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Top 30 Best Individual wealth planning in Fairport, New York

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  • #1

    Mercer Advisors Wealth Management

    ● Closed
    375 Woodcliff Dr #1c, Fairport, NY 14450, United States
    (585) 442-3230
    merceradvisors.com

    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.

    Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #2

    Sage Tree Wealth, Inc.

    ● Closed
    10 E Church St, Fairport, NY 14450, United States
    (585) 425-4090
    sagetreewealth.com

    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.

    Financial Service
    Details
  • #3

    Wealth Design Group Inc

    ● Closed
    375 Woodcliff Dr #1c, Fairport, NY 14450, United States
    (585) 442-3230

    Wealth Design Group Inc is a finance institution located at 375 Woodcliff Drive in Fairport, New York, United States.

    Photo of Wealth Design Group Inc - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Wealth Design Group Inc - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Wealth Design Group Inc - 375 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #4

    2020 Wealth Solutions | Scott E. Zakalik, CPA, President

    ● Open
    6605 Pittsford Palmyra Rd # W6, Fairport, NY 14450, United States
    (585) 425-1040
    2020wealthsolutions.com

    2020 Wealth Solutions, led by President Scott E. Zakalik, CPA, is a comprehensive financial services institution located at 6605 Pittsford Palmyra Road in Fairport, New York.

    Photo of 2020 Wealth Solutions | Scott E. Zakalik, CPA, President - 6605 Pittsford Palmyra Road, Fairport, NY 14450, USA
    Accounting Service Financial Service Insurance Agency
    Details
  • 5 12
    #5

    PMG Financial Group

    ● Closed
    14 Dona Lea Rd, Fairport, NY 14450, United States
    (585) 484-7641

    PMG Financial Group is a comprehensive financial, health, and insurance agency located at 14 Dona Lea Road in Fairport, New York.

    Photo of PMG Financial Group - 14 Dona Lea Road, Fairport, NY 14450, USA Photo of PMG Financial Group - 14 Dona Lea Road, Fairport, NY 14450, USA
    Financial Service Insurance Agency Medical Services
    Details
  • 5 1
    #6

    Northwestern Mutual

    ● Open
    345 Woodcliff Dr Ste 162, Fairport, NY 14450, United States
    (585) 248-4724
    northwesternmutual.com

    Northwestern Mutual is a reputable finance and insurance agency located at 345 Woodcliff Drive in Fairport, New York, United States.

    Photo of Northwestern Mutual - 345 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #7

    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
    #8

    Laurie Turney, Financial Advisor

    ● Closed
    1387 Fairport Rd #630, Fairport, NY 14450, United States
    (585) 764-7642

    Laurie Turney, Financial Advisor is a reputable finance institution located at 1387 Fairport Road in Fairport, New York, United States.

    Financial Service
    Details
  • 5 1
    #9

    Clover Leaf Financial, LLC

    ● Closed
    1387 Fairport Rd #620, Fairport, NY 14450, United States
    (585) 899-3940
    cloverleafteam.com

    Clover Leaf Financial, LLC is a finance institution located at 1387 Fairport Road in Fairport, New York, United States.

    Financial Service
    Details
  • 5 1
    #10

    Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™

    ● Closed
    370 Woodcliff Dr 1st Fl, Fairport, NY 14450, United States
    (585) 425-3800
    edwardjones.com

    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.

    Photo of Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™ - 370 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • 5 1
    #11

    Ace Financial Group

    ● Closed
    121 S Main St, Fairport, NY 14450, United States
    (585) 270-5170
    acefinancialgroup.net

    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.

    Financial Service
    Details
  • 5 1
    #12

    Thomas Huber - Stifel Advisor

    ● Closed
    295 Woodcliff Dr Suite 305, Fairport, NY 14450, United States
    (585) 267-8861
    stifel.com

    Thomas Huber - Stifel Advisor is a leading finance institution located at 295 Woodcliff Drive, Fairport, New York, United States.

    Photo of Thomas Huber - Stifel Advisor - 295 Woodcliff Drive, Fairport, NY 14450, USA Photo of Thomas Huber - Stifel Advisor - 295 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • 5 1
    #13

    Robert W Dunbar & Associates

    ● Closed
    6800 Pittsford Palmyra Rd #195, Fairport, NY 14450, United States
    (585) 223-4090

    Robert W. Dunbar & Associates is a reputable accounting and finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States.

    Accounting Service Financial Service
    Details
  • 4.7 13
    #14

    Conlon & Company, Certified Public Accountants, P.L.L.C.

    ● Closed
    1635 Brooks Ave, Rochester, NY 14624, United States
    (585) 328-4990
    conlonandcompany.com

    Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States.

    Photo of Conlon & Company, Certified Public Accountants, P.L.L.C. - 1635 Brooks Avenue, Rochester, NY 14624, USA Photo of Conlon & Company, Certified Public Accountants, P.L.L.C. - 1635 Brooks Avenue, Rochester, NY 14624, USA Photo of Conlon & Company, Certified Public Accountants, P.L.L.C. - 1635 Brooks Avenue, Rochester, NY 14624, USA
    Accounting Service Financial Service
    Details
  • 4.1 14
    #15

    New York Life

    ● Closed
    375 Woodcliff Dr # 2, Fairport, NY 14450, United States
    (585) 248-6700
    newyorklife.com

    New York Life is a renowned insurance agency located at 375 Woodcliff Drive in Fairport, New York.

