Mutual Funds in Mendon, NY

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2. Edward Jones - Financial Advisor: Margaret A Brown

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…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: John O Price

Edward Jones - Financial Advisor: John O Price

9 N Main St, Honeoye Falls, NY 14472

CLOSED NOW:8:00 am - 4:00 pm

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…

YP
103 Years
in Business

4. Country Financial

Country Financial

19 W Main St, Honeoye Falls, NY 14472

CLOSED NOW:8:30 am - 5:00 pm

6. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:8:30 am - 3:00 pm

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.…

YP
30 Years
in Business

7. Nationwide Insurance

Nationwide Insurance

61 E Main St, Victor, NY 14564

CLOSED NOW:9:00 am - 5:00 pm

From Business: If you need auto, home or life insurance in Victor, New York talk to Steven Van Dyke. Let us help you save more money, give us a call today!

8. Dean Licata & Associates

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

CLOSED NOW:9:30 am - 5:00 pm

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,…

9. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

CLOSED NOW:8:30 am - 4:30 pm

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…

10. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

CLOSED NOW:9:00 am - 5:00 pm

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…

11. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

OPEN NOW:8:30 am - 5:00 am

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…

YP
22 Years
in Business

12. Fidelity Investments - Closed

Fidelity Investments - Closed

3349 Monroe Ave, Rochester, NY 14618

From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.

YP
79 Years
in Business

13. Anthony G. Nick - Wilmington Advisors @ M&T

Anthony G. Nick - Wilmington Advisors @ M&T

3290 Monroe Ave, Rochester, NY 14618

CLOSED NOW:9:00 am - 5:00 pm

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…

14. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

CLOSED NOW:9:00 am - 5:00 pm

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

16. Paul Byron Hill

Paul Byron Hill

1159 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:9:00 am - 5:00 pm

21. Richard C Wheeler Financial

Richard C Wheeler Financial

3385 Brighton Henrietta Town Line Rd, Rochester, NY 14623

CLOSED NOW:9:00 am - 5:00 pm

23. Bullen C J Lutcf Financial Consult

Bullen C J Lutcf Financial Consult

160 Linden Oaks, Rochester, NY 14625

CLOSED NOW:9:00 am - 5:00 pm

24. Mutual Funds Associates Inc

Mutual Funds Associates Inc

1701 Chili Ave, Rochester, NY 14624

CLOSED NOW:9:00 am - 5:00 pm

26. Edward Jones - Financial Advisor: Ron Ciminelli

Edward Jones - Financial Advisor: Ron Ciminelli

88 Elm St Apt 1, Rochester, NY 14604

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…

YP
103 Years
in Business

27. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

CLOSED NOW:8:30 am - 5:00 pm

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…

28. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

CLOSED NOW:8:00 am - 4:30 pm

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…

YP
29 Years
in Business

29. Craig Lochner - Financial Advisor, Ameriprise Financial Services

Craig Lochner - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

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…

30. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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…

We found 73 results for Mutual Funds in or near Mendon, NY.They also appear in other related business categories including Investments, Investment Advisory Service, and Investment Management. 3 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including and NOTA.