TOP 10 Legacy management in Victor, New York

Ever Green Wealth Management is a leading financial institution located at 6534 Anthony Drive in Victor, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. At Ever Green Wealth Management, we are committed to providing personalized solutions tailored to each client's unique needs and objectives. Trust us to help you build and preserve your wealth for generations to come.

Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Thomas M Janosky is a trusted partner in helping individuals and businesses navigate the complex world of finance.

Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.

Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a finance institution, Voya Financial Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Voya Financial Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors is dedicated to helping you navigate the complex world of finance and secure your financial future.

Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.

Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.

Kickstand Wealth Advisors is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our mission is to provide clarity, perspective, and direction to your financial life. With over 30 years of experience on Wall Street, our professional team is here to assist you with organizing your finances and providing straightforward advice for your journey ahead. Whether you need help tidying up your accounts, updating your will, or simply earning more from your cash, Kickstand is here to support you. As an SEC registered investment adviser, we strive to bring confidence to your decision making and help you navigate the complexities of wealth management. Visit our website at kickstandwealth.com for more information and to learn how we can assist you on your financial journey.

Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer personalized financial planning services tailored to each client's unique needs and circumstances. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide guidance and support every step of the way. Trust Freedom Financial Planning to help you navigate the complexities of the financial world and make informed decisions for a brighter tomorrow.

The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

SixPoint Financial Partners is a leading finance institution located at 1169 Pittsford Victor Road in Pittsford, New York. We specialize in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, SixPoint Financial Partners is here to help. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.

Merrill Lynch Financial Advisor Bradley Richard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them achieve their goals. Our mission is to understand each client's unique needs and priorities, offering personalized advice and guidance to help them navigate the financial landscape. With access to the global resources of Merrill, our experienced team is dedicated to building strong client relationships based on trust and personalized service. We believe in putting our clients first, providing them with the tools and insights they need to pursue their long-term objectives. Contact us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Michael S Blood, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights to help you navigate your financial journey. By understanding your financial goals and priorities, Michael S Blood can create a personalized wealth management strategy tailored to your needs. Access the investment expertise of Merrill and the banking services of Bank of America to make informed decisions about your financial future. With a focus on connecting your life and finances, Merrill goes beyond the traditional role of an advisor to provide comprehensive financial guidance. Remember to consult your legal and tax advisors before making any financial decisions. Trust in Merrill Lynch Financial Advisor Michael S Blood to help you pursue your goals and build a secure financial future.