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Map of Henrietta, NY

Investment Management in Henrietta, NY

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1. Beltz Ianni & Associates

Beltz Ianni & Associates

280 Kenneth Dr Ste 110, Rochester, NY 14623

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

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

2. Excel Securities & Associates Inc

Excel Securities & Associates Inc

200 Canal View Blvd Ste 204, Rochester, NY 14623

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

4. Light Strategic Advisors

Light Strategic Advisors

300 Meridian Centre, Suite 360, Rochester, NY 14618

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

5. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

CLOSED NOW:8:00 am - 4:30 pm

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…

YP
28 Years
in Business

6. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

7. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

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

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…

8. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

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

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

9. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

10. Leah White - Financial Advisor, Ameriprise Financial Services

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…

11. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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

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…

12. TIAA Financial Services

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…

20. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY 14534

CLOSED NOW:8:00 am - 4:30 pm

From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…

YP
37 Years
in Business

21. AA & K Worldwide, LLC.

AA & K Worldwide, LLC.

75 S Clinton Ave, Rochester, NY 14604

YP
8 Years
in Business

23. Brighton Securities

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618

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

From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…

YP
55 Years
in Business

25. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY 14618

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

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…

YP
78 Years
in Business

26. Boyd Capital Management

Boyd Capital Management

30 W Broad St Unit 2, Rochester, NY 14614

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

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…

YP
3 Years
in Business

27. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

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…

YP
39 Years
in Business

28. Kaufman, David

Kaufman, David

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…

29. Mueller, Christopher M, AGT

Mueller, Christopher M, AGT

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…

30. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:8:15 am - 4:45 pm

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…