Individual retirement in Fairport, New York
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Van C. Travis III, ChFC - State Farm Insurance Agent
Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.
PMG Financial Group
PMG Financial Group is a comprehensive financial, health, and insurance agency located at 14 Dona Lea Road in Fairport, New York. Our team of experts is dedicated to providing personalized services to help individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or coverage for your assets, PMG Financial Group is here to guide you every step of the way. With a commitment to excellence and customer satisfaction, we strive to build long-lasting relationships with our clients and provide them with the peace of mind they deserve. Visit us today to learn more about how we can help you plan for a secure financial future.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 345 Woodcliff Drive in Fairport, New York, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families secure their financial futures. Their experienced agents provide personalized guidance and tailored solutions to meet the unique needs of each client. Trust Northwestern Mutual to provide reliable financial planning and insurance services to protect and grow your wealth.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Laurie Turney, Financial Advisor
Laurie Turney, Financial Advisor is a reputable finance institution located at 1387 Fairport Road in Fairport, New York, United States. With years of experience in the financial industry, Laurie Turney offers expert financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, save for retirement, or plan for the future, Laurie Turney is dedicated to providing personalized and comprehensive financial solutions. Visit us today to start planning for a secure financial future.
Clover Leaf Financial, LLC
Clover Leaf Financial, LLC is a finance institution located at 1387 Fairport Road in Fairport, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™
At Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™ in Fairport, New York, you can trust in the expertise and professionalism of a Certified Financial Planner and Chartered Retirement Planning Counselor. Located at 370 Woodcliff Drive, this finance institution offers personalized financial advice and services to help you achieve your financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Courtney A Laffler and her team are dedicated to providing you with the guidance and support you need to secure your financial future.
Ace Financial Group
Ace Financial Group is a finance institution located at 121 South Main Street, Fairport, New York, United States. At Ace Financial Group, we understand that your financial needs and goals are unique to you. That's why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to make informed investment decisions. Please note that our services are available to residents of specific states only, including (AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in states not listed above. For parties residing outside of the U.S., please be aware that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment.
Thomas Huber - Stifel Advisor
Thomas Huber - Stifel Advisor is a leading finance institution located at 295 Woodcliff Drive, Fairport, New York, United States. As a trusted Stifel advisor, Thomas Huber provides expert financial advice and services to clients looking to grow and protect their wealth. With a commitment to integrity and personalized service, Thomas Huber helps individuals and businesses navigate the complexities of the financial world to achieve their goals. Whether you are planning for retirement, investing for the future, or managing your portfolio, Thomas Huber - Stifel Advisor is dedicated to helping you secure a prosperous financial future.
Robert W Dunbar & Associates
Robert W. Dunbar & Associates is a reputable accounting and finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Robert W. Dunbar & Associates to provide expert advice and guidance to help them achieve their financial goals.
Bottom Line Accounting
Bottom Line Accounting is a trusted institution located at 49 Macedon Center Road in Fairport, New York. Specializing in accounting and finance services, our team of professionals is dedicated to helping individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, payroll, or financial planning, Bottom Line Accounting is here to provide expert guidance and support. Trust us to help you achieve your financial goals and secure a strong financial future.
Lock Tenders Tribute
Lock Tenders Tribute: Celebrating Lockport's Rich Canal Heritage Welcome to Lock Tenders Tribute, a unique and heartfelt tourist attraction located at 80 Canal Street, Lockport, New York. Here, we honor the hardworking individuals who played a pivotal role in the operation of the Erie Canal's Flight of Five Locks, connecting the bustling ports of Buffalo to New York City and beyond.
Conlon & Company, Certified Public Accountants, P.L.L.C.
Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.
New York Life
New York Life is a renowned insurance agency located at 375 Woodcliff Drive in Fairport, New York. With a long-standing reputation for providing reliable and comprehensive insurance coverage, New York Life offers a wide range of products and services to meet the individual needs of its clients. Whether you are looking for life insurance, retirement planning, or investment options, their team of experienced professionals is dedicated to helping you secure your financial future. Trust New York Life to provide you with the peace of mind and security you deserve.
Bernard P Donegan Inc
Bernard P Donegan Inc is a finance institution located at 345 Woodcliff Drive in Fairport, New York, United States. With a focus on providing expert financial services to clients, Bernard P Donegan Inc offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you are seeking investment advice, retirement planning, or assistance with managing your assets, the experienced team at Bernard P Donegan Inc is dedicated to providing top-notch service and guidance. Contact them today to learn more about how they can help you secure your financial future.
