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State DirectoryFinancial Planners in Macedon, NY
61. Edward Jones - Financial Advisor: Geoff Glanville
1790 Penfield Rd, Penfield, NY 14526
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…
62. Edward Jones - Financial Advisor: Geoff Glanville
1790 Penfield Rd Ste 3, Penfield, NY 14526
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…
63. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
64. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450
From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…
65. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY 14450
From Business: Michael 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…
66. Harmony Trial Financial Services
6 N Main St Ste 200E, Fairport, NY 14450
From Business: How We Work At Harmony Trail Financial Services we know that life doesnâ??t always have a smooth, clear road to follow.. so weâ??re here to help you find the best financial…
67. Edward Jones - Financial Advisor: Patrick E Caufield
2160 Penfield Rd Ste 8, Penfield, NY 14526
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…
68. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY 14564
From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…
69. Stifel I SZK Wealth Advisory Group
295 Woodcliff Dr Ste 305, Fairport, NY 14450
From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…
70. Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™|CSRIC®
121 Sullys Trl Ste 3, Pittsford, NY 14534
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…
71. Edward Jones
121 Sullys Trl, Pittsford, NY 14534
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…
72. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY 14534
From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…
73. Marathon Financial
179 Sullys Trl, Pittsford, NY 14534
From Business: Marathon Financial is an independent wealth management firm. Our management process focuses on four key areas: financial planning, investment management, insurance needs, and…
74. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534
From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…
75. 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…
76. Edward Jones - Financial Advisor: Anthony M DeJohn
49 W Main St Apt 4, Victor, NY 14564
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…
Wheelchair accessible77. 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,…
78. Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™
40 Grove St, Pittsford, NY 14534
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…
79. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
80. Jacob Boyce - Wilmington Advisors @ M&T
625 Panorama Trl, Rochester, NY 14625
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.…
82. Allen J. Thorogood - Wilmington Advisors @ M&T
2201 Penfield Rd, Penfield, NY 14526
84. Waddell & Reed, Fairport
345 Woodcliff Drive 2nd Floo, Fairport, NY 14450
86. Heritage Financial Services
179 Sullys Trl Ste 304, Pittsford, NY 14534
88. RFG Associates
1250 Pittsford Victor Rd Ste 280, Pittsford, NY 14534