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Map of Upper Monroe, Rochester, NY

Mutual Funds in Upper Monroe Rochester, NY

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2. Bullen C J Lutcf Financial Consult

Bullen C J Lutcf Financial Consult

160 Linden Oaks, Rochester, NY 14625

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

3. Mutual Funds Associates Inc

Mutual Funds Associates Inc

1701 Chili Ave, Rochester, NY 14624

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

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

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

1100 Goodman St S Ste 105, Rochester, NY 14620

OPEN 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…

6. Brighton Securities

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618

OPEN 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

9. Edward Jones - Financial Advisor: Robert W Nestrick

Edward Jones - Financial Advisor: Robert W Nestrick

706 University Ave, Rochester, NY 14607

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

YP
103 Years
in Business

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

David E. Dangler - Wilmington Advisors @ M&T

1882 East Ave, Rochester, NY 14610

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

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. 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

14. Rachel Wiener - M&T Bank

Rachel Wiener - M&T Bank

3 Center City 600, Rochester, NY 14604

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

From Business: Rachel Wiener has invested more than 8 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

15. Amy Consaul - M&T Bank

Amy Consaul - M&T Bank

3 City Center Suite 600, Rochester, NY 14604

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

From Business: Amy Consaul has invested more than 7 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…

17. Mathew Hill - Financial Advisor, Ameriprise Financial Services

Mathew Hill - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 2ND, Rochester, NY 14610

OPEN NOW:9:00 am - 6:00 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…

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

Christopher M Corea - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

OPEN 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…

19. Dale Nower - Financial Advisor, Ameriprise Financial Services

Dale Nower - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

OPEN NOW:8:00 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…

20. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

Kathryn Castro - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

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. 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…

23. Stephen M Polizzi Agency

Stephen M Polizzi Agency

Rochester, NY 14624

OPEN NOW:8:30 am - 3:00 pm

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
30 Years
in Business

24. Karen Bortnick Agency

Karen Bortnick Agency

95 Allens Creek Rd, Rochester, NY 14618

OPEN NOW:9:00 am - 4:00 pm

From Business: The Bortnick Agency staff consists of the perfect blend of experience, education and genuine concern for others. We do care about our customers and work hard for them every…

25. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

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

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. The…

26. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…

YP
29 Years
in Business

27. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

28. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

29. Leah White - Financial Advisor, Ameriprise Financial Services

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…

30. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

OPEN 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…