Investment Management in Edgerton Rochester, NY
1. The Prospect Fund
250 Mill St, Rochester, NY 14614
2. Invessent
3. 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…
4. Generation Capital Management
400 Andrews St Ste 510, Rochester, NY 14604
5. Hayes Assets Management
400 Andrews St Ste 600, Rochester, NY 14604
6. Koetvner Margaret
1 East Ave # 700, Rochester, NY 14604
9. Prentice Wealth Management
693 East Ave Ste 101, Rochester, NY 14607
10. Sullivan & Associates Wealth Management
572 Titus Ave, Rochester, NY 14617
11. Howe & Rusling
165 Culver Rd, Rochester, NY 14620
From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans, charitable…
12. Principal - Closed
120 Corporate Woods Ste 220, Rochester, NY 14623
13. Light Strategic Advisors
300 Meridian Centre, Suite 360, Rochester, NY 14618
14. Standard Integrity Wealth Management
110 Allens Creek Rd, Rochester, NY 14618
15. Wealth Design Services Inc
132 Allens Creek Rd Ste 7, Rochester, NY 14618
16. Mendon Capital Partners
150 Allens Creek Rd Ste 6, Rochester, NY 14618
17. Fidelity Investments
2780 Monroe Ave Ste 201, Rochester, NY 14618
From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…
18. RBC Wealth Management Branch - Rochester, NY
80 Linden Oaks Ste 220, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
19. Kolossovsky, Galina
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
20. Devitto, Don
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
21. NorthBridge Group
80 Linden Oaks Ste 220, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
22. Wahl, Tom
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
23. Bianchi, Michael
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
24. Cook, Eric
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
25. RGS Wealth Strategies Inc
70 Linden Oaks, Rochester, NY 14625
26. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY 14625
27. Cornerstone Wealth Management
1640 Penfield Rd, Rochester, NY 14625
28. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
29. 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…
30. Lyon Capital Management
24 Grove St Ste 4b, Pittsford, NY 14534