Evans Bank
Evans Bank is a trusted financial institution located at 45 South Main Street in Fairport, New York, United States. As a full-service bank, Evans Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM located on-site, customers can easily access their funds and manage their accounts. The friendly and knowledgeable staff at Evans Bank is committed to providing exceptional customer service and helping individuals and businesses achieve their financial goals. Visit Evans Bank today to experience personalized banking solutions tailored to your needs.
Manning & Napier
Manning & Napier is a finance institution located at 290 Woodcliff Drive in Fairport, New York, United States. We offer a unique combination of active, independent investment strategies with a disciplined approach to help protect and grow your wealth. Our services include financial planning, investments, and advice all in one place. Our actively managed investment solutions include a range of core strategies as well as specialized, quantitative, and alternative investments to suit your unique needs. With a focus on delivering evolving, modern strategies, we aim to help individuals, organizations, and non-profits achieve their financial goals.
Harmony Trail Financial Services
Harmony Trail Financial Services is a reputable finance institution located at 6 North Main Street in Fairport, New York, United States. We specialize in providing a wide range of financial services to meet the needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Harmony Trail Financial Services is here to help. Visit us today to learn more about how we can assist you in achieving financial harmony.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Geo Vest Advisors Inc
Geo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States. As a fee-based investment advisor registered with the SEC, we specialize in managing individual portfolios of marketable stocks, bonds, and money market instruments for a variety of clients, including financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Our approach combines thorough financial statement analysis, proprietary industry models, product analysis, and macroeconomic analysis to assess a company's risk profile and potential for stock market outperformance. We offer two types of balanced account management that draw heavily on economic and cycle analysis, providing specific recommendations for securities within specified guidelines.
David G Urban
David G Urban is a reputable finance institution located at 345 Woodcliff Drive in Fairport, New York. With a strong commitment to providing personalized financial services to individuals and businesses, David G Urban offers expert advice and solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at David G Urban is dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and client-focused, David G Urban is a trusted partner for all your financial needs.
Riley Whalen Inc.
Riley Whalen Inc. is a leading finance institution located at 390 Packetts Landing in Fairport, New York, United States. With a strong reputation for providing top-notch financial services, Riley Whalen Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Contact us today to learn more about how Riley Whalen Inc. can help you secure your financial future.
Halleran Financial Group
Halleran Financial Group is a leading financial institution located at 345 Woodcliff Drive in Fairport, New York, United States. Specializing in finance, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and more. With a commitment to excellence and a focus on customer satisfaction, Halleran Financial Group is dedicated to helping our clients secure their financial future.
Best Times Financial
Best Times Financial is a reputable finance institution located at 345 Woodcliff Drive in Fairport, New York, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to offer personalized solutions tailored to your specific needs. Trust Best Times Financial to guide you towards a brighter financial future.
Liftbridge Financial Advisors
Liftbridge Financial Advisors is a leading finance institution located at 6 North Main Street in Fairport, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Liftbridge Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Tricia Zanon - Raymond James
Tricia Zanon - Raymond James is a reputable finance institution located at 375 Woodcliff Drive in Fairport, New York, United States. Specializing in financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust Tricia Zanon - Raymond James to help you secure your financial future.
Sage Tree Wealth, Inc.
Sage Tree Wealth, Inc. is a finance institution located at 10 East Church Street in Fairport, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and estate planning. At Sage Tree Wealth, we strive to build long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.
Royal Alliance Associates Inc
Royal Alliance Associates Inc is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. As a leading provider of financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Royal Alliance Associates Inc is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Royal Alliance Associates Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Wealth Design Group Inc
Wealth Design Group Inc is a finance institution located at 375 Woodcliff Drive in Fairport, New York, United States. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Wealth Design Group Inc offers personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on client satisfaction, we strive to provide the highest level of service and expertise in the industry. Contact us today to learn more about how we can help you secure your financial future.
Zurat Scott
Zurat Scott is a reputable finance institution located at 345 Woodcliff Drive in Fairport, New York. With a commitment to providing top-notch financial services, Zurat Scott is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, Zurat Scott's team of experts is ready to provide personalized solutions tailored to your specific needs. Trust Zurat Scott for all your financial needs in the United States.
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