Council Rock Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group: An Ameriprise private wealth advisory practice serving the Rochester, NY area.

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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

Named 2022 Forbes Best-in-State Wealth Advisors

All of us at Council Rock Wealth Advisory Group would like to congratulate Dan Hayes on being named to the 2022 Forbes Best-in-State Wealth Advisors list. The list recognizes advisors who excel at helping clients achieve their long-term financial goals - And we're proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research Named to Forbes Best-in-State Wealth Advisors, 20224do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Our videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)