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State DirectoryMutual Funds in Pittsford, NY
2. Alliance Advisory Group
69 Monroe Ave, Pittsford, NY 14534
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…
4. 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…
5. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
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,…
6. Rochester Financial Services
7 Hastings Cir, Pittsford, NY 14534
14. Fidelity Investments - Closed
3349 Monroe Ave, Rochester, NY 14618
From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.
15. Anthony G. Nick - Wilmington Advisors @ M&T
3290 Monroe Ave, Rochester, NY 14618
From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…
17. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY 14450
From Business: Michael understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and…
18. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
21. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
23. Nationwide Insurance
95 Allens Creek Rd, Rochester, NY 14618
From Business: The Bortnick Agency staff consists of the perfect blend of experience, education and genuine concern for others. We do care about our customers and work hard for them every…
24. Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
25. Dylan Joy - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Krystal Lang - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Jordan M Orvek - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
28. Daniel Hayes - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
29. Andrew Ward - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
30. John Wade - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…