City resources in Pittsford, New York
73 results found
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Merrill Lynch Financial Advisor Karen A Verrone
● ClosedMerrill Lynch Financial Advisor Karen A Verrone is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding the goals and priorities of each client, offering personalized financial approaches to help achieve their aspirations. By utilizing the Investment Personality Assessment, they tailor financial strategies to align with the unique preferences and objectives of each individual. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop comprehensive plans to address their financial needs and goals. The institution is dedicated to helping clients stay on track and adapt their financial approach to reflect changes in their lives and the market. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Karen A Verrone aims to help clients achieve their financial goals and secure their financial future.
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Merrill Lynch Financial Advisor Colin Worden
● ClosedMerrill Lynch Financial Advisor Colin Worden, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. The institution offers personalized financial strategies tailored to your unique needs and goals, helping you achieve what matters most to you. With a focus on collaboration and understanding your personality and preferences, the team at Merrill Lynch is committed to helping you reach your financial goals and navigate market fluctuations. Get the latest investment insights and strategies to live your best financial life with the help of a dedicated Merrill advisor.
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Merrill Lynch Financial Advisor Matthew A. Kilmer
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Jason Nevada
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Clayton L Millard
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Richard A Glaser
● ClosedMerrill Lynch Financial Advisor Richard A Glaser is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing personalized financial advice and services, Richard A Glaser and his team offer comprehensive wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Merrill Lynch Financial Advisor Richard A Glaser is dedicated to helping you achieve financial success.
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Merrill Lynch Financial Advisor Bradley Richard
● ClosedMerrill Lynch Financial Advisor Bradley Richard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them achieve their goals. Our mission is to understand each client's unique needs and priorities, offering personalized advice and guidance to help them navigate the financial landscape. With access to the global resources of Merrill, our experienced team is dedicated to building strong client relationships based on trust and personalized service. We believe in putting our clients first, providing them with the tools and insights they need to pursue their long-term objectives. Contact us today to learn more about how we can help you achieve your financial goals.
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2020 Wealth Solutions | Scott E. Zakalik, CPA, President
● Open2020 Wealth Solutions, led by President Scott E. Zakalik, CPA, is a comprehensive financial services institution located at 6605 Pittsford Palmyra Road in Fairport, New York. Specializing in accounting, finance, and insurance services, our team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to provide our clients with the tools and guidance needed to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
6605 Pittsford Palmyra Rd # W6, Fairport, NY 14450, United States -
Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker
● ClosedMerrill 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.
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Greenebaum Saiger & Kasdin, P.C.
● ClosedGreenebaum Saiger & Kasdin, P.C. is a trusted accounting and finance institution located at 190 Office Park Way in Pittsford, New York. Our firm's main focus is to assist clients with their tax and business needs, prioritizing personal relationships and providing excellent technical service. We strive to understand each client's unique situation and create customized solutions for both current and future financial goals. Our services include assistance with the Internal Revenue Service, Social Security Administration, NY State Department of Taxation, NY State Department of State, and Monroe County. Additionally, we offer resources such as the Salvation Army donation valuation guide, Kelly Blue Book, Savings Bond Calculator, Record Retention Schedule, and Identity Theft protection. Trust Greenebaum Saiger & Kasdin, P.C. for all your accounting and finance needs from 2020 to 2024.
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Mobile Mobility Services
● ClosedMobile Mobility Services is a comprehensive institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. Specializing in furniture, health products, home goods, and more, this store offers a wide range of items to enhance mobility and convenience in everyday life. Whether you are looking for comfortable seating options, medical supplies, or household essentials, Mobile Mobility Services has you covered. Visit us today to discover the perfect solutions for your mobility needs.
6800 Pittsford Palmyra Rd Suite 320, Fairport, NY 14450, United States -
6 Colonial Parkway
● Open6 Colonial Parkway is a prestigious institution located in the charming town of Pittsford, New York. This esteemed establishment is known for its dedication to providing top-notch education and services to its students and community members. With a focus on academic excellence and a commitment to fostering personal growth, 6 Colonial Parkway has become a beacon of learning and innovation in the United States. Situated in a picturesque setting, the institution offers a welcoming and supportive environment for all who walk through its doors. Whether you are a student, a parent, or a visitor, you will find that 6 Colonial Parkway is a place where knowledge is valued, dreams are nurtured, and success is achieved.
6 Colonial Pkwy, Pittsford, NY 14534, United States -
my Better Benefits
● OpenMy Better Benefits is a versatile local business situated at 395 Garnsey Road, Pittsford, NY 14534, United States. Serving the community with a diverse range of services, My Better Benefits operates as a car rental service, a retail store, and a travel agency all under one roof. Whether you are in need of a reliable vehicle for short-term use, looking to purchase quality products, or planning your next vacation, My Better Benefits is your one-stop destination. Our dedicated team is committed to providing exceptional customer service and ensuring that all your needs are met with efficiency and care. Visit us today to experience the convenience and comprehensive solutions we offer.
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