Home › Business Search › New York › Rochester › Financial Planner

Best Financial Planners in Rochester, New York

6 businesses
Filters
Business type
Location
6 listings
Clear all
New York×Rochester×Financial Planner×Clear All

Rankings use the published BizScore formulas. How we score

6Financial Planners scored in Rochester
61Average BizScore
70Top BizScore
50%AI Visibility 50 or higher
76Average SEO score
4.8Average Google rating (5 rated)

Top Financial Planners in Rochester

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-6 of 6 Financial Planners listings in Rochester, NY · page 1 of 1

#1Turning Point Advisors

5.0 Google rating · 1 review

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Turning Point Advisors website

Score breakdown

AI Visibility57
SEO84
  • Financial Planner
  • Rochester, New York
  • (585) 380-1099
  • turningstone.com

Turning Point Advisors is a Financial Planner in Rochester, NY. Turning Stone Resort Casino, owned and operated by the Oneida Indian Nation, serves as a premier four-season destination in Central New York. The resort features a wide range of amenities...

Ranked #4 of 34 Financial Planner listings in RochesterScores updated Sep 17, 2026

#2Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY

5.0 Google rating · 160 reviews

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY website

Score breakdown

AI Visibility54
SEO79
  • Financial Planner
  • Rochester, New York
  • (585) 270-6132
  • fiduciaryfirstadvising.com

Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY is a Financial Planner in Rochester, NY. The firm is led by Christopher Coleman, MBA, who serves as a fiduciary and fee-only financial advisor. He works with individuals and families in the...

Ranked #9 of 34 Financial Planner listings in RochesterScores updated Jun 7, 2026

#3High Falls Advisors of Rochester

4.8 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
High Falls Advisors of Rochester website

Score breakdown

AI Visibility50
SEO78
  • Financial Planner
  • Rochester, New York
  • (585) 935-5300
  • highfallsadvisors.com

High Falls Advisors of Rochester is a Financial Planner in Rochester, NY. The firm helps individuals, families, and business owners with retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits...

Ranked #11 of 34 Financial Planner listings in RochesterScores updated Jun 7, 2026

#4TurboTax - Downtown, Rochester

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
TurboTax - Downtown, Rochester website

Score breakdown

AI Visibility47
SEO81
  • Financial Planner
  • Rochester, New York
  • (718) 717-1777
  • turbotax.intuit.com

TurboTax - Downtown, Rochester is a financial planner in Rochester, NY. The firm provides expert tax preparation services for individuals and businesses, offering both in-person and online support. Specialized services include handling retirement income...

Ranked #12 of 34 Financial Planner listings in RochesterScores updated Jun 7, 2026

#5Rochester Wealth Management Group

4.3 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Rochester Wealth Management Group website

Score breakdown

AI Visibility36
SEO64
  • Financial Planner
  • Rochester, New York
  • (585) 325-1040
  • rochester.edu

Rochester Wealth Management Group is a financial planner in Rochester, New York, serving individuals and families with personalized financial strategies, retirement planning, investment management, and estate planning. Based in the heart of downtown Rochester...

Ranked #23 of 34 Financial Planner listings in RochesterScores updated Jun 8, 2026
Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Rochester Wealth Solutions website

Score breakdown

AI Visibility29
SEO67
Citations40
  • Financial Planner
  • Rochester, New York
  • (585) 348-9312
  • rochester.edu

Rochester Wealth Solutions is a financial planner in Rochester, NY. It holds a rating of 4.9 based on 61 reviews. The University of Rochester is a world-leading research institution where curiosity and creativity connect. It spans seven distinct schools, a...

Ranked #29 of 34 Financial Planner listings in RochesterScores updated Sep 23, 2026
Is this your business? Claim your free listing →

BizScoreAI ranks 6 financial planners in Rochester, New York by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Rochester ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Rochester, New York does BizScoreAI track?

6 financial planners in Rochester currently meet the profile-quality bar for this page, with an average BizScore of 61 and a top score of 70.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in Rochester score 50 or higher.

Is being listed free?

Yes. Every financial planner in Rochester is listed and scored for free, and claiming a listing is free too.