Financial Services in Bloomfield, NY
31. 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
6534 Anthony Dr, Victor, NY 14564
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…
33. Stephen M Polizzi Agency
61 School Street, Victor, NY 14564
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.…
34. The Pitti Group Wealth Management
590 Fishers Station Dr Ste 110, Victor, NY 14564
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
580 Fishers Station Dr, Victor, NY 14564
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
1501 State Route 96 Ste 101, Victor, NY 14564
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…
37. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
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
1150 Pittsford-Victor Road, Pittsford, NY 14534
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,…
39. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY 14534
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
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,…
41. 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
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…
43. 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…
44. 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
250 Crosskeys, Fairport, NY 14450
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
15 Schoen Pl, Pittsford, NY 14534
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.
65 Monroe Ave Ste B, Pittsford, NY 14534
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
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…
49. LNB Banking
1314 Fairport Rd, Fairport, NY 14450
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,…
50. Mass Mutual Financial Group
115 N Main St, Fairport, NY 14450
51. 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.
52. 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…
53. EFPR Group LLP
280 Kenneth Dr Ste 100, Rochester, NY 14623
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…
54. 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
1200 Jefferson Rd Ste 300, Rochester, NY 14623
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…
56. Summers Financial Service
6591 Cherry St, Victor, NY 14564
57. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY 14564
58. Hagerman Financial Group
10 E Main St Ste 101, Victor, NY 14564
59. Summers Financial Services
10 E Main St Ste 101, Victor, NY 14564
60. Shares Financial Group
104 W Main St, Victor, NY 14564