Financial Planners in Macedon, NY
1. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
2. Annuity General
Serving the Macedon Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
5. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
330 E Main St, Palmyra, NY 14522
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…
6. Morgan Stanley Wealth Management
800 Perinton Hills Office Park, Fairport, NY 14450
7. United Professional Associates
127 Cuyler St, Palmyra, NY 14522
8. penfield
Serving the Macedon Area
9. Hutchings Financial Group
179 Sullys Trl Ste 301, Pittsford, NY 14534
10. Centra Financial Group
500 Linden Oaks, Rochester, NY 14625
11. 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…
12. Stephen M Polizzi Agency
61 School Street, Victor, NY 14564
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.…
13. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
14. Wells Fargo Advisors
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
15. LynnLeigh & Company
1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534
From Business: Focusing on our clients is our purpose. LynnLeigh & Company in Rochester is a different kind of financial firm. To say we take care of your financial well-being is very true.…
16. Dream Mutual
10 E Main St, Victor, NY 14564
From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…
17. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY 14534
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…
18. Kramer, John, AGT
15 Schoen Pl, Pittsford, NY 14534
From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
19. Clover Leaf Financial
1387 Fairport Rd Ste 620, Fairport, NY 14450
20. Rocco Pietropaolo Jr. - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
21. Perspective Partners
1 Grove St, Pittsford, NY 14534
22. Wood Gil
400 Linden Oaks Ste 130, Rochester, NY 14625
23. Barbara Fraser, CFP, CRPC - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
25. Shemirani Rocca Wealth Management - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
26. David Mattia, CIMA - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
27. Alexander John Wilson, CRPC - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
28. Katie Titus - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
29. Rochester, NY Branch Office - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625
30. David Marshall, CFP, CPWA - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY 14625