I've been working with Catrina Rebstock in the Rochester office for a year now and have been very…read morepleased. She helped me find new policies that saved a lot of money, and has been very responsive to questions. Recently, when I got stuck with a dead EV battery in the parking garage at Toronto Pearson airport, she was tied up but the colleague covering for her went out of her way to expedite contact with my auto insurer for roadside service, and even called back a couple hours later to make sure everything was okay. That's a level of service that's not easy to find these days.

I will never seek insurance from Lawley Insurance in my life and I would hope my friends would not…read moreeither. I was at Lucky day tonight with my boyfriend, and there was a man sitting at the bar for two hours with two open bar seats next to him, telling me the seats were taken. That is not character That is not honesty, that is not respect for others. I would never buy insurance from you with you guys having a guy like that on board with you. If you wanted to be that way, you probably shouldn't have been promoting them wearing a jacket with the insurance carrier name on it.

Trubee Collins. Old school financial advisors/money managers. But they take new clients…read more This is a place that can help you with just buying or selling a stock or two if that's what you want. Or with retirement planning. Or with college planning. Or anything in- between. Its really up to you, what are you looking for in a financial advisor? They offer various programs that will help you reach your goals. One of the oldest independently owned brokerage houses in the area, they have been doing business since 1940. They don't only help people they will help small companies, non profits etc. Located in the M&T Building downtown, its easy to find. You will need an appointment though. The views are amazing.

Brett is wonderful. He know his stuff. Thank you for all your support and knowledge.read more

From the owner: Eudaimonia Wealth is a fee-only financial planning firm headquartered in Buffalo, NY. We…read morespecialize in working with families within 5 years of retirement who are seeking guidance around if, how, and when they can make work optional. We believe that a successful retirement should be about living your best possible life by making the most of the money you have. To have the freedom to focus your time and energy on the things you enjoy most. We help our clients develop a framework to optimize their investments, retire on their terms, and begin living a life they love.

If you need a financial planner this is the place to go. Everyone is very professional and…read morehelpful. They can help you with anything from stock options to retirement planning.

My adviser is Stella Fey and I can't say enough great things about her. She has helped me to…read moreunderstand my feelings about money and motivated me to start seriously planning my financial future. Stella has guided me through some very important decisions I needed to make regarding my efforts (or lack thereof) in how I wanted to prepare for emergencies that happen in the now and what I planned to do for when I retired and everything in between. She was able to take a look at all of my fiances and help me to see the benefit of paying myself first. A valuable idea I wish I had accepted earlier on! I know this is a good idea for anyone who wants to ensure they have a secure financial future.

Allen Street Consulting is a little office in a little corner of Allentown with a lot to offer…read more Their team will help set up your business by providing services customized to your particular needs. They also offer accounting services. We were sooooo lost without them. We found them through a referral made by another small business owner and what a difference...worth every single penny. They taught us everything from QuickBooks to what to do with a receipt. We are planning to use them for accounting as well in the near future. Every single start-up should plan to invest in this service. Without question. The best part is that they don't try to oversell. They know you are on a budget and so they don't mind if you plan ahead and prepare yourself so that when they come in you can be as time efficient as possible. They will give you homework. Do it! They multi-task with you and a lot can be accomplished. If we could only turn back the time! HA!

From the owner: Bookkeeping * Payroll * Taxes * Accounting Softwareread more