Best Times Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

Best Times Financial Planning is a financial services firm based in Fairport, New York, with offices in Syracuse and Rochester. It was founded in 1983 by Jack Best, and leadership has continued under his successor since 2007. The firm aims to help clients navigate today's uncertain political, economic, and social environment and to obtain an independent second opinion from a highly qualified financial adviser. Its client base includes Serving Leaders who prioritize family and community impact. The firm follows a five-step Custom Wealth Architect Process, beginning with a Foundation Dialogue and ending with a Custom Wealth Inspection that updates plans annually, and securities and advisory services are offered through Commonwealth Financial Network while fixed insurance products are available through CES Insurance Agency. The firm notes that offerings are limited to residents of specific states due to regulatory and registration requirements.

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