The Oaktide Group - Morgan Stanley

The Flanders Group is an independent insurance agency based in Rochester, NY, offering a comprehensive suite of insurance solutions to protect individuals and businesses from unexpected events. With a commitment to customer-first service, their team of insurance experts is dedicated to exceeding client expectations and providing informed decisions for protection and future planning. They work closely with clients throughout New York state, including Rochester, Buffalo, Syracuse, Albany, New York City, and Long Island, offering a range of insurance options from top-rated national and regional carriers. The Flanders Group strives to provide a unique, concierge client experience, giving clients the power of choice and ensuring their insurance needs are met.Generated from the website

Crossbridge Financial is a reputable financial services firm with offices in Pittsford, New York, and various locations in North Carolina. Their team of experienced advisors and staff provide comprehensive financial planning and investment management services to clients, ensuring personalized solutions tailored to their unique needs and goals. With a focus on professionalism and expertise, Crossbridge Financial offers a wide range of resources, including articles of interest and financial calculators, to empower individuals in making informed financial decisions. As a registered investment adviser and broker-dealer, they are committed to maintaining the highest standards of integrity and transparency in their operations.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.