TOP 30 Financial institution services in Pittsford, New York

139 results found

Higgins Financial Advisors is a reputable finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment management services to help clients achieve their financial goals. Whether you need assistance with retirement planning, wealth management, or estate planning, Higgins Financial Advisors is dedicated to providing expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Higgins Financial Advisors is the go-to institution for all your financial needs.

Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is a reputable finance institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in providing personalized financial advice and solutions, John Pascucci, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored financial plans, Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is dedicated to helping individuals and families secure their financial future.

Brian Drumm, Financial Advisor is a reputable finance institution located at 716 Pittsford Victor Road in Pittsford, New York, United States. With years of experience in the financial industry, Brian Drumm offers expert advice and personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Brian Drumm is dedicated to providing top-notch financial guidance and support. Contact Brian Drumm, Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ is a reputable financial institution located at 40 Grove Street in Pittsford, New York, United States. Specializing in finance, they offer personalized financial planning services to help individuals achieve their financial goals. With certifications in Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Accredited Asset Management Specialist (AAMS™), clients can trust that they are receiving expert advice and guidance. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ is dedicated to providing tailored solutions to meet your financial needs.

SixPoint Financial Partners is a leading finance institution located at 1169 Pittsford Victor Road in Pittsford, New York. We specialize in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, SixPoint Financial Partners is here to help. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial objectives.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement. With a commitment to clients' best interests and a reputation for consistent wealth management, the team focuses on understanding long-term retirement goals to ensure income lasts, cover healthcare costs, and preserve wealth. By emphasizing the role of Investor Behavior, the institution employs a Disciplined Allocation strategy to guide emotion in the investment process and maximize successful outcomes. Advisors work collaboratively with clients to develop personalized investment strategies aligned with their goals, taking into account risk tolerance, time horizon, and investment style. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch is supported by global resources and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Through tools like Merrill Personal Wealth Analysis™, clients can create and adapt financial plans centered on their goals and aspirations. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors offer tailored investment approaches to address individual needs and pursue financial goals.

Munn Financial Group is a reputable finance institution located at 30B Grove Street in Pittsford, New York, United States. With a team of experienced financial experts, Munn Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Munn Financial Group is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Christopher M Leone, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a trusted finance institution dedicated to building and maintaining strong relationships with clients. With a focus on understanding individual needs and goals, the team works to create comprehensive financial strategies to help clients pursue their aspirations while managing investment risk. The institution believes in personalized financial approaches that reflect each client's unique priorities and life goals. By listening carefully and asking smart questions, the team helps clients navigate important financial decisions such as retirement planning, education savings, and wealth transfer.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Agostino Coccia is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. With over 20 years of experience in the legal and financial services industries, Agostino focuses on serving families, business owners, and high net worth individuals. He received his bachelor's degree in Psychology and Sociology from the University of Tulsa and his Juris Doctorate from University of Tulsa College of Law. Agostino offers a comprehensive approach to managing wealth, providing access to the investment insights of Merrill and banking convenience of Bank of America. He believes in delivering excellent service and helping clients pursue their financial goals. The institution offers personalized financial planning centered on your goals and priorities, with a focus on what you want to achieve. By understanding your unique needs and financial situation, Agostino can help you create a customized wealth management approach that adapts to changes in the market. With access to the investment insights of Merrill and banking solutions from Bank of America, Agostino works with you to develop an approach designed to address your financial needs. Whether it's planning for retirement, saving for a home, or funding education, Agostino can help you make informed investment decisions and trade-offs to reach your goals. The institution offers tools to help you track changes in your life and financial approach, ensuring that you stay on track to achieve what's most important to you. By working together, Agostino can help you create a financial approach that reflects your personality and priorities, helping you address fluctuations in the market and changes in your life. As a Merrill Lynch Wealth Management Advisor, Agostino can help you build a customized investment approach to pursue your goals and navigate the complexities of your financial life. With a dedication to putting you first and providing personalized investment strategies, working with Merrill Lynch Financial Advisor Agostino Coccia can help you live your best financial life.

