The 30 Best Financial solutions provider in Victor, New York
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Victor Melendez - Financial Advisor, Ameriprise Financial Services, LLC
Victor Melendez is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York. With years of experience in the finance industry, Victor provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Victor Melendez is committed to providing expert guidance and support every step of the way. Visit Ameriprise Financial Services, LLC to start planning for a secure financial future today.
Victor J Cannistra PC: Cannistra Victor J CPA
Victor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.
Nationwide Insurance: Victor F Devito Insurance
Nationwide Insurance: Victor F Devito Insurance, located at 1 Niver Street in Cohoes, New York, is your go-to insurance agency for all your insurance needs. Whether you need auto insurance, home insurance, commercial insurance, farm insurance, financial insurance, powersports insurance, or human services insurance, we've got you covered. We understand the importance of protecting your assets, which is why we offer a range of insurance products to suit your individual needs. From auto insurance policies you can count on to commercial insurance for your business, we have the expertise to provide you with the right coverage.
Morgenstern Insurance & Benefits Solutions
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.
Anderson-VanHorne Insurance & Financial Services
Anderson-VanHorne Insurance & Financial Services is a trusted institution located at 118 West Main Street in Victor, New York, United States. Specializing in finance, health, and insurance services, our dedicated team is committed to providing personalized solutions to meet the unique needs of our clients. With years of experience in the industry, we offer expert advice and guidance to help individuals and businesses protect their assets and plan for a secure financial future. Visit us today to learn more about our comprehensive range of services.
Victor Franqui Insurance
Victor Franqui Insurance is a reputable insurance agency located at 146 Havemeyer Street in New York, United States. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. With a team of experienced professionals, we are committed to offering personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Victor Franqui Insurance has you covered. Contact us today to discuss your insurance needs and let us help you protect what matters most.
John Reesor - Prudential Financial
John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.
Joseph Lamanna - Prudential Financial
Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing reliable financial guidance and insurance solutions, Joseph Lamanna and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can count on Joseph Lamanna - Prudential Financial to provide personalized services tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Andrew Baron - Prudential Financial
Andrew Baron - Prudential Financial is a reputable finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Andrew Baron - Prudential Financial is here to help you secure a stable financial future.
Evolution Financial Advisors
Evolution Financial Advisors is a leading financial institution located at 580 Fishers Station Drive in Victor, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized strategies to help individuals and businesses 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, Evolution Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you evolve your finances.
Finger Lakes Financial Services Inc
Finger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Karen E Andrushko
Merrill Lynch Financial Advisor Karen E Andrushko is a distinguished financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial advice and services, Karen E Andrushko and her team offer personalized financial planning solutions tailored to each client's unique needs and goals. With a commitment to excellence and a wealth of experience in the finance industry, Merrill Lynch Financial Advisor Karen E Andrushko is dedicated to helping clients achieve their financial objectives and secure a prosperous future.
Merrill Lynch Financial Advisor Don Theodorou
Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
Voya Financial Advisors
Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a finance institution, Voya Financial Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Voya Financial Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors is dedicated to helping you navigate the complex world of finance and secure your financial future.
Merrill Lynch Financial Advisor Jacob Newkirk
Merrill Lynch Financial Advisor Jacob Newkirk is a finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Committed to building and maintaining strong relationships with clients, they are accessible, knowledgeable, and experienced. Their mission is to understand each client's unique financial goals and aspirations, designing comprehensive strategies to help manage investment risk and pursue personal financial objectives. Their team, supported by the global resources of Merrill, consists of talented individuals dedicated to providing personalized service and building trust-based client relationships. Through the Merrill Personal Wealth Analysis™ tool, they can create and document personalized financial plans centered on individual goals and aspirations.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
Merrill Lynch Financial Advisor Caleb Atwater
Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.
Dream Mutual A Summers Financial Partner
Dream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
Merrill Lynch Financial Advisor Kenton Gregory Hines
Merrill Lynch Financial Advisor Kenton Gregory Hines is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Kenton joined Merrill Lynch Wealth Management and The Hines Group in 2016 as a Financial Advisor, bringing with him a background in engineering, product management, and data analysis. His focus is on developing goals-based financial strategies for new and existing clients, as well as assisting with multigenerational wealth transfer. Kenton holds certifications including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor®, and Retirement Accredited Financial Advisor. He is dedicated to helping clients achieve their financial goals by providing personalized plans centered on their aspirations. With a commitment to understanding each client's unique needs and priorities, Kenton works to create a financial approach that reflects their personality and helps them navigate market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kenton ensures that clients receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. With a focus on building a strong one-on-one relationship with each client, Kenton is dedicated to helping them achieve their financial objectives.
Merrill Lynch Financial Advisor Gary M Fitch
Merrill Lynch Financial Advisor Gary M Fitch 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 financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.
The Mayeu Financial Group
The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
Merrill Lynch Financial Advisor Samuel Yeager
Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.
Merrill Lynch Financial Advisor Edward A Conklin
Merrill Lynch Financial Advisor Edward A Conklin is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York. With a focus on providing expert financial advice and services, clients can trust Edward A Conklin to help them navigate their financial goals and investments. With years of experience and a dedication to personalized service, Merrill Lynch Financial Advisor Edward A Conklin is a trusted partner in achieving financial success.
Merrill Lynch Financial Advisor Christopher A Moore
Merrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.
Cimineri Financial Group
Cimineri Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their financial goals. With a focus on integrity, trust, and transparency, we strive to build long-lasting relationships with our clients based on mutual respect and understanding. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cimineri Financial Group is here to help you every step of the way.
Edward Jones - Financial Advisor: Anthony M DeJohn
Edward Jones - Financial Advisor: Anthony M DeJohn is a reputable finance institution located at 49 West Main Street in Victor, New York, United States. As a trusted financial advisor, Anthony M DeJohn provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial stability and growth, clients can rely on Edward Jones for expert advice and guidance in investment strategies, retirement planning, and wealth management. Visit Edward Jones - Financial Advisor: Anthony M DeJohn today to start securing your financial future.
SixPoint Financial Partners
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.
Summers Financial Services
Summers Financial Services is a trusted finance institution located at 6591 Cherry Street in Victor, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Summers Financial Services can help you secure a sound financial future.
Merrill Lynch Financial Advisor Agostino Coccia
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.
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