Sitequest is a fee-based financial planning firm located in Rochester, NY, dedicated to helping clients of high net worth meet their financial objectives. With years of experience, they provide comprehensive assessments and objective advice to ensure clients make informed decisions about their financial future.
Sitequest offers a range of resources including videos, calculators, and flipbooks to educate and assist clients in making sound financial choices. Their team of professionals, led by G. Kevin Stepanoff and Heather A. Dunfey, provide personalized services with dedication, professionalism, and integrity, helping clients plan for prosperity and navigate the complexities of their financial landscape.
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