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Guide > Individualized investment plans in New York > Individualized investment plans in Penfield

Individualized investment plans in Penfield, New York

24 results found

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  • 1
#1

Elisa Plan

● Closed
2509 Browncroft Blvd, Rochester, NY 14625, United States
585-532-7906
elisaplan.com

Elisa Plan is a finance institution located at 2509 Browncroft Boulevard in Rochester, New York, United States. Our mission is to help eradicate the poverty-mindset through financial education and coaching.

Photo of Elisa Plan - 2509 Browncroft Boulevard, Rochester, NY 14625 Photo of Elisa Plan - 2509 Browncroft Boulevard, Rochester, NY 14625 Photo of Elisa Plan - 2509 Browncroft Boulevard, Rochester, NY 14625
Financial Service
Details
#2

Retire In Time

● Open
604 Embury Rd, Rochester, NY 14625, United States
585-261-0073

Retire In Time is a finance institution located at 604 Embury Road in Rochester, New York, United States. Our mission is to help individuals plan and achieve a comfortable and secure retirement.

Financial Service
Details
5 89
#3

Van C. Travis III, ChFC - State Farm Insurance Agent

● Closed
1978 Monroe Ave, Rochester, NY 14618, United States
585-461-5240
vantravis.com

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.

Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618 Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618
Financial Service Insurance Agency
Details
5 27
#4

Hanson MoneyMax Group, LLC

● Closed
421 Penbrooke Dr Suite 3, Penfield, NY 14526, United States
585-598-3737

Hanson MoneyMax Group, LLC is a reputable insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States.

Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526 Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526 Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526
Insurance Agency
Details
5 27
#5

Commonwealth Financial Group

● Closed
1633 Empire Blvd, Webster, NY 14580, United States
585-248-5150
cfgplanners.com

Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States.

Financial Service
Details
5 4
#6

Resource Financial Services

● Closed
481 Penbrooke Dr #3b, Penfield, NY 14526, United States
585-598-3674

Resource Financial Services is a finance institution located at 481 Penbrooke Drive in Penfield, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals.

Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526 Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526 Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526
Financial Service
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
Financial Service
Details
5 2
#8

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
Financial Service
Details
5 1
#9

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
Financial Service
Details
4.6 9
#10

Bene-Care Agency

● Closed
1260 Creek St, Webster, NY 14580, United States
585-347-1300
bene-care.com

Bene-Care Agency is a reputable finance and insurance agency located at 1260 Creek Street in Webster, New York.

Photo of Bene-Care Agency - 1260 Creek Street, Webster, NY 14580 Photo of Bene-Care Agency - 1260 Creek Street, Webster, NY 14580 Photo of Bene-Care Agency - 1260 Creek Street, Webster, NY 14580
Financial Service Insurance Agency
Details
4 4
#11

Relph Benefit Advisors

● Closed
800 Parker Hl Dr, Rochester, NY 14625, United States
585-248-8720
rba.aleragroup.com

Relph Benefit Advisors is a reputable insurance agency located at 800 Parker Hill Drive in Rochester, New York, United States.

Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625 Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625 Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625
Insurance Agency
Details
4 18
#12

Canandaigua National Bank & Trust

● Closed
1816 Penfield Rd, Penfield, NY 14526, United States
585-899-4653
cnbank.com

Canandaigua National Bank & Trust is a trusted financial institution located at 1816 Penfield Road in Penfield, New York.

Photo of Canandaigua National Bank & Trust - 1816 Penfield Road, Penfield, NY 14526 Photo of Canandaigua National Bank & Trust - 1816 Penfield Road, Penfield, NY 14526 Photo of Canandaigua National Bank & Trust - 1816 Penfield Road, Penfield, NY 14526
Automated Teller Bank, Credit Union Financial Service
Details
3 1
#13

Security Mutual Life Insurance Co-Ny

● Open
421 Penbrooke Dr # 4, Penfield, NY 14526, United States
585-671-4720

Security Mutual Life Insurance Co-Ny is an insurance agency located at 421 Penbrooke Drive in Penfield, New York. This institution offers a variety of life insurance products and services to help individuals and families protect their financial futures.

