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State DirectoryInvestment Securities in Mendon, NY
1. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
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…
2. Edward Jones - Financial Advisor: John O Price
9 N Main St, Honeoye Falls, NY 14472
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…
3. 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…
4. The Financial Guys
3445 Winton Pl, Rochester, NY 14623
From Business: The Financial Guys in Buffalo are Western New Yorks Most Trusted Advisors. Swing by our office to visit The Financial Guys and let our financial advisors help you plan your…
5. Wealth Management Group, LLC
2000 Winton Rd S Ste 206, Rochester, NY 14618
From Business: The Rochester, NY (Winton Road) team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of…
10. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY 14564
16. The Pitti Group Wealth Management
590 Fishers Station Dr Ste 110, Victor, NY 14564
From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…
17. 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…
18. 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…
19. Dejohn, Anthony M
49 W Main St, Victor, NY 14564
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…
21. 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…
22. 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…
23. Alliance Advisory Group
69 Monroe Ave, Pittsford, NY 14534
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…
24. 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…
25. Anthony G. Nick - Wilmington Advisors @ M&T
3290 Monroe Ave, Rochester, NY 14618
From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…
26. 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…
