Based on 1 review
Rochester Wealth Solutions offers financial planning and advice, including investments such as stocks, bonds, mutual funds, ETFs, annuities, REITs, UITs, and stock option planning, along with tax strategies and insurance options like life, disability, long-term care, and Medicare supplements. Based in Monroe County, it focuses on personalized financial guidance.
The most common complaint is about a lack of professionalism and clarity in communication, with the reviewer noting vague guidance that did not feel tailored to their needs and inconsistent support in addressing their financial goals.
AI-generated from reviews on this page. Verify anything important with the company directly.
I found the experience lacking in professionalism and clarity. Communication was often vague, leaving me uncertain about my financial strategies. The guidance provided did not seem tailored to my needs, and I struggled to find consistent support. Overall, I was not satisfied with how my financial goals were addressed.
No news yet. This is where the business shares its own updates and press.
No photos yet. Photos shared by reviewers will show up here.
Rochester Wealth Solutions offers expert financial planning and advice to help you manage your wealth effectively. Our services include stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, REITs, UITs, and stock option planning. We also provide tax strategies, and a variety of insurance options such as life, disability, long-term care, and Medicare supplements. Serving Monroe County, we are dedicated to guiding you towards financial security and growth. Trust us to help you plan for your future with personalized and professional financial solutions.
Address: 3300 Monroe Ave, Suite 213, Rochester, NY 14618