Financial Advisors in Pittsford, NY

How to choose a financial advisor in Pittsford

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Ben Forte, CFP®

Ben Forte, CFP®

Senior Financial Advisor

Kickstand Wealth Advisors

Pittsford, NY

Ben has always been drawn to work where trust matters. Before entering financial planning, he studied pastoral ministry, a background that still shapes the way he listens, asks questions, and walks with people through important decisions. Over time, he became interested in business as a practical way to help families build stability, opportunity, and generosity.

Ann Morris

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

ProfileNo contact yet

Austin Wilde

Financial Advisor

Northwestern Mutual Investment Services, Llc

Pittsford, NY

ProfileNo contact yet

Zachary Vargo

Financial Advisor

Northwestern Mutual Investment Services, Llc

Pittsford, NY

ProfileNo contact yet

Lauren McFadden

Financial Advisor

Northwestern Mutual Investment Services, Llc

Pittsford, NY

ProfileNo contact yet

Isabella Mason

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

ProfileNo contact yet
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