Rochester Wealth Strategies S Main St, Rochester

Rochester Wealth Strategies Reviews

• M

  Michelle Lelli
  5

  Dominic and his staff are great. He takes all the time you need to understand your investments; what you should do and the options available. Our portfolio has been very profitable under his supervision. We highly recommend Dominic and Rochester Wealth Strategies to anyone looking for financial guidance.

• j

  jill honaker
  5

  We have had the best experience working with RWS!! Great staff, Brad Sorenson is our rep and he is always there to answer our questions when we call! The office staff takes a team approach in planning our portfolio, we like having all hands on deck. It's our future!

• R

  Robert Thomas
  5

  Dominic and his team have given us the peace of mind to process the recent deaths of our parents and help us build our personal net worth through these turbulent times. We met Dominic when we purchased his former home in 2018 and were impressed with his honesty and his family focus. He has helped us not only with financial but also personal questions. No matter where we might move in the future, we will always return to Rochester Wealth Strategies for their advice and guidance.

• H

  Heidi S
  5

  We started working with Dominic approximately two years ago and have seen a significant improvement in our investment outcomes. He is always willing to take the time to review all of our options and really understand our retirement goals. The level of personalized service is remarkable - he and his team are knowledgeable, thoughtful, and forward thinking.

• b

  brian clark
  5

  We are new clients at Rochester Wealth Strategies and have been very pleased with the transition from one of the “big name” wealth management companies. Dominic and his staff have been professional, knowledgeable, and personable. They introduced us to their services without sales pressure. They handled the transfer of assets smoothly and kept us informed throughout the process. We look forward to our continuing relationship. Brian & Chris Clark

• E

  Erika Cooke
  5

  Dominic and his team are incredible. The time they take with us to explain all of our investments is great. They genuinely care about our family and know they have our best interests at the forefront. They are very knowledgeable about what is important to us for our accounts and retirement. We trust them 110% with our future and we know we are in good hands!!

• D

  Danny
  5

  Dominic and his team have provided very personalized service and financial planning guidance for my family and I since we came to him 8 years ago. He obsesses over details to provide comprehensive guidance on every aspect of our retirement planning - including account performance, tax efficiency, financial flexibility, educational savings, and quality of life along the way. He is actually proactive about meeting with me periodically to answer questions and discuss retirement and budget strategy - which I really appreciate. The people here are genuinely good folks. They have helped me to understand how my family live better both today and in the future; and we recommend them highly.

• S

  Shannon C
  5

  Working with Dominic and his team has been very rewarding. RWS is very professional, knowledgeable and will work with you in many areas of retirement planning. RWS is very customer orientated and always takes the time to provide assistance. With RWS guidance, the performance of my investments has exceeded my expectations . I am extremely happy with RWS and would highly recommend this investment firm.

• T

  Tina Dorris
  5

  When I first met Dominic in 2016, I remember how impressed I was because of his knowledge and his down-to-earth personality. He explained things to my husband and I in a way that we could understand. I felt, in my heart, I could trust this person to take control of our life savings and that he would treat us like family. I felt confident in the firm's Fiduciary approach and the no commission structure. Since our relationship began, I can't believe how our portfolio has grown. He is always on top of things and meets with us twice a year to talk about our portfolio, optimize our fincial plan, and competently address all of our questions. The team also puts together a client appreciation event annually for all of thier clients. We are like family, it doesn't get better than that! I have been around a long time, and I can truly say that Dominic and his staff are one of a kind. Their integrity and honesty are so up there, I can't say enough. I could go on and on, but I think you get the message. You couldn't ask for a better group of financial planners, they are the best. Sincerely, Tom and Tina Dorris

• B

  Barbra Manni
  5

  This place and the people that work here are the real deal. They treat everyone with great respect, honesty and integrity. They value you as a person and they take the time necessary to explain things thoroughly. Xenia is especially patient and kind & makes you feel at home every time! Each has their own unique gifts and add to the overall expertise of the group, working together as a fantastic team with plenty of knowledge & sharing it willingly. Highly recommend; you will not be disappointed