Business Details
About
Investment ServiceFinancial PlanningFinancial Consultant
Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients across a broad range of financial needs, including wealth planning, investment management, equity investments, and fixed income.
Location
Whitney & Company Wealth Management
959 Panorama Trail S #190, Rochester, NY
14625, United States
Hours
Frequently Asked Questions About Whitney & Company Wealth Management
What services does Whitney & Company Wealth Management provide?
Whitney & Company Wealth Management offers wealth planning, investment management, equity investments, and fixed income services.
Where is Whitney & Company Wealth Management located?
It is located at 959 Panorama Trail S #190, Rochester, NY 14625, USA.
What are the business hours of Whitney & Company Wealth Management?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Whitney & Company Wealth Management?
You can contact them by phone at +1 585-232-6200 or email at info@whitneycompany.net or hello@whitneyandcompany.com.
What is the tagline or featured message of Whitney & Company Wealth Management?
Their featured message is 'Like a Family Friend in Finance'.
Which nearby medical facilities are close to Whitney & Company Wealth Management?
Nearby medical facilities include UR Medicine Primary Care and Panorama Pediatric Group, useful if you need medical services before or after your visit.
Are there any automotive services near Whitney & Company Wealth Management?
Yes, nearby automotive services include Agor Enterprises, CARSTAR Agor Collision Penfield, Gordy's at Browncroft Service, Browncroft Service Center, and Ide Volkswagen, convenient for vehicle repair or maintenance.
What hotels are close to Whitney & Company Wealth Management for visitors?
Nearby hotels include the Hampton Inn Rochester Penfield and Hampton by Hilton, ideal for clients traveling from out of town.
Is there a nearby place where I can get legal advice near Whitney & Company Wealth Management?
Yes, Fitzsimmons, Nunn and Plukas is a local personal injury law firm located nearby if you need legal services.
What categories of services does Whitney & Company Wealth Management fall under?
They are categorized under Investment Service, Financial Planning, and Financial Consultant.