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State DirectoryInvestment Management in Walworth, NY
1. 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. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
4. RBC Wealth Management Branch - Rochester, NY
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…
5. Kolossovsky, Galina
80 Linden Oaks, Rochester, NY 14625
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…
6. Devitto, Don
80 Linden Oaks, Rochester, NY 14625
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…
7. NorthBridge 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…
8. Wahl, Tom
80 Linden Oaks, Rochester, NY 14625
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…
9. Bianchi, Michael
80 Linden Oaks, Rochester, NY 14625
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…
10. Cook, Eric
80 Linden Oaks, Rochester, NY 14625
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…
11. Seaway Advisors Ltd
1387 Fairport Rd Ste 640, Fairport, NY 14450
16. Fairport Savings Bank
45 S Main St, Fairport, NY 14450
17. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY 14450
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…
19. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY 14534
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…
20. 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,…
21. Jacob Boyce - Wilmington Advisors @ M&T
625 Panorama Trl, Rochester, NY 14625
From Business: Jake 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.…
22. Morgan Stanley Wealth Management
300 Linden Oaks, Rochester, NY 14625
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600…
23. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
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…
24. 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…
25. Nicholas W. Lennon - RBC Wealth Management Financial Advisor
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…
26. Financial Strategies 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…
27. Franco Investment 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…
28. 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…
29. Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, 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…
30. Dylan Joy - Financial Advisor, Ameriprise Financial Services
90 Linden Oaks Ste 230, 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…