TOP 30 Financial institution security in Fairport, New York

27 results found

Laurie Turney, Financial Advisor is a reputable finance institution located at 1387 Fairport Road in Fairport, New York, United States. With years of experience in the financial industry, Laurie Turney offers expert financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, save for retirement, or plan for the future, Laurie Turney is dedicated to providing personalized and comprehensive financial solutions. Visit us today to start planning for a secure financial future.

Clover Leaf Financial, LLC is a finance institution located at 1387 Fairport Road in Fairport, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Halleran Financial Group is a leading financial institution located at 345 Woodcliff Drive in Fairport, New York, United States. Specializing in finance, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and more. With a commitment to excellence and a focus on customer satisfaction, Halleran Financial Group is dedicated to helping our clients secure their financial future.

At Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™ in Fairport, New York, you can trust in the expertise and professionalism of a Certified Financial Planner and Chartered Retirement Planning Counselor. Located at 370 Woodcliff Drive, this finance institution offers personalized financial advice and services to help you achieve your financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Courtney A Laffler and her team are dedicated to providing you with the guidance and support you need to secure your financial future.

Forge Financial Advisors is a trusted finance institution located at 1387 Fairport Road in Fairport, New York. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Forge Financial Advisors to help you secure a strong financial future.

Ace Financial Group is a finance institution located at 121 South Main Street, Fairport, New York, United States. At Ace Financial Group, we understand that your financial needs and goals are unique to you. That's why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to make informed investment decisions. Please note that our services are available to residents of specific states only, including (AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in states not listed above. For parties residing outside of the U.S., please be aware that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment.

Crux Wealth Advisors, LLC is a finance institution located at 375 Woodcliff Drive in Fairport, New York, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our experts are here to guide you every step of the way. At Crux Wealth Advisors, LLC, we are dedicated to helping you secure a prosperous financial future.

Geo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States. As a fee-based investment advisor registered with the SEC, we specialize in managing individual portfolios of marketable stocks, bonds, and money market instruments for a variety of clients, including financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Our approach combines thorough financial statement analysis, proprietary industry models, product analysis, and macroeconomic analysis to assess a company's risk profile and potential for stock market outperformance. We offer two types of balanced account management that draw heavily on economic and cycle analysis, providing specific recommendations for securities within specified guidelines.

Riley Whalen Inc. is a leading finance institution located at 390 Packetts Landing in Fairport, New York, United States. With a strong reputation for providing top-notch financial services, Riley Whalen Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Contact us today to learn more about how Riley Whalen Inc. can help you secure your financial future.

Henderson Wealth Management is a leading finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Henderson Wealth Management, we prioritize building strong relationships with our clients based on trust, integrity, and expertise. Contact us today to learn how we can help you secure your financial future.

Lifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.

Bernard P Donegan Inc is a finance institution located at 345 Woodcliff Drive in Fairport, New York, United States. With a focus on providing expert financial services to clients, Bernard P Donegan Inc offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you are seeking investment advice, retirement planning, or assistance with managing your assets, the experienced team at Bernard P Donegan Inc is dedicated to providing top-notch service and guidance. Contact them today to learn more about how they can help you secure your financial future.

The River Oak Team at Stifel is a leading financial institution located at 295 Woodcliff Drive in Fairport, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, we are here to help. With a focus on integrity, transparency, and client satisfaction, The River Oak Team at Stifel is committed to delivering exceptional service and expertise in the world of finance. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Larry Huh - Lawrence J. Huh Wealth Management is a reputable financial institution based in Fairport, New York, United States. With a focus on providing expert financial advice and wealth management services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your specific needs. Trust Larry Huh - Lawrence J. Huh Wealth Management to guide you towards a secure financial future.

