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Top 30 Best Financial advisor resources in Rochester, New York

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  • 5 23
    #1

    NorthLanding Financial Partners, LLC

    ● Closed
    90 Linden Oaks #220, Rochester, NY 14625, United States
    (585) 497-5000
    northlandingfp.com

    NorthLanding Financial Partners, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 2
    #2

    Regent Financial Group Llc

    ● Closed
    777 Canal View Blvd STE 800, Rochester, NY 14623, United States
    (585) 586-6800
    regentfinancialgroup.com

    Regent Financial Group LLC is a finance institution located at 777 Canal View Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #3

    Edward Jones - Financial Advisor: Michael Booth

    ● Closed
    428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, United States
    (585) 266-3870
    edwardjones.com

    Edward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States.

    Photo of Edward Jones - Financial Advisor: Michael Booth - Rochester, NY 14617, USA
    Financial Service
    Details
  • 5 1
    #4

    Bank of America Private Client Advisor John M Pitton

    ● Open
    75 S Clinton Ave, Rochester, NY 14604, United States
    (585) 546-9315
    private.bankofamerica.com

    Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations.

    Photo of Bank of America Private Client Advisor John M Pitton - 75 South Clinton Avenue, Rochester, NY 14604, USA
    Financial Service
    Details
  • 5 1
    #5

    Rochester Financial Empowerment Center

    ● Open
    1050 University Ave, Rochester, NY 14607, United States
    (585) 252-7110
    rochesterfec.org

    The Rochester Financial Empowerment Center is a community resource located at 1050 University Avenue in Rochester, New York.

    Details
  • 4.8 4
    #6

    Edelman Financial Engines

    ● Closed
    350 Linden Oaks 1st Floor, Rochester, NY 14625, United States
    (833) 752-6333
    edelmanfinancialengines.com

    Edelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States.

    Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 4.2 5
    #7

    Skye Financial Services

    ● Open
    528 East Main Street, Little Falls, New York 13365, United States
    (315) 508-5451
    skyefinancialservices.net

    Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions.

    Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365, USA Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365, USA Photo of Skye Financial Services - 528 East Main Street, Little Falls, NY 13365, USA
    Financial Service
    Details
  • #8

    DeFreze Financial Services

    ● Closed
    728 Weiland Rd, Rochester, NY 14626, United States
    (585) 697-0430
    defrezefinancial.com

    DeFreze Financial Services is a leading finance and insurance agency located at 728 Weiland Road in Rochester, New York, United States.

    Financial Service Insurance Agency
    Details
  • #9

    The Resource Group of Rochester

    ● Closed
    200 Meridian Centre Blvd, Rochester, NY 14618, United States
    (800) 488-2482
    trgrochester.com

    The Resource Group of Rochester is a leading finance institution located at 200 Meridian Centre Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • #10

    Impact Financial Planners

    ● Closed
    140-A Metro Park, Rochester, NY 14623, United States
    (585) 382-8377
    impactfinancialplanners.com

    Impact Financial Planners is a reputable finance institution located at 140-A Metro Park in Rochester, New York, United States.

    Financial Service
    Details
  • #11

    David Mattia, CIMA - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4540
    advisors.ubs.com

    David Mattia, CIMA - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. As a Certified Investment Management Analyst (CIMA) with UBS Financial Services Inc.

    Financial Service
    Details
  • #12

    Commonwealth Financial Network

    ● Open
    Rochester, NY 14625, United States
    (585) 381-5820
    commonwealth.com

    Commonwealth Financial Network, located in Rochester, New York, United States, is a leading finance institution that prioritizes independent financial advisors.

    Financial Service
    Details
  • #13

    Dan Cuccia - TIAA Financial Consultant

    ● Open
    35 Celebration Dr, Rochester, NY 14620, United States
    (877) 209-3144
    locations.tiaa.org

    Dan Cuccia - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States.

    Photo of Dan Cuccia - TIAA Financial Consultant - 35 Celebration Drive, Rochester, NY 14620, USA
    Financial Service
    Details
  • #14

    Focused Wealth Advisors

    ● Closed
    160 Allens Creek Rd #270, Rochester, NY 14618, United States
    (585) 381-2662
    focusedwealthadvisors.com

    Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York.

    Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • #15

    Andre Rene - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 292-9851
    ameripriseadvisors.com

    Andre Rene is a financial advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States.

    Financial Service
    Details
  • #16

    Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave Fl 3, Rochester, NY 14610, United States
    (585) 721-3883
    ameripriseadvisors.com

    Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals.

    Photo of Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #17

    Tompkins Financial

    ● Open
    3140 Monroe Ave, Rochester, NY 14618, United States
    tompkinsfinancial.com

    Tompkins Financial is a finance institution located at 3140 Monroe Avenue in Rochester, New York, United States.

