Dave Younis, CFP® is a financial planner that focuses on customized, complex and cross disciplinary financial planning. His expertise has been developed over a 15 year career exclusively working with financially engaged individuals on a one-on-one basis. Dave's strengths are rooted in his ability to provide simple explanations and insights in the face of complex planning needs. Dave is prepared to help you implement strategies to help you move toward your personal vision of success.

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. We concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis. With over 100 years of combined experience, The Rochester Group at UBS is uniquely positioned to help the clients we serve.

We’re thrilled to have you join our growing community of learners, investors, and knowledge seekers. At NSI, we’re all about providing you with the tools and insights you need to succeed in your journey. Whether you're just getting started or have been in the game for a while, we’re here to help you level up your skills, gain confidence, and navigate the world of investing with a fresh perspective.

NSI Community is a next-generation investment education platform that empowers investors worldwide through expert guidance and AI-driven strategies.

Seedsfor Wealth Alliance is an educational institution dedicated to empowering future leaders through practical learning and innovation.For more information, please visit https://www.seedsforwealth.com/.

Diamond Investment Guild is a global investment organization that integrates advanced technologies and sustainable practices to optimize financial decisions and empower the next generation of financial leaders.For more information, please visit https://diamondinvester.com/

Rochester Wealth Solutions offers expert financial planning and advice to help you manage your wealth effectively. Our services include stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, REITs, UITs, and stock option planning. We also provide tax strategies, and a variety of insurance options such as life, disability, long-term care, and Medicare supplements. Serving Monroe County, we are dedicated to guiding you towards financial security and growth. Trust us to help you plan for your future with personalized and professional financial solutions.

Solid Advice For Planning Your Future. A full service, independent financial planning organization with exceptional experience. We provide unbiased, comprehensive, professional help for your finances and your future.

Payment Funnels is a specialized payment processor for high-risk merchants that are declined or dropped by traditional providers. With 5+ years of experience, the company helps businesses accept payments online and in-store through reliable gateways, customizable plans, and clear, transparent pricing—no hidden fees and free terminals.

DeFreze Financial Services is a financial planning firm in Rochester, NY in Greece. Robert L. DeFreze is the branch manager and is a registered and licensed representative through Cadaret Grant & Co., Inc. Bob has over 35 years of experience and is available to help all of your financial needs.

DZ Alliance is a leading financial education institution dedicated to nurturing the next generation of business leaders and investment experts through innovative programs and cutting-edge technology.

Commission Express of Western New York is in the business of providing a valuable service to real estate professionals (both agents and brokers) - to support your cash flow needs so you can continue to succeed at your business. We value our client relationships and aim to ensure that you have access to working capital when you need it - not just when escrow closes. Our service purchases your commission receivable - otherwise known as "factoring" - at a discount and provides you with a commission advance up front - usually within a day of providing us with all the required documentation and sometimes on the same day. In a period when credit is particularly tight, commission advances provide small businesses like yours the financial flexibility you need to continue to invest in your busines