Personal finances management in Rochester, New York

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.

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.

Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.

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.

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.

Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Anthony's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, or insurance products, Anthony Mancuso has the knowledge and experience to help you achieve your financial goals. Contact Anthony Mancuso today to schedule a consultation and start planning for your financial future.

Raymond James & Associates is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. They offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced financial advisors, Raymond James & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Five Star Bank is a trusted financial institution located at 2833 West Ridge Road in Rochester, New York. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team is dedicated to providing personalized service and helping our clients achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Five Star Bank is here to help. Visit us today to experience the convenience and reliability of banking with Five Star.

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.

Jonathan Gorom is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, United States. Jonathan holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jonathan's expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and financial planning for special needs families. Jonathan is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Michael Spogli - TIAA Financial Consultant is a reputable finance institution located at 35 Celebration Drive in Rochester, New York. As a trusted TIAA financial consultant, Michael Spogli offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong focus on personalized financial planning and wealth management, clients can expect top-notch guidance and support from Michael Spogli and his team. Whether you are looking to invest, plan for retirement, or secure your financial future, Michael Spogli - TIAA Financial Consultant is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Charles Sawyer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a highly qualified financial advisor, Charles is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Trust Charles Sawyer at Ameriprise Financial Services, LLC for all your financial planning needs.

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.

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.

Timothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.

Whitbeck Robert is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York, United States. With a reputation for excellence in financial services, Whitbeck Robert offers a wide range of financial products and solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with estate planning, Whitbeck Robert is committed to helping you secure a sound financial future.

E C Koch & Co is a reputable finance institution located at 55 Saint Paul Street in Rochester, New York, United States. With a strong focus on providing top-notch financial services, E C Koch & Co offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with ease. Whether you're looking for investment advice, wealth management services, or assistance with retirement planning, E C Koch & Co is committed to delivering personalized and reliable financial solutions.

Bryant Accounting Services is a reputable accounting and finance institution located at 4 Commercial Street in Rochester, New York, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and excellence, Bryant Accounting Services is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.

Royal Alliance Associates Inc is a leading finance institution located at 455 Empire Boulevard in Rochester, New York, United States. With a strong emphasis on providing personalized financial solutions for individuals and businesses, Royal Alliance Associates Inc offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Trust Royal Alliance Associates Inc to provide expert guidance and support in navigating the complexities of the financial world.

David N. Long, AAMS™ - Raymond James is a reputable finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing personalized financial services, David N. Long, AAMS™ - Raymond James offers expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at this institution is dedicated to helping you make informed decisions and secure your financial future.

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.

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.

Ives Park Investments is a prestigious finance institution located at 277 Alexander Street in Rochester, New York. With a focus on providing expert financial services and investment opportunities, Ives Park Investments is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ives Park Investments is committed to providing top-notch service and expertise. Visit them today to see how they can help you reach your financial goals.

Andre Rene is a financial advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Andre Rene holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Andre Rene's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Andre Rene is committed to providing clients with comprehensive and personalized financial planning services.

Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.

Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.

Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.

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.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we strive to provide personalized financial solutions for our clients. Our services are regulated by FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC for your financial needs.