Mutual Funds in Clifton, NY

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1. Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

4370 Buffalo Rd, North Chili, NY 14514

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

3. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

OPEN 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. Mutual Funds Associates Inc

Mutual Funds Associates Inc

1701 Chili Ave, Rochester, NY 14624

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

6. Edward Jones - Financial Advisor: Sean Hantes

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…

7. Edward Jones - Financial Advisor: Tom Kasper Jr

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…

YP
103 Years
in Business

8. 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…

9. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

OPEN 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.…

10. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

OPEN 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. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

12. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

13. Leah White - Financial Advisor, Ameriprise Financial Services

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…

14. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

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

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…

15. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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

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…

16. Prudential Financial

Prudential Financial

85 S Union St Ste 204B, Spencerport, NY 14559

OPEN NOW:9:00 am - 8:00 pm

21. Edward Jones - Financial Advisor: Ron Ciminelli

Edward Jones - Financial Advisor: Ron Ciminelli

88 Elm St Apt 1, Rochester, NY 14604

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
103 Years
in Business

22. 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
103 Years
in Business

23. TIAA Financial Services

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…

24. Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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

From Business: At Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

25. Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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

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. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

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

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…

27. Rachel Wiener - M&T Bank

Rachel Wiener - M&T Bank

3 Center City 600, Rochester, NY 14604

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

From Business: Rachel Wiener has invested more than 8 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

28. Amy Consaul - M&T Bank

Amy Consaul - M&T Bank

3 City Center Suite 600, Rochester, NY 14604

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

From Business: Amy Consaul has invested more than 7 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…

29. Brighton Securities

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618

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

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…

YP
56 Years
in Business

30. Anthony G. Nick - Wilmington Advisors @ M&T

Anthony G. Nick - Wilmington Advisors @ M&T

3290 Monroe Ave, Rochester, NY 14618

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

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…

We found 66 results for Mutual Funds in or near Clifton, NY.They also appear in other related business categories including Investments, Investment Management, and Investment Advisory Service. 2 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including and NOTA.