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We found 76 results for Financial Planners in or near Avon, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 6 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.
Financial Planners in Avon, NY
1. Edward Jones - Financial Advisor: Leann Hill, AAMS™
87 Genesee St, Avon, NY 14414
CLOSED NOW:8:00 am - 4:30 pm
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…
103 Years
in Business
2. Annuity General
Serving the Avon Area
OPEN 24 HOURS
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
3. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
103 Years
in Business
7. Wells Fargo Advisors
200 Meridian Centre Blvd Ste 260, Rochester, NY 14618
CLOSED NOW:8:00 am - 5:00 pm
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
8. Sage Rutty & Co, Inc
100 Corporate Woods, Rochester, NY 14623
CLOSED NOW:8:30 am - 5:00 pm
From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. Today, Sage Rutty…
110 Years
in Business
9. Zambito, David, AGT
2024 W Henrietta Rd, Rochester, NY 14623
From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
10. Craig Lochner - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
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…
11. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
12. Leah White - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
13. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
CLOSED NOW:9:00 am - 5:00 pm
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…
14. Pathfinder Financial Advisory Group - Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
CLOSED NOW:8:00 am - 4:30 pm
From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
15. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
CLOSED NOW:8:30 am - 5:00 pm
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…
16. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY 14534
CLOSED NOW:9:00 am - 5:00 pm
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…
17. 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…
18. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
CLOSED NOW:9:00 am - 5:00 pm
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…
19. LynnLeigh & Company
1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534
CLOSED NOW:9:00 am - 5:00 pm
From Business: Focusing on our clients is our purpose. LynnLeigh & Company in Rochester is a different kind of financial firm. To say we take care of your financial well-being is very true.…
20. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
CLOSED NOW:8:30 am - 5:00 pm
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
29. Benjamin Forte - TIAA Wealth Management Advisor
35 Celebration Dr, Rochester, NY 14620
12 Years
in Business