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Top 30 Best Financial succession in Rochester, New York

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  • 5 1
    #1

    Rochester Investments

    ● Closed
    1580 W Ridge Rd, Rochester, NY 14615, United States
    (585) 568-6656
    rochesterinvestments.com

    Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals.

    Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA
    Financial Service
    Details
  • 5 2
    #2

    Regent Financial Group Llc

    ● Closed
    777 Canal View Blvd STE 800, Rochester, NY 14623, United States
    (585) 586-6800
    regentfinancialgroup.com

    Regent Financial Group LLC is a finance institution located at 777 Canal View Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #3

    Mirsky Financial Management Corporation

    ● Closed
    130c Linden Oaks, Rochester, NY 14625, United States
    (585) 264-1658
    mirskyfinancial.com

    Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport.

    Financial Service
    Details
  • 5 1
    #4

    FourBridges Financial Group

    ● Closed
    350 Linden Oaks #140, Rochester, NY 14625, United States
    (585) 348-9547
    fourbridgesfinancial.com

    FourBridges Financial Group is a leading finance institution located in Rochester, New York, United States. We specialize in providing expert financial services to individuals, businesses, and organizations.

    Financial Service
    Details
  • 5 1
    #5

    Edward Jones - Financial Advisor: Diane J Hennekey

    ● Closed
    97 Canal Landing Blvd Suite 1, Rochester, NY 14626, United States
    (585) 723-6850
    edwardjones.com

    Edward Jones - Financial Advisor: Diane J Hennekey is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York.

    Photo of Edward Jones - Financial Advisor: Diane J Hennekey - 97 Canal Landing Boulevard, Rochester, NY 14626, USA
    Financial Service
    Details
  • 5 1
    #6

    Bianchi Financial Services

    ● Closed
    2800 Dewey Ave, Rochester, NY 14616, United States
    (585) 349-3337

    Bianchi Financial Services is a reputable finance institution located at 2800 Dewey Avenue in Rochester, New York.

    Financial Service
    Details
  • 5 1
    #7

    Brooks Financial Services

    ● Open
    69 Lyceum St, Rochester, NY 14609, United States
    (585) 200-0848
    brooksfs.com

    Brooks Financial Services is a trusted finance institution located at 69 Lyceum Street in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #8

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

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

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

    Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #9

    Rochester Financial Empowerment Center

    ● Open
    1050 University Ave, Rochester, NY 14607, United States
    (585) 252-7110
    rochesterfec.org

    The Rochester Financial Empowerment Center is a community resource located at 1050 University Avenue in Rochester, New York.

    Details
  • 5 1
    #10

    Supporting Strategies | Rochester

    ● Closed
    4B, 2024 E Henrietta Rd #1, Rochester, NY 14623, United States

    Supporting Strategies | Rochester is a reputable accounting and finance institution located at 2024 East Henrietta Road in Rochester, New York.

    Photo of Supporting Strategies | Rochester - 2024 East Henrietta Road, Rochester, NY 14623, USA Photo of Supporting Strategies | Rochester - 2024 East Henrietta Road, Rochester, NY 14623, USA Photo of Supporting Strategies | Rochester - 2024 East Henrietta Road, Rochester, NY 14623, USA
    Accounting Service Financial Service
    Details
  • 4.8 4
    #11

    Phillips Lytle LLP - Law Firm | Rochester, NY

    ● Closed
    28 E Main St #1400, Rochester, NY 14614, United States
    (585) 238-2000
    phillipslytle.com

    Phillips Lytle LLP is a prestigious law firm located in Rochester, New York. Our firm's culture, commitment, and credo, known as "The Phillips Lytle Way," sets us apart in the legal industry.

    Legal Service
    Details
  • 4.8 18
    #12

    GreenPointe Financial

    ● Closed
    60 Carlson Rd Suite 10, Rochester, NY 14610, United States
    (877) 546-9625
    greenpointefinancial.com

    GreenPointe Financial is a leading finance institution located at 60 Carlson Road in Rochester, New York, United States.

    Photo of GreenPointe Financial - 60 Carlson Road, Rochester, NY 14610, USA Photo of GreenPointe Financial - 60 Carlson Road, Rochester, NY 14610, USA Photo of GreenPointe Financial - 60 Carlson Road, Rochester, NY 14610, USA
    Financial Service
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  • 4.3 3
    #13

    Rochester Financial Services

    ● Open
    7 Hastings Cir, Pittsford, NY 14534, United States
    (585) 442-7580
    rochesterfinancial.com

    Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

    Financial Service
    Details
  • 4 1
    #14

    RBC Wealth Management Branch - Rochester, NY

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2150
    us.rbcwealthmanagement.com

    RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks.