    Financial Service
    Details
  • #18

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    (585) 461-2280
    ameripriseadvisors.com

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #19

    Susan Halpern, Vice President, Wealth Advisor - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4576
    advisors.ubs.com

    Susan Halpern, Vice President, Wealth Advisor at UBS Financial Services Inc. in Rochester, New York, is dedicated to providing personalized financial solutions for her clients.

    Financial Service
    Details
  • 5 89
    #20

    Van C. Travis III, ChFC - State Farm Insurance Agent

    ● Closed
    1978 Monroe Ave, Rochester, NY 14618, United States
    (585) 461-5240
    vantravis.com

    Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States.

    Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618, USA Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618, USA
    Financial Service Insurance Agency
    Details
  • 4.8 73
    #21

    Ed Tasker - State Farm Insurance Agent

    ● Closed
    1580 Elmwood Ave #1a, Rochester, NY 14620, United States
    (585) 442-8771
    teamtasker.net

    Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York.

    Photo of Ed Tasker - State Farm Insurance Agent - 1580 Elmwood Avenue, Rochester, NY 14620, USA Photo of Ed Tasker - State Farm Insurance Agent - 1580 Elmwood Avenue, Rochester, NY 14620, USA Photo of Ed Tasker - State Farm Insurance Agent - 1580 Elmwood Avenue, Rochester, NY 14620, USA
    Insurance Agency
    Details
  • 5 4
    #22

    The Gregory L. Schaffer Companies

    ● Closed
    3205 Mt Read Blvd, Rochester, NY 14616, United States
    (585) 621-3300
    gregoryschaffer.com

    The Gregory L. Schaffer Companies is a comprehensive financial services institution located at 3205 Mount Read Boulevard in Rochester, New York.

    Photo of The Gregory L. Schaffer Companies - 3205 Mount Read Boulevard, Rochester, NY 14616, USA Photo of The Gregory L. Schaffer Companies - 3205 Mount Read Boulevard, Rochester, NY 14616, USA Photo of The Gregory L. Schaffer Companies - 3205 Mount Read Boulevard, Rochester, NY 14616, USA
    Accounting Service Financial Service Insurance Agency Real Estate Agent
    Details
  • 5 1
    #23

    Your Medicare Advisers

    ● Closed
    2024 W Henrietta Rd Bldg 2A, Rochester, NY 14623, United States
    (585) 354-1915
    yourmedicareadvisers.com

    Your Medicare Advisers is a trusted health insurance agency located at 2024 West Henrietta Road in Rochester, New York.

    Photo of Your Medicare Advisers - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Your Medicare Advisers - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Insurance Agency Medical Services
    Details
  • 5 1
    #24

    Q & F Benefit Administration

    ● Open
    349 W Commercial St # 2525, East Rochester, NY 14445, United States
    (800) 687-0578
    qandfbenefits.com

    Q & F Benefit Administration is a leading insurance agency located at 349 West Commercial Street in East Rochester, New York.

    Insurance Agency
    Details
  • 5 2
    #25

    Howe & Rusling

    ● Closed
    165 Culver Rd, Rochester, NY 14620, United States
    (585) 325-4140
    howeandrusling.com

    Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States.

    Photo of Howe & Rusling - 165 Culver Road, Rochester, NY 14620, USA Photo of Howe & Rusling - 165 Culver Road, Rochester, NY 14620, USA Photo of Howe & Rusling - 165 Culver Road, Rochester, NY 14620, USA
    Financial Service
    Details
  • 5 1
    #26

    Fairpoint Wealth Partners, Inc.

    ● Closed
    1882 S Winton Rd Suite 7, Rochester, NY 14618, United States
    (585) 450-3070
    fairpointwealthpartners.com

    Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family.

    Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • 5 1
    #27

    The Retirement Optimization Group with Cadaret Grant

    ● Closed
    755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623, United States
    (585) 465-5065
    retirementoptimizationgroup.com

    The Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States.

    Photo of The Retirement Optimization Group with Cadaret Grant - 755 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 3
    #28

    LifeMark Securities Corporation

    ● Closed
    400 W Metro Park Suite 1, Rochester, NY 14623, United States
    (585) 424-5672
    lifemark.com

    LifeMark Securities Corporation is a leading finance institution located in Rochester, New York.

    Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 2
    #29

    Whitney & Company Wealth Management

    ● Closed
    959 Panorama Trail S #190, Rochester, NY 14625, United States
    (585) 232-6200
    whitneyandcompany.com

    Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States.

    Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #30

    The Bonadio Group

    ● Closed
    6 Wembley Ct, Albany, NY 12205, United States
    (518) 464-4080
    bonadio.com

    The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges.

    Photo of The Bonadio Group - 6 Wembley Court, Albany, NY 12205, USA Photo of The Bonadio Group - 6 Wembley Court, Albany, NY 12205, USA Photo of The Bonadio Group - 6 Wembley Court, Albany, NY 12205, USA
    Accounting Service Financial Service
    Details
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