Financial Planning Consultants in Fairport, NY
31. Edward Jones - Financial Advisor: Courtney A Laffler
105 Packetts Lndg, 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…
32. Citizens
6720 Pittsford Palmyra Rd, Fairport, NY 14450
From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…
33. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450
From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…
34. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY 14450
From Business: Michael 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…
35. Stifel I SZK Wealth Advisory Group
295 Woodcliff Dr Ste 305, Fairport, NY 14450
From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…
36. Clover Leaf Financial
1387 Fairport Rd Ste 620, Fairport, NY 14450
37. First Allied Securities
1157 Fairport Rd Ste 203, Fairport, NY 14450
38. Royal Alliance Associates
6800 Pittsford Palmyra Rd, Fairport, NY 14450
39. Morgan Stanley Wealth Management
800 Perinton Hills Office Park, Fairport, NY 14450
40. Northwestern Mutual
345 Woodcliff Dr Ste 162, Fairport, NY 14450
41. Innovative Financial Services
375 Woodcliff Dr, Fairport, NY 14450
42. Mercer Advisors Wealth Management
375 Woodcliff Dr, Fairport, NY 14450
43. Stifel
375 Woodcliff Dr, Fairport, NY 14450
44. Otto Odendahl
290 Woodcliff Dr, Fairport, NY 14450
45. Thrivent Financial
565 Willowbrook Office Park, Fairport, NY 14450
46. 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…
47. Keystone Capital Partners Group
349 W Commercial St Ste 2000, East Rochester, NY 14445
From Business: Keystone Capital Partners Group is a financial services firm that has been serving clients in the Rochester area. The firm offers a wide range of financial services, including…
48. 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,…
49. Marathon Financial
179 Sullys Trl, Pittsford, NY 14534
From Business: Marathon Financial is an independent wealth management firm. Our management process focuses on four key areas: financial planning, investment management, insurance needs, and…
50. Wealth Enhancement Group
1040 Pittsford Victor Rd, Pittsford, NY 14534
From Business: The Pittsford NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…
51. Compass Wealth
1163 Pittsford Victor Rd Ste 130, Pittsford, NY 14534
From Business: We provide financial advice and services designed to meet your specific requirements.
52. O'Grady & Associates, Inc.
65 Monroe Ave Ste B, Pittsford, NY 14534
From Business: O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your…
53. Kilmer, Matthew
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…
54. Matteson, Matthew
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…
55. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534
From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…
56. 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…
57. Novem Group
350 Linden Oaks Ste 215, Rochester, NY 14625
From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an…
58. Steven Kane Certified Financial Planner
179 Sullys Trl Ste 303, Pittsford, NY 14534
59. Newell Financial
21 Willow Pond Way, Penfield, NY 14526
60. Mrm Consulting Service
481 Penbrooke Dr, Penfield, NY 14526