TOP 30 Investment products in Rochester, New York

56 results found

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.

Hollywood Traders Irondequoit and Hollywood Traders West Greece are renowned institutions located at 1600 Ridge Road in Rochester, New York. These establishments offer a unique blend of services including finance, home goods, and jewelry. With a wide range of products and services available, customers can find everything they need in one convenient location. Whether you're looking to spruce up your home, invest in a new piece of jewelry, or manage your finances, Hollywood Traders has you covered. Visit us today and experience the exceptional quality and customer service that sets us apart from the rest.

John Betlem Heating & Cooling, Inc. is a trusted institution located at 806 Linden Avenue in Rochester, New York, United States. With over 80 years of experience, we offer a wide range of HVAC repair, maintenance, and installation services, as well as electrical and home performance services. Our team of skilled technicians is dedicated to keeping you comfortable year-round, with a 100% customer satisfaction guarantee. We understand that heating and cooling systems are a major investment for your home, which is why we offer financing options with approved credit. We proudly install Carrier® heating systems and Carrier® and Mitsubishi® air conditioning products. Our electrical services range from safety inspections to complete home electrical system installations.

Ryan Sanz - State Farm Insurance Agent is an insurance agency located at 1555 East Henrietta Road, Rochester, New York, United States. Ryan Sanz and his team are dedicated to helping customers protect what matters most to them and achieve their financial goals. With over 100 years of experience, State Farm has a strong reputation for outstanding financial strength and superior claims service. Ryan Sanz is passionate about educating the community on insurance and financial literacy. He wants his customers to fully understand their coverage and make informed decisions for themselves and their loved ones. The agency serves customers in New York, Pennsylvania, and beyond, providing auto insurance, home insurance, life insurance, and more.

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.

Bobby Insurance Agency, Inc. is a reputable insurance agency located at 69 Empire Boulevard in Rochester, New York, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced agents are dedicated to providing personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today for expert guidance and peace of mind when it comes to your insurance needs.

Hagerman & Company, Inc. is located at 595 Blossom Road in Rochester, New York, United States. Until January 31, 2025, customers purchasing three new 1-year Fusion 360 licenses may receive a 33% discount off the SRP. At Hagerman & Company, we focus on inspiring innovation, automating systems, and boosting productivity for our clients. We offer a range of solutions including CAD training and support, Engineering Document Management, PDM/PLM, Design Automation, Controls Engineering, and Industrial & Agricultural Automation.

Lewis Forest is a premier health institution located at 1815 South Clinton Avenue in Rochester, New York. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced professionals is committed to promoting wellness and improving the overall health of our patients. With state-of-the-art facilities and a patient-centered approach, Lewis Forest is the go-to destination for all your health needs. Visit us today and experience the difference in care that sets us apart from the rest.

Ameritas is a financial institution located at 27 Chestnut Street in Rochester, New York, United States. They specialize in helping individuals and businesses create long-term financial plans to achieve their goals and feel confident about the future. Ameritas offers a range of insurance products, investment services, and dental, vision, and hearing care plans to ensure that you and your loved ones are prepared for whatever life brings. Their team of qualified professionals work together with clients to develop personalized strategies that meet their unique needs. Ameritas is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including Ameritas Life Insurance Corp. in Nebraska and Ameritas Life Insurance Corp. of New York. They do not provide tax or legal advice, but can assist in creating a comprehensive financial strategy. The institution is committed to transparency and confidentiality, and offers resources for victims of domestic violence in New York. Additionally, they comply with Health Care Transparency Rules to provide information on in-network and out-of-network provider rates and drug pricing. Overall, Ameritas is dedicated to helping individuals and businesses achieve financial security and peace of mind.

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.

George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.

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 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.

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.

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.

Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.

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.

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.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

Excel Securities & Associates Inc is a finance institution located at 200 Canal View Boulevard in Rochester, New York, United States. With a focus on providing top-notch financial services, Excel Securities & Associates Inc offers a range of investment options and financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our team of experienced professionals is here to guide you every step of the way. Trust Excel Securities & Associates Inc to help you secure your financial future.

William L. Schoff - 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, the institution offers a wide range of investment and wealth management solutions to its clients. Backed by a team of experienced professionals, William L. Schoff - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, this institution is committed to providing personalized and expert guidance every step of the way.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

David Mattia, CIMA - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. As a Certified Investment Management Analyst (CIMA) with UBS Financial Services Inc., David Mattia provides expert financial advice and services to help clients achieve their investment goals. With a focus on personalized solutions and a commitment to excellence, David Mattia, CIMA - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial market and build a secure financial future.

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.

Veritas Financial is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. At Veritas Financial, individuals may transact business, offering a range of products and services and responding to inquiries. It is important to note that individuals at Veritas Financial are only able to conduct business in states where they are properly registered and licensed.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.

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.

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.

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.

Five Star Bank is a trusted financial institution located at 2833 West Ridge Road in Rochester, New York. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team is dedicated to providing personalized service and helping our clients achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Five Star Bank is here to help. Visit us today to experience the convenience and reliability of banking with Five Star.