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TOP 30 Investment consultant in Victor, NY
84 results found
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Victor Melendez - Financial Advisor, Ameriprise Financial Services, LLC
Victor Melendez is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York. With years of experience in the finance industry, Victor provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Victor Melendez is committed to providing expert guidance and support every step of the way. Visit Ameriprise Financial Services, LLC to start planning for a secure financial future today.
Victors Real Estate
Victors Real Estate is a reputable real estate agency located at 13 Memphis Avenue in the bustling city of New York, United States. With a team of experienced and dedicated agents, we strive to provide top-notch services to our clients, whether they are buying, selling, or renting properties. Our expertise in the local market, combined with our commitment to customer satisfaction, sets us apart from other agencies. Trust Victors Real Estate to help you find your dream home or investment property in the vibrant city of New York.
Victor Fugarov Vanderbilt Financial Group
Victor Fugarov Vanderbilt Financial Group is a leading finance institution located at 1101 Avenue U in New York, United States. With a reputation for excellence and expertise in the financial industry, this institution offers a wide range of financial services to individuals and businesses. From investment planning and wealth management to retirement planning and insurance solutions, Victor Fugarov Vanderbilt Financial Group is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to personalized service, this institution is a trusted partner for all your financial needs.
Fischer Investment Group, Inc.
Fischer Investment Group, Inc. is a leading finance institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial advice and investment services, Fischer Investment Group, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, the experienced team at Fischer Investment Group, Inc. is here to support you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Victor's Income Tax and Real Estate
Victor's Income Tax and Real Estate is a trusted institution located at 56 East Kingsbridge Road in New York, United States. Specializing in accounting and finance services, Victor's offers expert assistance with income tax preparation and real estate transactions. With a team of experienced professionals, clients can expect personalized attention and reliable guidance to help navigate the complexities of financial matters. Whether you are looking to file your taxes accurately or invest in property, Victor's Income Tax and Real Estate is here to provide top-notch service and support.
Paul Monagan, Bankers Life Agent
Paul Monagan, Bankers Life Agent is a leading insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York. As a trusted Bankers Life Agent, we specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through personalized insurance solutions. Whether you are looking for life insurance, retirement planning, long-term care coverage, or investment options, we are here to help you every step of the way. Contact us today to schedule a consultation and learn more about how we can help you secure your financial well-being.
Joseph Lamanna - Prudential Financial
Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing reliable financial guidance and insurance solutions, Joseph Lamanna and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can count on Joseph Lamanna - Prudential Financial to provide personalized services tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Melissa Crisafulli, Bankers Life Agent
Melissa Crisafulli, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a dedicated Bankers Life agent, Melissa Crisafulli helps individuals and families navigate the complexities of insurance coverage to ensure they are protected for the future. With a focus on providing personalized service and tailored solutions, Melissa Crisafulli is committed to helping clients find the right insurance products to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Melissa Crisafulli, Bankers Life Agent is here to help you secure your financial future.
Merrill Lynch Financial Advisor Thomas M Janosky
Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Thomas M Janosky is a trusted partner in helping individuals and businesses navigate the complex world of finance.
Stephen M Polizzi Agency
The Stephen M Polizzi Agency is a finance and insurance agency located at 61 School Street in Victor, New York, United States. With a focus on providing personalized financial services and comprehensive insurance solutions, our agency is committed to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to providing top-notch customer service and building long-lasting relationships with our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, the Stephen M Polizzi Agency is here to help you navigate the complexities of the financial world.
Evolution Financial Advisors
Evolution Financial Advisors is a leading financial institution located at 580 Fishers Station Drive in Victor, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized strategies to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Evolution Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you evolve your finances.
Finger Lakes Financial Services Inc
Finger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.
Charles Schwab
Charles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.
