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State DirectoryInvestment Securities in Macedon, NY
3. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY 14564
4. 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…
5. Mirsky Financial Management Corp.
130C Linden Oaks, Rochester, NY 14625
From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L. Salamone ESQ.,…
6. Medallion Financial Services, Inc.
100 Linden Oaks Ste 205, Rochester, NY 14625
7. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY 14625
8. 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…
24. Edward Jones - Financial Advisor: Courtney A Laffler
370 Woodcliff Dr Ste 1, Fairport, NY 14450
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…
25. Marc Kreuser - Financial Advisor, Ameriprise Financial Services
104 W Miller St Ste 22, Newark, NY 14513
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…
26. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
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…
27. Fidelity Investments
2780 Monroe Ave Ste 201, Rochester, NY 14618
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…
28. 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…
29. Laffler, Courtney, AGT
370 Woodcliff Dr, Fairport, NY 14450
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…
30. 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…