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Individual wealth planning in Monroe, New York

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5 3
#1

Health and Wealth Advisors

● Closed
2800 Dewey Ave, Rochester, NY 14616, United States
585-349-3337
healthwealthadvisors.com

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York.

Details
5 1
#2

Monarch Wealth Management, LLC

● Closed
109 Main St, Brockport, NY 14420, United States
585-484-1400
monarchwealthmanagement.com

Monarch Wealth Management, LLC is a reputable finance and insurance agency located at 109 Main Street in Brockport, New York.

Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420 Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420 Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420
Details
5 6
#3

Monarch Wealth Management, LLC

● Closed
1688 Monroe Ave, Rochester, NY 14618, United States
585-484-1400
monarchwealthmanagement.com

Monarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States.

Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618 Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618 Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618
Details
5 1
#4

Fairpoint Wealth Partners, Inc.

● Closed
1882 S Winton Rd Suite 7, Rochester, NY 14618, United States
585-450-3070
fairpointwealthpartners.com

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family.

Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618 Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618 Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618
Details
5 1
#5

Apropos Financial Planning

● Open
8 Birchstone Hill Rd, Rush, NY 14543, United States
585-533-1950

Apropos Financial Planning is a leading financial institution located at 8 Birchstone Hill Road in Rush, New York, United States.

Details
5 2
#6

Wealth Enhancement Group

● Closed
1040 Pittsford Victor Rd, Pittsford, NY 14534, United States
585-218-2060
wealthenhancement.com

Wealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States.

Photo of Wealth Enhancement Group - 1040 Pittsford Victor Road, Pittsford, NY 14534 Photo of Wealth Enhancement Group - 1040 Pittsford Victor Road, Pittsford, NY 14534
Details
5 4
#7

FocalPoint Wealth Management

● Closed
441 Penbrooke Dr Suite 8, Penfield, NY 14526, United States
585-626-1258
focalpointwealth.com

FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States.

Photo of FocalPoint Wealth Management - 441 Penbrooke Drive, Penfield, NY 14526
Details
5 5
#8

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
2024 W Henrietta Rd Ste 5k, Rochester, NY 14623, United States
585-475-9430
ameripriseadvisors.com

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States.

Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623 Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623
Details
5 2
#9

Conroy Wealth Management

● Closed
1717 Empire Blvd, Webster, NY 14580, United States
585-347-4838
conroywm.com

Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs.

Photo of Conroy Wealth Management - 1717 Empire Boulevard, Webster, NY 14580
Details
5 1
#10

Integrated Tax and Wealth Group

● Closed
2200 Penfield Rd, Penfield, NY 14526, United States
833-568-7829
integratedtaxandwealthgroup.com

Integrated Tax and Wealth Group is a finance institution located at 2200 Penfield Road in Penfield, New York, United States. Our mission is to help clients maximize their business value, lower taxes, and build wealth.

Photo of Integrated Tax and Wealth Group - 2200 Penfield Road, Penfield, NY 14526
Details
5 1
#11

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 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Details
4.9 12
#12

DB Wealth Enterprises LLC

● Open
250 Mill St, Rochester, NY 14614, United States
585-431-6008
bit.ly

DB Wealth Enterprises LLC is a finance and real estate agency located at 250 Mill Street in Rochester, New York. Our team of experts is dedicated to helping clients achieve their financial goals and make smart real estate investments.

Photo of DB Wealth Enterprises LLC - 250 Mill Street, Rochester, NY 14614 Photo of DB Wealth Enterprises LLC - 250 Mill Street, Rochester, NY 14614
Details
4.9 8
#13

Vespoke - Wealth Management

● Closed
120 Allens Creek Rd Suite 240, Rochester, NY 14618, United States
585-673-7331
vespoke.com

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States.

Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618 Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618 Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618
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.

Details
3.5 2
#15

ESL Investment Services Wealth Center

● Open
3177 Latta Rd, Rochester, NY 14612, United States
585-339-4475
esl.org

ESL Investment Services Wealth Center is a premier financial institution located at 3177 Latta Road in Rochester, New York, United States.

Details
3 2
#16

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
Details
3 2
#17

Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC

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

Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States, is a finance institution offering a wide range of services to meet the individual needs of clients.

