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Map of Bloomfield, NY

Retirement Planning Services in Bloomfield, NY

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1. Zoom Reverse Mortgage

Zoom Reverse Mortgage

Serving the Bloomfield Area

OPEN 24 HOURS

From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…

3. Professional Financial Strategies Inc.

Professional Financial Strategies Inc.

1159 Pittsford Victor Rd Ste 120, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Paul Byron Hill CFP is President of Professional Financial. Professional Financial is recognized as an indepenent "Top Wealth Manager" for its 8th year. Reuters International…

YP
31 Years
in Business

5. Edward Jones - Financial Advisor: David G Green

Edward Jones - Financial Advisor: David G Green

2 W Main St, Victor, NY 14564

CLOSED NOW:9:00 am - 6:00 pm

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…

6. Edward Jones - Financial Advisor: Margaret A Brown

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…

YP
102 Years
in Business

7. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

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

8. Nationwide Insurance

Nationwide Insurance

61 E Main St, Victor, NY 14564

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

From Business: If you need auto, home or life insurance in Victor, New York talk to Steven Van Dyke. Let us help you save more money, give us a call today!

9. 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

10. Manning & Napier Advisors

Manning & Napier Advisors

290 Woodcliff Dr, Fairport, NY 14450

CLOSED NOW:Closed

From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…

YP
25 Years
in Business

11. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

CLOSED NOW:Closed

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,…

12. Merrill Lynch

Merrill Lynch

1241 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:Closed

From Business:

YP
1023 Years
in Business

24. 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…

25. 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,…

26. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

CLOSED NOW:Closed

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

27. Beltz Ianni & Associates

Beltz Ianni & Associates

280 Kenneth Dr Ste 110, Rochester, NY 14623

CLOSED NOW:Closed

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

28. Rimkus Marciano & Associates Inc

Rimkus Marciano & Associates Inc

3136 Winton Rd S, Rochester, NY 14623

From Business: Rimkus Marciano & Associates Inc is in Rochester NY. We are Retirement Planning Specialists. Various Insurance and Mutual Fund Companies, Reliable, Knowledgeable, Continuous,…

YP
38 Years
in Business

29. Hartman Consulting

Hartman Consulting

441 Penbrooke Dr Ste 4, Penfield, NY 14526

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

From Business: Hartman Consulting, LLC has been providing retirement plan administration services for the Greater Rochester New York and surrounding areas for over 20 years. Our dedicated…

YP
24 Years
in Business