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State DirectoryInvestment Advisory Service in Lima, NY
2. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
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…
3. Edward Jones - Financial Advisor: John O Price
9 N Main St, Honeoye Falls, NY 14472
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
7. Carosa Stanton Asset Management
3909 Rush Mendon Rd, Mendon, NY 14506
10. Manning & Napier Advisors
290 Woodcliff Dr, Fairport, NY 14450
From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…
11. Parks Capital
141 Sullys Trl Ste 1, Pittsford, NY 14534
13. Ever Green Wealth Management
6534 Anthony Dr, Victor, NY 14564
From Business: At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our…
14. Karpus Investment Management
183 Sullys Trl, Pittsford, NY 14534
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…
15. Northeast Benefit Services Inc
1200 Jefferson Rd Ste 302, Rochester, NY 14623
18. Angelo Planning Group
2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623
19. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
21. 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…
22. Bechtel Financial
1167 Red Maple Way, Farmington, NY 14425
From Business: Notes, and structured settlements settled for cash.
23. Markus Strauss - Thrivent
600 Fishers Station Dr, Victor, NY 14564
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…
24. Evolution Financial Advisors
580 Fishers Station Dr, Victor, NY 14564
From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice and services…
25. Dejohn, Anthony M
49 W Main St, Victor, NY 14564
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…
26. Allied Financial Partners
6536 Anthony Dr Suite B, Victor, NY 14564
From Business: Allied Financial Partners of Victor believes it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we…
27. Geo Vest Advisors Inc
245 Willowbrook Office Park, Fairport, NY 14450
From Business: Founded in 1987, GeoVest Advisors Inc. is a registered investment advisory firm. The company manages individual portfolios of marketable stocks, bonds and money market…
28. Jones, Nathaniel
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…
29. Katz, Michael
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…
30. Decourcey, David
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…