Investment Advisory Service in Canandaigua, NY

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1. Ascroft, Brent J

Ascroft, Brent J

23 Coach St, Canandaigua, NY 14424

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…

2. Kingsley, Thomas W, AGT

Kingsley, Thomas W, AGT

5297 Parkside Dr, Canandaigua, NY 14424

From Business: Thomas W Kingsley is a Licensed Financial Representative with Primerica serving CANANDAIGUA and its surrounding areas.

8. Edward Jones

Edward Jones

23 Coach St, Canandaigua, NY 14424

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…

9. Sheppard Mosher

Sheppard Mosher

2525 State Route 332, Canandaigua, NY 14424

CLOSED NOW:

From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on…

YP
39 Years
in Business

10. Kelly La Voie | LPL Financial

Kelly La Voie | LPL Financial

5279 Red Fox Dr, Canandaigua, NY 14424

CLOSED NOW:

From Business: While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have…

14. Allied Financial Partners

Allied Financial Partners

6536 Anthony Dr Suite B, Victor, NY 14564

CLOSED NOW:

From Business: Allied Financial Partners of Victor believes it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we…

16. Ever Green Wealth Management

Ever Green Wealth Management

6534 Anthony Dr, Victor, NY 14564

CLOSED NOW:

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
7 Years
in Business

17. Bechtel Financial

Bechtel Financial

1167 Red Maple Way, Farmington, NY 14425

OPEN NOW:9:00 am - 4:00 pm

From Business: Notes, and structured settlements settled for cash.

18. Dejohn, Anthony M

Dejohn, Anthony M

49 W Main St, Victor, NY 14564

CLOSED NOW:

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…

19. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…

20. Evolution Financial Advisors

Evolution Financial Advisors

580 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:

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…

24. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

CLOSED NOW:Closed

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…

YP
21 Years
in Business

25. 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
30 Years
in Business

26. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:

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…

28. Woolver, Nancy

Woolver, Nancy

Victor Rd, Victor, NY 14564

From Business: As your local Eagle Strategies financial advisor, I offer financial guidance and investment advisory services. With our proven process, I can help you navigate the financial…

29. 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…

30. Murawski, Steve, MBA

Murawski, Steve, MBA

1339 Hillside Dr, Newark, NY 14513

CLOSED NOW:

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Murawski is committed to providing financial advice,…