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TOP 30 Financial advisor for tailored advice in Rochester, NY
43 results found
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Philip DiPasquale - UBS Financial Services Inc.
Philip DiPasquale - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Philip DiPasquale - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.
Cathy Gueli - RBC Wealth Management Financial Advisor
Cathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized financial advice and wealth management services, Cathy Gueli and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cathy Gueli - RBC Wealth Management Financial Advisor offers expert guidance and tailored solutions to meet your needs. Trust in their experience and expertise to secure your financial future.
D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc.
D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. Specializing in investment consulting, the institution offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, D'Aiutolo Malcolm & Associates provides personalized advice and guidance to assist clients in making informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is dedicated to providing top-notch financial solutions tailored to your individual needs.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC
Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes' Best-in-State Wealth Management Teams for 2024, Cadence is dedicated to providing tailored financial guidance to help clients achieve their goals. With a focus on building lasting relationships based on trust and understanding, Cadence offers innovative thinking and deep-rooted experience to guide clients on their financial journey. The institution offers complimentary initial consultations and emphasizes personalized advice to help individuals reach their financial goals. Clients can rest assured knowing that their sensitive documents are securely destroyed and recycled at the institution's drive-through shredding events. As a member of Ameriprise Financial Services, LLC, Cadence Wealth Management Solutions adheres to strict regulations and prioritizes the privacy and security of its clients. Contact Cadence today to start a conversation about your financial future.
James Merkley, CFP - UBS Financial Services Inc.
James Merkley, CFP - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York. As a Certified Financial Planner, James Merkley and his team at UBS Financial Services provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and wealth management, clients can trust in the expertise and experience of James Merkley and his team to help navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or protect your assets, James Merkley, CFP - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your specific needs.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Financial Strategies Group
The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Priem Financial Group
Priem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States. With a strong focus on providing personalized financial solutions and expert guidance, Priem Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Priem Financial Group is committed to delivering exceptional service and tailored strategies to meet your unique needs. Contact Priem Financial Group today to start building a secure financial future.
FourBridges Financial Group
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. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance, offering personalized solutions tailored to their unique needs and goals. Whether you are looking for investment advice, retirement planning, or wealth management services, FourBridges Financial Group is here to help you build a secure financial future. Visit us at 350 Linden Oaks to learn more about how we can assist you in achieving your financial objectives.
Centra Financial Group, Inc.
Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Centra Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Centra Financial Group, Inc. is committed to helping clients secure their financial future.
Benjamin Messmer - Wilmington Advisors @ M&T
Benjamin Messmer - Wilmington Advisors @ M&T is a finance institution located at 1955 Buffalo Road in Rochester, New York, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's specific needs. Whether you are looking to invest, plan for retirement, or manage your assets, Benjamin Messmer - Wilmington Advisors @ M&T is dedicated to helping you navigate the complexities of the financial world with confidence.
Edward Jones - Financial Advisor: Carla M Morris
Edward Jones - Financial Advisor: Carla M Morris is a reputable finance institution located at 706 University Avenue in Rochester, New York, United States. As a dedicated financial advisor, Carla M Morris provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, she offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Carla M Morris is committed to providing sound financial advice and exceptional customer service. Visit Edward Jones - Financial Advisor: Carla M Morris today to start planning for a brighter tomorrow.
William Nelkin - TIAA Wealth Management Advisor
William Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York. With a strong background in finance, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for education expenses, William Nelkin is dedicated to helping you navigate the complex world of finance and make informed decisions. Contact William Nelkin at TIAA Wealth Management Advisor for expert financial guidance tailored to your individual needs.
Leah White - Financial Advisor, Ameriprise Financial Services, LLC
Leah White is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. Leah White holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Leah White's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™ (CFP®), Leah White adheres to a high standard of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Leah White is also a Certified Kingdom Advisor®. Whether you are a retiree, small business owner, or high net worth individual, Leah White can provide expert financial guidance tailored to your specific needs. Contact Leah White at Ameriprise Financial Services for comprehensive financial planning services."
Deer & Yunker Financial Partners
Deer & Yunker Financial Partners is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York. With a strong focus on personalized service and tailored financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Deer & Yunker Financial Partners is committed to providing you with the expertise and support you need to secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
David Kleeman - TIAA Wealth Management Advisor
David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.
Benjamin Forte - TIAA Wealth Management Advisor
Benjamin Forte - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor, Benjamin Forte provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity and professionalism, Benjamin Forte offers expert advice and guidance on investments, retirement planning, estate planning, and more. Clients can rely on Benjamin Forte to provide tailored solutions to meet their individual needs and objectives. Trust Benjamin Forte - TIAA Wealth Management Advisor to help you navigate the complexities of financial planning and secure a prosperous future.
Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC
Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.
Jim Keys - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jim Keys is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, United States. Jim holds various certifications and designations, including AAMS, ADPA, AEP, AIF, APMA, AWMA, Behavioral Financial Advisor, CAP, CAS, CASL, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor, Chartered Financial Analyst, CFP, Certified Fund Specialist, Chartered Financial Consultant, Chartered Special Needs Consultant, Certified Investment Management Analyst, Certified Kingdom Advisor, Certified in Long-Term Care, and Chartered Life Underwriter. These certifications demonstrate Jim's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuing education, Jim Keys provides comprehensive and tailored financial advice to help clients achieve their financial goals.
Anthony G. Nick - Wilmington Advisors @ M&T
Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.
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.
Kellie Ronald - Financial Advisor, Ameriprise Financial Services, LLC
Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.
Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC
Alyssa Fox is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Alyssa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Alyssa is dedicated to helping individuals and small business owners navigate the complexities of financial planning to achieve their long-term goals. Whether you are looking to invest for retirement, plan for your estate, or navigate the challenges of divorce, Alyssa has the knowledge and experience to guide you through the process. Contact Alyssa Fox at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs and goals.
Tom Wahl - RBC Wealth Management Financial Advisor
Tom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.
Ed Tasker - State Farm Insurance Agent
Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your needs.
Brighton Securities
Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
David Reynolds
David Reynolds is a reputable finance institution located at 2833 West Ridge Road in Rochester, New York, United States. With a strong focus on providing top-notch financial services, David Reynolds is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at David Reynolds is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and customer-focused, David Reynolds is the go-to institution for all your financial needs in the Rochester area.
Cornerstone Advisory Group
Cornerstone Advisory Group is a leading finance institution located at 200 Park Point Drive in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning, Cornerstone Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.
Flower City Advisory
Flower City Advisory is a renowned finance institution located in Rochester, New York. With a prime location at 400 Meridian Centre Boulevard, Flower City Advisory offers expert financial advice and services to individuals and businesses in the area. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment guidance, retirement planning, or wealth management, Flower City Advisory is committed to providing personalized solutions tailored to your specific needs. Trust Flower City Advisory to be your partner in financial success.
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