The 30 Best Investments and savings in Rochester, New York

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Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.

Invessent LLC is a reputable finance institution located at One South Washington Street in Rochester, New York. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Invessent LLC is here to guide you every step of the way. Trust us to provide personalized, strategic advice and innovative financial solutions tailored to your unique needs. Contact us today to learn more about how we can help you reach your financial goals.

Michael A Masiello & Associates is a finance institution located at 1081 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your unique needs. Trust Michael A Masiello & Associates to guide you towards a secure financial future.

O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.

Nicholas D'Angelo - Financial Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, United States, is a finance institution specializing in providing comprehensive financial planning services. Nicholas D'Angelo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approach, Nicholas D'Angelo is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Additionally, Nicholas D'Angelo is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, and long-term care planning. With a commitment to ongoing education and professional development, Nicholas D'Angelo ensures that he stays current with industry trends and best practices to provide the highest level of service to his clients.

Jesse Leonardo - Wilmington Advisors @ M&T is a finance institution located at 3175 Chili Avenue in Rochester, New York. Our team of experienced advisors at M&T Bank are dedicated to providing personalized financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our professionals are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Nicholas Savas CFP® RICP® is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. Specializing in financial planning and retirement income, Nicholas Savas offers expert advice and personalized strategies to help clients achieve their financial goals. With certifications as a Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®), clients can trust in the knowledge and expertise provided by Nicholas Savas. Whether you are planning for retirement, investing for the future, or seeking guidance on financial matters, Nicholas Savas CFP® RICP® is dedicated to helping you navigate the complexities of finance with confidence.

Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.

Leah White is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. Leah White holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Leah White's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™ (CFP®), Leah White adheres to a high standard of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Leah White is also a Certified Kingdom Advisor®. Whether you are a retiree, small business owner, or high net worth individual, Leah White can provide expert financial guidance tailored to your specific needs. Contact Leah White at Ameriprise Financial Services for comprehensive financial planning services."

Nicholas Caracci is a reputable finance institution located at 589 Jefferson Road in Rochester, New York, United States. With a strong focus on providing expert financial services and guidance, Nicholas Caracci is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Nicholas Caracci is here to help. Trust in their expertise and personalized approach to financial management to secure a stable and prosperous future for yourself and your loved ones.

Mallory Lauffer, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road, Rochester, New York, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adapting to life changes, Mallory can assist in creating a sound financial strategy. Background and qualification information is available on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure. Mallory Lauffer is registered to conduct securities business in specific states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and referred individuals can expect to hear from Mallory soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and values privacy and security.

Edward Silversmith is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. As a finance institution, Ameriprise offers a range of financial services to help clients reach their financial goals. Each advisor, including Edward Silversmith, has their own "Top areas of focus" to cater to the specific needs of their clients. Clients can review Edward's background, credentials, and experience to determine if his approach aligns with their financial goals. Interested individuals can fill out a "Request consultation" form to connect with Edward for a complimentary initial consultation to discuss their financial needs and objectives.

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.

Wells Fargo Advisors is a renowned financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is committed to providing you with expert guidance and personalized solutions.

Cindy Ziegler is a respected finance institution located at 2042 Chili Avenue in Rochester, New York, United States. With a reputation for providing expert financial services, Cindy Ziegler offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced professionals at Cindy Ziegler are dedicated to helping you achieve your financial goals. Trust Cindy Ziegler for all your financial needs.

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.

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.

Deer & Yunker Financial Partners is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York. With a strong focus on personalized service and tailored financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Deer & Yunker Financial Partners is committed to providing you with the expertise and support you need to secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.

Zachary M Wagner is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Zachary M Wagner is equipped to provide expert financial advice and services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Zachary M Wagner is committed to upholding the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Zachary M Wagner can help you navigate the complex world of finance with confidence and clarity. Contact Zachary M Wagner today to start planning for a secure financial future.

Matthew Case - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Case provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on long-term financial planning, investment strategies, and retirement planning, Matthew Case offers expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Matthew Case - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions and build a secure financial future.

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.

David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.

Matthew Melia - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Melia provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships, Matthew Melia offers expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Matthew Melia - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Benjamin Forte - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor, Benjamin Forte provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity and professionalism, Benjamin Forte offers expert advice and guidance on investments, retirement planning, estate planning, and more. Clients can rely on Benjamin Forte to provide tailored solutions to meet their individual needs and objectives. Trust Benjamin Forte - TIAA Wealth Management Advisor to help you navigate the complexities of financial planning and secure a prosperous future.

Dan Cuccia - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a TIAA Financial Consultant, Dan Cuccia provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on retirement planning, investment management, and wealth preservation, Dan Cuccia is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Christopher Dabroski - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a TIAA Financial Consultant, Christopher Dabroski provides expert financial advice and services to help clients achieve their long-term financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Christopher Dabroski to guide them towards a secure financial future.

Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.

John Brandt, a financial advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, John provides guidance on saving for college, retirement planning, investments, and more. By working with John, clients can feel more confident and in control of their financial lives. John Brandt is registered to conduct securities business in select states and can provide an overview of financial planning concepts during an initial consultation. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect professionalism and a commitment to helping them achieve their financial goals when working with John Brandt.

Upstate Smartvestor is a reputable finance institution located at 1425 Jefferson Road in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients make smart investment decisions and achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Upstate Smartvestor has the expertise and resources to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.