Insurance Agency
Details
#14

Prudential | Steven Alexander | Life Insurance & Annuities

● Open
1758 Penfield Rd #2138, Penfield, NY 14526, United States
585-899-3491
prudential.com

Prudential | Steven Alexander | Life Insurance & Annuities is a reputable finance and insurance agency located at 1758 Penfield Road in Penfield, New York, United States.

Financial Service Insurance Agency
Details
#15

Prudential | June Giffen | Life Insurance & Financial Services

● Open
1758 Penfield Rd, Penfield, NY 14526, United States
585-899-3493
prudential.com

Prudential | June Giffen | Life Insurance & Financial Services is a trusted finance and insurance agency located at 1758 Penfield Road in Penfield, New York.

Financial Service Insurance Agency
Details
#16

A.M. Ginsberg Advisory Group

● Closed
421 Penbrooke Dr # 4, Penfield, NY 14526, United States
585-377-4720
amginsbergadvisorygroup.com

A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States.

Financial Service Insurance Agency
Details
#17

Hartman Consulting, LLC

● Open
441 Penbrooke Dr Suite 4, Penfield, NY 14526, United States
585-264-9710

Hartman Consulting, LLC is a finance institution located at 441 Penbrooke Drive in Penfield, New York, United States.

Photo of Hartman Consulting, LLC - 441 Penbrooke Drive, Penfield, NY 14526 Photo of Hartman Consulting, LLC - 441 Penbrooke Drive, Penfield, NY 14526 Photo of Hartman Consulting, LLC - 441 Penbrooke Drive, Penfield, NY 14526
Financial Service
Details
#18

Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™

● Closed
1790 Penfield Rd Suite 3, Penfield, NY 14526, United States
585-381-8440
edwardjones.com

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.

Photo of Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ - 1790 Penfield Road, Penfield, NY 14526
Financial Service
Details
#19

Edward Jones - Financial Advisor: Patrick E Caufield

● Closed
2160 Penfield Rd Suite 8, Penfield, NY 14526, United States
585-377-4668
edwardjones.com

Edward Jones - Financial Advisor: Patrick E Caufield is a reputable finance institution located at 2160 Penfield Road in Penfield, New York.

Photo of Edward Jones - Financial Advisor: Patrick E Caufield - 2160 Penfield Road, Penfield, NY 14526 Photo of Edward Jones - Financial Advisor: Patrick E Caufield - 2160 Penfield Road, Penfield, NY 14526
Financial Service
Details
#20

Jacob Boyce - Wilmington Advisors @ M&T

● Closed
625 Panorama Trail, Rochester, NY 14625, United States
585-760-8881
www3.mtb.com

Jacob Boyce - Wilmington Advisors @ M&T is a finance institution located at 625 Panorama Trail in Rochester, New York, United States.

Financial Service
Details
#21

Jeff Sharman - Raymond James

● Open
421 Penbrooke Dr Suite 11A, Penfield, NY 14526, United States
585-364-3249
raymondjames.com

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States.

Financial Service
Details
#22

Majd Abuaitah

● Open
2200 Penfield Rd, Penfield, NY 14526, United States
585-292-4113
pcrm.citizensbank.com

Majd Abuaitah is a reputable finance institution located at 2200 Penfield Road in Penfield, New York, United States.

Financial Service
Details
#23

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
#24

ERTC Experts

● Open
1601 Penfield Rd #575, Rochester, NY 14625, United States
585-469-0681
ercguides.com

ERTC Experts is a leading finance institution located at 1601 Penfield Road in Rochester, New York, United States.

Financial Service
Details
  • 1

Nearby cities:

Penfield Rochester Webster

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