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Map of Palmyra, NY

Financial Planners in Palmyra, NY

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1. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

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…

3. Annuity General

Annuity General

Serving the Palmyra Area

OPEN 24 HOURS

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…

5. Alexander Neri Financial Planner

Alexander Neri Financial Planner

Pittsford, NY 14534

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

7. penfield

penfield

Serving the Palmyra Area

CLOSED NOW:10:00 am - 5:00 pm
YP
77 Years
in Business
Amenities:
Wheelchair accessible

9. Steve Murawski - Thrivent

Steve Murawski - Thrivent

1339 Hillside Dr, Newark, NY 14513

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

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

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…

13. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY 14534

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

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…

YP
38 Years
in Business

14. Sheppard Mosher

Sheppard Mosher

2525 State Route 332, Canandaigua, NY 14424

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

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…

YP
39 Years
in Business

15. Large Life Policy

Large Life Policy

6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450

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

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

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

17. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

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

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…

YP
21 Years
in Business

18. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

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

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

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

LynnLeigh & Company

1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534

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

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

Clover Leaf Financial

1387 Fairport Rd Ste 620, Fairport, NY 14450

CLOSED NOW:9:00 am - 5:00 pm
YP
11 Years
in Business

23. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

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

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…

YP
41 Years
in Business

24. Stifel I SZK Wealth Advisory Group

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY 14450

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

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

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

26. 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…

27. Harmony Trial Financial Services

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

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534

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

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

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY 14534

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

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

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

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

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,…