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State DirectoryMutual Funds in Ontario, NY
34. 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…
35. 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…
36. 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…
37. 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,…
38. 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…
39. 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.
40. Brighton Securities
1703 Monroe Ave, Rochester, NY 14618
From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…
41. Rachel Wiener - M&T Bank
3 Center City 600, Rochester, NY 14604
From Business: Rachel Wiener has invested more than 8 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…
42. Amy Consaul - M&T Bank
3 City Center Suite 600, Rochester, NY 14604
From Business: Amy Consaul has invested more than 7 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…
43. Mike Keys - Private Wealth Advisor, Ameriprise Financial Services
1100 Goodman St S Ste 105, Rochester, NY 14620
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…
44. Allstate Personal Financial Representative: David Mokski
2820 Dewey Ave, Rochester, NY 14616
From Business: As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…
45. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
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…
47. Rochester Financial Services
7 Hastings Cir, Pittsford, NY 14534
50. Research Financial Group
525 University Ave Ste 1, Rochester, NY 14607
53. Richard C Wheeler Financial
3385 Brighton Henrietta Town Line Rd, Rochester, NY 14623
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