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Map of Rochester, NY

Investment Advisory Service in Rochester, NY

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1. Cobblestone Capital Advisors

Cobblestone Capital Advisors

500 Linden Oaks Ste 210, Rochester, NY 14625

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

From Business: Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our services and our…

YP
27 Years
in Business

4. Whitney & Company

Whitney & Company

311 Alexander St Ste 200, Rochester, NY 14604

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

5. Allied Financial Partners

Allied Financial Partners

150 State St, Rochester, NY 14614

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

From Business: Allied Financial Partners believes it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we understand about…

6. Pitton, John

Pitton, John

75 S Clinton Ave, Rochester, NY 14604

From Business: Welcome to Merrill Lynch in Rochester, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

7. Caruso, Soyeon

Caruso, Soyeon

75 S Clinton Ave, Rochester, NY 14604

From Business: Welcome to Merrill Lynch in Rochester, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

8. Mike Keys-Private Wealth Advisor, Ameriprise Financial Services

Mike Keys-Private Wealth Advisor, Ameriprise Financial Services

1100 Goodman St S, Rochester, NY 14620

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

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…

9. Neitz, Christopher, AGT

Neitz, Christopher, AGT

1100 Goodman St S, 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…

10. Brandt, John

Brandt, John

1100 Goodman St S, 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…

11. Crossroads Financial Solutions

Crossroads Financial Solutions

1507 Monroe Ave, Rochester, NY 14618

CLOSED NOW:9:00 am - 6:00 pm

From Business: Helping you choose the right direction

12. David E. Dangler - Wilmington Advisors @ M&T

David E. Dangler - Wilmington Advisors @ M&T

1882 East Ave, Rochester, NY 14610

CLOSED NOW:Closed

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…

13. Lochner, Craig

Lochner, Craig

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

14. Moose, John, AGT

Moose, John, AGT

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

15. Bluemark Advisors

Bluemark Advisors

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…

16. Gorom, Jonathan, CFP

Gorom, Jonathan, CFP

2024 W Henrietta Rd, Rochester, NY 14623

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

17. Lauffer, Mallory

Lauffer, Mallory

2024 W Henrietta Rd, Rochester, NY 14623

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. Elnicki, Ricci, CFP

Elnicki, Ricci, CFP

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

19. Wyand, Paul, AGT

Wyand, Paul, AGT

2280 East Ave, Rochester, NY 14610

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

20. Mathew Hill - Financial Advisor, Ameriprise Financial Services

Mathew Hill - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 2ND, Rochester, NY 14610

CLOSED NOW:Closed

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…

21. Christopher M Corea - Financial Advisor, Ameriprise Financial Services

Christopher M Corea - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

CLOSED NOW:Closed

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…

22. Cobblestone Capital Advisors LLC

Cobblestone Capital Advisors LLC

140 Allens Creek Rd, Rochester, NY 14618

CLOSED NOW:Closed

From Business: Cobblestone Capital's strength lies in the investment services that we provide, how we deliver those services, and the individual practitioners at our firm. Our services and…

YP
34 Years
in Business

23. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

CLOSED NOW:Closed

From Business: Ben 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.…

24. Winmill & Co Incorporated

Winmill & Co Incorporated

2255 Buffalo Rd, Rochester, NY 14624

From Business: Winmill & Company is a holding company for various subsidiaries and affiliates operating in investment management, insurance services and real estate segments. It is engaged…

25. Allworth Financial

Allworth Financial

20 Wildbriar Rd Ste E, Rochester, NY 14623

CLOSED NOW:Closed

From Business: For more than 30 years, Allworth has been committed to delivering Uncompromised Wealth Management. Powered by a client-first approach from fully dedicated advisors, our advice…

26. Nicholas W. Lennon - RBC Wealth Management Financial Advisor

Nicholas W. Lennon - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

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…

27. The CLK Group

The CLK Group

80 Linden Oaks, Rochester, NY 14625

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

28. Franco Investment Group

Franco Investment Group

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

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…

29. Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services

Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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

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…

30. Dylan Joy - Financial Advisor, Ameriprise Financial Services

Dylan Joy - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

CLOSED NOW:9:00 am - 5:30 pm

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…