Insurance consulting services in Rochester, New York

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

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. Nannette P Nocon offers a range of financial services and expertise to help individuals manage their wealth and plan for the future. Nannette P Nocon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their commitment to providing top-notch financial advice and solutions. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Nannette P Nocon can help you navigate the complexities of financial planning. Contact them today to start building a solid financial foundation for your future.

Craig Lochner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, United States. Craig Lochner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. Craig Lochner is dedicated to providing comprehensive financial advice and personalized solutions to help individuals achieve their financial goals. With a focus on ethical practices and continuing education, Craig Lochner is committed to serving his clients with the highest level of professionalism and expertise.

Paul Stack is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Paul Stack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management, including retirement planning, estate planning, investment strategies, risk management, and more. Paul Stack is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

MassMutual New York State - Rochester Satellite Office is a finance and insurance agency located at 700 Bausch and Lomb Place in Rochester, New York. As a satellite office of MassMutual, we provide a wide range of financial services and insurance products to individuals and businesses in the Rochester area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to help. Visit us at our convenient location to learn more about how we can assist you with your financial needs.

Mike Sellars is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mike Sellars holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Mike Sellars is dedicated to providing expert financial advice and guidance to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.

Mallory Lauffer, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road, Rochester, New York, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adapting to life changes, Mallory can assist in creating a sound financial strategy. Background and qualification information is available on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure. Mallory Lauffer is registered to conduct securities business in specific states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and referred individuals can expect to hear from Mallory soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and values privacy and security.

Bank of America located at 2824 West Ridge Road in Rochester, New York, offers a range of financial services including drive-thru banking. By providing your mobile number, you can receive text messages from the bank, and you can also set up a specific time to meet with a banking representative at this location. The institution also features Merrill Edge Financial Solutions Advisors who offer investment advice. You can easily add your Bank of America debit card to your digital wallet for convenience. This location provides instructions in non-English languages and has a night depository for after-hours deposits. There is a dedicated business teller for business clients, and the center offers virtual channels for banking needs. Available products include checking and savings accounts, credit cards, home loans, and small business accounts and loans. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a subsidiary of Bank of America Corporation. Trust and fiduciary services are also available. Insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Overall, Bank of America strives to provide customers with useful and informative services while maintaining privacy practices and online security.

John J Mc Donald is a financial advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. John J Mc Donald holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. John J Mc Donald is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals. Contact John J Mc Donald today for expert financial guidance.

Christopher Neitz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Specializing in finance, Christopher Neitz holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher Neitz's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethics and excellence, Christopher Neitz provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

John Brandt, a financial advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, John provides guidance on saving for college, retirement planning, investments, and more. By working with John, clients can feel more confident and in control of their financial lives. John Brandt is registered to conduct securities business in select states and can provide an overview of financial planning concepts during an initial consultation. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect professionalism and a commitment to helping them achieve their financial goals when working with John Brandt.

Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution provides comprehensive training and education for financial professionals to better serve their clients' needs.

Philip Pusateri is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. As a member of FINRA and SIPC, Philip provides financial planning services to help clients achieve their goals. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can rest assured that their information is secure, thanks to the institution's privacy and security center. Referrals are welcomed, and Philip looks forward to helping friends and family members with their financial needs. Users of the Ameriprise Financial website are bound by the institution's rules and regulations.

Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Anthony's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, or insurance products, Anthony Mancuso has the knowledge and experience to help you achieve your financial goals. Contact Anthony Mancuso today to schedule a consultation and start planning for your financial future.

Kathryn Castro is a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Allens Creek Road in Rochester, New York, United States. Kathryn holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Kathryn is dedicated to helping individuals with their financial needs and providing them with comprehensive and personalized financial advice. She is committed to upholding the highest standards of ethics and professionalism in her practice. Contact Kathryn Castro for all your financial planning needs.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

Andre Rene is a financial advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Andre Rene holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Andre Rene's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Andre Rene is committed to providing clients with comprehensive and personalized financial planning services.

Mary Beth Fairchild is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mary Beth Fairchild specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and insurance products. She is dedicated to upholding the highest standards of professionalism and ethics in her practice.

Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Daniel Hayes holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Daniel Hayes' expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Daniel Hayes is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Dylan Joy is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. Dylan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Dylan's expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Dylan is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst. With a commitment to providing personalized financial advice and expertise in various financial planning areas, Dylan is dedicated to helping clients achieve their financial goals.

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States. Jordan M Orvek holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Jordan M Orvek is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and continuing education, Jordan M Orvek is committed to helping clients achieve their financial goals.

John Wade is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. John is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring they make informed decisions for their financial future. Contact John Wade at Ameriprise Financial Services, LLC for expert financial guidance and support.

Alyssa Fox is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Alyssa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Alyssa is dedicated to helping individuals and small business owners navigate the complexities of financial planning to achieve their long-term goals. Whether you are looking to invest for retirement, plan for your estate, or navigate the challenges of divorce, Alyssa has the knowledge and experience to guide you through the process. Contact Alyssa Fox at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs and goals.

Steven Shemirani - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, Steven Shemirani and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, UBS Financial Services Inc. offers a wide range of services to meet your needs. Trust in Steven Shemirani and his experienced team to guide you towards a secure financial future.

Barbara Fraser, CFP, CRPC - UBS Financial Services Inc. is a reputable finance institution located in Rochester, New York, United States. With a focus on providing comprehensive financial planning services, Barbara Fraser and her team offer personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at UBS Financial Services Inc. are dedicated to helping you make informed decisions and secure your financial future. Visit their office at 400 Linden Oaks to learn more about their services and how they can assist you in managing your finances effectively.

The Schoff Group - UBS Financial Services Inc. is a renowned finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, The Schoff Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, our team of professionals is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Trust The Schoff Group - UBS Financial Services Inc. to be your partner in financial success.

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. With a focus on retirement planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.

Michael Amico - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services to clients, the team at UBS Financial Services Inc. led by Michael Amico is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, the institution offers a wide range of services tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Michael Amico - UBS Financial Services Inc. is a trusted partner in navigating the complexities of the financial world.

Rocco Pietropaolo Jr. - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to guide you every step of the way. Trust Rocco Pietropaolo Jr. - UBS Financial Services Inc. for all your financial needs.