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!
Whitney & Company
- Financial Services
- Rochester, NY
About this business
As an Independent Advisor, we provide a holistic, client-centric approach to identify each clients’ unique financial goals. From Investment Management to comprehensive Financial Planning, Whitney and Company’s team is here to provide the support and guidance for even the most complex needs. Tailoring a plan specific for your needs while actively managing this plan towards your future.
Location details
959 Panorama Trail S #190, Rochester, NY, 14625, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Whitney & Company has made managing our 401(k) plan effortless. Their team of experts provides comprehensive services and makes it easy for our business to stay on top of all the details. They are always available to answer our questions and provide guidance, making the entire process stress-free. I highly recommend their 401(k) advisory services."
I have been with Bill and Whitney and Company. for several years now, and they have helped me achieve financial stability. Their team is friendly, approachable, and always willing to go the extra mile. They have helped me make smart investment decisions and grow my wealth. I highly recommend them.
I was looking for a financial planner who could help me navigate the ups and downs of the market. Whitney & Company exceeded my expectations. They provide insightful advice, always keep me informed, and help me make smart investment decisions. I am grateful to have found such a great company.
Whitney & Co. has been my go-to for financial planning for years. Their personalized approach has helped me reach my financial goals and build a strong investment portfolio. The team is knowledgeable, approachable, and always available to answer my questions. I highly recommend them.
Whitney & Company is the epitome of professionalism and expertise. They have a deep understanding of the market and provide customized financial solutions for their clients. Their guidance has been invaluable in helping me secure my financial future. I couldn't be happier with their services.
Frequently asked questions about Whitney & Company
How is Whitney & Company rated?
Whitney & Company has a 5 star rating with 35 reviews.
When is Whitney & Company open?
Whitney & Company is closed now. It will open 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