Top financial advisors in Rochester, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing an estate near New York's exemption limits, you need an advisor who understands how small changes can trigger large estate tax bills. Without this insight, you might face unexpected taxes that reduce what you leave behind. The top matches here include advisors who know how to navigate these thresholds carefully.
- Estate tax cliff awareness. Confirm they explain how crossing exemption limits affects your tax bill and strategies to avoid surprises.
- Asset titling strategies. Ask how they recommend holding assets to minimize estate taxes and ease transfer to heirs.
- Trust and will integration. Ensure they coordinate estate plans with trusts and wills to align tax and inheritance goals.
- State-specific knowledge. Verify their familiarity with New York's unique estate tax rules and how they impact your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lawrence K
Series 63, Series 66
Rochester, NY
LPL Financial
Lawrence Kasinowski, based in Rochester, NY, offers financial planning with flat fees and hourly rates, backed by nine years of experience and Series 63 and 66 licenses. Affiliated with LPL Financial, a large firm serving diverse clients with both discretionary and non-discretionary management, he brings a broad perspective compared to advisors focused solely on estate tax nuances.
Experience: 9 years
Avg account: $399,489
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Mark H
Series 63, Series 65
Rochester, NY
StoneX Advisors Inc.
Mark Heberger's extensive 48 years of experience and Series 63 and 65 licenses equip him to navigate complex estate tax issues in Rochester, NY. His firm, StoneX Advisors Inc., offers diverse investment strategies and financial planning services, including flat-fee and hourly consulting options, which may appeal to clients seeking flexible fee structures and comprehensive portfolio management.
Experience: 48 years
Avg account: $501,072
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Dominick S
Series 66
Rochester, NY
Equitable Advisors
Dominick Scro in Rochester, NY, offers expertise in retirement income strategy and Social Security optimization, which can be crucial for managing estate tax implications for Baby Boomers. Working with Equitable Advisors, a large firm serving high-net-worth clients, he provides access to diverse asset management programs with flexible fee structures, distinguishing him from advisors with less firm support or narrower service scopes.
Experience: 2 years
Avg account: $570,841
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Michael K
Series 66
Rochester, NY
J.P. Morgan Securities
Michael Kustigian at J.P. Morgan Securities in Rochester, NY, brings 11 years of experience and a Series 66 designation, supporting wealth management for executives and business owners. His firm’s large-scale institutional consulting and customized investment services differentiate him from others by offering comprehensive asset allocation and performance reporting alongside brokerage and investment management.
Experience: 11 years
Avg account: $318,381
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Brian K
CFP®, Series 63
Rochester, NY
Vicus Capital, Inc.
Brian Kelly's 33 years of experience and CFP® certification equip him to navigate New York's complex estate tax rules, including exemption limits and asset titling strategies. Operating independently with a flat-fee structure, he serves a diverse client base through Vicus Capital, offering tailored investment management and fiduciary consulting that may complement estate planning needs in Rochester.
Experience: 33 years
Avg account: $468,636
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