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

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 Rochester area and surrounding regions to address retirement planning, investment management, and wealth growth. His practice focuses on helping clients navigate complex financial questions regarding IRAs, Roth accounts, 401k plans, and 403b plans. The service model is designed to provide a sense of relief for clients by clarifying their financial standing and future goals.

Christopher Coleman began his interest in investing at age 14, influenced by his father, a career banker. He learned the mechanics of money, market conditions, and stock performance from a young age, evaluating stock charts and reading about mutual funds while other children memorized baseball statistics. His professional approach is grounded in personal experiences, including raising two children, planning for college, managing home purchases and sales, and assisting aging parents with finances and long-term care. He emphasizes the importance of a well-crafted financial plan to protect lifelong stability for clients and their families. The initial consultation is described as a "Kitchen Table" conversation, typically lasting 20 to 30 minutes, where the advisor explains costs, answers questions, and determines if there is a good fit. Clients are encouraged to reach out via phone or email to set up this informal introductory call.

The office is located at 160 Linden Oaks in Rochester. The site sits about a tenth of a mile from the Korean War Memorial Highway. It is approximately a fifth of a mile from the Eastern Expressway and about a third of a mile from East Avenue. The Nicolaus Copernicus Sgraffito public artwork and Postcard Falls are both about half a mile away.

The business holds a rating of 5.00 based on 160 reviews. This reflects a strong local reputation and an established track record built on a large base of customer feedback. Fiduciary First Advising stands out in Rochester for its fee-only structure and consistent client satisfaction.

Services:

• Emergency Medical Services
• Estate Planning Services
• Fee-Only Retirement Planning
• Fiduciary Investment Management
• Patient Education
• Preventive Health Screenings
• Primary Care
• Retirement Income Strategies