7Crest Financial Partners - Ameriprise Financial

7Crest Financial Partners is a private wealth advisory practice operating under the Ameriprise Financial Services umbrella in Rochester, NY. The practice is led by Nannette P. Nocon, a Private Wealth Advisor who holds CFP®, ChFC®, CIMA®, and CLTC® designations and brings over four decades of experience in the financial services industry. Nocon is a Cornell University graduate (BS, 1982) and has built a sizable team that includes additional financial advisors, planning assistants, and client service specialists — currently more than a dozen staff members in total.

7Crest Financial Partners provides a range of wealth management and financial planning services, including:

• Retirement planning and retirement income strategies
• Investment management and portfolio oversight
• Estate planning
• Tax planning
• Insurance solutions
• Charitable giving strategies
• Education savings planning

The advisory team includes three additional advisors beyond Nocon — Jonathan Gorom (CFP®, CLU®), Jacob Barragato (CFP®), and associate advisors Evan Wilcox and Patrick Morin — supported by a staff of client service specialists and financial planning assistants. The office is open Monday, Tuesday, Thursday, and Friday from 8:00 AM to 4:30 PM, and Wednesday from 9:00 AM to 4:30 PM.

7Crest Financial Partners has a long track record in the Rochester financial advisory community, anchored by Nocon's 42 years in the industry. She has been recognized on the Forbes Best-in-State Wealth Advisors list multiple years running (2021–2024, 2026) and the Forbes Best-in-State Women Wealth Advisors list (2022–2026). She received the ATHENA Award in 2017 and was inducted into the Ameriprise Hall of Fame in 2012. Outside of financial services, Nocon serves as Board Chair of the George Eastman Museum and has been involved with organizations including WXXI, Geva Theatre Center, and the Rochester Philharmonic Orchestra. She has also hosted a public television financial program since 1997.

The 7Crest Financial Partners office is located at 2024 W Henrietta Road, Suite 5K, in the Henrietta corridor of Rochester, NY 14623. West Henrietta Road is a major commercial thoroughfare in the Town of Henrietta, situated near the Rochester Institute of Technology campus and the Marketplace Mall area. The stretch offers easy access from Interstate 390 and provides ample commercial parking. The practice is a member of the Greater Rochester Chamber of Commerce.