    Financial Service
    Details
  • 3.1 7
    #15

    Rochester Academy Charter High School

    ● Closed
    1757 Latta Rd, Rochester, NY 14612, United States
    (585) 467-9201
    racschool.com

    Rochester Academy Charter High School is a renowned educational institution located at 1757 Latta Road in Rochester, New York, United States.

    Photo of Rochester Academy Charter High School - 1757 Latta Road, Rochester, NY 14612, USA
    School
    Details
  • 3 2
    #16

    Success Insurance NY

    ● Closed
    2132 Ridgeway Ave, Rochester, NY 14626, United States
    (631) 832-8258

    Success Insurance NY is a leading insurance agency located at 2132 Ridgeway Avenue in Rochester, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the needs of our clients.

    Insurance Agency
    Details
  • 3 2
    #17

    Estate & Financial Planning Associates

    ● Closed
    1200 Jefferson Rd #200, Rochester, NY 14623, United States
    (585) 442-4740
    estateandfinancialplanning.org

    Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States.

    Photo of Estate & Financial Planning Associates - 1200 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 2.3 3
    #18

    Financial Partners of Upstate New York

    ● Closed
    400 Meridian Centre Blvd # 101, Rochester, NY 14618, United States
    (585) 241-5200

    Financial Partners of Upstate New York is a reputable finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York.

    Photo of Financial Partners of Upstate New York - 400 Meridian Centre Boulevard, Rochester, NY 14618, USA
    Financial Service Insurance Agency
    Details
  • 1 1
    #19

    Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2024 W Henrietta Rd #3b, Rochester, NY 14623, United States
    (585) 424-1480
    ameripriseadvisors.com

    Carol J Sutter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, offers a wide range of financial services.

    Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #20

    University of Rochester Registrar

    ● Open
    Rochester, NY 14603, United States
    (585) 275-8131
    rochester.edu

    The University of Rochester Registrar is the administrative office responsible for maintaining student records, handling course registration, and overseeing academic policies and procedures at the prestigious University of Rochester in Rochester, New York.

    Details
  • #21

    Allied Financial Partners

    ● Closed
    150 State St Suite 301A, Rochester, NY 14614, United States
    (585) 410-6733
    alliedfp.com

    Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • #22

    Impact Financial Planners

    ● Closed
    140-A Metro Park, Rochester, NY 14623, United States
    (585) 382-8377
    impactfinancialplanners.com

    Impact Financial Planners is a reputable finance institution located at 140-A Metro Park in Rochester, New York, United States.

    Financial Service
    Details
  • #23

    MapstoneVeritas Financial Group

    ● Open
    755 Jefferson Rd 3rd Floor, Rochester, NY 14623, United States
    (585) 475-8499
    mapstoneveritas.com

    MapstoneVeritas Financial Group is a finance and insurance agency located at 755 Jefferson Road in Rochester, New York, United States. Our team of professionals is dedicated to providing top-notch financial services and insurance products to our clients.

    Photo of MapstoneVeritas Financial Group - 755 Jefferson Road, Rochester, NY 14623, USA
    Financial Service Insurance Agency
    Details
  • #24

    Concept Financial Group

    ● Open
    400 Meridian Centre Blvd, Rochester, NY 14618, United States
    (585) 241-5291
    conceptfinancialgroup.net

    Concept Financial Group is a leading financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals.

    Financial Service
    Details
  • #25

    Cathy Gueli - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2137
    us.rbcwealthmanagement.com

    Cathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States.

    Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #26

    William L. Schoff - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4568
    advisors.ubs.com

    William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #27

    Philip Franco - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2126
    us.rbcwealthmanagement.com

    Philip Franco - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York.

    Photo of Philip Franco - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #28

    Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4543
    advisors.ubs.com

    Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #29

    Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave 3rd floor, Rochester, NY 14610, United States
    (585) 295-2140
    ameripriseadvisors.com

    Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC.

    Photo of Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #30

    Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2160
    us.rbcwealthmanagement.com

    Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Christopher Q. H.

    Photo of Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
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