Rochester, New York

Rochester, New York

Rochester, New York

Phone

(570) 332-5680

Fax

(724) 940-4425

Address

600 Fishers Station Drive

Victor, NY 14564
Get Directions

Overview

The Rochester, NY office opened in 2019 providing financial planning and investment management services to clients in Western New York.

Jonathan ThomasLed by Jonathan W. Thomas, CFP®, the Rochester Advisory team helps plan and execute retirement plans for individuals and families who want to live and experience a rich life.

As a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, Jonathan's misson is to deliver tremendous value to clients through simplified investment portfolios that are aligned with their goals and objectives.


The Rochester, New York Team