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401k planning in Rochester, New York

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  • 1
2.6 5
#1

EPIC Retirement Plan Services

● Closed
150 State St #200, Rochester, NY 14614, United States
585-232-9060
epic1st.com

EPIC Retirement Plan Services is a leading financial institution located at 150 State Street in Rochester, New York, United States.

Photo of EPIC Retirement Plan Services - 150 State Street, Rochester, NY 14614
Details
#2

Rochester Wealth Solutions

● Open
3300 Monroe Ave #213, Rochester, NY 14618, United States
585-348-9312
rochesterwealthsolutions.com

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M.

Photo of Rochester Wealth Solutions - 3300 Monroe Avenue, Rochester, NY 14618
Details
5 63
#3

Muchard Financial Income Tax Services

● Open
1100 Long Pond Rd Suite 108, Rochester, NY 14626, United States
585-225-8780
muchardfinancial.net

Muchard Financial Income Tax Services, located at 1100 Long Pond Road in Rochester, New York, is a trusted institution specializing in accounting and finance services.

Photo of Muchard Financial Income Tax Services - 1100 Long Pond Road, Rochester, NY 14626 Photo of Muchard Financial Income Tax Services - 1100 Long Pond Road, Rochester, NY 14626 Photo of Muchard Financial Income Tax Services - 1100 Long Pond Road, Rochester, NY 14626
Details
4.7 94
#4

Optima Benefits & Payroll

● Closed
1465 Monroe Ave, Rochester, NY 14618, United States
585-506-4000
optimabenefitsgroup.com

Optima Benefits & Payroll is a family-owned finance, health, and insurance agency located at 1465 Monroe Avenue in Rochester, New York.

Photo of Optima Benefits & Payroll - 1465 Monroe Avenue, Rochester, NY 14618 Photo of Optima Benefits & Payroll - 1465 Monroe Avenue, Rochester, NY 14618 Photo of Optima Benefits & Payroll - 1465 Monroe Avenue, Rochester, NY 14618
Details
5 2
#5

Fiduciary First Advising, Fee-Only Retirement Planner

● Closed
160 Linden Oaks, Rochester, NY 14625, United States
585-270-6132
fiduciaryfirstadvising.com

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement.

Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625 Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625 Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625
Details
5 1
#6

FourBridges Financial Group

● Closed
350 Linden Oaks #140, Rochester, NY 14625, United States
585-348-9547
fourbridgesfinancial.com

FourBridges Financial Group is a leading finance institution located in Rochester, New York, United States. We specialize in providing expert financial services to individuals, businesses, and organizations.

Details
4.2 5
#7

Skye Financial Services

● Open
528 East Main Street, Little Falls, New York 13365, United States
315-508-5451
skyefinancialservices.net

Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions.

Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365 Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365 Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365
Details
3.7 3
#8

Fidelity Investments

● Closed
2780 Monroe Ave Suite 201, Rochester, NY 14618, United States
800-219-7019
fidelity.com

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States.

Photo of Fidelity Investments - 2780 Monroe Avenue, Rochester, NY 14618 Photo of Fidelity Investments - 2780 Monroe Avenue, Rochester, NY 14618
Details
3 2
#9

Raymond James & Associates

● Open
100 Meridian Centre Blvd Ste 315, Rochester, NY 14618, United States
585-274-5000
raymondjames.com

Raymond James & Associates is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. They offer a wide range of financial services including investment advice, wealth management, and retirement planning.

Details
#10

Ameritas

● Open
27 Chestnut St, Rochester, NY 14604, United States
585-465-5533
ameritas.com

Ameritas is a financial institution located at 27 Chestnut Street in Rochester, New York, United States. They specialize in helping individuals and businesses create long-term financial plans to achieve their goals and feel confident about the future.

Details
#11

Charleton Financial

● Closed
277 Alexander St Suite 307, Rochester, NY 14607, United States
585-244-3050
charletonfinancial.com

Charleton Financial, located at 277 Alexander Street in Rochester, New York, is a finance institution specializing in helping individuals navigate the complexities of retirement planning.

