Whitney
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
311 Alexander St Ste 200, Rochester, New...Phone Number
(585) 232-6200Website
www.whitneyandcompany.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Whitney
Whitney & Company is a Registered Investment Advisor that focuses on helping clients achieve their financial aspirations through personalized investment management, wealth planning, and 401(K) consulting services. The firm prides itself on being a trusted partner, akin to a family friend in finance, providing tailored solutions to meet individual financial needs. Their experienced team, consisting of CFPs, CFAs, CPAs, and MBAs, is dedicated to simplifying clients' financial lives by alleviating emotional stress associated with financial decisions. Whitney & Company aims to empower clients to live their best lives by prioritizing their unique goals and aspirations.Explore more
Whitney Org Chart
CA
Vice President, Financial Planning
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Whitney & Company is a Registered Investment Advisor that focuses on helping clients achieve their financial aspirations through personalized investment management, wealth planning, and 401(K) consulting services. The firm prides itself on being a trusted partner, akin to a family friend in finance, providing tailored solutions to meet individual f... Read More
