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Best Financial Planners in Rochester, New York

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Rochester
54Average BizScore
75Top BizScore
22%AI Visibility 50 or higher
66Average SEO score
4.5Average Google rating (10 rated)

Top Financial Planners in Rochester

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Showing 1-10 of 10 Financial Planners listings in Rochester, NY · page 1 of 1

#1Rochester Financial Services Top-Rated

5.0 Google rating

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Rochester Financial Services website

Score breakdown

AI Visibility66
AI Ready57
SEO81
Freshness100
  • 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...

Category rank by BizScore: #2 of 34 Financial Planner listings in RochesterScores updated Oct 24, 2026

#2Turning Point Advisors of Rochester

5.0 Google rating · 1 review

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Turning Point Advisors of Rochester website

Score breakdown

AI Visibility57
AI Ready-
SEO84
Freshness-
  • 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...

Category rank by BizScore: #4 of 34 Financial Planner listings in RochesterScores updated Sep 17, 2026

#3TurboTax - Downtown, Rochester

5.0 Google rating

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TurboTax - Downtown, Rochester website

Score breakdown

AI Visibility47
AI Ready70
SEO81
Freshness100
  • 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...

Category rank by BizScore: #12 of 34 Financial Planner listings in RochesterScores updated Oct 24, 2026

#4Howe & Rusling Wealth Management of Rochester

5.0 Google rating

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Howe & Rusling Wealth Management of Rochester website

Score breakdown

AI Visibility36
AI Ready10
SEO64
Freshness100
  • Financial Planner
  • Rochester, New York
  • (585) 325-4140
  • howe.com
Category rank by BizScore: #20 of 34 Financial Planner listings in RochesterScores updated Oct 24, 2026

#5FourBridges Financial Group

5.0 Google rating

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FourBridges Financial Group website

Score breakdown

AI Visibility37
AI Ready8
SEO70
Freshness80
  • Financial Planner
  • Rochester, New York
  • (585) 348-9547
  • 4bridgesderm.com
Category rank by BizScore: #21 of 34 Financial Planner listings in RochesterScores updated Oct 23, 2026

#6Rochester Wealth Management Group

4.3 Google rating

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Rochester Wealth Management Group website

Score breakdown

AI Visibility36
AI Ready0
SEO60
Freshness-
  • 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...

Category rank by BizScore: #23 of 34 Financial Planner listings in RochesterScores updated Oct 25, 2026

#7High Falls Advisors of Rochester

4.8 Google rating

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High Falls Advisors of Rochester website

Score breakdown

AI Visibility28
AI Ready13
SEO64
Freshness-
  • 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...

Category rank by BizScore: #11 of 34 Financial Planner listings in RochesterScores updated Oct 23, 2026

#8Canandaigua National Bank

4.4 Google rating

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Canandaigua National Bank website

Score breakdown

AI Visibility21
AI Ready7
SEO52
Freshness100
Citations100
  • Financial Planner
  • Rochester, New York
  • (585) 242-5874
  • cnbank.com
Category rank by BizScore: #30 of 34 Financial Planner listings in RochesterScores updated Oct 26, 2026

#9Monarch Wealth Management, LLC of Rochester

4.5 Google rating · 25 reviews

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Monarch Wealth Management, LLC of Rochester website

Score breakdown

AI Visibility2
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Rochester, New York
  • (585) 484-1400
  • monarch-app.aop.com
Category rank by BizScore: #34 of 34 Financial Planner listings in RochesterScores updated Oct 28, 2026

#10Chicago Partners Wealth Advisors - Rochester

2.3 Google rating · 3 reviews

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Chicago Partners Wealth Advisors - Rochester website
  • Financial Planner
  • Rochester, New York
  • (843) 531-6395
  • chicagopartnersllc.com
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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.