Investments in Bergen, NY

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31. Edward Lisowski, CFP® - Wilmington Advisors @ M&T

Edward Lisowski, CFP® - Wilmington Advisors @ M&T

55 Main St, Batavia, NY 14020

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

From Business: I’m here to help manage your finances so you can have financial confidence.

32. Wagner, John W

Wagner, John W

1282 Long Pond Rd, Greece, NY 14626

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

From Business: Jack 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 center.…

33. Elnicki, Ricci, CFP

Elnicki, Ricci, CFP

2024 W Henrietta Rd, Rochester, NY 14623

CLOSED NOW:8:30 am - 5:00 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…

34. TIAA Financial Services

TIAA Financial Services

35 Celebration Dr Fl 1, Rochester, NY 14620

From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

35. Tufts, Steven

Tufts, Steven

21 Masse Pl, Batavia, NY 14020

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

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

36. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

37. Holden Borrelli-Financial Advisor, Ameriprise Financial Services

Holden Borrelli-Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

38. Holden Borrelli - Financial Advisor, Ameriprise Financial Services

Holden Borrelli - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

39. Kilby, Mindy

Kilby, Mindy

219 E Main St, Batavia, NY 14020

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…

40. Brighton Securities

Brighton Securities

212 E Main St, Batavia, NY 14020

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

From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…

YP
20 Years
in Business

41. Citizens Bank

Citizens Bank

450 West Ave, Rochester, NY 14611

CLOSED NOW:10:00 am - 5:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

YP
154 Years
in Business

42. Citizens

Citizens

589 Jefferson Rd, Rochester, NY 14623

CLOSED NOW:9:00 am - 4:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

YP
154 Years
in Business

43. Lochner, Craig

Lochner, Craig

2024 W Henrietta Rd, Rochester, NY 14623

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

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…

44. Moose, John, AGT

Moose, John, AGT

2024 W Henrietta Rd, Rochester, NY 14623

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

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…

45. Gorom, Jonathan, CFP

Gorom, Jonathan, CFP

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…

46. Lauffer, Mallory

Lauffer, Mallory

2024 W Henrietta Rd, 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…

47. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

48. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

49. Leah White - Financial Advisor, Ameriprise Financial Services

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…

50. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

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…

51. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

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…

52. Sage Rutty & Co, Inc

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…

YP
110 Years
in Business

We found 64 results for Investments in or near Bergen, NY.They also appear in other related business categories including Investments, Investment Securities, and Financial Services. 3 of these businesses have an A/A+ BBB rating. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including 19th Ward, Strong, and United Neighbors Together.