Investment Securities in Union Hill, NY

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35. Sar Services Inc

Sar Services Inc

208 Westfall Rd, Rochester, NY 14620

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

39. Edward Jones - Financial Advisor: Ron Ciminelli

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…

YP
103 Years
in Business

40. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

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

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…

41. RBC Wealth Management Branch - Rochester, NY

RBC Wealth Management Branch - Rochester, NY

80 Linden Oaks Ste 220, 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 financial goals. You can depend on our investment management…

42. 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…

43. Financial Strategies Group

Financial Strategies Group

80 Linden Oaks Ste 220, 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 financial goals. You can depend on our investment management…

44. Devitto Wealth Management Group

Devitto Wealth Management 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…

45. Franco Investment Group

Franco Investment Group

80 Linden Oaks Ste 220, 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 financial goals. You can depend on our investment management…

46. The Harmony Financial Wellness Group

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…

47. NorthBridge Group

NorthBridge Group

80 Linden Oaks Ste 220, 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 financial goals. You can depend on our investment management…

48. Mirsky Financial Management Corp.

Mirsky Financial Management Corp.

130C Linden Oaks, Rochester, NY 14625

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

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.,…

YP
26 Years
in Business

49. Joy, Dylan

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…

50. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

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

From Business: Michael 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…

51. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY 14618

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

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…

YP
79 Years
in Business

52. Brighton Securities

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618

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

From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…

YP
56 Years
in Business

53. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

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

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…

54. Anthony G. Nick - Wilmington Advisors @ M&T

Anthony G. Nick - Wilmington Advisors @ M&T

3290 Monroe Ave, Rochester, NY 14618

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

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…

55. Ralph Parks Investment Group

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY 14534

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

From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…

56. Wilmington Trust

Wilmington Trust

180 S Clinton Ave Ste 700, Rochester, NY 14604

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

From Business: Plan your visit to Wilmington Trust's Rochester Office in Rochester, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust…

57. Manning & Napier Advisors

Manning & Napier Advisors

290 Woodcliff Dr, Fairport, NY 14450

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

From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…

YP
26 Years
in Business

58. Laffler, Courtney, AGT

Laffler, Courtney, AGT

370 Woodcliff Dr, Fairport, NY 14450

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

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…

59. TIAA Financial Services

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…

60. 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…