TOP 30 Financial needs in Victor, New York

93 results found

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 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.

Merrill Lynch Financial Advisor Jason Nevada, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized financial services supported by the global resources of Merrill. Comprised of a team of talented and experienced individuals, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you pursue those goals while managing investment risk. We believe in a client-centered approach, focusing on your aspirations and addressing issues that matter most to you, such as managing future expenses, planning for education, or passing on wealth to future generations. By working closely with you and utilizing the investment insights of Merrill and banking solutions from Bank of America, we strive to develop a financial approach tailored to your needs. Our goal is to help you achieve financial success by making informed investment decisions and trade-offs that align with your goals. With regular check-ins and adjustments to your financial approach as needed, we aim to help you stay on track towards achieving what's most important to you. Let us work together to help you reach your financial goals and create a secure financial future.

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.

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. Stay informed about market trends and global economy with timely insights to help you navigate your financial journey. By understanding your financial goals and priorities, Michael S Blood can create a personalized wealth management strategy tailored to your needs. Access the investment expertise of Merrill and the banking services of Bank of America to make informed decisions about your financial future. With a focus on connecting your life and finances, Merrill goes beyond the traditional role of an advisor to provide comprehensive financial guidance. Remember to consult your legal and tax advisors before making any financial decisions. Trust in Merrill Lynch Financial Advisor Michael S Blood to help you pursue your goals and build a secure financial future.

Merrill Lynch Financial Advisor Stephen Szczublewski, 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. Stay informed on market trends and global economy to help you make informed decisions. By understanding your financial goals, Stephen Szczublewski can create personalized wealth management strategies tailored to your needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, you can pursue your financial goals with confidence. Additional services include insurance, annuity products, trust, fiduciary and investment management services. Contact Merrill Lynch Financial Advisor Stephen Szczublewski for a fresh perspective on your financial life.

Raymond James Financial Services is a finance institution located at 1600 Moseley Road in Victor, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services can provide expert guidance and personalized advice to help you make informed decisions. Trust in Raymond James to help you navigate the complexities of the financial world and create a customized plan tailored to your individual needs.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.

Welcome to Victor W. Vaccaro, Jr., your trusted partner in accounting and finance located at 221 South Warren Street, Syracuse, New York. Our firm is proud to be part of the esteemed Dannible & McKee team, offering a unique blend of knowledge, expertise, and dedication to deliver reliable financial solutions tailored to your needs. As members of the GGI Global Alliance, we extend our reach to provide you with the best possible advice on a global scale. Our comprehensive services are designed to help you make sound financial decisions, whether you are navigating the complexities of financial ratios in manufacturing or safeguarding your construction company from potential cyberattacks. With employee theft on the rise, our expert team is here to help you protect your business interests. Trust Victor W. Vaccaro, Jr. to guide you through the financial landscape with confidence and precision. Learn more about how we can support your business today.

Welcome to Victor Baird Agency LLC, your trusted partner for comprehensive insurance solutions in Kenmore, New York. Conveniently located at 15 Lasalle Avenue, we are dedicated to serving our community with personalized insurance services tailored to meet your unique needs. As a locally owned and operated insurance agency, we specialize in providing a wide range of coverage options, including auto, home, life, and business insurance. Our experienced team is committed to helping you protect what matters most by offering expert advice, competitive rates, and exceptional customer service. Whether you're looking to safeguard your family, assets, or business, Victor Baird Agency LLC is here to guide you every step of the way. Visit us today to discover how we can help you secure a brighter future.

Welcome to Mr. Victor Tax Corporation, your trusted partner for comprehensive accounting and financial services in Coram, New York. Conveniently located at 11 West Denis Lane, we are dedicated to serving the financial needs of individuals and businesses in our community and beyond. At Mr. Victor Tax Corporation, we understand that navigating the complexities of taxes and financial planning can be daunting. Our team of experienced professionals is here to provide personalized solutions tailored to your unique circumstances. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial consulting, we are committed to delivering exceptional service and insightful guidance.

Morgenstern Insurance & Benefits Solutions is a reputable insurance agency located at 1170 Pittsford Victor Road in Pittsford, New York. We specialize in providing comprehensive insurance solutions and benefits packages to individuals, families, and businesses. Our experienced team of insurance professionals is dedicated to helping clients find the right coverage to protect their assets and achieve their financial goals. Whether you are looking for auto, home, life, health, or business insurance, we are here to provide personalized service and tailored solutions to meet your needs. Contact us today to learn more about how Morgenstern Insurance & Benefits Solutions can help you secure your future.

