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Top 30 Best Financial legacy planning in Pittsford, New York

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  • 5 1
    #1

    Heritage Financial Services LLC

    ● Closed
    179 Sully's Trail # 304, Pittsford, NY 14534, United States
    (585) 419-8399
    hfsplan.com

    Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

    Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA
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  • 5 1
    #2

    Voya Financial Advisors

    ● Closed
    1175 Pittsford Victor Rd # 100, Pittsford, NY 14534, United States
    (585) 586-9123
    vfarochester.com

    Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA
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  • 4.8 4
    #3

    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
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  • 2 1
    #4

    Tompkins Financial Advisors

    ● Closed
    99 Garnsey Rd Suite 400, Pittsford, NY 14534, United States
    (585) 248-0050
    tompkinsfinancialadvisors.com

    Tompkins Financial Advisors is a leading finance institution located at 99 Garnsey Road in Pittsford, New York, United States.

    Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA
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  • #5

    Merrill Lynch Financial Advisor Thomas M Janosky

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2652
    fa.ml.com

    Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #6

    Seneca Financial Advisors LLC

    ● Closed
    500 Linden Oaks #150, Rochester, NY 14625, United States
    (585) 203-1211
    senecafinancialadvisors.com

    Seneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #7

    Merrill Lynch Financial Advisor Jason R Alexander

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2661
    fa.ml.com

    Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service.

    Financial Service
    Details
  • #8

    Merrill Lynch Financial Advisor Caleb Atwater

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2508
    fa.ml.com

    Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • #9

    Freedom Financial Planning

    ● Open
    1159 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 678-8000
    freedomrochester.com

    Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future.

    Financial Service
    Details
  • #10

    Lifetime Planning

    ● Open
    6800 Pittsford Palmyra Rd, Fairport, NY 14450, United States
    (585) 728-9191
    ltplans.com

    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.

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  • #11

    Randy Schuster Coordinated Plan

    ● Closed
    1080 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 450-2840
    coordinatedplan.com

    The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York.

    Financial Service
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  • #12

    Edward Jones - Financial Advisor: Jim Sandlas

    ● Closed
    121 Sully's Trail Suite 3, Pittsford, NY 14534, United States
    (315) 781-1157
    edwardjones.com

    Edward Jones - Financial Advisor: Jim Sandlas is a reputable financial institution located at 121 Sully's Trail in Pittsford, New York, United States.

    Photo of Edward Jones - Financial Advisor: Jim Sandlas - 121 Sully's Trail, Pittsford, NY 14534, USA
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  • #13

    Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC

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

    Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
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  • #14

    SixPoint Financial Partners

    ● Closed
    1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States
    (585) 485-6048
    sixpointfp.com

    SixPoint Financial Partners is a leading finance institution located at 1169 Pittsford Victor Road in Pittsford, New York.

    Photo of SixPoint Financial Partners - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of SixPoint Financial Partners - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of SixPoint Financial Partners - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA
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  • #15

    Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC

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

    Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
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  • #16

    Merrill Lynch Financial Advisor Matthew A. Kilmer

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2562
    fa.ml.com

    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.

    Financial Service
    Details
  • #17

    Merrill Lynch Financial Advisor Thomas M McAuley

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2611
    fa.ml.com

    Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • #18

    Merrill Lynch Financial Advisor Bradley Richard

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2618
    fa.ml.com

    Merrill Lynch Financial Advisor Bradley Richard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • #19

    Merrill Lynch Financial Advisor Michael S Blood

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 383-5705
    fa.ml.com

    Merrill Lynch Financial Advisor Michael S Blood, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America.

    Photo of Merrill Lynch Financial Advisor Michael S Blood - 1241 Pittsford Victor Road, Pittsford, NY 14534, USA
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  • #20

    Rocco Pietropaolo Jr. - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4594
    advisors.ubs.com

    Rocco Pietropaolo Jr. - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
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  • 5 1
    #21

    Thorley Wealth Management, Inc.

    ● Closed
    1478 Marsh Rd, Pittsford, NY 14534, United States
    (585) 512-8453
    thorleywm.com

    Thorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States.

    Photo of Thorley Wealth Management, Inc. - 1478 Marsh Road, Pittsford, NY 14534, USA
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  • 5 1
    #22

    FORTÉ CAPITAL LLC

    ● Closed
    400 Linden Oaks Suite 310, Rochester, NY 14625, United States
    (585) 586-8100
    forte-capital.com

    FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
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  • 5 3
    #23

    Ciccarelli Advisory Services

    ● Closed
    110 Linden Oaks STE E, Rochester, NY 14625, United States
    (585) 383-0060
    casmoneymatters.com

    Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York.

    Financial Service
    Details
  • #24

    The Cook Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 389-2208
    advisor.morganstanley.com

    The Cook Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #25

    LVW Advisors

    ● Closed
    67 Monroe Ave, Pittsford, NY 14534, United States
    (585) 267-4900
    lvwadvisors.com

    LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing.

    Photo of LVW Advisors - 67 Monroe Avenue, Pittsford, NY 14534, USA Photo of LVW Advisors - 67 Monroe Avenue, Pittsford, NY 14534, USA Photo of LVW Advisors - 67 Monroe Avenue, Pittsford, NY 14534, USA
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  • #26

    Montage Wealth Management

    ● Closed
    179 Sully's Trail Suite 302, Pittsford, NY 14534, United States
    (585) 485-6668
    montagewealthmanagement.com

    Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives.

    Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA
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  • #27

    Rochester Wealth Partners

    ● Open
    10 Office Park Way #200, Pittsford, NY 14534, United States
    (585) 662-5031
    rocwealthpartners.com

    Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future.

    Photo of Rochester Wealth Partners - 10 Office Park Way, Pittsford, NY 14534, USA
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  • #28

    Echelon Wealth Advisors, LLC

    ● Closed
    1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, United States
    (585) 381-1861

    Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #29

    Lake Tahoe Wealth Management, Inc.

    ● Closed
    11 Epping Wood Trail #9796, Pittsford, NY 14534, United States
    (855) 515-5896
    laketahoewealthmanagement.org

    Lake Tahoe Wealth Management, Inc. is a finance institution located at 11 Epping Wood Trail in Pittsford, New York, United States.

    Financial Service
    Details
  • #30

    Rochester Wealth Solutions

    ● Open
    3300 Monroe Ave #213, Rochester, NY 14618, United States
    (585) 348-9312
    rochesterwealthsolutions.com

    Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M.

    Photo of Rochester Wealth Solutions - 3300 Monroe Avenue, Rochester, NY 14618, USA
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