Chicago Partners Wealth Advisors - Rochester, NY - Rochester, New York

Chicago Partners Wealth Advisors - Rochester, NY

Chicago Partners Wealth Advisors, with a presence in Rochester, NY, is a reputable financial advisory firm committed to providing comprehensive financial planning and investment services. Located at 160 Linden Oaks, Rochester, NY 14625, and easily reachable at 5856032275, this firm has made a name for itself in the Rochester area.

Specializing in financial planning, financial advice, investment companies, and investment services, Chicago Partners Wealth Advisors has carved a niche for itself by offering personalized solutions to its clients. Their website is a rich source of information detailing their services and the team's expertise.

Specialties and Services

• Financial planner
• Financial advisor
• Investment company
• Investment service

Other Points of Interest

• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended
• Free parking lot

Client Experience and Reviews

Chicago Partners Wealth Advisors has garnered a solid reputation among its clients. With 12 reviews on Google My Business, the firm boasts an impressive average rating of 5 out of 5 stars. Clients appreciate the personalized attention and the tailored approach to their financial needs. One standout feature is the team's ability to understand and align their strategies with the clients' risk tolerance and future plans, which has been a key factor in their success.

The firm's commitment to personalized service and its team's expertise have been consistently praised in client reviews. For instance, one client's experience interviewing multiple wealth advisory professionals led them to choose Rob Bradley and his team at Chicago Partners, highlighting the firm's standout capabilities in financial planning and investment advice.

With a strong emphasis on personalized service, Chicago Partners Wealth Advisors stands out in the Rochester market. Their commitment to understanding each client's unique needs and crafting tailored financial plans has earned them a loyal client base and a solid reputation in the area.

👍 Reviews of Chicago Partners Wealth Advisors - Rochester, NY

Remy F.

5/5

When we were interviewing half a dozen wealth advisory professionals several years ago, Rob Bradley was a true standout. My wife was ready to retire, we own rental property through an LLC, and I’m self employed. Rob patiently worked with us and our accountant to consolidate our financial resources and develop a long range plan based on getting to know us as people to determine our tolerance for risk and future plans. We followed him from North Landing to his local office of Chicago Partners. Rob, Tim, and Sara are a great team. Reachable. Professional. Experienced. Knowledgeable.

Dennis J.

5/5

Highly professional, friendly and committed to doing what is best for their customers. When we first started, my wife and I had no clue how much we needed to retire, or how we were going to retire, and we now have have been retired for 13 years. Chicago Partners has managed our investments thru the ups and downs in the stock market via diversification of our investments.

Charles R.

5/5

I was pleased to see the opening of the Rochester office of Chicago Partners Wealth Advisors. My wife and I value Chicago Partners approach as a fee-only fiduciary advisor. We've worked with Rob Bradley, who heads the office in Rochester for close to 10 years. Rob listened carefully to our goals and risk tolerance, and helped us construct plans that were instrumental in our thinking on retirement planning. As we begin transition to a post-retirement life, Rob's high level of integrity, deep expertise and access to the advising resources of Chicago Partners make him and the Rochester team exceptional partners in our financial decisions.

Ric P.

5/5

My wife Sandy and I have had the pleasure of working with Rob in particular, and Chicago Partners in general, for all of our financial planning needs. We started with Rob over 12 years ago. We enjoy the peace of mind knowing that our financial goals are being handled with the utmost professionalism and detailed attention.

Ruth S.

5/5

My experience with this Rochester group has been excellent. I have improved my financial literacy and learned how to protect my portfolio, always receiving honest and professional guidance. I appreciate the patience and willingness to ensure clarification of my concerns while being provided the "good, bad and ugly" of financial decision-making which makes sense. Thank you Rob Bradley for years of outstanding service.

Kenneth M.

5/5

We have been clients of Rob B. for many years. It is been a relationship based on trust, excellent communication, and very capable financial advice. We count Rob as a friend and highly recommend both he and Chicago Partners.

David W.

5/5

My wife and I have worked with Rob Bradley for many years. We found Rob & Tim to be very knowledgeable, professional and easy talk with. We have total faith in Rob and the staff at Chicago Partners.

Sarah M.

5/5

My parents were long time clients of Rob Bradley. When they had both passed and my brother and I were floundering, Rob reached out and helped us make sense of overwhelming financial information. Both Rob and Sara Bodine have been available any time we had questions or concerns. Both my brother and I will continue as clients as we have come to realize that they are more than advisors, they care about us as people.