Lino Reale - State Farm Insurance Agent is a reputable insurance agency located at 98 West Main Street in Victor, New York, United States. With over 30 years of experience, Lino Reale and his team of licensed professionals offer a wide range of insurance products including auto, home, renters, life, pet, boat, ATV, and motorcycle insurance, as well as banking products and financial services. The team is dedicated to providing personalized quotes and top-quality service to meet all of your insurance needs. Lino Reale holds professional designations such as MBA, ChFC, and LUTC, and has received numerous awards for outstanding service. Whether you are in Victor, Farmington, Canandaigua, Pittsford, Fairport, or any surrounding areas in New York State, the Lino Reale State Farm office is here to help you protect your assets and plan for the future. Contact the office today for a no-obligation analysis of your insurance and financial products.

Farmers Insurance - David Wager is a trusted insurance agency located at 191 West Main Street in Victor, New York, United States. Our agency is conveniently situated in the heart of the village of Victor, allowing us to be readily available to the residents and businesses in the community. As a Partner of the Farmers® Group of Companies, we offer comprehensive insurance solutions to protect your families and assets. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, our experienced agents can help customize a policy to meet your unique needs and budget. We also offer umbrella insurance for added protection above and beyond your existing policies.

Aflac is an insurance agency located at 221 High Street in Victor, New York, United States. With a focus on providing supplemental insurance coverage, Aflac offers a range of policies to help individuals and families protect themselves financially in the event of illness or injury. Their dedicated team of agents is committed to helping clients find the right insurance solutions to meet their needs and budget. Visit Aflac today to learn more about their services and how they can help you secure your financial future.

Guardian Life Insurance Co-America is an insurance agency located at 1451 Pittsford Victor Road in Fairport, New York, United States. They offer a range of insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized and reliable coverage, Guardian Life Insurance Co-America is committed to helping clients find the right insurance solutions for their needs. Contact them today to learn more about their offerings and how they can help you secure peace of mind for the future.

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.

The Globe Life National Income Division: Gryska Hamilton Organization is an insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Specializing in providing comprehensive insurance coverage for individuals and families, this institution is dedicated to helping clients protect their financial well-being. With a team of experienced professionals, the organization offers personalized service and tailored insurance solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, the Globe Life National Income Division: Gryska Hamilton Organization is committed to helping individuals secure their future and achieve peace of mind.

Brandon Martinez, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of dedicated professionals, including Joshua Adkison, Nichole Andrews, Michael Bame, and many more, are here to help you with all of your insurance needs. Whether you're looking for life insurance, retirement planning, or financial advice, our experienced agents are here to assist you every step of the way. Contact us today to schedule a consultation and start securing your future with Brandon Martinez, Bankers Life Agent.

Elizabeth Scott, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a Bankers Life Agent, Elizabeth Scott offers a wide range of insurance products and services tailored to meet the individual needs of her clients. With a commitment to providing personalized and comprehensive insurance solutions, Elizabeth Scott strives to help her clients protect their financial well-being and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, Elizabeth Scott, Bankers Life Agent is dedicated to helping you secure your financial future.

Nicholas Difilippo, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States. As a Bankers Life Agent, Nicholas Difilippo offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, clients can trust in Nicholas Difilippo to provide expert guidance and support. Whether it's life insurance, long-term care insurance, or retirement planning, Nicholas Difilippo is committed to helping clients find the right coverage to meet their needs.

Paul Monagan, Bankers Life Agent is a leading insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York. As a trusted Bankers Life Agent, we specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through personalized insurance solutions. Whether you are looking for life insurance, retirement planning, long-term care coverage, or investment options, we are here to help you every step of the way. Contact us today to schedule a consultation and learn more about how we can help you secure your financial well-being.

Sytejia Matthews, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a trusted representative of Bankers Life, Sytejia Matthews offers a wide range of insurance products and services to help clients protect their financial future. With a commitment to providing personalized and tailored solutions, Sytejia Matthews helps individuals and families navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Sytejia Matthews is dedicated to helping you find the right policy to meet your needs. Contact Sytejia Matthews, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing your financial well-being.