Photo of Charleton Financial - 277 Alexander Street, Rochester, NY 14607 Photo of Charleton Financial - 277 Alexander Street, Rochester, NY 14607 Photo of Charleton Financial - 277 Alexander Street, Rochester, NY 14607
Details
#12

Seneca Financial Advisors LLC

● Closed
500 Linden Oaks #150, Rochester, NY 14625, United States
585-203-1211
senecafinancialadvisors.com

Seneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States.

Details
#13

Standard Integrity Wealth Management

● Open
110 Allens Creek Rd, Rochester, NY 14618, United States
585-461-6010
standardintegrity.com

Standard Integrity Wealth Management is a reputable finance institution located at 110 Allens Creek Road in Rochester, New York, United States.

Details
#14

William Nelkin - TIAA Wealth Management Advisor

● Closed
35 Celebration Dr Floor 1, Rochester, NY 14620, United States
877-209-3144
locations.tiaa.org

William Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York.

Photo of William Nelkin - TIAA Wealth Management Advisor - 35 Celebration Drive, Rochester, NY 14620
Details
#15

Jonathan LaRue - TIAA Wealth Management Advisor

● Closed
35 Celebration Dr Floor 1, Rochester, NY 14620, United States
877-209-3144
locations.tiaa.org

Jonathan LaRue - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States.

Photo of Jonathan LaRue - TIAA Wealth Management Advisor - 35 Celebration Drive, Rochester, NY 14620
Details
#16

Chase Investment Services

● Open
2200 Chase Square, Rochester, NY 14604, United States
585-258-5698

Chase Investment Services is a renowned finance institution located at 2200 Chase Square in Rochester, New York, United States.

Photo of Chase Investment Services - 2200 Chase Square, Rochester, NY 14604 Photo of Chase Investment Services - 2200 Chase Square, Rochester, NY 14604
Details
#17

Matthew Case - TIAA Wealth Management Advisor

● Closed
35 Celebration Dr Floor 1, Rochester, NY 14620, United States
877-209-3144
locations.tiaa.org

Matthew Case - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York.

Photo of Matthew Case - TIAA Wealth Management Advisor - 35 Celebration Drive, Rochester, NY 14620
Details
#18

John J Mc Donald - Financial Advisor, Ameriprise Financial Services, LLC

● Open
2024 W Henrietta Rd #5d, Rochester, NY 14623, United States
585-292-9850
ameripriseadvisors.com

John J Mc Donald is a financial advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. John J Mc Donald holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more.

Photo of John J Mc Donald - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623
Details
#19

Christopher Dabroski - TIAA Financial Consultant

● Open
35 Celebration Dr, Rochester, NY 14620, United States
877-209-3144
locations.tiaa.org

Christopher Dabroski - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States.

Photo of Christopher Dabroski - TIAA Financial Consultant - 35 Celebration Drive, Rochester, NY 14620
Details
#20

David E. Dangler - Wilmington Advisors @ M&T

● Closed
1882 East Ave, Rochester, NY 14610, United States
585-565-5702
www3.mtb.com

David E. Dangler - Wilmington Advisors @ M&T is a finance institution located at 1882 East Avenue in Rochester, New York, United States.

Details
#21

Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States.

Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Details
#22

Mass Mutual

● Open
400 Meridian Centre Blvd # 101, Rochester, NY 14618, United States
585-241-5200
massmutual.com

Mass Mutual is a renowned finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York, United States.

Details
#23

Paula M. Terzioglu - Morgan Stanley

● Open
300 Linden Oaks #200, Rochester, NY 14625, United States
585-389-2233
advisor.morganstanley.com

Paula M. Terzioglu - Morgan Stanley is a prominent finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing high-quality financial services, Paula M.

Details
#24

Michael F Kehoe - Morgan Stanley

● Open
300 Linden Oaks #200, Rochester, NY 14625, United States
585-389-2286
advisor.morganstanley.com

Michael F Kehoe - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States.

Details
#25

Michael Cooper - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4593
advisors.ubs.com

Michael Cooper - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Details
  • 1

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