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State DirectoryRetirement Planning Services in East Bloomfield, NY
1. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY 14564
2. Zoom Reverse Mortgage
Serving the East Bloomfield Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
3. Professional Financial Strategies Inc.
1159 Pittsford Victor Rd Ste 120, Pittsford, NY 14534
From Business: Paul Byron Hill CFP is President of Professional Financial. Professional Financial is recognized as an indepenent "Top Wealth Manager" for its 8th year. Reuters International…
4. Manning & Napier Advisors
290 Woodcliff Dr, Fairport, NY 14450
From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…
6. 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…
7. Edward Jones - Financial Advisor: Courtney A Laffler
370 Woodcliff Dr Ste 1, Fairport, NY 14450
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…
8. 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.…
9. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY 14564
From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…
10. Nationwide Insurance
61 E Main St, Victor, NY 14564
From Business: If you need auto, home or life insurance in Victor, New York talk to Steven Van Dyke. Let us help you save more money, give us a call today!
11. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
12. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY 14534
19. Merrill Lynch
1241 Pittsford Victor Rd, Pittsford, NY 14534
From Business:
21. Regent Financial Group
1080 Pittsford Victor Rd Ste 301, Pittsford, NY 14534
23. Heritage Financial Services
179 Sullys Trl Ste 304, Pittsford, NY 14534
24. Hartman Consulting
441 Penbrooke Dr Ste 4, Penfield, NY 14526
From Business: Hartman Consulting, LLC has been providing retirement plan administration services for the Greater Rochester New York and surrounding areas for over 20 years. Our dedicated…
25. Northeast Benefit Services Inc
1200 Jefferson Rd Ste 302, Rochester, NY 14623
26. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
27. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
28. 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.
29. 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…
30. 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,…
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