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Map of Fairport, NY

Financial Planning Consultants in Fairport, NY

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31. Edward Jones - Financial Advisor: Courtney A Laffler

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

Citizens

6720 Pittsford Palmyra Rd, Fairport, NY 14450

OPEN NOW:7:30 am - 7:00 pm

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

Large Life Policy

6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450

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

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

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

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

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

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY 14450

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

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

Clover Leaf Financial

1387 Fairport Rd Ste 620, Fairport, NY 14450

CLOSED NOW:9:00 am - 5:00 pm
YP
10 Years
in Business

46. Hartman Consulting

Hartman Consulting

441 Penbrooke Dr Ste 4, Penfield, NY 14526

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

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…

YP
24 Years
in Business

47. Keystone Capital Partners Group

Keystone Capital Partners Group

349 W Commercial St Ste 2000, East Rochester, NY 14445

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

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

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

CLOSED NOW:9:30 am - 5:00 pm

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

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

Wealth Enhancement Group

1040 Pittsford Victor Rd, Pittsford, NY 14534

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

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

Compass Wealth

1163 Pittsford Victor Rd Ste 130, Pittsford, NY 14534

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

From Business: We provide financial advice and services designed to meet your specific requirements.

52. O'Grady & Associates, Inc.

O'Grady & Associates, Inc.

65 Monroe Ave Ste B, Pittsford, NY 14534

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

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

Kilmer, Matthew

1241 Pittsford Victor Rd, Pittsford, NY 14534

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

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

Matteson, Matthew

1241 Pittsford Victor Rd, Pittsford, NY 14534

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

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

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534

CLOSED NOW:8:30 am - 4:30 pm

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

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

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

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…

YP
40 Years
in Business

57. Novem Group

Novem Group

350 Linden Oaks Ste 215, Rochester, NY 14625

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

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…