk management strategies, ensuring that clients receive comprehensive support without incurring transaction costs or sales charges. By fostering one-on-one relationships and offering valuable educational resources, Parks Capital strives to be a trusted partner in achieving a secure financial future for families, small businesses, and retirees alike. Generated from the website