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State DirectoryInvestment Management in Canandaigua, NY
1. Sheppard Mosher
2525 State Route 332, Canandaigua, NY 14424
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…
5. 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…
6. 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.…
7. Karpus Investment Management
183 Sullys Trl, Pittsford, NY 14534
From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…
8. Kaufman, David
1241 Pittsford Victor Rd, Pittsford, NY 14534
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
9. Mueller, Christopher M, AGT
1241 Pittsford Victor Rd, Pittsford, NY 14534
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
10. Mercer Advisors Wealth Management
375 Woodcliff Dr, Fairport, NY 14450
15. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY 14534
16. 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…
17. Merrill Lynch Wealth Management
1221 Pittsford Victor Rd, Pittsford, NY 14534
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
18. 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…
19. 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,…
20. Morgan Stanley Wealth Management
821 Pre Emption Rd, Geneva, NY 14456
21. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
25. Regent Financial Group
1080 Pittsford Victor Rd Ste 301, Pittsford, NY 14534
27. Heritage Financial Services
179 Sullys Trl Ste 304, Pittsford, NY 14534
29. Rochester Investments
1580 W Ridge Rd, Rochester, NY 14615
From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…
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