Investment Securities in Rochester, NY
61. Fidelity Investments
2780 Monroe Ave Ste 201, Rochester, NY 14618
From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…
62. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY 14624
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.…
63. RBC Wealth Management Branch - Rochester, NY
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…
64. The CLK Group
80 Linden Oaks, Rochester, NY 14625
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…
65. 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…
66. Devitto, Don
80 Linden Oaks, Rochester, NY 14625
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…
67. 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…
68. 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…
69. NorthBridge 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…
70. Council Rock Wealth Advisory Group - Ameriprise Financial Services
90 Linden Oaks Ste 230, Rochester, NY 14625
From Business: At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
71. Joy, Dylan
90 Linden Oaks, 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…
72. 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…
73. Mirsky Financial Management Corp.
130C Linden Oaks, Rochester, NY 14625
From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L. Salamone ESQ.,…
74. Scottrade - Online Trading & Stock
2443 W Ridge Rd, Rochester, NY 14626
From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions. --Greece stock,…
75. 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…
76. 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…
77. Edward Jones - Financial Advisor: Jessica N Millan, CFP®|CEPA®
906 Elmgrove Rd Ste 2, Rochester, NY 14624
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…
78. Edward Jones - Financial Advisor: Tom Kasper Jr
1081 Long Pond Rd Ste 200, Rochester, NY 14626
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…
79. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
80. Edward Jones - Financial Advisor: Ron Ciminelli
3173 Chili Ave Ste 100, Rochester, NY 14624
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…
81. Leonardo, Jesse, AGT
3175 Chili Ave, Rochester, NY 14624
From Business: Jesse 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…
82. Ciminelli, Ron
3173 Chili Ave, Rochester, NY 14624
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…
83. S C Parker & Co Inc
16 E Main St, Rochester, NY 14614
84. Morgan Stanley Wealth Management
28 E Main St, Rochester, NY 14614
85. RBC Dain Rauscher
900 Bausch And Lomb Pl, Rochester, NY 14604
86. Esl Investment Services
225 Chestnut St, Rochester, NY 14604
87. Ives Park Investments
277 Alexander St Ste 205, Rochester, NY 14607
88. Gilbert Financial
311 Alexander St Ste 201, Rochester, NY 14604
89. MetLife
300 Lake Ave, Rochester, NY 14608
90. Ameriprise Financial
693 East Ave Ste 101, Rochester, NY 14607