Merrill Lynch Financial Advisor Jeffrey P Renelt is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing personalized financial advice and guidance, Merrill Lynch Financial Advisor Jeffrey P Renelt offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, their team of experienced advisors is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Jeffrey P Renelt today to schedule a consultation and take the first step towards financial success.

Merrill 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.

Marathon Financial-Layer Gregg D is a finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a focus on providing top-notch financial services, this institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you're looking to invest, save for the future, or secure a loan, Marathon Financial-Layer Gregg D is dedicated to helping you navigate the complexities of the financial world with confidence and ease.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in working with individuals and families who are preparing for or entering into retirement. We are committed to our clients' best interests and have a reputation for maintaining a consistent approach to wealth management. By developing a deep understanding of our clients' long-term retirement goals, we help ensure that income lasts in retirement, cover potential health care costs, and preserve wealth. We believe that successful wealth management outcomes are primarily determined by Investor Behavior. Therefore, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while guiding the emotions intrinsic to the investment process. Our focus is on helping clients navigate the extremes of Fear and Fear of Missing Out to close the gap between investment returns and the historically lower returns earned by investors. We emphasize that successful investment outcomes are not based on predicting future events, but on executing a proper response to market events guided by a disciplined investment process.

Merrill 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.

Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.

Professional Financial Strategies is a leading finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced financial advisors, we offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, our experts provide personalized strategies tailored to each client's unique needs. Trust Professional Financial Strategies to provide you with expert guidance and support in navigating the complex world of finance.

Dana Tax Service is a reputable accounting and finance institution located at 78 Charleswood Drive in Pittsford, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Dana Tax Service for all your accounting and finance needs.

Pelletier Accounting & Tax Services is a reputable accounting and finance institution located at 6605 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can trust Pelletier Accounting & Tax Services to handle all of their financial needs with precision and expertise.

H&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.

The Pittsford Branch is a finance institution located at 3225 Monroe Avenue in Rochester, New York. Our branch offers a wide range of financial services, including banking, loans, and investment opportunities. Our experienced staff is dedicated to providing personalized and professional service to help our customers achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Pittsford Federal Credit Union is a trusted financial institution located at 20 Tobey Village Road in Pittsford, New York. As a full-service credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience personalized service and competitive rates for all your financial needs.

three one is a finance institution located at 180 Office Park Way in Pittsford, New York, United States. We specialize in analyzing banking services and fees to ensure fair relationships in any market cycle. Our services support credit ratings by providing advanced liquidity projections and cash-flow capacity assessments. We offer future liquidity forecasting, weekly cash balance projections, and cash management strategies to help you maximize the value of your taxpayer dollars. We identify cash as a valuable asset and provide oversight and regulatory compliance recommendations. Our institution offers a consolidated view of available cash and time-horizon analysis. We provide marketplace and peer-interest benchmarks to help you understand the value of your cash. We help manage and maximize every tax and tuition dollar spent. As a proud national partner of NACo Financial Services Corporation (FSC), a partner in BuyBoard®’s Cooperative, and a graduate of BNY Mellon’s Accelerator, we offer innovative FinTech solutions for responsible public sector procurement.

Closed is a health institution located at 170 Office Park Way in Pittsford, New York, United States. This facility provides a wide range of medical services to patients in need. Unfortunately, the institution is currently closed and not accepting any new patients. Please check back for updates on when the facility will reopen.

Richard Mount, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road, Pittsford, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, including Nabil Al-Zaid, Tina Allie, and many others, Richard Mount, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or investment advice, the team at Richard Mount, Bankers Life Agent is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Marino Law Group is a reputable institution located at 60 Office Park Way in Pittsford, New York, United States. Specializing in accounting, finance, and legal services, Marino Law Group offers expert advice and guidance to individuals and businesses in need of professional assistance. With a team of experienced lawyers, accountants, and financial experts, Marino Law Group is dedicated to providing top-notch services to clients in a variety of legal and financial matters. Whether you need help with tax preparation, estate planning, or legal representation, Marino Law Group is here to help you navigate the complexities of the law and finance.