TOP 30 Investments management in Monroe, New York

44 results found

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.

O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.

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 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.

Rocky Martini - Alliance Advisory Group is a leading finance institution located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Rocky Martini - Alliance Advisory Group has the expertise to guide you through the process. Their personalized approach and commitment to excellence make them a trusted partner in financial matters. Visit them today to see how they can help you secure your financial future.

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 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 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.

Tompkins Financial is a finance institution located at 3140 Monroe Avenue in Rochester, New York, United States. Offering a range of financial services, including banking, investment, and insurance products, Tompkins Financial is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, Tompkins Financial strives to provide its customers with the tools and resources they need to make informed financial decisions. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Tompkins Financial is here to help you every step of the way.

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.

Diamond Banc, located at 2945 Monroe Avenue in Rochester, New York, is a premier jewelry store specializing in buying luxury items such as Rolex watches, diamonds, jewelry, and gold. With over 14 years of experience in the jewelry industry, Sicily, the Director of Diamond Banc in Kansas City, leads a team of experts who provide top-notch service and expertise to clients looking to sell their luxury items. Diamond Banc has partnered with Mann’s Jewelers, the leading retail jeweler in Rochester, to offer customers the best buying experience in the industry. Whether you are looking to sell a diamond ring, designer jewelry, estate jewelry, or a Rolex watch, Diamond Banc ensures maximum payout and exceptional service. With a nationwide network of locations, Diamond Banc offers industry-leading offers and a zero-pressure selling experience. Additionally, Diamond Banc offers jewelry-backed loans with flexible repayment plans and competitive interest rates. Schedule a private evaluation at your local Diamond Banc or use their online submission form to get started today.

Welcome to Howard Hanna Chautauqua, your premier real estate agency located at 79 West Lake Road, Mayville, New York. Our dedicated team at the Chautauqua (Mayville) office is committed to providing exceptional service, creativity, and expertise to meet all your real estate needs. We proudly collaborate with our offices in the Chautauqua Institute, Fredonia, Peek ‘n Peak, and Westfield to extend our services throughout western New York, including Chautauqua, Cattaraugus, Erie, Niagara, Orleans, Genesee, Wyoming, Monroe, Allegany County, and surrounding areas. At Howard Hanna Chautauqua, we understand the importance of finding the perfect home or investment property. Our team of knowledgeable sales associates is here to guide you through every step of the process, ensuring a seamless and rewarding experience. While we are not a mortgage lender, we work closely with Howard Hanna Mortgage Services to provide you with comprehensive financial solutions.

Welcome to Evans Bank at Westminster Commons, your trusted partner in financial services, conveniently located at 419 Monroe Street, Buffalo, New York 14212. As a proud member of the Buffalo community, we are committed to providing personalized banking solutions designed to meet the unique needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Evans Bank, we prioritize building long-lasting relationships with our clients by offering a wide range of financial products and services tailored to both individuals and businesses. Our commitment to excellent customer service ensures that you receive the attention and support you deserve. Visit us today at Westminster Commons and discover how we can help you achieve your financial goals with confidence and ease. Experience the difference of community-focused banking with Evans Bank.

Welcome to Mosaic Insurance, your trusted partner in navigating the complexities of the global insurance landscape. Located at 60 East 42nd Street, 42nd Floor, Manhattan, New York, our agency is dedicated to underwriting the world's most intricate risks with unmatched expertise and precision. At Mosaic, we pride ourselves on our world-class team of underwriters, analysts, technologists, and experts who are committed to providing innovative solutions tailored to meet the demands of a rapidly evolving world. Our unique insurtech operating model and strategic partnerships enable us to deliver seamless interactions with broker partners, ensuring a superior claims experience for our clients.