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State DirectoryInvestment Management in Marion, NY
1. Mrb Financial Service
3667 Countryside Ln, Marion, NY 14505
3. Edward Jones - Financial Advisor: Adam J Casper
104 W Miller St, Newark, NY 14513
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…
5. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
7. 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…
8. Kaufman, 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…
9. Mueller, Christopher M, AGT
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…
10. 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…
11. Seaway Advisors Ltd
1387 Fairport Rd Ste 640, Fairport, NY 14450
13. Mercer Advisors Wealth Management
375 Woodcliff Dr, Fairport, NY 14450
18. Lyon Capital Management
24 Grove St Ste 4b, Pittsford, NY 14534
21. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY 14625
23. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY 14534
24. Fairport Savings Bank
45 S Main St, Fairport, NY 14450
25. 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…
27. 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…
28. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
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,…
29. 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.…
30. 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.…
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