Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Professional Financial Strateg

4.3
Get directions

About this business

Professional is a premier fee-only wealth management advisor in Rochester We help successful people make smart decisions about their money for planning major concerns. Major concerns include coordinating preservation, enhancement, transfer and protection of wealth, especially for retirement planning. Planning only by Certified Financial Planner professionals. Ranked as "Top Wealth Manager" 8 times by Wealth Manager magazine and Advisor One. Client directed acccounts through Charles Schwab & Co. Independent Registered Investm... read more

Location details

101 Sullys Trl, Pittsford, NY, 14534, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
Review Performance in the last  
6 months
4.34 reviews
Select a rating

Be the first to review

Sharing your experience helps others make the right decision when searching for a business like this.

No reviews

Frequently asked questions about Professional Financial Strateg

How is Professional Financial Strateg rated?

Professional Financial Strateg has a 4.3 star rating with 4 reviews. 

When is Professional Financial Strateg open?

Professional Financial Strateg is closed now. It will open on Monday at 9:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com