PRM Fincon Competitors

Professional Financial, an elite wealth management firm in the Rochester, NY area, helps successful professionals, physicians and retirees make informed decisions about wealth for planning major financial concerns. We have bridged the gap between theory and practice, knowing and doing, for twenty years. We act as a chief financial officer to meet important financial challenges--freeing clients from many financial concerns. We help families make smart decisions about money, mitigating taxes, transferring wealth to heirs, protecting assets from unjust loss, and for some, making a significant difference through charitable giving. We use a consultative wealth management process, and employ a comprehensive planning approach to understand our clients' deepest needs, values and goals. We do this working with a team of Certified Financial Planner professionals and a network of experts in finance, accounting, tax and law. In the changing times in which we live, many wonder whether they have the right financial advisor, or they may know someone they care about who needs help, but doesn't get it. Because so many are unsure if changing advisors makes sense, Professional Financial offers a "Second Opinion Service." The purpose of meeting is simply to explore whether we are the right firm for achieving your goals and dreams--and help you accelerate your financial progress. Our CFPs only work with a select group of clients for whom we can make a major impact. If we are not the right fit, we'll point you in the right direction. Professional Financial earned coveted spots on Wealth Manager/Advisor One's annual lists of "Top Wealth Managers" for 8 times, and in 2014 was listed for the third time as a "Top RIA" by Financial Advisor magazine. Professional Financial and its President, Paul Byron Hill CFP, have been profiled by Money, Fortune, Forbes and The Suit magazines. Professional Financial is one of a select group working with Dimensional Fund Advisors LLP.

Legacy Financial Group is a company that operates in the Financial Services industry. It employs 11-20 people and has $1M-$5M of revenue. The company is headquartered in Arlington, Texas.

Whether you are ready for some Wealth Tidying® or Wealth Planning , we are here to help. Over 20 years serving individuals, families, business owners and independent women informs the custom assistance we provide. Our partnership with Fortune 500 company, LPL Financial, allows clients to have the personal touch of a boutique practice with the benefits of a larger firm. We are Registered Representatives with and offer securities and advisory services through LPL Financial, a registered investment advisor, member SIPC. You may visit www.sipc.org for more information. Please note- Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.