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State DirectoryMutual Funds in Penfield, NY
1. Edward Jones - Financial Advisor: Patrick E Caufield
2160 Penfield Rd Ste 8, Penfield, NY 14526
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…
2. Guerrera, Mark J, AGT
1807 Penfield Rd, Penfield, NY 14526
From Business: Mark Guerrera helps families and individuals with auto, home and life insurance, as well as financial products and services.
4. Allen J. Thorogood - Wilmington Advisors @ M&T
2201 Penfield Rd, Penfield, NY 14526
5. John Hancock Financial Network
421 Penbrooke Dr Ste 9, Penfield, NY 14526
Wheelchair accessible
7. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
8. Jacob Boyce - Wilmington Advisors @ M&T
625 Panorama Trl, Rochester, NY 14625
From Business: Jake 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 center.…
9. Morgan Stanley Wealth Management
300 Linden Oaks, Rochester, NY 14625
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600…
12. Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
13. Daniel Hayes - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
14. Mathew Hill - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 2ND, Rochester, NY 14610
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…
15. Christopher M Corea - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
16. Dale Nower - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
17. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
18. 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.
19. 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…
20. Financial Strategies Group
80 Linden Oaks Ste 220, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
21. Franco Investment Group
80 Linden Oaks Ste 220, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
22. The Harmony Financial Wellness Group
80 Linden Oaks Ste 220, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
23. Dylan Joy - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
24. Krystal Lang - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
25. Jordan M Orvek - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
26. Andrew Ward - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
27. John Wade - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
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…
28. 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…
29. David E. Dangler - Wilmington Advisors @ M&T
1882 East Ave, Rochester, NY 14610
From Business: David 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…
