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TOP 30 College financial planning in Rochester, NY
12 results found
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Edward Jones - Financial Advisor: Ron Ciminelli
Edward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York. As a trusted financial advisor, Ron Ciminelli offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Ron Ciminelli is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Ron Ciminelli and his team are here to provide expert advice and support every step of the way.
Angelo Planning Group, LLC
Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.
Edward Jones - Financial Advisor: Carrie Rodriguez
Edward Jones - Financial Advisor: Carrie Rodriguez is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York. As a dedicated financial advisor, Carrie Rodriguez provides personalized investment guidance and financial planning services to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, clients can trust Edward Jones to provide expert advice and support in managing their finances. Whether you are planning for retirement, saving for college, or investing for the future, Carrie Rodriguez and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and start building a secure financial future.
Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC
Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.
John Brandt - Financial Advisor, Ameriprise Financial Services, LLC
John Brandt, a financial advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, John provides guidance on saving for college, retirement planning, investments, and more. By working with John, clients can feel more confident and in control of their financial lives. John Brandt is registered to conduct securities business in select states and can provide an overview of financial planning concepts during an initial consultation. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect professionalism and a commitment to helping them achieve their financial goals when working with John Brandt.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
Aaryn Maharaj - State Farm Insurance Agent
Aaryn Maharaj - State Farm Insurance Agent is a trusted insurance agency located at 1425 Jefferson Road, Rochester, New York. With seven years of experience as a State Farm agent, Aaryn is dedicated to helping individuals and families in the Rochester area with their insurance needs. From homeowners and auto insurance to life and health insurance, Aaryn offers a wide range of insurance products to meet the unique needs of each customer. Aaryn holds a finance degree from Ithaca College, which has equipped him with the knowledge and expertise to assist clients in creating financial plans to achieve their goals. He is committed to providing reliable service and building personal relationships with his customers. Aaryn is actively involved in the community, volunteering at the local YMCA and supporting various programs to make Rochester a better place to live.
TRIO Adult Educational Opportunity Center (AEOC)
The TRIO Adult Educational Opportunity Center (AEOC) is located at 1 College Road in Batavia, New York, between Rochester and Buffalo. As a program funded by the U.S. Department of Education and sponsored by SUNY Genesee Community College (GCC), AEOC offers free support to community members seeking to further their education. The center is staffed by knowledgeable professionals who assist with high school equivalencies, college applications, financial aid, and scholarship opportunities at local, state, and national levels. AEOC is separate from SUNY GCC Admissions and does not recruit for the college. Participants are encouraged to apply to any college or school of their choice. The program aims to increase the number of adults enrolling in postsecondary education institutions by providing counseling on admissions, financial aid options, and basic financial planning skills.
RIT Part-time and Graduate Enrollment Services
RIT Part-time and Graduate Enrollment Services is a department within the Rochester Institute of Technology, located at 58 Lomb Memorial Drive in Rochester, New York, United States. This department specializes in assisting part-time and graduate students with the enrollment process, providing guidance on course selection, academic planning, and financial aid options. With a focus on flexibility and support for working professionals, RIT Part-time and Graduate Enrollment Services strives to make higher education accessible and attainable for all students.
Carol Rodriguez, MD
Carol Rodriguez, MD is a renowned institution located at 3131 Kings Highway in New York, United States. Dr. Carol Rodriguez is a highly skilled doctor who is board certified in Obstetrics & Gynecology and is a NAMS Certified Menopause Practitioner. She specializes in robotic and minimally invasive surgeries, menopause, obstetrics, family planning, and reducing primary cesarean section rates. Dr. Rodriguez has a strong background in medical education and has a special interest in women's health. Previously, Dr. Rodriguez served as the Medical Director of Women's Health at Rochester Regional Health and as a physician at the Anthony L. Jordan Health Center in Rochester, NY. She also held a clinical assistant professor appointment at Lake Erie College of Osteopathic Medicine. Dr. Rodriguez received her medical degree from the University of Illinois at Chicago and completed her residency in obstetrics and gynecology at Detroit Medical Center/Wayne State University.
Boyd Capital Management
Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.
Insero & Co. CPAs, LLP
Insero & Co. CPAs, LLP is a renowned accounting and finance institution located at 300 Clinton Square in Rochester, New York, United States. From privately-held family businesses to multi-national corporations, they offer expertise with a service model that clients love. For nonprofit organizations, foundations, colleges, universities, government agencies, municipalities, and school districts, Insero provides audit services and expertise beyond their own staff. Their dedicated team of auditors versed in GASB standards can assist with compliance and internal audit services.
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