Find a Financial Advisor in Rochester, NY

Meet Your Rochester Financial Advisory Team
Meet Terry! For more than 30 years, this fiduciary financial advisor in Rochester, New York, has been devoted to helping individuals and families in western New York and the greater Rochester area navigate the complexities of financial planning with confidence. He and his Allworth team deeply understand the region’s dynamic financial landscape, allowing them to craft strategies that align with – and adapt to – your everchanging needs and goals.
With an office located conveniently just off Interstate 390, we invite you to experience the Allworth difference with our team of Rochester financial planners.
Rochester
20 Wildbriar Road
Suite E
Rochester, NY 14623
Hours:
8:30am - 5pm, Mon, Wed, and Thurs; Closed, Tues and Fri
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Our Integrated Services
At Allworth, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every modern investor needs.