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Map of York, NY

Financial Planners in York, NY

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1. Annuity General

Annuity General

Serving the York 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…

2. Edward Jones - Financial Advisor: Leann Hill, AAMS™

Edward Jones - Financial Advisor: Leann Hill, AAMS™

87 Genesee St, Avon, NY 14414

CLOSED NOW:Closed

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…

YP
102 Years
in Business

3. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

21 Masse Pl, Batavia, NY 14020

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Batavia, 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

4. Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services

Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

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…

5. Fieldstone Private Wealth - Ameriprise Financial Services

Fieldstone Private Wealth - Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

From Business: At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

6. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

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…

7. Holden Borrelli - Financial Advisor, Ameriprise Financial Services

Holden Borrelli - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

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…

8. Alyssa Fox - Financial Advisor, Ameriprise Financial Services

Alyssa Fox - Financial Advisor, Ameriprise Financial Services

113 Main St, Batavia, NY 14020

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…

10. 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

11. Five Star Investment Svc Inc

Five Star Investment Svc Inc

55 N Main St, Warsaw, NY 14569

CLOSED NOW:

From Business: Five Star Investment Services Inc., formed in 1999, is a provider of investment management solutions and advices to its customers. It offers a host of investment and insurance…

12. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

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…

13. Brighton Securities

Brighton Securities

212 E Main St, Batavia, NY 14020

CLOSED NOW:Closed

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
19 Years
in Business

14. Edward Lisowski, CFP® - Wilmington Advisors @ M&T

Edward Lisowski, CFP® - Wilmington Advisors @ M&T

55 Main St, Batavia, NY 14020

CLOSED NOW:Closed

From Business: I’m here to help manage your finances so you can have financial confidence.

15. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

CLOSED NOW:Closed

From Business: Jesse 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…

16. The Financial Guys

The Financial Guys

319 W Main St, Batavia, NY 14020

CLOSED NOW:Closed

From Business: The Financial Guys® in Batavia is Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help you plan your…

YP
25 Years
in Business