Whitney & Company
Financial-Services
Website
Company Tagline
Like a family friend in finance - Independent Spirit. Hand-picked team.
Industry Category
Business Keywords
Company Description
Whitney & Company is a distinguished financial services firm rooted in Rochester, New York, committed to fostering enduring client relationships. As an Independent Registered Investment Advisor (RIA), Whitney & Company operates on a strictly fee-based model, ensuring that advice is driven solely by a dedication to client well-being. With a foundation built in 1975, Whitney & Company continues to provide unparalleled financial guidance and support.
Located at 959 Panorama Trail S, 190, Rochester, New York 14625, US, Whitney & Company specializes in a comprehensive suite of financial services, including social security maximization, insurance reviews, investment management, and estate planning. The firm's hand-picked team is devoted to delivering personalized financial planning tailored to meet the unique needs of each client. Whitney & Company’s approach is akin to having a trusted family friend in finance, ensuring peace of mind and financial security for generations.
Whitney & Company is dedicated to providing independent and objective advice, empowering clients to achieve their financial goals. Discover how Whitney & Company can help you navigate the complexities of financial planning and secure your future. We invite the management team at Whitney & Company to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.
Whitney & Company est une entreprise de services financiers distinguée basée à Rochester, New York, engagée à favoriser des relations durables avec ses clients. En tant que conseiller en investissement enregistré indépendant (RIA), Whitney & Company fonctionne selon un modèle strictement basé sur les honoraires, garantissant que les conseils sont motivés uniquement par un dévouement au bien-être du client. Fondée en 1975, Whitney & Company continue de fournir des conseils et un soutien financiers inégalés.
Située au 959 Panorama Trail S, 190, Rochester, New York 14625, États-Unis, Whitney & Company est spécialisée dans une gamme complète de services financiers, notamment la maximisation de la sécurité sociale, les revues d'assurance, la gestion des investissements et la planification successorale. L'équipe triée sur le volet de l'entreprise se consacre à fournir une planification financière personnalisée, adaptée aux besoins uniques de chaque client. L'approche de Whitney & Company s'apparente à celle d'un ami de confiance en matière de finances, assurant la tranquillité d'esprit et la sécurité financière pour les générations à venir.
Whitney & Company se consacre à fournir des conseils indépendants et objectifs, permettant aux clients d'atteindre leurs objectifs financiers. Découvrez comment Whitney & Company peut vous aider à naviguer dans les complexités de la planification financière et à assurer votre avenir. Nous invitons l'équipe de direction de Whitney & Company à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.
Key Personnel / Employees
Compare Companies Side by Side
Compare Whitney & Company with 3 companies in Financial-Services
| Comparison Field |
Whitney & CompanyMain Company |
As
AspiriantView Profile |
Connecticut Wealth M...View Profile |
ARS Wealth AdvisorsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1997 | |
|
Company Size
|
— | 201-500 | 51-200 | 11-50 |
|
City
|
Rochester, New York | Los Angeles, CA | Farmington, Connecticut | St Petersburg, Florida |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Services
Investment Management
Financial Planning
Estate Planning
Insurance Review
RIA
Wealth Management
Social Security maximization
|
14 Total
1 Common
13 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Bill & Debt Management
Charitable Giving
Compensation Structuring
Concentrated Stock Wealth
Family Office
Foundation Management
+7
|
9 Total
1 Common
8 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Asset Management
Business Owner Planning
Business Succession Planning
Charitable Gift Planning
Executive Benefits
Exit Planning
+2
|
6 Total
1 Common
5 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Cash Flow Planning
Client Focused Approach to Investing
Retirement Planning
Tax Consulting
Tax Preparation
|
4
Total Companies1997
Oldest Founded1
Countries31
Unique SkillsSimilar Companies
Other organizations in the same industry
Emirates International Investment Company (EIIC)
Financial-ServicesEIIC is a recognized global investment firm, delivering superior financial performance and sustainab...
Entrust Capital Services
Financial-ServicesAn investment banking firm assisting corporates/MSMEs to raise funds to meet their business requirem...
Xoala
Financial-ServicesThe Easiest and Fastest way to pay locally and internationally, for Corporations globally
Alternative Company Names
This company is also known as