Fiduciary Financial Advisor Serving Rochester NY
Fiduciary Financial Advisor Serving Rochester NY
If you’re looking for a trustworthy and experienced fiduciary financial advisor in Rochester, NY, Mintco Financial is your go-to resource. Based in Buffalo, NY, our independent firm has been helping individuals, families, and small business owners across Western New York make smart financial decisions for over 20 years.
Whether you’re preparing for retirement, need help with investment strategies, or are exploring life insurance options, Mintco Financial offers personalized, unbiased guidance built around your best interests.
What Is a Fiduciary Financial Advisor?
A **fiduciary** is a financial advisor who is legally and ethically obligated to act in your best interest. Unlike commission-based advisors or salespeople, a fiduciary advisor:
* Provides transparent, conflict-free advice
* Tailors recommendations based on your financial goals
* Helps you make decisions with confidence and clarity
At **Mintco Financial**, fiduciary service isn’t just a label—it’s the foundation of everything we do.
Why Choose Mintco Financial?
Here’s why clients from **Rochester and across upstate New York** trust Mintco Financial:
✅ **Independent & Fiduciary** – No pressure to sell proprietary products
✅ **Flat-Fee & Transparent Pricing** – Know exactly what you’re paying for
✅ **Experience Across Life Stages** – From young professionals to retirees
✅ **Buffalo-Based with Virtual Convenience** – Serving Rochester with ease
✅ **Trusted by Physicians, Business Owners & Families**
Financial Planning Services We Offer:
* **Retirement Income Planning**
* **401(k) and Pension Rollovers**
* **Wealth & Investment Management**
* **Medicare & Life Insurance Guidance**
* **Estate & Legacy Planning**
* **Financial Planning for Business Owners**
Every financial plan we create is customized to fit your needs, risk tolerance, and long-term goals.
Proudly Serving Rochester NY
Although our home base is in **Buffalo, NY**, we proudly serve clients in **Rochester and surrounding areas** such as Brighton, Pittsford, Webster, Penfield, and Fairport. You can work with us in person or virtually—whichever suits your lifestyle best.
Whether you’re just starting your financial journey or need a second opinion on your retirement plan, **Mintco Financial is here to help you build financial confidence and security**.
Ready to Get Started?