TOP 30 Money management in Rochester, New York

26 results found

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

Mileage Master Center of Rochester is a store located at 2488 Browncroft Boulevard in Rochester, New York. Specializing in all things related to mileage tracking and optimization, our center offers a wide range of products and services to help you maximize your vehicle's efficiency. Whether you're a business owner looking to track expenses or a commuter trying to save on gas, our knowledgeable staff is here to assist you. Visit us today to discover how Mileage Master Center can help you save time and money on your travels.

Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments is a reputable finance and insurance agency located at 485 Titus Avenue in Rochester, New York, United States. With a strong focus on providing quality financial services and investments, Ann Marie Depoian and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, the experienced professionals at this institution are committed to providing personalized solutions to meet your individual needs. Contact them today to learn more about how they can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Citizens Supermarket Branch is a convenient banking and ATM facility located at 1900 South Clinton Avenue in Rochester, New York, United States. This branch offers a range of financial services for customers, making it easy to manage your money while doing your grocery shopping. With friendly staff and convenient hours, Citizens Supermarket Branch is the perfect place to take care of your banking needs.

Christian Reynolds is a finance institution located at 2833 West Ridge Road in Rochester, New York. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients. From investment advice to retirement planning, we offer a wide range of services to help individuals and businesses achieve their financial goals. With a focus on integrity and customer service, Christian Reynolds is committed to helping our clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

OakWood Financial Services is a reputable finance institution located in Rochester, New York. With a prime location at 190 Linden Oaks, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to wealth management, OakWood Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, OakWood Financial Services is a trusted partner for all your financial needs.

The Harmony Financial Wellness Group, located at 80 Linden Oaks in Rochester, New York, is a leading finance institution dedicated to helping individuals achieve financial stability and success. With a team of experienced professionals, they offer a range of services including financial planning, investment management, retirement planning, and more. Their personalized approach focuses on creating harmony between their clients' financial goals and their current financial situation, ensuring a secure and prosperous future. Visit The Harmony Financial Wellness Group today to start your journey towards financial well-being.

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.

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.

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.

Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Mathew Hill are highly qualified to assist individuals with their financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating their commitment to excellence in personal financial planning. With a focus on advanced knowledge in various areas of finance, Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to their clients.

Five Star Bank is a reputable financial institution located at 3177 Chili Avenue in Rochester, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. Our commitment to providing exceptional customer service and innovative financial solutions has earned us a five-star reputation in the industry. Whether you're looking to open a checking account, apply for a mortgage, or invest in your future, Five Star Bank is here to help you achieve your financial goals. Visit us today to experience the five-star difference in banking.

U.S. OMNI is a leading finance institution located at 220 Alexander Street in Rochester, New York, United States. Specializing in a wide range of financial services, U.S. OMNI is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a commitment to customer satisfaction, U.S. OMNI is a trusted partner for all your financial needs. Whether you are looking for investment advice, loans, or wealth management services, U.S. OMNI has the expertise and resources to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Penn Power Group is a car repair institution located at 350 Bailey Avenue in Buffalo, New York, United States. Specializing in truck and trailer maintenance, we offer a wide range of OEM and aftermarket parts to meet all your needs. Our customized maintenance programs help reduce breakdowns and maximize asset value, while our 24-hour breakdown service ensures quick assistance for trucks, trailers, and refrigeration units. With over 50 years of experience and OEM expertise, our 13 service centers and 100 mobile vehicles provide comprehensive fleet services, including traditional shop services, maintenance management, mobile fleet services, and emergency roadside assistance. Our dedicated team, led by Rochester Service Center Manager Rusty Stetzel, ensures that every vehicle leaving our service centers is disinfected using mist fogging. At Penn Power Group, we understand that time is money, which is why we prioritize uptime for our customers with our efficient mobile fleet service and emergency breakdown service.

Hollywood Traders West is a multi-faceted institution located at 1600 West Ridge Road in Rochester, New York. As an electronics store, customers can find the latest gadgets and devices to suit their needs. Additionally, Hollywood Traders West offers financial services to help individuals manage their money effectively. For those looking for exquisite jewelry pieces, the institution also serves as a jewelry store with a wide selection of stunning pieces. With a diverse range of products and services, Hollywood Traders West is a one-stop shop for all your shopping needs.

Resolute Commercial Capital is a finance institution located at 140 Metro Park in Rochester, New York, United States. Specializing in providing commercial capital solutions, Resolute Commercial Capital offers a range of financial services to help businesses thrive and grow. With a team of experienced professionals and a commitment to excellence, Resolute Commercial Capital is dedicated to helping clients achieve their financial goals and success.

OneMain Financial is a finance institution located at 2518 Ridgeway Avenue in Rochester, New York, United States. We provide a range of financial services, including personal loans, debt consolidation, and credit insurance. Our experienced team is dedicated to helping our customers achieve their financial goals and providing them with the support they need to make informed decisions about their finances. Visit us today to learn more about how we can help you manage your money effectively.

Gateway Funding Diversified Mortgage Services is a finance institution located at 1425 Mount Read Boulevard South Service Road in Rochester, New York. We specialize in providing a wide range of mortgage services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Gateway Funding Diversified Mortgage Services is here to help you every step of the way. Contact us today to learn more about how we can assist you with your mortgage needs.

KeyBank is a trusted financial institution located at 12 Spencerport Road in Rochester, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, investment management, and lending solutions. With convenient ATM locations and a commitment to customer service, KeyBank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the KeyBank difference.

Service Express is a storage institution located at 2444 Innovation Way in Rochester, New York, United States. We specialize in providing on-time and reliable logistics services to equip our customers for success. With a focus on fair pricing, honest communication, and the ability to adapt to changing needs, we offer peace of mind when it comes to transportation. Our facilities ensure the safety and security of your freight, making it our top priority. We uphold the highest levels of integrity, ethics, and truthfulness in all aspects of our company to build strong relationships with our customers. Serving the Mid-Atlantic Region of the United States, we offer on-time, fast, and fair pricing logistics and transportation services.

Welcome to Penn Power Group, your trusted partner for comprehensive car and truck repair services located at 7044 Interstate Island Road, Syracuse, New York. With over 50 years of experience in the industry, we are proud to offer a wide range of OEM and aftermarket parts to meet all your needs for trucks and trailers. Our expertise ensures that your vehicles receive the highest quality maintenance and repair services available. At Penn Power Group, we understand that time is money. That's why we offer customized maintenance programs designed to reduce forecastable breakdowns and maximize the value of your assets. Our 24-hour breakdown service is available for trucks, trailers, and refrigeration units, ensuring that you are never left stranded.

Welcome to GO Car Wash, your premier destination for keeping your vehicle sparkling clean in Williamsville, New York. Conveniently located at 6645 Transit Road, we offer a range of services to meet all your car cleaning needs. Whether you're looking for a quick single wash or want to take advantage of our value-packed Unlimited Memberships, we have options to suit every budget. Don't forget to explore our 5 1 Cards, which give you more washes for your money, and our Gift Cards, perfect for any occasion. Our friendly and professional team is dedicated to providing top-notch service, ensuring that every visit leaves your car shining and you smiling. We are open Monday through Saturday from 7am to 8pm, and on Sundays from 8am to 6pm. Please note our special holiday hours: we are closed on Thanksgiving Day and Christmas Day, open from 9am to 4pm on Christmas Eve and New Year's Eve, and from 10am to 8pm on New Year's Day.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.