Financial Planners in Palmyra, NY
1. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
330 E Main St, Palmyra, NY 14522
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…
2. United Professional Associates
127 Cuyler St, Palmyra, NY 14522
3. Annuity General
Serving the Palmyra 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…
4. Ameriprise Financial
833 W Union St, Newark, NY 14513
7. penfield
Serving the Palmyra Area
8. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
9. Steve Murawski - Thrivent
1339 Hillside Dr, Newark, NY 14513
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Murawski is committed to providing financial advice,…
10. 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…
11. Morgan Stanley Wealth Management
800 Perinton Hills Office Park, Fairport, NY 14450
12. Hutchings Financial Group
179 Sullys Trl Ste 301, Pittsford, NY 14534
13. Karpus Investment Management
183 Sullys Trl, Pittsford, NY 14534
From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…
14. 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…
15. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450
From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…
16. Stephen M Polizzi Agency
61 School Street, Victor, NY 14564
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.…
17. Dream Mutual
10 E Main St, Victor, NY 14564
From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…
18. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
19. Wells Fargo Advisors
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
20. LynnLeigh & Company
1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534
From Business: Focusing on our clients is our purpose. LynnLeigh & Company in Rochester is a different kind of financial firm. To say we take care of your financial well-being is very true.…
21. Clover Leaf Financial
1387 Fairport Rd Ste 620, Fairport, NY 14450
22. The Lyons National Bank Main Office
35 William St, Lyons, NY 14489
23. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY 14564
From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…
24. 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…
25. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450
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…
26. 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…
27. Harmony Trial Financial Services
6 N Main St Ste 200E, Fairport, NY 14450
From Business: How We Work At Harmony Trail Financial Services we know that life doesnâ??t always have a smooth, clear road to follow.. so weâ??re here to help you find the best financial…
28. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534
From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…
29. 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…
30. Markus Strauss - Thrivent
600 Fishers Station Dr, Victor, NY 14564
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…