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Map of Victor, NY

Financial Planners in Victor, NY

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1. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

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
29 Years
in Business

2. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

CLOSED NOW:Closed

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…

YP
20 Years
in Business

3. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:Closed

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,…

4. Edward Jones - Financial Advisor: David G Green

Edward Jones - Financial Advisor: David G Green

2 W Main St, Victor, NY 14564

CLOSED NOW:

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…

5. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

CLOSED NOW:

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…

YP
40 Years
in Business

9. Annuity General

Annuity General

Serving the Victor Area

OPEN 24 HOURS

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…

10. Wells Fargo Advisors

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

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

CLOSED NOW:Closed

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

Merrill Lynch Wealth Management

1221 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:

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…

YP
110 Years
in Business

14. penfield

penfield

Serving the Victor Area

CLOSED NOW:Closed
YP
76 Years
in Business
Amenities:
Wheelchair accessible

15. Stifel I SZK Wealth Advisory Group

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY 14450

CLOSED NOW:Closed

From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…

16. Kickstand Wealth Advisors

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…

21. LynnLeigh & Company

LynnLeigh & Company

1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534

CLOSED NOW:Closed

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.…

22. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY 14534

CLOSED NOW:Closed

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…

23. Large Life Policy

Large Life Policy

6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450

CLOSED NOW:Closed

From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…

24. Kramer, John, AGT

Kramer, John, AGT

15 Schoen Pl, Pittsford, NY 14534

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

30. Edward Jones - Financial Advisor: Margaret A Brown

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…

YP
102 Years
in Business