Investment management expert in East Rochester, New York

Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.

CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.

Priem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States. With a strong focus on providing personalized financial solutions and expert guidance, Priem Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Priem Financial Group is committed to delivering exceptional service and tailored strategies to meet your unique needs. Contact Priem Financial Group today to start building a secure financial future.

Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.

Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.

The Waterford Group is a renowned finance institution located at 1657 East Avenue in Rochester, New York, United States. With a strong reputation for excellence in financial services, the Waterford Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to wealth planning, the Waterford Group is dedicated to helping clients achieve their financial goals with personalized and expert advice. Visit us at our Rochester location to learn more about how the Waterford Group can assist you in securing your financial future.

Wedgewood West is a reputable real estate agency located at 2001 East Henrietta Road in Rochester, New York. Our experienced team of agents is dedicated to helping clients find their dream homes or investment properties in the vibrant city of Rochester and its surrounding areas. Whether you are a first-time homebuyer or a seasoned investor, Wedgewood West is committed to providing personalized service and expert guidance throughout the buying or selling process. Contact us today to learn more about our available listings and how we can assist you in achieving your real estate goals.

Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. Mark W Stone holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized programs such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and comprehensive financial planning, Mark W Stone is dedicated to providing top-notch services to clients seeking financial guidance and support.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.

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.

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.

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.

J. Curtis Wealth Advisory Services is a leading finance institution located at 260 East Main Street in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Mathew Hill are highly qualified to assist individuals with their financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating their commitment to excellence in personal financial planning. With a focus on advanced knowledge in various areas of finance, Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to their clients.

Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.

David E. Dangler - Wilmington Advisors @ M&T is a finance institution located at 1882 East Avenue in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or estate planning, they have the knowledge and expertise to assist you every step of the way. Trust David E. Dangler - Wilmington Advisors @ M&T to help you navigate the complex world of finance and secure a prosperous future.

Kathryn Castro - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States. Kathryn Castro 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®, 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®. Kathryn Castro specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, and investment strategies. Kathryn Castro is dedicated to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.

Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.

Council Rock Wealth Advisory Group Mary Beth Fairchild is a finance institution located at 2280 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and wealth management topics, ensuring that advisors are well-equipped to provide expert advice to clients. The institution is committed to upholding ethical standards and providing comprehensive financial planning services to individuals and businesses.

Lubin Realty IV, L.L.C. is a reputable real estate agency located at 1803 East Avenue in Rochester, New York, United States. With a strong focus on providing top-notch service and expertise in the real estate market, Lubin Realty IV, L.L.C. is dedicated to helping clients buy, sell, and rent properties in the Rochester area. Whether you are looking for a new home, investment property, or commercial space, the experienced team at Lubin Realty IV, L.L.C. is committed to guiding you through the process with professionalism and integrity. Contact them today to start your real estate journey!

Welcome to Berkshire Hathaway HomeServices Western New York Properties, your trusted partner in real estate located in the heart of Orchard Park, New York. Situated at 6524 East Quaker Street, our agency is dedicated to providing exceptional real estate services to the vibrant communities of Western New York. Whether you're buying, selling, or investing, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our comprehensive market knowledge, personalized service, and commitment to achieving the best results for our clients. Discover the Berkshire Hathaway HomeServices difference and let us help you find your dream home or make a successful sale. Visit us today to experience unmatched real estate expertise in a welcoming and friendly environment.