Signature Advisory Group is a finance institution located at 6780 Pittsford Palmyra Road, Fairport, New York, United States. Led by David J. Nichols PhD, CLU®, ChFC®, MSFS, CFP®, the team at Signature Advisory is dedicated to helping clients achieve their financial goals. With over 30 years of experience in the industry, David and his team offer a wide range of innovative insurance and investment products and advisory services. Affiliated with Keystone Financial Management (KFM), Signature Advisory has access to a team of professionals with extensive experience in finance, insurance, and investment management. The team at Signature Advisory takes pride in building long-term relationships with clients and always puts their needs first. Securities and advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Please note that the information provided is for residents in specific states and links to third-party websites may take you away from the Signature Advisory website. Contact Signature Advisory Group today for a non-binding, no-obligation discussion about your financial future.

Tricia Zanon - Raymond James is a reputable finance institution located at 375 Woodcliff Drive in Fairport, New York, United States. Specializing in financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust Tricia Zanon - Raymond James to help you secure your financial future.

Sage Tree Wealth, Inc. is a finance institution located at 10 East Church Street in Fairport, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and estate planning. At Sage Tree Wealth, we strive to build long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.

Michael J. Viscosi - Wilmington Advisors @ M&T is a finance institution located at 2 Courtney Drive in Fairport, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their investments, plan for retirement, and achieve their financial goals. Whether you are looking for assistance with wealth management, estate planning, or tax strategies, the professionals at Michael J. Viscosi - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Wealth Design Group Inc is a finance institution located at 375 Woodcliff Drive in Fairport, New York, United States. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Wealth Design Group Inc offers personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on client satisfaction, we strive to provide the highest level of service and expertise in the industry. Contact us today to learn more about how we can help you secure your financial future.

2020 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.

Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Finlocity is here to provide you with expert advice and personalized solutions. Visit us today to see how we can help you take control of your finances and plan for a successful future.

Thomas Huber - Stifel Advisor is a leading finance institution located at 295 Woodcliff Drive, Fairport, New York, United States. As a trusted Stifel advisor, Thomas Huber provides expert financial advice and services to clients looking to grow and protect their wealth. With a commitment to integrity and personalized service, Thomas Huber helps individuals and businesses navigate the complexities of the financial world to achieve their goals. Whether you are planning for retirement, investing for the future, or managing your portfolio, Thomas Huber - Stifel Advisor is dedicated to helping you secure a prosperous financial future.

Bottom Line Accounting is a trusted institution located at 49 Macedon Center Road in Fairport, New York. Specializing in accounting and finance services, our team of professionals is dedicated to helping individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, payroll, or financial planning, Bottom Line Accounting is here to provide expert guidance and support. Trust us to help you achieve your financial goals and secure a strong financial future.

Pearsall Sumner CPA is a reputable accounting and finance institution located at 7700 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit Pearsall Sumner CPA to ensure your financial success and security.

The Summit Federal Credit Union, located at 665 Moseley Road in Fairport, New York, is a full-service financial institution offering a range of products and services including checking, savings, credit cards, and mortgages. With a convenient location serving Fairport, Pittsford, and surrounding areas, The Summit features a lobby, drive-up ATM, and expert teller service to meet all your financial needs. As a member-owned institution, The Summit FCU is committed to providing secure and federally insured savings up to $250,000. The credit union is an Equal Housing Lender and offers a range of digital banking options including Apple Wallet and Google Play. Please note that by accessing certain links, you may be directed to third-party websites, and The Summit is not responsible for their content.

Stifel is a finance institution located at 295 Woodcliff Drive in Fairport, New York, United States. They provide a range of financial services including investment banking, wealth management, and advisory services. With a focus on personalized solutions and expert advice, Stifel helps clients achieve their financial goals and navigate the complexities of the financial markets. Their team of experienced professionals are dedicated to providing top-notch service and building long-lasting relationships with their clients.

The ESL Federal Credit Union ATM is conveniently located at 550 Moseley Road in Fairport, New York. This ATM is part of ESL Federal Credit Union, a trusted financial institution known for their excellent customer service and a wide range of financial products. Whether you need to withdraw cash, check your balance, or make a deposit, this ATM provides convenient access to your funds. Experience the convenience and security of banking with ESL Federal Credit Union at this location.