Contact
Let's start the conversation
Request a complimentary consultation or send us a note. A Whitney & Company professional will respond personally, usually within one business day.
Free consultation
A no-cost, no-obligation conversation about your goals and whether we are a good fit.
Fee-only fiduciary
We are legally obligated to act in your best interest, with no commissions or product sales.
Prompt response
Most inquiries receive a personal reply within one business day.
Schedule your free consultation
Tell us what you would like to discuss and how to reach you.
What to expect
- 1We review your note and match you with the right professional.
- 2A brief introductory call at a time that works for you.
- 3A complimentary consultation covering your goals and questions.
- 4A clear recommendation, with no pressure and no obligation.
Visit us
959 Panorama Trail S., Suite 190Rochester, NY 14625
Free on-site parking, first-floor suite with accessible entry.