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State DirectoryMutual Funds in Greece, NY
1. Ryan Ferraro Agency
1100 Long Pond Rd Ste 200, Rochester, NY 14626
From Business: Our agency is a local family-run business that was started by my father in Webster New York in 1977. As a second generation Nationwide Insurance Agent, I am proud to follow in…
Wheelchair accessible2. Edward Jones - Financial Advisor: Vanessa Sheffield
1081 Long Pond Rd Ste 200, Rochester, NY 14626
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
3. Allstate Personal Financial Representative: David Mokski
2820 Dewey Ave, Rochester, NY 14616
From Business: As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…
4. Brian M. Pauley - Wilmington Advisors @ M&T
1282 Long Pond Rd, Rochester, NY 14626
5. Stephen M Polizzi Agency
Rochester, NY 14624
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.…
8. 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…
9. 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…
10. 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…
11. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY 14624
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.…
12. 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…
13. Rachel Wiener - M&T Bank
3 Center City 600, Rochester, NY 14604
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,…
14. Amy Consaul - M&T Bank
3 City Center Suite 600, Rochester, NY 14604
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…
18. Research Financial Group
525 University Ave Ste 1, Rochester, NY 14607
22. 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…
23. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY 14624
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…
24. David E. Dangler - Wilmington Advisors @ M&T
1882 East Ave, Rochester, NY 14610
From Business: David 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…
25. Wisdom Rock Financial Advisory Group - Ameriprise Financial Services
133 Rue De Vl Ste 105, Rochester, NY 14618
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…
26. Jim Keys - Financial Advisor, Ameriprise Financial Services
133 Rue De Vl Ste 105, Rochester, NY 14618
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…
27. Ameriprise Financial Services Inc
2024 W Henrietta Rd, Rochester, NY 14623
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…
28. 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…
29. 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…
30. 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…