    Photo of New York Life - 375 Woodcliff Drive, Fairport, NY 14450, USA
    Insurance Agency
    Details
  • 3.7 3
    #16

    Bernard P Donegan Inc

    ● Open
    345 Woodcliff Dr, Fairport, NY 14450, United States
    (585) 924-2145

    Bernard P Donegan Inc is a finance institution located at 345 Woodcliff Drive in Fairport, New York, United States.

    Financial Service
    Details
  • 2.7 7
    #17

    Manning & Napier

    ● Closed
    290 Woodcliff Dr, Fairport, NY 14450, United States
    (585) 325-6880
    manning-napier.com

    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.

    Photo of Manning & Napier - 290 Woodcliff Drive, Fairport, NY 14450, USA Photo of Manning & Napier - 290 Woodcliff Drive, Fairport, NY 14450, USA Photo of Manning & Napier - 290 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #18

    Harmony Trail Financial Services

    ● Open
    6 N Main St Suite 200 E, Fairport, NY 14450, United States
    (585) 746-0979
    harmonytrailfinancial.com

    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.

    Financial Service
    Details
  • #19

    Geo Vest Advisors Inc

    ● Closed
    245 Willowbrook Office Park, Fairport, NY 14450, United States
    (585) 248-5050
    geovestadvisors.com

    Geo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States.

    Financial Service
    Details
  • #20

    David G Urban

    ● Open
    345 Woodcliff Dr Ste 162, Fairport, NY 14450, United States
    (585) 248-4712
    davidurban.nm.com

    David G Urban is a reputable finance institution located at 345 Woodcliff Drive in Fairport, New York.

    Financial Service
    Details
  • #21

    Riley Whalen Inc.

    ● Closed
    390 Packetts Landing, Fairport, NY 14450, United States
    (585) 430-1860
    rileywhalen.com

    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.

    Photo of Riley Whalen Inc. - 390 Packetts Landing, Fairport, NY 14450, USA Photo of Riley Whalen Inc. - 390 Packetts Landing, Fairport, NY 14450, USA Photo of Riley Whalen Inc. - 390 Packetts Landing, Fairport, NY 14450, USA
    Financial Service
    Details
  • #22

    Halleran Financial Group

    ● Closed
    345 Woodcliff Dr Suite 108, Fairport, NY 14450, United States
    (585) 383-8220
    halleranfinancialgroup.com

    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.

    Photo of Halleran Financial Group - 345 Woodcliff Drive, Fairport, NY 14450, USA Photo of Halleran Financial Group - 345 Woodcliff Drive, Fairport, NY 14450, USA Photo of Halleran Financial Group - 345 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #23

    Best Times Financial

    ● Closed
    345 Woodcliff Dr Ste 2A, Fairport, NY 14450, United States
    (585) 504-3600
    besttimesfinancial.com

    Best Times Financial is a reputable finance institution located at 345 Woodcliff Drive in Fairport, New York, United States.

    Photo of Best Times Financial - 345 Woodcliff Drive, Fairport, NY 14450, USA Photo of Best Times Financial - 345 Woodcliff Drive, Fairport, NY 14450, USA Photo of Best Times Financial - 345 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #24

    Liftbridge Financial Advisors

    ● Closed
    6 N Main St #400w, Fairport, NY 14450, United States
    (585) 377-4500
    liftbridgefinancial.com

    Liftbridge Financial Advisors is a leading finance institution located at 6 North Main Street in Fairport, New York, United States.

    Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA
    Financial Service
    Details
  • #25

    Tricia Zanon - Raymond James

    ● Open
    375 Woodcliff Dr Suite 1D, Fairport, NY 14450, United States
    (585) 485-6350
    raymondjames.com

    Tricia Zanon - Raymond James is a reputable finance institution located at 375 Woodcliff Drive in Fairport, New York, United States.

    Financial Service
    Details
  • #26

    Royal Alliance Associates Inc

    ● Closed
    6800 Pittsford Palmyra Rd Suite 220, Fairport, NY 14450, United States
    (585) 421-0470
    royalalliance.com

    Royal Alliance Associates Inc is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States.

    Financial Service
    Details
  • #27

    Zurat Scott

    ● Open
    345 Woodcliff Dr Ste 162, Fairport, NY 14450, United States
    (585) 248-4715

    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.

    Financial Service
    Details
  • #28

    Mass Mutual Financial Group

    ● Open
    115 N Main St, Fairport, NY 14450, United States
    (585) 377-0970
    massmutual.com

    Mass Mutual Financial Group is a reputable finance and insurance agency located at 115 North Main Street in Fairport, New York, United States.

    Financial Service Insurance Agency
    Details
  • #29

    Professional Financial Strategies

    ● Open
    6800 Pittsford Palmyra Rd, Fairport, NY 14450, United States
    (585) 425-3377

    Professional Financial Strategies is a leading finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States.

    Financial Service
    Details
  • #30

    Finlocity

    ● Open
    2080 Fairport Nine Mile Point Rd, Penfield, NY 14526, United States
    (646) 923-2500
    finlocity.com

    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.

    Details
  • 1
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Nearby cities:

Fairport Penfield Rochester

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