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Financial Services in Bloomfield, NY

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31. Wells Fargo Advisors

Wells Fargo Advisors

1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534

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…

32. Ever Green Wealth Management

Ever Green Wealth Management

6534 Anthony Dr, Victor, NY 14564

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

From Business: At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our…

YP
6 Years
in Business

33. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:8:30 am - 3:00 pm

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
29 Years
in Business

34. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:8:15 am - 4:45 pm

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…

35. Evolution Financial Advisors

Evolution Financial Advisors

580 Fishers Station Dr, Victor, NY 14564

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

From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice and services…

36. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

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

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…

YP
40 Years
in Business

37. Charles Schwab

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,…

38. Canandaigua National Bank & Trust Co

Canandaigua National Bank & Trust Co

1150 Pittsford-Victor Road, Pittsford, NY 14534

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

From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals, businesses,…

YP
137 Years
in Business

39. 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…

40. 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,…

41. Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS™|CRPC™

Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS™|CRPC™

121 Sullys Trl Ste 3, Pittsford, NY 14534

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…

42. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

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

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…

43. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

OPEN NOW:8:30 am - 5:00 am

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…

YP
21 Years
in Business

44. Steve Middlebrook - Chase Home Lending Advisor - NMLS ID 49026

Steve Middlebrook - Chase Home Lending Advisor - NMLS ID 49026

609 Moseley Rd, Fairport, NY 14450

From Business: Steve proudly serves clients in the Fairport, NY area. Steve has 19 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…

45. ADP Fairport

ADP Fairport

250 Crosskeys, Fairport, NY 14450

OPEN NOW:8:00 am - 8:00 pm

From Business: ADP provides Payroll Services, Human Resource Management, Employee Benefits Administration, Talent Management, Tax Compliance, PEO, & BPO solutions for any size employer.

46. Kramer, John, AGT

Kramer, John, AGT

15 Schoen Pl, Pittsford, NY 14534

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

From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

47. O'Grady & Associates, Inc.

O'Grady & Associates, Inc.

65 Monroe Ave Ste B, Pittsford, NY 14534

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

From Business: O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your…

48. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

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

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…

49. LNB Banking

LNB Banking

1314 Fairport Rd, Fairport, NY 14450

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

From Business: LNB is a full service, community-minded bank that offers a variety of personal and business banking solutions, including checking, savings, construction loans and mortgages,…

51. Fidelity Investments - Closed

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.

YP
78 Years
in Business

52. Anthony G. Nick - Wilmington Advisors @ M&T

Anthony G. Nick - Wilmington Advisors @ M&T

3290 Monroe Ave, Rochester, NY 14618

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

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…

53. EFPR Group LLP

EFPR Group LLP

280 Kenneth Dr Ste 100, Rochester, NY 14623

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

From Business: EFP Rotenberg, LLP is an accounting and business consulting firm providing tax, audit, compliance, forensic, healthcare and crisis management services in headquartered in…

YP
25 Years
in Business

54. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

Kathryn Castro - Financial Advisor, Ameriprise Financial Services

330 E Main St, Palmyra, NY 14522

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…

55. Welker Mojsej & DelVecchio Certified Public Accountants

Welker Mojsej & DelVecchio Certified Public Accountants

1200 Jefferson Rd Ste 300, Rochester, NY 14623

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

From Business: We are a full-service CPA firm that is client-focused and technology-fueled. The partners of Welker, Mojsej, & DelVecchio are industry veterans with over 75 years of collective…

YP
20 Years
in Business