Investment Management in Caledonia, NY
2. Edward Jones - Financial Advisor: Leann Hill, AAMS™
87 Genesee St, Avon, NY 14414
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…
3. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY 14624
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. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA
25 Esternay Ln, Pittsford, NY 14534
From Business: Fee-only Financial Advisor, specializing in maximizing Retirement Income, uniquely providing individuals and small businesses investments typically available only to large…
5. Boyd Capital Management
30 W Broad St Unit 2, Rochester, NY 14614
From Business: We’ve seen financial institutions grow bigger and merge together. We’ve seen regulations become more confusing. We’ve seen Main Street investors become more frustrated at a…
6. Principal - Closed
120 Corporate Woods Ste 220, Rochester, NY 14623
7. Light Strategic Advisors
300 Meridian Centre, Suite 360, Rochester, NY 14618
8. Hnp Capital
9. Invessent
10. The Prospect Fund
250 Mill St, Rochester, NY 14614
11. 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…
12. Edward Jones - Financial Advisor: Sean Hantes
906 Elmgrove Rd Ste 2, Rochester, NY 14624
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…
13. Edward Jones - Financial Advisor: Tom Kasper Jr
906 Elmgrove Rd Ste 2, Rochester, NY 14624
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…
14. Beltz Ianni & Associates
280 Kenneth Dr Ste 110, Rochester, NY 14623
From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
15. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY 14624
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.…
16. Ameriprise Financial Services Inc
2024 W Henrietta Rd, Rochester, NY 14623
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…
17. 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…
18. 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…
19. 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…
20. Mark Palazzolo - 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…
21. Ricci Elnicki - 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…
22. 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…
23. Merrill Lynch Wealth Management
21 Masse Pl, Batavia, NY 14020
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…
24. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…
25. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services
219 E Main St, Batavia, NY 14020
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…
26. Holden Borrelli - Financial Advisor, Ameriprise Financial Services
219 E Main St, Batavia, NY 14020
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…
27. Brighton Securities
212 E Main St, Batavia, NY 14020
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…
28. Edward Lisowski, CFP® - Wilmington Advisors @ M&T
55 Main St, Batavia, NY 14020
From Business: I’m here to help manage your finances so you can have financial confidence.
29. Epic Advisors Inc
150 State St, Rochester, NY 14614
From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…
30. J.P. Morgan Private Bank
1 S Clinton Ave Fl 5, Rochester, NY 14604
From Business: J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family…
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