Financial success in Penfield, New York

Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 1790 Penfield Road in Penfield, New York, United States. Geoff Glanville, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), leads the team of experienced professionals who are dedicated to providing personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ strives to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Patrick E Caufield is a reputable finance institution located at 2160 Penfield Road in Penfield, New York. As a trusted financial advisor, Patrick E Caufield provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is committed to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Patrick E Caufield and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial market.

Hanson MoneyMax Group, LLC is a reputable insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, Hanson MoneyMax Group, LLC is dedicated to helping clients protect their assets and plan for the future. Their team of experienced professionals offers personalized service and tailored insurance packages to meet the unique needs of each client. Trust Hanson MoneyMax Group, LLC to provide reliable insurance coverage and peace of mind.

FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Our team of experienced financial advisors specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, FocalPoint Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At CornerStone Wealth Management, we are committed to providing exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch financial services and expertise, our team at Jeff Sharman - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust in Jeff Sharman - Raymond James for all your financial needs.

Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Finlocity is here to provide you with expert advice and personalized solutions. Visit us today to see how we can help you take control of your finances and plan for a successful future.

Ellyn A. Schaefer CPA is a dedicated accounting and finance institution located at 1425 Jefferson Road in Rochester, New York. Specializing in small business and individual tax preparation services, Ellyn A. Schaefer and her team serve clients throughout Rochester NY and the surrounding areas including Pittsford, Penfield, and Fairport. With a focus on providing fast, thorough results at competitive prices, Ellyn A. Schaefer, CPA offers a range of services including accounting, bookkeeping, financial statement preparation, tax preparation, compliance issues, and consultations. Ellyn A. Schaefer, a Certified Public Accountant, has over 30 years of experience in the field. Graduating from St. John Fisher College in 1984, she received her CPA in 1987 and launched her own accounting firm in 1994. Specializing in tax, small business, and non-profit organizations, Ellyn is committed to staying up-to-date with new rules and regulations to ensure quality service for her clients. She has successfully undergone Peer Quality Reviews and is a member of the New York State Society of Certified Public Accountants.