That’s the mindset we bring to every relationship we engage in. Your goals deserve more than a template - they deserve a plan as unique as you are. We translate custom, sometimes complex, strategies into clear steps that fit your life to help you turn your every day decisions into lifelong goals.
To realize their purpose, our clients must first be confident in two things:
Their own financial independence, and that the legacy they leave to their heirs is assured.
Then, and only then, can we return the favor owed to the communities we have been nurtured in and inspired by.
This is where passion and purpose come together.
Many of our clients contribute to programs and communities that have benefitted them and share in their beliefs.
What you see below is the above put to action.
Each of these charities has been impacted by the work done by the Best Times Financial community to make the world a better place.
In 2021:
Charities Our Clients Support Include:
Pipeline worldwide is focused on helping people across Eastern Africa with a specific focus currently in Uganda. They do this through sustainable partnerships with local communities where through the community’s voice and priorities they support various initiatives including helping with access to clean drinking water, healthcare equipment and supplies, lack of power, food scarcity and shelter in their communities.
I first got introduced to Pipeline worldwide 6 years ago, in that time I have been able to travel with them 3 times, once to Kenya and two times to Uganda with the most recent being in April of 2021. In that time I have seen the type of impact a hand-up.
- William C.
How are my investments working for me?
The Landmark Society of Western New York, Inc., is one of the nation’s oldest and most active historic preservation organizations. It is a not-for-profit membership organization dedicated to helping our region’s communities preserve and capitalize on their rich architectural, historical, and cultural heritage. The Landmark Society’s service area covers nine counties in western New York centered on the City of Rochester.
I returned to Rochester after a 32-year career in California. One of the major reasons for my choice to do semi-retirement here is that I could preserve a gracious older home & garden for posterity. I believe architecture is part of our shared heritage.
- John C.
Established in 1984, Heritage Christian Services strives to advance an inclusive and equitable community. Its than 3,700 employees work alongside the people who choose their services, ensuring that everyone can achieve what is meaningful to them. Based in Rochester, with concentrations in the Finger Lakes and western New York, Heritage Christian is innovating and expanding as the needs of its community grow. They serve their community with programs that promote housing options and the support within them, in addition to programs that sustain relevant employment and day habilitation. They have also established programs for high-quality childcare, setting the standard for statewide workforce education, ensuring robust health, wellness and equity, and embracing self-empowerment. Visit HeritageChristianServices.org for more.
The EquiCenter is a therapeutic riding facility whose mission is to foster the personal growth and individual achievement of people with disabilities, at-risk youth, and veterans, including the families of all participants. It has a range of therapeutic activities to fit the equally diverse needs of our community. Programs include therapeutic equestrian and related therapeutic programs, therapeutic horticulture on our 3-acre organic farm, canine-assisted activities, adaptive yoga, and farm-to-table culinary classes. Our purpose through all our programs is to foster the personal growth and achievement of all we serve.
The School of Individualized Study engages in the development of flexible education pathways that support the diverse needs of 21st-century learners. We educate the whole individual for personal, professional and civic success.
As a community of learners committed to historic Christianity, Roberts Wesleyan College seeks to prepare thoughtful, spiritually mature, service-oriented people who will help transform society. Roberts focuses on unique leadership that cultivates critical thinking, strategic agility, ethical decision-making, visioning. They have an Enactus program. Our Roberts Enactus team is filled with enthusiasm, innovation and spirit in all that we do! Being a positive light, our Enactus team focuses on the present and how we can make a change in the everyday and continue to do this for the future. They work with at risk students in grades 8- 12 in Rochester and central America.
Pipeline Worldwide
Landmark Society of Western New York
Heritage Christian Services
EquiCenter
RIT School of Individualized Study
Roberts Wesleyan College
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Here’s How We Collaborate with Clients
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If you’re looking for a candid conversation and thoughtful solutions, welcome home.
We celebrate and honor the hard work you’ve put into building a solid financial foundation. We also understand that you may need help navigating these next few steps. Whatever financial freedom means to you, we’ve developed a process to help make it happen.
Your Virtual Family Office
The Best Times Financial Experience
The key to minimizing wealth erosion is to keep future generations educated and informed. The problem is, you’re busy. You don’t always have the time or capability to curate a team of financial professionals to take the helm on protecting your wealth. That’s where we come in. We’ll find, vet, coordinate and manage a team of advisors to help your family grow and preserve its wealth for decades to come.
Help families turn wealth into a lasting impact through the
of their assets, to fuel the good across generations and communities.
You’ve worked hard, saved diligently, and built meaningful wealth.
But here’s the truth no one likes to admit: even the most successful people often feel unprepared when it comes to making financial decisions. You were never formally taught this, and now the stakes feel high—overwhelming at times, even embarrassing to ask about.
That’s where we come in. Our role is to cut through the complexity, give you clear guidance, and help you make confident decisions about what comes next—so your hard-earned success truly supports the life you want.
Big financial decisions shouldn’t feel lonely; and you shouldn’t have to juggle advice from multiple professionals.
As your Personal CFO, we coordinate your entire financial team so every decision supports one clear vision: yours.
For more than 40 years, we’ve had one purpose: to empower people like you.
We provide the clarity you need, to make confident choices that support your family, strengthen your community, and create lasting impact for future generations. Your success story is what drives ours.
At Best Times Financial, the turtle is more than just a logo. It's a reminder of the wisdom our founder, Jack Best, shared with every client back in the 1980's: "Slow and steady wins the race.". Jack believed that careful planning and steady, consistent progress are what truly lead to financial freedom. We carry that same value forward today, knowing that real progress - whether in growing our services or helping our clients - comes from small, intentional steps.
Today, the turtle in our logo reminds clients that the key to success requires steadfast, forward-thinking perseverance. When visiting our offices, you’ll find over 3,000 turtles lining the walls as well thanks to our many clients, colleagues and friends.
If you're ready to make every day financial decisions easier, and big financial decisions more confidently, don’t hesitate to reach out.
Give us a call or send us a message and we’ll get back to you shortly.
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