Investments ny in Rochester, New York

Wealth Strategies & Solutions, Ltd. is a finance institution located at 900 Jefferson Road in Rochester, New York, United States. We specialize in providing personalized wealth management strategies and solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a range of services including investment management, retirement planning, estate planning, and more. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Crossbridge Financial is a leading finance institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Crossbridge Financial has the expertise to help you achieve your financial goals. Visit us at 290 Linden Oaks to learn more about how we can assist you in securing your financial future.

Flower City Capital is a finance institution located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in financial services, Flower City Capital offers a range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, Flower City Capital provides personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Flower City Capital is dedicated to providing top-notch financial advice and services.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

FourBridges Financial Group is a leading finance institution located in Rochester, New York, United States. We specialize in providing expert financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance, offering personalized solutions tailored to their unique needs and goals. Whether you are looking for investment advice, retirement planning, or wealth management services, FourBridges Financial Group is here to help you build a secure financial future. Visit us at 350 Linden Oaks to learn more about how we can assist you in achieving your financial objectives.

Cobblestone Capital Advisors is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. Our comprehensive approach supports every aspect of your financial situation through a combination of planning services and independent financial guidance. We provide tailored investment strategies based on your near-term requirements and long-term objectives, aligning your wealth with your life goals. From retirement planning to preserving generational wealth, we help navigate life's important milestones and educate younger generations about financial responsibilities. As a fiduciary, we act in our clients' best interests, putting their needs ahead of our own. Explore the options available to simplify your financial life and achieve greater diversification and robust returns with Cobblestone Capital Advisors.

Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Centra Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Centra Financial Group, Inc. is committed to helping clients secure their financial future.

FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a team of experienced professionals, FORTÉ CAPITAL LLC offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, FORTÉ CAPITAL LLC is dedicated to helping you achieve financial success.

Edward Jones - Financial Advisor: Jessica N Millan, CFP® is a renowned finance institution located at 906 Elmgrove Road in Rochester, New York, United States. Specializing in providing expert financial advice and services, Jessica N Millan, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, clients can trust Edward Jones to provide top-notch financial planning and investment solutions.

Edward Jones - Financial Advisor: Diane J Hennekey is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York. Specializing in finance, Diane J Hennekey provides personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to excellent customer service and a deep understanding of the complexities of the financial market, clients can trust Edward Jones - Financial Advisor: Diane J Hennekey to provide expert guidance and support in managing their investments and planning for the future.

High Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York. Specializing in accounting, finance, and legal services, High Falls Advisors offers expert guidance and support to individuals and businesses seeking to navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to manage your investments, plan for retirement, or secure legal counsel, High Falls Advisors is committed to helping you achieve financial success and peace of mind.

Edward Jones - Financial Advisor: Carrie Rodriguez is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York. As a dedicated financial advisor, Carrie Rodriguez provides personalized investment guidance and financial planning services to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, clients can trust Edward Jones to provide expert advice and support in managing their finances. Whether you are planning for retirement, saving for college, or investing for the future, Carrie Rodriguez and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and start building a secure financial future.

Bianchi Financial Services is a reputable finance institution located at 2800 Dewey Avenue in Rochester, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Bianchi Financial Services is here to provide expert guidance and personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you achieve financial success.

Edward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States. Michael Booth is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael Booth offers expert guidance and support to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michael Booth and his team are committed to helping you make informed decisions and secure your financial future.

Norris Financial Group, Inc. is a well-established accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, Norris Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, investment management, and more. Clients can trust Norris Financial Group to provide expert guidance and personalized solutions to help them achieve their financial goals.

Peter M. Knittle is a reputable finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York. With a strong emphasis on providing top-notch financial services to its clients, Peter M. Knittle is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. With a team of experienced professionals, Peter M. Knittle is dedicated to delivering exceptional service and guidance to its clients.

BlueMark Advisors is a leading finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services including investment management, financial planning, and risk assessment. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, BlueMark Advisors is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure a better financial future.

NLS Financial Solutions is a leading accounting and finance institution located at 2292 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, NLS Financial Solutions offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, NLS Financial Solutions is here to provide expert guidance and support. Trust in NLS Financial Solutions for all your accounting and finance needs.

Brooks Financial Services is a trusted finance institution located at 69 Lyceum Street in Rochester, New York, United States. Our team of experienced financial professionals are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, we are here to help. Visit us today to learn more about how Brooks Financial Services can help you secure your financial future.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Edward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States. With a focus on providing personalized and comprehensive financial planning services, Tom Kasper Jr is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Tom Kasper Jr will work closely with you to develop a customized financial strategy tailored to your specific needs and objectives. Trust in Edward Jones - Financial Advisor: Tom Kasper Jr to guide you towards a more secure financial future.

Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York. Our team of experienced financial advisors provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Visit us at 110 Linden Oaks to learn more about how Ciccarelli Advisory Services can help you secure your financial future.

Philip Serafine - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Philip Serafine provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, clients can trust in Philip Serafine's expertise and dedication to helping them secure their financial future.

JAMES P. NORRIS, CFP, EA is a reputable accounting and finance institution located at 1530 Dewey Avenue in Rochester, New York, United States. With a team of certified financial planners and enrolled agents, they offer expert advice and services to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES P. NORRIS, CFP, EA is dedicated to providing personalized solutions to meet your financial goals.

C.G. Professional Services Inc is a reputable institution located at 39 Tarrytown Drive in Rochester, New York. We are dedicated to providing top-notch professional services to our clients, including accounting, tax preparation, and financial consulting. Our team of experienced professionals is committed to delivering personalized solutions to meet the unique needs of each client. With a focus on excellence and integrity, C.G. Professional Services Inc is the trusted choice for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you achieve your financial goals.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Aegis Capital provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital raising services, Aegis Capital is dedicated to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.

The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.

Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.