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Map of Loehmanns Plz, NY

Mutual Funds in Loehmanns Plz, NY

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31. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

CLOSED NOW:Closed

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

32. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

300 Linden Oaks, Rochester, NY 14625

From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600…

33. 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…

34. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

CLOSED NOW:Closed

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
29 Years
in Business

35. 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…

36. 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…

37. 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…

38. 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:Closed

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…

39. 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:Closed

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…

40. Jacob Boyce - Wilmington Advisors @ M&T

Jacob Boyce - Wilmington Advisors @ M&T

625 Panorama Trl, Rochester, NY 14625

CLOSED NOW:Closed

From Business: Jake 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.…

41. Rachel Wiener - M&T Bank

Rachel Wiener - M&T Bank

3 Center City 600, Rochester, NY 14604

CLOSED NOW:Closed

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,…

42. Amy Consaul - M&T Bank

Amy Consaul - M&T Bank

3 City Center Suite 600, Rochester, NY 14604

CLOSED NOW:Closed

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…

43. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

53. Stephen M Polizzi Agency

Stephen M Polizzi Agency

Rochester, NY 14624

CLOSED NOW:Closed

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.…

YP
30 Years
in Business

57. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

CLOSED NOW:Closed

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.…

58. Winmill & Co Incorporated

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…

59. Allstate Personal Financial Representative: David Mokski

Allstate Personal Financial Representative: David Mokski

2820 Dewey Ave, Rochester, NY 14616

CLOSED NOW:9:00 am - 1:00 pm

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…

60. Dean Licata & Associates

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

CLOSED NOW:

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,…