Photo of Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610 Photo of Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610
Details
2.6 5
#18

EPIC Retirement Plan Services

● Closed
150 State St #200, Rochester, NY 14614, United States
585-232-9060
epic1st.com

EPIC Retirement Plan Services is a leading financial institution located at 150 State Street in Rochester, New York, United States.

Photo of EPIC Retirement Plan Services - 150 State Street, Rochester, NY 14614
Details
2.3 3
#19

Merrill Lynch Wealth Management

● Closed
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
585-899-2500
local.ml.com

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers comprehensive financial services for individuals, families, business owners, executives, and institutions.

Details
1.7 9
#20

Provident Bank - Monroe Financial Center

● Closed
591 NY-17M, Monroe, NY 10950, United States
845-782-8166

Provident Bank - Monroe Financial Center is a trusted banking institution located at 591 New York 17M in Monroe, New York.

Details
1 1
#21

L & M Wealth Management

● Closed
1840 S Winton Rd, Rochester, NY 14618, United States
585-244-9630
lmfs.net

L & M Wealth Management is a leading financial institution located at 1840 South Winton Road in Rochester, New York, United States.

Details
#22

Laufer Planning Corporation

● Open
Monroe, NY 10950, United States
845-782-6550
lauferplanning.com

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States.

Details
#23

Wealth Creation Network

● Open
723 Plymouth Ave, Rochester, NY 14608, United States
585-423-0094

The Wealth Creation Network is a dynamic institution located at 723 Plymouth Avenue in Rochester, New York, United States.

Details
#24

Accu-Vest Planning Inc

● Closed
1701 Chili Ave, Rochester, NY 14624, United States
585-235-3600
accuvestplanning.com

Accu-Vest Planning Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States.

Details
#25

Core Wealth Management Group

● Closed
29 Goodway Dr, Rochester, NY 14623, United States
585-427-0850
corewmg.com

Core Wealth Management Group is a leading finance institution located at 29 Goodway Drive in Rochester, New York.

Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623 Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623 Photo of Core Wealth Management Group - 29 Goodway Drive, Rochester, NY 14623
Details
#26

Wealth Enhancement Group

● Closed
2000 S Winton Rd Building 4A, Suite 206, Rochester, NY 14618, United States
585-241-5900
wealthenhancement.com

Wealth Enhancement Group is a finance institution located at 2000 South Winton Road in Rochester, New York, United States.

Photo of Wealth Enhancement Group - 2000 South Winton Road, Rochester, NY 14618
Details
#27

Family Wealth & Legacy, LLC

● Closed
200 Meridian Centre Blvd Suite 150, Rochester, NY 14618, United States
585-350-7273
familywealthandlegacy.com

Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations.

Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618
Details
#28

Mason Wealth Management LLC

● Closed
3445 Winton Pl Suite 116, Rochester, NY 14623, United States
585-697-9233
masonwealthmanagement.net

Mason Wealth Management LLC is a reputable finance institution located at 3445 Winton Place in Rochester, New York, United States.

Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623 Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623 Photo of Mason Wealth Management LLC - 3445 Winton Place, Rochester, NY 14623
Details
#29

Tessera Wealth Mgt.

● Closed
400 Meridian Centre Blvd # 101, Rochester, NY 14618, United States
585-242-5993
tesserawm.com

Tessera Wealth Management is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States.

Details
#30

The Estate, Legacy and Long-Term Care Planning Center of Western NY

● Closed
3445 Winton Pl Suite 115, Rochester, NY 14623, United States
585-721-2385

The Estate, Legacy and Long-Term Care Planning Center of Western NY is a finance institution located at 3445 Winton Place in Rochester, New York.

Photo of The Estate, Legacy and Long-Term Care Planning Center of Western NY - 3445 Winton Place, Rochester, NY 14623 Photo of The Estate, Legacy and Long-Term Care Planning Center of Western NY - 3445 Winton Place, Rochester, NY 14623
Details
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Nearby cities:

  • Brockport
  • Buffalo
  • East Rochester
  • Fairport
  • Hilton
  • Monroe
  • Penfield
  • Pittsford
  • Rochester
  • Spencerport
  • Victor
  • Webster

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