The 30 Best Financial investment consulting in Canandaigua, New York

Canandaigua National Bank & Trust is a reputable financial institution located at 4765 Lake Road South in Brockport, New York. As a full-service bank, CNB offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With a focus on customer satisfaction and community involvement, CNB strives to provide top-notch banking solutions to individuals and businesses in the area. Additionally, CNB has convenient ATM locations for easy access to cash withdrawals and other banking services. Visit Canandaigua National Bank & Trust today for all your financial needs.

Canandaigua National Bank & Trust is a trusted financial institution located at 8633 Main Street in Honeoye, New York, United States. As a full-service bank, CNB offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With their convenient ATM services, customers can easily access their accounts and manage their finances. With a reputation for excellent customer service and a commitment to community involvement, Canandaigua National Bank & Trust is a top choice for all your banking needs in the Honeoye area.

Canandaigua National Bank & Trust is a trusted financial institution located at 99 West North Main Street in Honeoye Falls, New York. Offering a wide range of banking services, including ATMs for convenient access to cash, this bank is committed to providing exceptional customer service and financial solutions to individuals and businesses in the local community. With a strong reputation for reliability and integrity, Canandaigua National Bank & Trust is a go-to destination for all your banking and financial needs.

Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.

Sheppard Mosher Independent Wealth Management is a renowned finance institution located at 2525 New York 332 in Canandaigua, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. With a commitment to transparency, integrity, and excellence, Sheppard Mosher Independent Wealth Management is dedicated to helping clients build and preserve their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.