Best Financial Planners in Rochester, New York
Claimed listings first, then by BizScore. How we score
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 1-10 of 10 Financial Planners listings in Rochester, NY · page 1 of 1
#1Rochester Financial Services Top-Rated

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 442-7580
- expertise.com
Rochester Financial Services is a Financial Planner in Rochester, NY. The firm offers financial planning services to individuals and families throughout the Rochester area, assisting clients in organizing their finances and working toward their financial...

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 380-1099
- turningstone.com
Turning Point Advisors of Rochester: 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...

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 325-4140
- howe.com

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 348-9547
- 4bridgesderm.com

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 242-5874
- cnbank.com

Score breakdown
- Financial Planner
- Rochester, New York
- (585) 484-1400
- monarch-app.aop.com

- Financial Planner
- Rochester, New York
- (843) 531-6395
- chicagopartnersllc.com
What the Data Shows for Financial Planners in Rochester
22% of the 9 financial planners we measured in Rochester reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 37, compared with an average SEO score of 66, and their average citation score is 100.
The average Google rating across 10 rated financial planners is 4.5, and the median listing has 3 reviews.
None of the 10 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 10 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. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. 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 ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Rochester, New York does BizScoreAI track?
10 financial planners in Rochester currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 75.
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. 22% 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.