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TOP 30 Business financial solutions provider in Victor, NY
32 results found
A convenient service for searching for businesses, places and services
Victor Melendez - Financial Advisor, Ameriprise Financial Services, LLC
Victor Melendez is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York. With years of experience in the finance industry, Victor provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Victor Melendez is committed to providing expert guidance and support every step of the way. Visit Ameriprise Financial Services, LLC to start planning for a secure financial future today.
Victor J Cannistra PC: Cannistra Victor J CPA
Victor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.
Nationwide Insurance: Victor F Devito Insurance
Nationwide Insurance: Victor F Devito Insurance, located at 1 Niver Street in Cohoes, New York, is your go-to insurance agency for all your insurance needs. Whether you need auto insurance, home insurance, commercial insurance, farm insurance, financial insurance, powersports insurance, or human services insurance, we've got you covered. We understand the importance of protecting your assets, which is why we offer a range of insurance products to suit your individual needs. From auto insurance policies you can count on to commercial insurance for your business, we have the expertise to provide you with the right coverage.
Morgenstern Insurance & Benefits Solutions
Morgenstern Insurance & Benefits Solutions is a reputable insurance agency located at 1170 Pittsford Victor Road in Pittsford, New York. We specialize in providing comprehensive insurance solutions and benefits packages to individuals, families, and businesses. Our experienced team of insurance professionals is dedicated to helping clients find the right coverage to protect their assets and achieve their financial goals. Whether you are looking for auto, home, life, health, or business insurance, we are here to provide personalized service and tailored solutions to meet your needs. Contact us today to learn more about how Morgenstern Insurance & Benefits Solutions can help you secure your future.
Anderson-VanHorne Insurance & Financial Services
Anderson-VanHorne Insurance & Financial Services is a trusted institution located at 118 West Main Street in Victor, New York, United States. Specializing in finance, health, and insurance services, our dedicated team is committed to providing personalized solutions to meet the unique needs of our clients. With years of experience in the industry, we offer expert advice and guidance to help individuals and businesses protect their assets and plan for a secure financial future. Visit us today to learn more about our comprehensive range of services.
Andrew Baron - Prudential Financial
Andrew Baron - Prudential Financial is a reputable finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Andrew Baron - Prudential Financial is here to help you secure a stable financial future.
Finger Lakes Financial Services Inc
Finger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Don Theodorou
Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
Voya Financial Advisors
Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a finance institution, Voya Financial Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Voya Financial Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors is dedicated to helping you navigate the complex world of finance and secure your financial future.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
Merrill Lynch Financial Advisor Caleb Atwater
Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.
Dream Mutual A Summers Financial Partner
Dream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
The Mayeu Financial Group
The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
Merrill Lynch Financial Advisor Samuel Yeager
Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.
Summers Financial Services
Summers Financial Services is a trusted finance institution located at 6591 Cherry Street in Victor, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Summers Financial Services can help you secure a sound financial future.
Merrill Lynch Financial Advisor Agostino Coccia
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 Jacqueline Sinclair-Parker
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
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.
Farmers Insurance - David Wager
Farmers Insurance - David Wager is a trusted insurance agency located at 191 West Main Street in Victor, New York, United States. Our agency is conveniently situated in the heart of the village of Victor, allowing us to be readily available to the residents and businesses in the community. As a Partner of the Farmers® Group of Companies, we offer comprehensive insurance solutions to protect your families and assets. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, our experienced agents can help customize a policy to meet your unique needs and budget. We also offer umbrella insurance for added protection above and beyond your existing policies.
Poole Professional
Poole Professional is a reputable insurance agency located at 1150 Pittsford Victor Road in Pittsford, New York. We specialize in providing top-notch insurance solutions for individuals and businesses, ensuring peace of mind and financial protection. Our team of experienced professionals is dedicated to delivering personalized service and finding the best coverage options to meet our clients' needs. Whether you are looking for auto, home, life, or business insurance, Poole Professional is here to help. Contact us today to learn more about how we can assist you with your insurance needs.
Morgenstern DeVoesick PLLC
Morgenstern DeVoesick PLLC is a prestigious accounting, finance, and legal institution located at 1080 Pittsford Victor Road in Pittsford, New York. With a team of highly skilled professionals, they provide top-notch services in accounting, finance, and legal matters. Whether you need assistance with tax planning, financial consulting, or legal representation, Morgenstern DeVoesick PLLC is dedicated to providing expert advice and personalized solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial and legal goals.
Echelon Wealth Advisors, LLC
Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
The Pelican Bay Group Wealth Management - Morgan Stanley
The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
RFG Associates
RFG Associates is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a focus on providing top-notch financial services, RFG Associates offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and expert advice to clients, ensuring that their financial needs are met efficiently and effectively. Whether you are looking for investment advice, retirement planning, or wealth management services, RFG Associates is committed to helping you secure a brighter financial future.
LynnLeigh & Company
LynnLeigh & Company is a reputable finance institution located at 1160A Pittsford Victor Road in Pittsford, New York, United States. With a commitment to providing top-notch financial services, LynnLeigh & Company caters to individuals and businesses seeking expert advice on investments, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit LynnLeigh & Company today for personalized financial solutions tailored to your specific needs.
Paul Byron Hill CFP
Paul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.
Peregrine Capital Partners
Peregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.
Upstate Professional Planning
Upstate Professional Planning is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer expert financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Upstate Professional Planning can provide personalized solutions to meet your needs. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in financial planning. Contact them today to start planning for a secure financial future.
Anthony M Gallea - Morgan Stanley
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.
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