Financial Planners in South Lima, NY
1. Annuity General
Serving the South Lima 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…
2. Edward Jones - Financial Advisor: Leann Hill, AAMS™
87 Genesee St, Avon, NY 14414
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…
3. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
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…
4. Country Financial
19 W Main St, Honeoye Falls, NY 14472
5. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY 14534
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…
6. Noah Mcdonald
589 Jefferson Rd, Rochester, NY 14623
7. 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,…
8. Apropos Financial Planning
8 Birchstone Hill Rd, Rush, NY 14543
9. Jamesson Associates
10 Race St, Scottsville, NY 14546
10. 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…
11. 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,…
12. Merrill Lynch Wealth Management
1221 Pittsford Victor Rd, Pittsford, NY 14534
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
13. 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.…
14. Sage Rutty & Co, Inc
100 Corporate Woods, Rochester, NY 14623
From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. Today, Sage Rutty…
15. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
16. Zambito, David, AGT
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. Craig Lochner - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, 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. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, 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…
19. Leah White - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, 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…
20. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, 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…
21. Pathfinder Financial Advisory Group - Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
22. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, 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…
23. Bierley Financial Services
900 Jefferson Rd, Rochester, NY 14623
24. Hutchings Financial Group
179 Sullys Trl Ste 301, Pittsford, NY 14534
25. Lorelie H Rogers Cfp
100 White Spruce Blvd, Rochester, NY 14623
26. Angelo Planning Group
175 Corporate Woods Ste 250, Rochester, NY 14623
27. New England Financial
400 Meridian Centre Blvd Ste 110, Rochester, NY 14618
28. Greg Mitchell - Raymond James
100 Meridian Centre Blvd Ste 150, Rochester, NY 14618
29. Ensemble Financial Services Inc
179 Sullys Trl Ste 304, Pittsford, NY 14534
30. True Focus Wealth Management Group
1425 Jefferson Rd Ste 2A, Rochester, NY 14623
From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and…