The 30 Best Banking in Pittsford, New York

Merrill Lynch Financial Advisor Agostino Coccia is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. With over 20 years of experience in the legal and financial services industries, Agostino focuses on serving families, business owners, and high net worth individuals. He received his bachelor's degree in Psychology and Sociology from the University of Tulsa and his Juris Doctorate from University of Tulsa College of Law. Agostino offers a comprehensive approach to managing wealth, providing access to the investment insights of Merrill and banking convenience of Bank of America. He believes in delivering excellent service and helping clients pursue their financial goals. The institution offers personalized financial planning centered on your goals and priorities, with a focus on what you want to achieve. By understanding your unique needs and financial situation, Agostino can help you create a customized wealth management approach that adapts to changes in the market. With access to the investment insights of Merrill and banking solutions from Bank of America, Agostino works with you to develop an approach designed to address your financial needs. Whether it's planning for retirement, saving for a home, or funding education, Agostino can help you make informed investment decisions and trade-offs to reach your goals. The institution offers tools to help you track changes in your life and financial approach, ensuring that you stay on track to achieve what's most important to you. By working together, Agostino can help you create a financial approach that reflects your personality and priorities, helping you address fluctuations in the market and changes in your life. As a Merrill Lynch Wealth Management Advisor, Agostino can help you build a customized investment approach to pursue your goals and navigate the complexities of your financial life. With a dedication to putting you first and providing personalized investment strategies, working with Merrill Lynch Financial Advisor Agostino Coccia can help you live your best financial life.

Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.

Merrill Lynch Financial Advisor Jason Nevada, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized financial services supported by the global resources of Merrill. Comprised of a team of talented and experienced individuals, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you pursue those goals while managing investment risk. We believe in a client-centered approach, focusing on your aspirations and addressing issues that matter most to you, such as managing future expenses, planning for education, or passing on wealth to future generations. By working closely with you and utilizing the investment insights of Merrill and banking solutions from Bank of America, we strive to develop a financial approach tailored to your needs. Our goal is to help you achieve financial success by making informed investment decisions and trade-offs that align with your goals. With regular check-ins and adjustments to your financial approach as needed, we aim to help you stay on track towards achieving what's most important to you. Let us work together to help you reach your financial goals and create a secure financial future.

Merrill Lynch Financial Advisor Clayton L Millard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The team, supported by the global resources of Merrill, includes talented and experienced individuals who focus on helping clients achieve their personal financial goals. They offer personalized investment strategies tailored to each client's needs, goals, risk tolerance, and priorities. The team aims to simplify the complexities of investing and guide clients on their financial journey towards reaching their goals.

Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in working with individuals and families who are preparing for or entering into retirement. We are committed to our clients' best interests and have a reputation for maintaining a consistent approach to wealth management. By developing a deep understanding of our clients' long-term retirement goals, we help ensure that income lasts in retirement, cover potential health care costs, and preserve wealth. We believe that successful wealth management outcomes are primarily determined by Investor Behavior. Therefore, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while guiding the emotions intrinsic to the investment process. Our focus is on helping clients navigate the extremes of Fear and Fear of Missing Out to close the gap between investment returns and the historically lower returns earned by investors. We emphasize that successful investment outcomes are not based on predicting future events, but on executing a proper response to market events guided by a disciplined investment process.

Anthony M Gallea - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and solutions to its clients. With a team of experienced professionals, Anthony M Gallea - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, you can trust Anthony M Gallea - Morgan Stanley to provide expert guidance and personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can assist you in securing your financial future.

Merrill Lynch Financial Advisor Michael S Blood, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights to help you navigate your financial journey. By understanding your financial goals and priorities, Michael S Blood can create a personalized wealth management strategy tailored to your needs. Access the investment expertise of Merrill and the banking services of Bank of America to make informed decisions about your financial future. With a focus on connecting your life and finances, Merrill goes beyond the traditional role of an advisor to provide comprehensive financial guidance. Remember to consult your legal and tax advisors before making any financial decisions. Trust in Merrill Lynch Financial Advisor Michael S Blood to help you pursue your goals and build a secure financial future.

Merrill Lynch Financial Advisor Stephen Szczublewski, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy to help you make informed decisions. By understanding your financial goals, Stephen Szczublewski can create personalized wealth management strategies tailored to your needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, you can pursue your financial goals with confidence. Additional services include insurance, annuity products, trust, fiduciary and investment management services. Contact Merrill Lynch Financial Advisor Stephen Szczublewski for a fresh perspective on your financial life.

Robert Mike - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing top-notch financial services, Robert Mike - Morgan Stanley offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced team at Robert Mike - Morgan Stanley is dedicated to helping you achieve financial success. Their commitment to excellence and personalized approach sets them apart in the finance industry, making them a trusted partner for individuals and businesses alike.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.

Jeffrey M. Praino - Morgan Stanley is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Jeffrey M. Praino - Morgan Stanley is a trusted partner for all your financial needs.

The Summit Federal Credit Union, located at 665 Moseley Road in Fairport, New York, is a full-service financial institution offering a range of products and services including checking, savings, credit cards, and mortgages. With a convenient location serving Fairport, Pittsford, and surrounding areas, The Summit features a lobby, drive-up ATM, and expert teller service to meet all your financial needs. As a member-owned institution, The Summit FCU is committed to providing secure and federally insured savings up to $250,000. The credit union is an Equal Housing Lender and offers a range of digital banking options including Apple Wallet and Google Play. Please note that by accessing certain links, you may be directed to third-party websites, and The Summit is not responsible for their content.