Financial Services across the Rochester metro
Inclusive and diverse-owned financial services businesses across the Rochester metro, not just the city itself. Listed in Rochester, Geneva, Webster, Sodus, Penn Yan, Fairport and Ontario.
Accountants, bookkeepers, tax preparers, advisors and insurance practices across the Rochester area. Ask what is included in a first consultation, and whether a practice is used to the equity and options questions that come with the region's technology employers.
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1Sponsor the Financial Services page in Rochester. One Category Sponsor per city, credited on this page and on the Rochester hub.See sponsorship
Where they are across the Rochester metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Rochester
- Heveron & Company Cpas, PLLC, Rochester (ZIP code area)
- Hudson Data LLC, Geneva (ZIP code area)
- Kristie M. Beach, Cpas, PLLC, Webster (ZIP code area)
- Restart Solutions LLC, Sodus (ZIP code area)
- Roslyn Accounting Services INC, Penn Yan (ZIP code area)
- Tri-Mar Consulting INC., Fairport (ZIP code area)
- Virtue Audit And Consulting Group LLC, Ontario (ZIP code area)
Getting your money in order in Rochester? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Rochester metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Rochester
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
Keep exploring
More across the Rochester metro
Each photo is from a listing in that category.
- Legal3 places
Real Estate4 places Photo: Keller Williams - Jay Sackett
Professional Services39 places Photo: Genesee Office Interiors, INC.
Construction32 places Photo: Acia Construction,LLC
Marketing & Creative28 places Photo: Panther Graphics, INC.
Health & Wellness24 places Photo: Rg3 Transportation, LLC
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
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How many financial professionals are listed across the Rochester metro?
Eight right now, in Rochester, Geneva, Webster, Sodus, Penn Yan, Fairport and Ontario. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.