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State DirectoryFinancial Planning Consultants in Walworth, NY
2. Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™
6323 Knickerbocker Rd, Ontario, NY 14519
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. Scensible Source
Serving the Walworth Area
From Business: Scensible Source provides solutions for the disposal of personal care products in women's washrooms and for home/personal use.
7. Hartman Consulting
441 Penbrooke Dr Ste 4, Penfield, NY 14526
From Business: Hartman Consulting, LLC has been providing retirement plan administration services for the Greater Rochester New York and surrounding areas for over 20 years. Our dedicated…
8. ABW Financial Services
777 Webster Rd, Webster, NY 14580
9. United Professional Advisors
1025 Brixton Dr, Macedon, NY 14502
10. Safe Harbor Capital
672 Ridge Rd, Webster, NY 14580
11. Mirsky Financial Management Corp.
130C Linden Oaks, Rochester, NY 14625
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.,…
12. Fairport Savings Bank
45 S Main St, Fairport, NY 14450
13. Medallion Financial Services, Inc.
100 Linden Oaks Ste 205, Rochester, NY 14625
14. Mrb Financial Service
3667 Countryside Ln, Marion, NY 14505
16. Provvidenza & Wright CPA's
121 Sullys Trl Ste 12, Pittsford, NY 14534
17. Parks Capital
141 Sullys Trl Ste 1, Pittsford, NY 14534
21. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY 14625
22. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
23. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450
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. Keystone Capital Partners Group
349 W Commercial St Ste 2000, East Rochester, NY 14445
From Business: Keystone Capital Partners Group is a financial services firm that has been serving clients in the Rochester area. The firm offers a wide range of financial services, including…
25. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…
26. Marathon Financial
179 Sullys Trl, Pittsford, NY 14534
From Business: Marathon Financial is an independent wealth management firm. Our management process focuses on four key areas: financial planning, investment management, insurance needs, and…
27. Novem Group
350 Linden Oaks Ste 215, Rochester, NY 14625
From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an…