Ever Green Wealth Management
Ever Green Wealth Management is a leading financial institution located at 6534 Anthony Drive in Victor, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. At Ever Green Wealth Management, we are committed to providing personalized solutions tailored to each client's unique needs and objectives. Trust us to help you build and preserve your wealth for generations to come.
Alex Neri, CERTIFIED FINANCIAL PLANNER
Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.
Wealth Enhancement Group
Wealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.
Dash Capital, LLC #MaxYourDash
Dash Capital, LLC #MaxYourDash is a leading finance and insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Our team of experienced professionals is dedicated to helping our clients maximize their financial potential and secure their future. Whether you are looking for investment opportunities, insurance coverage, or financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Dash Capital, LLC #MaxYourDash to help you navigate the complex world of finance and insurance with confidence and peace of mind.
Cooper/Haims Advisors, LLC
Cooper/Haims Advisors, LLC is a leading financial institution located at 50 Square Drive in Victor, New York, United States. Specializing in providing expert financial advice and services, their team of experienced advisors work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Cooper/Haims Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. With a reputation for excellence and a commitment to client satisfaction, they are a trusted partner in helping you secure your financial future.
Merrill Lynch Financial Advisor Jason R Alexander
Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.
Merrill Lynch Financial Advisor Don Theodorou
Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
Merrill Lynch Financial Advisor Nathaniel S. Jones
Merrill Lynch Financial Advisor Nathaniel S. Jones, located at 1241 Pittsford Victor Road, Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, we work to help you pursue your aspirations through a flexible and comprehensive financial plan. Our team values community involvement and volunteering, reflecting the deep-seated Merrill tradition of service. By utilizing the Merrill Personal Wealth Analysis™, we can create a customized plan centered on your priorities and focused on achieving what matters most to you. Our goal is to understand your unique financial situation, address your concerns, and guide you towards a successful financial future. Let us help you navigate the complexities of your financial life and build a strategy that aligns with your goals. Contact us today to learn more about how we can assist you in achieving your financial objectives.
Voya Financial Advisors
Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a finance institution, Voya Financial Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Voya Financial Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors is dedicated to helping you navigate the complex world of finance and secure your financial future.
Merrill Lynch Financial Advisor Jacob Newkirk
Merrill Lynch Financial Advisor Jacob Newkirk is a finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Committed to building and maintaining strong relationships with clients, they are accessible, knowledgeable, and experienced. Their mission is to understand each client's unique financial goals and aspirations, designing comprehensive strategies to help manage investment risk and pursue personal financial objectives. Their team, supported by the global resources of Merrill, consists of talented individuals dedicated to providing personalized service and building trust-based client relationships. Through the Merrill Personal Wealth Analysis™ tool, they can create and document personalized financial plans centered on individual goals and aspirations.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
Prosperity Advisory Group LLC
Prosperity Advisory Group LLC is a finance institution located at 50 Square Drive in Victor, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide personalized and comprehensive financial planning services to meet your individual needs. Trust Prosperity Advisory Group LLC to guide you towards prosperity and financial success.
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Caleb Atwater
Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.
Compass Wealth, LLC
Compass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced financial advisors, Compass Wealth, LLC offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Compass Wealth, LLC provides expert guidance and strategies to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Jeffrey Garcia
Merrill Lynch Financial Advisor Jeffrey Garcia, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Garcia can help you navigate changing market conditions and develop a flexible financial plan. By participating in the community and volunteering with local organizations, Jeffrey Garcia demonstrates a commitment to serving clients beyond just financial advice. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your aspirations and priorities can be created to help you achieve your long-term financial objectives. With a focus on understanding your unique needs and values, Jeffrey Garcia works with you to design a financial approach that aligns with your life priorities. By continuously reviewing and adjusting your financial strategy as your goals evolve, Jeffrey Garcia aims to help you stay on track to achieve what matters most to you. As a Chartered Retirement Planning Counselor™, Jeffrey Garcia is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Jeffrey Garcia to start working towards your financial goals today.
Echelon Wealth Advisors, LLC
Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
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