Jeffrey M Praino-Morgan Stanley

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The Spencer Group is a family team of Financial Advisors that oversee the finances of a select group of individuals, families, and institutions. Our deep commitment to our clients is simple – “By leveraging our teams decades of experience and common sense approach we strive to be an essential adv...