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Individualized investment plans in Pittsford, New York

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  • 5 2
    #1

    Fischer Investment Group, Inc.

    ● Open
    1175 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-586-2460
    fischerig.com

    Fischer Investment Group, Inc. is a leading finance institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #2

    D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    585-218-4532
    advisors.ubs.com

    D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #3

    Finger Lakes Investments Corporation

    ● Open
    65 Monroe Ave, Pittsford, NY 14534, United States
    585-389-0326
    flxinvestments.com

    Finger Lakes Investments Corporation is a finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. We provide a range of investment services to help our clients achieve their financial goals.

    Photo of Finger Lakes Investments Corporation - 65 Monroe Avenue, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #4

    Freedom Financial Planning

    ● Open
    1159 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-678-8000
    freedomrochester.com

    Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future.

    Financial Service
    Details
  • #5

    Upstate Professional Planning

    ● Open
    1250 Pittsford Victor Rd # 200, Pittsford, NY 14534, United States
    585-248-6650

    Upstate Professional Planning is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York.

    Financial Service
    Details
  • 5 89
    #6

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

    ● Open
    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, USA Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618, USA
    Financial Service Insurance Agency
    Details
  • 5 23
    #7

    NorthLanding Financial Partners, LLC

    ● Open
    90 Linden Oaks #220, Rochester, NY 14625, United States
    585-497-5000
    northlandingfp.com

    NorthLanding Financial Partners, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 38
    #8

    Rochester Financial Services

    ● Open
    4 Old Brick Cir, Pittsford, NY 14534, United States
    585-442-7580
    rochesterfinancial.com

    Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

    Photo of Rochester Financial Services - 4 Old Brick Circle, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 2
    #9

    Dean Licata & Associates, LLC

    ● Open
    145 Sully's Trail Suite 4, Pittsford, NY 14534, United States
    585-586-4720
    licatafinancial.com

    Dean Licata & Associates, LLC is a finance institution located at 145 Sully's Trail in Pittsford, New York, United States.

    Photo of Dean Licata & Associates, LLC - 145 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #10

    Alesco Advisors LLC

    ● Open
    120 Office Park Way, Pittsford, NY 14534, United States
    585-586-0970
    alescoadvisors.com

    Alesco Advisors LLC is a finance institution located at 120 Office Park Way in Pittsford, New York.

    Photo of Alesco Advisors LLC - 120 Office Park Way, Pittsford, NY 14534, USA
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    Details
  • 5 1
    #11

    Heritage Financial Services LLC

    ● Open
    179 Sully's Trail # 304, Pittsford, NY 14534, United States
    585-419-8399
    hfsplan.com

    Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

    Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #12

    Mirsky Financial Management Corporation

    ● Open
    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 2
    #13

    Wealth Enhancement Group

    ● Open
    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, USA Photo of Wealth Enhancement Group - 1040 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #14

    LaFountain Financial Services

    ● Open
    1 Fisher Rd #180, Pittsford, NY 14534, United States
    585-586-2734
    lafountainfinancial.com

    LaFountain Financial Services is a leading finance institution located at 1 Fisher Road in Pittsford, New York, United States. We specialize in providing comprehensive financial services to individuals, businesses, and organizations.

    Financial Service
    Details
  • 5 1
    #15

    Voya Financial Advisors

    ● Open
    1175 Pittsford Victor Rd # 100, Pittsford, NY 14534, United States
    585-586-9123
    vfarochester.com

    Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 2
    #16

    Armbruster Capital Management, Inc. - Fee Only Financial Advisors

    ● Open
    1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, United States
    585-381-4180
    armbrustercapital.com

    Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York.

    Photo of Armbruster Capital Management, Inc. - Fee Only Financial Advisors - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 3
    #17

    Novem Group

    ● Open
    350 Linden Oaks #140, Rochester, NY 14625, United States
    585-348-9525
    novemgroup.com

    Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals.

    Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #18

    Post Resch Tallon Group

    ● Open
    1163 Pittsford Victor Rd Building #4 Suite 240, Pittsford, NY 14534, United States
    585-249-1030
    postreschtallon.com

    The Post Resch Tallon Group is a leading finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses.

    Financial Service
    Details
  • 5 1
    #19

    RFG Associates

    ● Open
    1250 Pittsford Victor Rd # 280, Pittsford, NY 14534, United States
    585-383-4290

    RFG Associates is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York.

    Financial Service
    Details
  • 5 2
    #20

    The Mayeu Financial Group

    ● Open
    1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-248-4717
    mayeufinancialgroup.com

    The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 2
    #21

    Fiduciary First Advising, Fee-Only Retirement Planner

    ● Open
    160 Linden Oaks, Rochester, NY 14625, United States
    585-270-6132
    fiduciaryfirstadvising.com

    Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement.

    Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #22

    FourBridges Financial Group

    ● Open
    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
    #23

    Centra Financial Group, Inc.

    ● Open
    500 Linden Oaks #301, Rochester, NY 14625, United States
    585-899-1200

    Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc.

    Financial Service
    Details
  • 5 1
    #24

    FORTÉ CAPITAL LLC

    ● Open
    400 Linden Oaks Suite 310, Rochester, NY 14625, United States
    585-586-8100
    forte-capital.com

    FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #25

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

    ● Open
    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
    #26

    Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™

    ● Open
    40 Grove St, Pittsford, NY 14534, United States
    585-586-5970
    edwardjones.com

    Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ is a reputable financial institution located at 40 Grove Street in Pittsford, New York, United States.

    Photo of Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ - 40 Grove Street, Pittsford, NY 14534, USA
    Financial Service
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  • 5 5
    #27

    Casey Knight - Alliance Advisory Group

    ● Open
    69 Monroe Ave, Pittsford, NY 14534, United States
    585-514-5953
    allianceadvisorygroup.com

    Casey Knight - Alliance Advisory Group is a finance institution located at 69 Monroe Avenue in Pittsford, New York, United States.

    Photo of Casey Knight - Alliance Advisory Group - 69 Monroe Avenue, Pittsford, NY 14534, USA Photo of Casey Knight - Alliance Advisory Group - 69 Monroe Avenue, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #28

    Merrill Lynch Financial Advisor Karen A Verrone

    ● Open
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2525
    fa.ml.com

    Merrill Lynch Financial Advisor Karen A Verrone is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • 5 1
    #29

    Champlin & Associates

    ● Open
    179 Sully's Trail Suite 305, Pittsford, NY 14534, United States
    585-899-1227
    champlinandassociates.com

    Champlin & Associates is a reputable finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

    Photo of Champlin & Associates - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Champlin & Associates - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Champlin & Associates - 179 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
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  • 5 1
    #30

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC

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

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance.

    Photo of Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
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Nearby cities:

Fairport Pittsford Rochester Victor

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