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TOP 30 Investment solutions in Monroe, NY
25 results found
A convenient service for searching for businesses, places and services
Rochester Wealth Solutions
Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.
Fidelity Investments
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.
O&R Utilities Employees Federal Credit Union
O&R Utilities Employees Federal Credit Union is a financial institution located at 14 Talmadge in Monroe, New York, United States. This credit union serves employees of O&R Utilities and their families, providing a range of financial services including savings accounts, loans, and online banking. With a focus on personalized service and competitive rates, O&R Utilities Employees Federal Credit Union is dedicated to helping its members achieve their financial goals.
Laufer Planning Corporation
Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.
The Mint Capital Inc
The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.
TRIANGLE. Financial third party advisory
TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.
Shem Tov Consulting Inc.
Shem Tov Consulting Inc. is a reputable finance institution located at 48 Future Industrial Rd in Monroe, New York, United States. With a team of experienced financial experts, we offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investment strategies, or financial planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Shem Tov Consulting Inc. to guide you towards a secure financial future.
New York Life
New York Life is an insurance agency located at 505 New York 208, Monroe, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and managing investments with potential market gains. They also offer bundled investments with low fees, college savings options, and income solutions. New York Life provides guidance on investment strategies, estate planning, and various insurance options for individuals, small businesses, and employees. With a diverse and welcoming workplace, they aim to help families protect their financial futures and thrive. The company has been in operation since 1845 and is committed to giving back to communities through charitable donations and volunteer efforts. With high financial ratings and a focus on customer service, New York Life is dedicated to making the world a better place for all.
Bizline Capital Group LLC
Bizline Capital Group LLC is a financial institution located at 3 Toltchav Way in Monroe, New York, United States. Specializing in providing a wide range of financial services, Bizline Capital Group LLC helps clients achieve their financial goals through strategic investment planning, asset management, and financial consulting. With a team of experienced professionals, Bizline Capital Group LLC is committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, Bizline Capital Group LLC is dedicated to helping you navigate the complex world of finance with confidence.
Scott Lask Wealth Management Group
Scott Lask Wealth Management Group is a leading finance institution located at 9 Colony Drive in Monroe, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we provide tailored solutions to meet your needs. Trust Scott Lask Wealth Management Group to guide you towards a secure financial future.
Brian Dowery - Wilmington Advisors @ M&T
Brian Dowery - Wilmington Advisors @ M&T is a finance institution located at 745 New York 17M in Monroe, New York, United States. Specializing in financial advice and services, their team of experts at Wilmington Advisors provides personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Brian Dowery and his team aim to provide top-notch services to individuals and businesses alike. Visit their office in Monroe for professional financial guidance and expertise.
Musa Financial Group
Musa Financial Group is a reputable finance and insurance agency located at 1 William Corrie Drive in Monroe, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, Musa Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or retirement planning, Musa Financial Group is here to assist you every step of the way. Trust in Musa Financial Group for all your financial and insurance needs.
Kaufman Tax & Financial Inc
Kaufman Tax & Financial Inc is a reputable accounting and finance institution located at 105 Schunnemunk Road in Monroe, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic solutions. Contact us today to learn more about how we can assist you with your accounting and 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.
Monarch Wealth Management, LLC
Monarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States. With a focus on personalized wealth management services, Monarch Wealth Management, LLC is dedicated to helping individuals and families achieve their financial goals through strategic investment planning, retirement planning, and asset management. Their team of experienced financial advisors provides expert guidance and tailored solutions to help clients navigate the complexities of the financial world and secure their financial future. Trust Monarch Wealth Management, LLC to provide you with the expertise and support you need to build and protect your wealth.
Wealth Enhancement Group
Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.
Brighton Securities
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.
Asher Flint - Alliance Advisory Group
Asher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
Sports Consulting Group
Sports Consulting Group is a leading finance institution located at 65 Monroe Avenue in Pittsford, New York. We specialize in providing expert financial advice and services to clients in the sports industry. Our team of experienced consultants offers personalized solutions to help athletes, teams, and organizations manage their finances effectively. Whether you need assistance with budgeting, investments, or strategic planning, our dedicated professionals are here to help you achieve your financial goals. Trust Sports Consulting Group to be your partner in success.
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.
Updegraff Services
Located at 1039 Monroe Avenue in Rochester, New York, Updegraff Services is your go-to general contractor for all your property maintenance needs. From repairs and contracting work to seasonal home maintenance tasks like snow removal and gutter cleaning, we have you covered. Our expert team of professionals is dedicated to delivering top-notch service every time, ensuring your satisfaction is our priority. Whether you need updates, renovations, or simple maintenance for your home, business, rental, or commercial property, Updegraff Services is here to help. Additionally, we offer real estate services through Updegraff Realty, property management solutions, and capital raising expertise to optimize your real estate investments. Trust Updegraff Services for all your construction needs and experience a stress-free renovation process from start to finish.
Brian Hayner
Brian Hayner is a reputable finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. Specializing in financial services, Brian Hayner is committed to providing expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Brian Hayner offers a wide range of services including investment management, retirement planning, and wealth management. Whether you are looking to grow your portfolio or plan for the future, Brian Hayner is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Joseph Feeney
Joseph Feeney is a prestigious finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, Joseph Feeney is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, wealth management, or financial planning, Joseph Feeney has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Joseph Feeney for all your finance needs.
Convergent Wealth Advisors
Convergent Wealth Advisors is a leading financial institution located at 67 Monroe Avenue in Pittsford, New York. Specializing in wealth management and financial planning, Convergent Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced advisors is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how Convergent Wealth Advisors can help you secure a prosperous financial future.
Zona Properties, Inc. - Property/Real Estate Management
Zona Properties, Inc. is a reputable real estate agency located at 251 Joseph Avenue in Rochester, New York. Specializing in property and real estate management, our experienced team is dedicated to providing affordable and full-service solutions for both commercial and residential properties. With over $200,000 collected in Rental Assistance for our clients, we take pride in our commitment to maximizing your investment while minimizing the stress and responsibilities that come with property management. Our services cater to a wide range of properties, from single-family homes to small office buildings, and we handle all aspects of property management with professionalism and efficiency. By entrusting Zona Properties with the upkeep of your property, you can enjoy a hassle-free profit machine that generates passive income for you.
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