TOP 10 Insurance for retirement in Rochester, NY
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Tom Gervais - State Farm Insurance Agent
Tom Gervais - State Farm Insurance Agent is located at 4124 West Henrietta Road, Rochester, New York, United States. This insurance agency offers free onsite parking and is conveniently located one mile south of Marketplace Mall. Whether you need renters insurance for your off-campus apartment or are looking for auto, home, or life insurance quotes, Tom Gervais and his team are here to provide exceptional customer service. With over 15 years of experience as a State Farm Agent, Tom Gervais is a Chartered Life Underwriter and a graduate of Rensselaer Polytechnic Institute. The office serves Rochester, Henrietta, West Henrietta, Rush, Avon, Caledonia, and surrounding communities with personalized attention and a commitment to helping customers protect their assets and achieve their financial goals. From rural road driving safety tips to retirement investment advice, Tom Gervais - State Farm Insurance Agent is dedicated to providing valuable information and well-designed insurance products to meet the needs of each individual customer. Contact the office for a free quote today and experience the remarkable customer service that sets Tom Gervais apart from the rest.
Deborah Whitt - State Farm Insurance Agent
Deborah Whitt - State Farm Insurance Agent is located at 3953 Dewey Avenue in Rochester, New York. This insurance agency serves the entire state of New York, with a focus on relocations and out-of-state transfers to Monroe County. They also serve various areas in Rochester including Greece, Irondequoit, Hamlin, Hilton, Spencerport, Webster, Gates, and surrounding regions. With over 44 years of combined insurance experience, Deborah Whitt and her team offer a range of insurance products such as Car/Auto Insurance, Home Insurance, Business/Commercial Insurance, Renters Insurance, Boat, Life, and Health Insurance. Deborah Whitt became a State Farm Agent with the goal of making a difference in how people purchase insurance products to protect what matters most to them. She is actively involved in various organizations and has received recognition for her business achievements. The team at Deborah Whitt - State Farm Insurance Agency is dedicated to providing personalized service and helping clients protect their families through all stages of life. Whether you are buying your first car, moving into a new home, or planning for retirement, they are committed to offering quality customer care. Contact them for a free insurance quote and experience their top-notch service today.
Met Life Auto & Home Insurance: Kemp Ryan
Met Life Auto & Home Insurance: Kemp Ryan is an insurance agency located at 248 West Commercial Street, East Rochester, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family, all in one place. The institution provides various insurance options, including dental programs and health savings accounts (HSAs) for employee retention and financial well-being. They also offer disability insurance and paid leave options to demonstrate employee care. MetLife is committed to helping individuals build a more confident future and shares insights on retirement savings and longevity risk. Customers can access and manage their MetLife benefits online through MyBenefits. Additionally, the institution offers legal plans with an average monthly rate of $25 and access to attorneys with an average hourly rate of $391.
MassMutual New York State - Rochester Satellite Office
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.
Optima Benefits & Payroll
Optima Benefits & Payroll is a family-owned finance, health, and insurance agency located at 1465 Monroe Avenue in Rochester, New York. Specializing in group benefits, health insurance, HR services, and payroll services, our experienced team is dedicated to helping you manage your business efficiently. We offer a range of services including payroll management, tax payments, workers comp, and a variety of group benefits such as health, dental, vision, life insurance, 401K plans, and long term care. Since 2004, Optima Benefits & Payroll has been proudly serving the Upstate NY region. Our personalized approach to payroll and benefit support has been praised by our clients, who appreciate our responsiveness, attention to detail, and competitive rates. By choosing Optima, you can save and invest for your own retirement while receiving top-notch customer service from a local, smaller payroll company. Our independent status allows us to shop all providers, ensuring that we find the best solutions for your business needs.
Lifetime Financial Group, LLC
Lifetime Financial Group, LLC is a comprehensive finance, health, and insurance agency located at 35 State Street in Rochester, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, health insurance, or risk management solutions, we are here to provide personalized and reliable services. Contact us today to learn more about how we can help you secure your financial future.
