Financial Planners in Spencerport, NY
1. Annuity General
Serving the Spencerport 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: Sean Hantes
906 Elmgrove Rd Ste 2, 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…
3. Edward Jones - Financial Advisor: Tom Kasper Jr
906 Elmgrove Rd Ste 2, 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…
4. Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA®
4370 Buffalo Rd, North Chili, NY 14514
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…
5. A & J Tax Incorporated
1225 Long Pond Rd, Rochester, NY 14626
From Business: A & J Tax, Inc. is a family owned and operated Tax and Accounting firm with over 45 years of experience. From father to son, Joe will help you understand your tax and…
6. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services
29 Clinton St, Brockport, NY 14420
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…
7. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services
29 Clinton St, Brockport, NY 14420
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…
8. Mengel Morse and Associates
123 Hale Haven Dr, Hilton, NY 14468
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to providing…
9. PDRS Asset Planning Services
470 Long Pond Rd Ste 260a, Rochester, NY 14612
From Business: PDRS Asset Planning Services, specializes in Commercial and Consumer Accounts Receivable Management & Asset Planning Service Throughout New York State.
10. Allstate Personal Financial Representative: David Mokski
2820 Dewey Ave, Rochester, NY 14616
From Business: As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…
11. Epic Advisors Inc
150 State St, Rochester, NY 14614
From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…
12. TIAA Financial Services
35 Celebration Dr Fl 1, Rochester, NY 14620
From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
13. 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…
14. 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…
15. 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…
16. 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…
17. 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…
18. 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…
19. Trott Eileen J Certified Financial Planner
170 English Station Rd, Rochester, NY 14616
20. Cornerstone Advisory Group, LLC
2295 Chili Ave, Rochester, NY 14624
21. PDRS Financial Planning & Tax Services, LLC.
3177 Latta Road, #131, Rochester, NY 14612
22. Cindy Ziegler
2042 Chili Ave, Rochester, NY 14624
23. Matthew Melia - TIAA Wealth Management Advisor
35 Celebration Dr Fl 1, Rochester, NY 14620
24. Benjamin Forte - TIAA Wealth Management Advisor
35 Celebration Dr, Rochester, NY 14620
25. Morgan Stanley
28 E Main St Ste 1200, Rochester, NY 14614
26. Financial Insights, Inc.
170 English Station Rd, Rochester, NY 14616
27. Edward Jones - Financial Advisor: Ron Ciminelli
88 Elm St Apt 1, Rochester, NY 14604
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…
28. John Prouty - Thrivent
123 Hale Haven Dr, Hilton, NY 14468
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Prouty is committed to providing financial advice,…
29. 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.…
30. Jesse Leonardo - Wilmington Advisors @ M&T
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…