Rochester, New York

Rochester, New York

Rochester, New York


(570) 332-5680


(724) 940-4425


600 Fishers Station Drive

Victor, NY 14564
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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.


For more information on how we can help you achieve your financial goals, please contact us using the contact information below or email us using the form below.

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The Rochester, New York Team