Leading Senior Benefit
Leading Senior Benefit is a reputable health insurance agency located at 1880 East Ridge Road in Rochester, New York. Our institution specializes in providing comprehensive and cost-effective insurance solutions tailored specifically for seniors. With a team of experienced professionals, we strive to ensure that our clients receive the best coverage and support in managing their healthcare needs. Contact us today to learn more about our services and how we can help you secure your health and well-being in your golden years.
John Reesor - Prudential Financial
John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.
Andrew Olbrich - Prudential Financial
Andrew Olbrich - Prudential Financial is a reputable finance and insurance agency located at 3313 Chili Avenue in Rochester, New York. With a focus on providing top-notch financial planning and insurance services, our dedicated team is committed to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Trust Andrew Olbrich - Prudential Financial to provide you with personalized solutions and expert advice to meet your financial needs.
National Income Life - Durhon Oldham & Brett Gryska
National Income Life - Durhon Oldham & Brett Gryska is a reputable finance and insurance agency located at 1567 East Henrietta Road in Rochester, New York, United States. With a strong focus on providing quality insurance products and financial services to individuals and families, this institution is dedicated to helping clients protect their assets and plan for a secure financial future. The experienced team at National Income Life - Durhon Oldham & Brett Gryska is committed to providing personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, this institution is here to help you achieve your financial goals.
Ann Marie Depoian: Primerica - Financial Services
Ann Marie Depoian: Primerica - Financial Services is a reputable finance and insurance agency located at 485 Titus Avenue in Rochester, New York, United States. With a commitment to providing top-notch financial services, Ann Marie Depoian and her team offer a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
Delise Whitfield: Primerica - Financial Services
Delise Whitfield: Primerica - Financial Services is a reputable finance and insurance agency located at 1577 West Ridge Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Delise Whitfield: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.
Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments
Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments is a reputable finance and insurance agency located at 485 Titus Avenue in Rochester, New York, United States. With a strong focus on providing quality financial services and investments, Ann Marie Depoian and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, the experienced professionals at this institution are committed to providing personalized solutions to meet your individual needs. Contact them today to learn more about how they can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Allstate Personal Financial Representative: Mark Monacelli
Allstate Personal Financial Representative: Mark Monacelli is a trusted finance and insurance agency located at 5 Fisher Road in Rochester, New York, United States. Mark Monacelli is dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. With years of experience in the industry, Mark Monacelli offers a wide range of insurance products and investment options to meet the unique needs of each client. Whether you are looking to protect your assets, plan for retirement, or secure your family's future, Allstate Personal Financial Representative: Mark Monacelli is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
The Financial Guys
The Financial Guys is a reputable finance and insurance agency located at 3445 Winton Place in Rochester, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Angelo Planning Group, LLC
Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Alliance Advisory Group
Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Mercer Advisors Wealth Management
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. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Novem Group
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. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.
Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
MassMutual Financial Group
MassMutual Financial Group is a reputable finance institution located at 305R West Commercial Street in East Rochester, New York, United States. With a strong presence in the financial industry, MassMutual offers a wide range of services including insurance, retirement planning, investment management, and more. Known for their commitment to helping individuals and businesses achieve their financial goals, MassMutual is a trusted partner for those seeking expert financial guidance and support.
Allstate Personal Financial Representative: Johnathan Guay
Allstate Personal Financial Representative Johnathan Guay is a trusted finance and insurance agency located at 1100 Long Pond Road in Rochester, New York. With a commitment to providing personalized financial solutions and top-notch insurance products, Johnathan Guay helps clients achieve their financial goals and protect what matters most to them. Whether you're looking for retirement planning, investment advice, or insurance coverage, Johnathan Guay is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Anthony G. Nick - Wilmington Advisors @ M&T
Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.
Mass Mutual
Mass Mutual is a renowned finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York, United States. With a strong reputation for providing comprehensive financial solutions and insurance products, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mass Mutual's team of experienced professionals is committed to providing personalized service and tailored solutions to meet your specific needs. Trust Mass Mutual to guide you towards a secure financial future.
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC
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.
Spafford-Winagle Agency
The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, the agency is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Spafford-Winagle Agency are here to help. Trust in their expertise and personalized approach to ensure your financial well-being.
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
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.
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