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Map of Caledonia, NY

Investment Advisory Service in Caledonia, NY

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2. Logan, Tyler

Logan, Tyler

4370 Buffalo Rd, North Chili, NY 14514

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…

3. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

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

From Business: Jesse 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…

4. Leonardo, Jesse, AGT

Leonardo, Jesse, AGT

3175 Chili Ave, Rochester, NY 14624

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

From Business: Jesse 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…

5. Ciminelli, Ron

Ciminelli, Ron

3173 Chili Ave, Rochester, NY 14624

CLOSED NOW:8:30 am - 5:00 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…

6. Edward Jones - Financial Advisor: Leann Hill, AAMS™

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…

YP
103 Years
in Business

8. Angelo Planning Group

Angelo Planning Group

2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623

CLOSED NOW:8:30 am - 5:00 pm
YP
30 Years
in Business

10. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…

YP
29 Years
in Business

11. Winmill & Co Incorporated

Winmill & Co Incorporated

2255 Buffalo Rd, Rochester, NY 14624

From Business: Winmill & Company is a holding company for various subsidiaries and affiliates operating in investment management, insurance services and real estate segments. It is engaged…

12. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

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

From Business: Ben 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.…

13. Allworth Financial

Allworth Financial

20 Wildbriar Rd Ste E, Rochester, NY 14623

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

From Business: For more than 30 years, Allworth has been committed to delivering Uncompromised Wealth Management. Powered by a client-first approach from fully dedicated advisors, our advice…

14. 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…

15. 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…

16. Bluemark Advisors

Bluemark Advisors

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…

17. 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…

18. 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…

19. 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…

21. Excell Partners Inc

Excell Partners Inc

200 West Ave, Rochester, NY 14611

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

22. Oakwood Financial Services

Oakwood Financial Services

26 E South St, Geneseo, NY 14454

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

24. Diamond State Financial Group

Diamond State Financial Group

111 Commerce Dr, Rochester, NY 14623

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

27. Cadaret Grant

Cadaret Grant

755 Jefferson Rd, Rochester, NY 14623

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

30. Financial Service Partners

Financial Service Partners

900 Jefferson Rd, Rochester, NY 14623

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