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State DirectoryFinancial Planners in Middlesex, NY
1. Annuity General
Serving the Middlesex Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
2. Kelly La Voie | LPL Financial
5279 Red Fox Dr, Canandaigua, NY 14424
From Business: While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have…
3. Council Rock Wealth Advisory Group - Ameriprise Financial Services
130 Main St, Penn Yan, NY 14527
From Business: At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
4. Andrew Ward - Financial Advisor, Ameriprise Financial Services
130 Main St, Penn Yan, NY 14527
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…
5. Edward Jones
23 Coach St, Canandaigua, NY 14424
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…
9. Sheppard Mosher
2525 State Route 332, Canandaigua, NY 14424
From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on…
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