The 30 Best Investment fundings in Rochester, New York

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Rochester Financial Services, located at 7 Hastings 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 a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.

Mutual Funds Associates Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States. Specializing in mutual funds, this company offers a range of investment options and financial services to help individuals and businesses grow their wealth. With a team of experienced professionals, Mutual Funds Associates Inc is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or simply grow your wealth, Mutual Funds Associates Inc can help you navigate the complex world of investing.

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.

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.

Gateway Funding Diversified Mortgage Services is a finance institution located at 1425 Mount Read Boulevard South Service Road in Rochester, New York. We specialize in providing a wide range of mortgage services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Gateway Funding Diversified Mortgage Services is here to help you every step of the way. Contact us today to learn more about how we can assist you with your mortgage needs.

Kinecta Federal Credit Union - Rochester W Ridge is a finance institution located at 1560 West Ridge Road in Rochester, New York, United States. As a federal credit union, Kinecta offers a range of financial services to its members, including savings accounts, loans, and investment opportunities. With a commitment to providing excellent customer service and competitive rates, Kinecta Federal Credit Union is dedicated to helping individuals and families achieve their financial goals.

Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.

Primerica is an insurance agency located at 3675 West Henrietta Road in Rochester, New York. They offer a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on providing affordable and customizable coverage options, Primerica is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica is committed to providing excellent customer service and guidance every step of the way. Visit their office in Rochester to learn more about their insurance offerings and how they can help you secure your financial well-being.

The Ain Center for Entrepreneurship and Innovation is a school located in Rochester, New York, United States. This institution is dedicated to fostering creativity, innovation, and entrepreneurial spirit among its students. With a focus on providing resources, mentorship, and support for aspiring entrepreneurs, the Ain Center is committed to helping individuals develop their ideas into successful businesses. Whether you are a seasoned entrepreneur or just starting out, the Ain Center offers a supportive environment where you can learn, grow, and thrive in the world of entrepreneurship.

Sywest Medical Tech Inc is a leading healthcare institution located at 15 Marway Circle in Rochester, New York. We specialize in providing cutting-edge medical technology and services to improve patient care and outcomes. Our dedicated team of healthcare professionals is committed to delivering high-quality and compassionate care to our patients. Whether you are in need of diagnostic services, treatment options, or ongoing medical support, Sywest Medical Tech Inc is here to help. Visit us today to experience the difference in healthcare excellence.

Technology Transfer at the University of Rochester is dedicated to bridging the gap between research and commercialization. Located at 601 Elmwood Avenue in Rochester, New York, our institution facilitates the transfer of innovative technologies developed by our faculty and researchers to the marketplace. We provide support and resources to help bring cutting-edge ideas to life, driving economic growth and fostering collaboration between academia and industry. Join us in shaping the future of technology innovation.

Penn Mutual Life Insurance Co, located at 400 Andrews Street in Rochester, New York, is a trusted insurance agency that has been providing great life insurance for over 175 years. They believe in the power of mutual support and offer robust and versatile solutions for all your financial needs. Whether you are an individual, family, or business, Penn Mutual has the right solutions to help you feel stronger today and tomorrow. Their team of financial professionals is dedicated to helping you achieve your dreams and providing support when you need it most. Penn Mutual is committed to helping communities get stronger as well, showing their dedication to making a positive impact beyond just their clients.

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.

The Sands Family Campus, located at 977 Lake Avenue in Rochester, New York, is a school that offers a holistic pre-K through graduation pathway known as EnCompass Navigation. This innovative approach integrates year-round academics, college and career development, and wraparound supports to equip students for lifelong success. With a focus on addressing barriers to learning, graduation, and college and employment success, EnCompass serves over 1,900 students annually, with plans to expand to serve more than 1,100 individuals in Navigation by 2025. Navigators at The Sands Family Campus work closely with students and families to address challenges such as attendance issues, family-school communication, housing instability, transportation issues, and hunger. By partnering with parents to tackle these challenges, students are able to thrive academically and become role model students. The program also offers whole-family programming, Cooking Matters classes, and family dinners to develop natural networks and provide support for urgent needs like food and housing assistance.

MFDA is a premier furniture and home goods store located at 55 Railroad Street in Rochester, New York. Our store offers a wide selection of high-quality furniture, home decor, and accessories to help you create the perfect living space. From stylish sofas and dining sets to luxurious bedding and accent pieces, MFDA has everything you need to make your house feel like a home. Our knowledgeable staff is dedicated to providing exceptional customer service and helping you find the perfect pieces to suit your style and budget. Visit us today and discover why MFDA is the go-to destination for all your home furnishing needs.

Philip DiPasquale - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Philip DiPasquale - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Brighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

Excel Securities & Associates is a reputable finance institution located at 28 East Main Street in Rochester, New York. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to assist you every step of the way. Trust Excel Securities & Associates for all your financial needs.

Deloitte is a leading institution in the accounting and finance industry, located at 910 Bausch and Lomb Place in Rochester, New York, United States. With a focus on front-office transformation, Deloitte helps clients gain a competitive advantage in their respective industries. The institution offers training and mentorship programs to help individuals succeed in their careers, and proudly employs over 3,000 veterans from the VMSA community. By joining the Talent Network, individuals can access career resources and explore job opportunities at Deloitte. With over 80,000 professionals in the United States, Deloitte LLP and its subsidiaries are dedicated to serving clients and solving their toughest problems. The institution's culture values inclusion, collaboration, high performance, and opportunity, providing top talent with the chance to do their best work. Deloitte professionals work together on business-critical projects to make a difference in the industry.

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.

Impact Financial Planners is a reputable finance institution located at 140-A Metro Park in Rochester, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to invest, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Impact Financial Planners to make a positive impact on your financial future.

Colby Financial Guidance of Raymond James is a premier financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial guidance and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, we are here to help. We pride ourselves on our commitment to transparency, integrity, and excellence in all that we do. Visit us at 375 Woodcliff Dr to learn more about how we can assist you in navigating the complex world of finance.

Empire Valuation Consultants is a leading finance institution located at 777 Canal View Boulevard in Rochester, New York, United States. Specializing in valuation services, they provide expert advice and analysis to help clients make informed financial decisions. With a team of experienced professionals, Empire Valuation Consultants offers a wide range of services to meet the diverse needs of their clients. Whether you are looking to value a business, intellectual property, or other assets, Empire Valuation Consultants is dedicated to providing accurate and reliable valuation services to help you achieve your financial goals.

OakWood Financial Services is a reputable finance institution located in Rochester, New York. With a prime location at 190 Linden Oaks, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to wealth management, OakWood Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, OakWood Financial Services is a trusted partner for all your financial needs.

Keystone Capital Partners Group is a leading finance institution located at 349 West Commercial Street in East Rochester, New York. With a strong focus on providing comprehensive financial solutions, Keystone Capital Partners Group offers a wide range of services including investment banking, asset management, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Contact us today to learn more about how Keystone Capital Partners Group can help you secure your financial future.

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.

Crossbridge Financial is a leading finance institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Crossbridge Financial has the expertise to help you achieve your financial goals. Visit us at 290 Linden Oaks to learn more about how we can assist you in securing your financial future.