Shaheen & Associates, was founded in 1975. You’ll need at least $500,000 in investable assets to be a client of this fee-only firm. The firm works with just over 400 clients, including individuals, high-net-worth individuals, charitable organizations and corporations. Shaheen, is a certified public accountant (CPA).
The firm has multiple advisors on staff, and its president, William G. Whitney & Company is the next firm on our list with millions in assets under management. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Rochester, we first identified all firms registered with the SEC in the city. Let us help match you with up to three vetted fiduciary financial advisors. Minimum AssetsVaries based on account type
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