Find a Financial Advisor in Dansville, NY


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place. 

Everything a modern investor needs – all under one roof.



Dansville Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Dansville Financial Advisory Team


 

For more than 30 years, our team of fiduciary financial advisors in Dansville, New York, has been dedicated to building long-lasting relationships with clients throughout western New York and the greater Rochester area, offering support and guidance at each stage of your financial journey. From navigating complex financial decisions to planning for a confident future, we’re here to provide expert advice and unwavering support.

Visit our Dansville financial planners on Main Street (just off Interstate 390) to experience the difference that comes with working with a team who truly prioritizes your financial well-being.

Lauren Heiman
Lauren Heiman Financial Advisor
Dansville, NY Read bio
Dansville

 

202 Main Street
Dansville, NY 14437

Hours:
8:30am–5pm, M-F

(585) 335-5190

 

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