Investment Management in Pittsford, NY

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1. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

25 Esternay Ln, Pittsford, NY 14534

From Business: Fee-only Financial Advisor, specializing in maximizing Retirement Income, uniquely providing individuals and small businesses investments typically available only to large…

YP
40 Years
in Business

3. Lyon Capital Management

Lyon Capital Management

24 Grove St Ste 4b, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm
YP
31 Years
in Business

4. Hnp Capital

Hnp Capital

180 Office Park Way Ste 2000, Pittsford, NY 14534

CLOSED NOW:8:30 am - 5:00 pm

5. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY 14534

CLOSED NOW:8:00 am - 4:30 pm

From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…

YP
38 Years
in Business

9. Kaufman, David

Kaufman, David

1241 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

10. Mueller, Christopher M, AGT

Mueller, Christopher M, AGT

1241 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

15. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

18. Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™

Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™

40 Grove St, Pittsford, NY 14534

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

19. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

150 Office Park Way, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in PITTSFORD, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

20. Dean Licata & Associates

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

CLOSED NOW:9:30 am - 5:00 pm

From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…

21. Ralph Parks Investment Group

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY 14534

CLOSED NOW:8:30 am - 4:30 pm

From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…

26. Paul Byron Hill

Paul Byron Hill

1159 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm

29. Seaway Advisors Ltd

Seaway Advisors Ltd

1387 Fairport Rd Ste 640, Fairport, NY 14450

CLOSED NOW:Closed
YP
16 Years
in Business

30. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY 14618

CLOSED NOW:Closed

From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…

YP
79 Years
in Business

We found 133 results for Investment Management in or near 14534.They also appear in other related business categories including Investment Advisory Service, Financial Planners, and Financial Planning Consultants. 10 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, Brown Square, and East Avenue. These businesses offer their services in one-or-more of the following languages: French, and German.