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State DirectoryInvestment Management in Ontario, NY
61. 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…
62. 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…
63. Howe & Rusling
165 Culver Rd, Rochester, NY 14620
From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans, charitable…
64. 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…
65. Lyon Capital Management
24 Grove St Ste 4b, Pittsford, NY 14534
70. Mercer Advisors Wealth Management
375 Woodcliff Dr, Fairport, NY 14450
73. Sullivan & Associates Wealth Management
572 Titus Ave, Rochester, NY 14617
82. Light Strategic Advisors
300 Meridian Centre, Suite 360, Rochester, NY 14618
83. Ensemble Financial Services Inc
179 Sullys Trl Ste 304, Pittsford, NY 14534
84. 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…
85. 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…
86. 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…
87. 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…
88. Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™
40 Grove St, Pittsford, NY 14534
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…
89. 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…
90. Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™|CSRIC®
121 Sullys Trl Ste 3, Pittsford, NY 14534
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…