The 30 Best Personalized banking advice in Victor, New York

Richard Mount, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road, Pittsford, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, including Nabil Al-Zaid, Tina Allie, and many others, Richard Mount, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or investment advice, the team at Richard Mount, Bankers Life Agent is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Finger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.

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.

Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.

Merrill Lynch Financial Advisor Nathaniel S. Jones, located at 1241 Pittsford Victor Road, Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, we work to help you pursue your aspirations through a flexible and comprehensive financial plan. Our team values community involvement and volunteering, reflecting the deep-seated Merrill tradition of service. By utilizing the Merrill Personal Wealth Analysis™, we can create a customized plan centered on your priorities and focused on achieving what matters most to you. Our goal is to understand your unique financial situation, address your concerns, and guide you towards a successful financial future. Let us help you navigate the complexities of your financial life and build a strategy that aligns with your goals. Contact us today to learn more about how we can assist you in achieving your financial objectives.

Merrill Lynch Financial Advisor Jacob Newkirk is a finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Committed to building and maintaining strong relationships with clients, they are accessible, knowledgeable, and experienced. Their mission is to understand each client's unique financial goals and aspirations, designing comprehensive strategies to help manage investment risk and pursue personal financial objectives. Their team, supported by the global resources of Merrill, consists of talented individuals dedicated to providing personalized service and building trust-based client relationships. Through the Merrill Personal Wealth Analysis™ tool, they can create and document personalized financial plans centered on individual goals and aspirations.

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.

Merrill Lynch Financial Advisor Jeffrey Garcia, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Garcia can help you navigate changing market conditions and develop a flexible financial plan. By participating in the community and volunteering with local organizations, Jeffrey Garcia demonstrates a commitment to serving clients beyond just financial advice. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your aspirations and priorities can be created to help you achieve your long-term financial objectives. With a focus on understanding your unique needs and values, Jeffrey Garcia works with you to design a financial approach that aligns with your life priorities. By continuously reviewing and adjusting your financial strategy as your goals evolve, Jeffrey Garcia aims to help you stay on track to achieve what matters most to you. As a Chartered Retirement Planning Counselor™, Jeffrey Garcia is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Jeffrey Garcia to start working towards your financial goals today.

The Post Resch Tallon Group is a leading finance institution located at 1163 Pittsford Victor Road 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 wealth management, the Post Resch Tallon Group is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are trusted advisors in the world of finance.

Merrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.

Merrill Lynch Financial Advisor Michael D Katz is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals led by Michael D Katz, clients can expect personalized financial advice and strategies tailored to their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Merrill Lynch Financial Advisor Michael D Katz is dedicated to helping you achieve financial success.

Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.

Merrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.

Cimineri Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their financial goals. With a focus on integrity, trust, and transparency, we strive to build long-lasting relationships with our clients based on mutual respect and understanding. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cimineri Financial Group is here to help you every step of the way.

Merrill Lynch Financial Advisor Christopher M Leone, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a trusted finance institution dedicated to building and maintaining strong relationships with clients. With a focus on understanding individual needs and goals, the team works to create comprehensive financial strategies to help clients pursue their aspirations while managing investment risk. The institution believes in personalized financial approaches that reflect each client's unique priorities and life goals. By listening carefully and asking smart questions, the team helps clients navigate important financial decisions such as retirement planning, education savings, and wealth transfer.

Merrill Lynch Financial Advisor Karen A Verrone is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding the goals and priorities of each client, offering personalized financial approaches to help achieve their aspirations. By utilizing the Investment Personality Assessment, they tailor financial strategies to align with the unique preferences and objectives of each individual. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop comprehensive plans to address their financial needs and goals. The institution is dedicated to helping clients stay on track and adapt their financial approach to reflect changes in their lives and the market. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Karen A Verrone aims to help clients achieve their financial goals and secure their financial future.

Peregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.

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 Jason Nevada, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized financial services supported by the global resources of Merrill. Comprised of a team of talented and experienced individuals, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you pursue those goals while managing investment risk. We believe in a client-centered approach, focusing on your aspirations and addressing issues that matter most to you, such as managing future expenses, planning for education, or passing on wealth to future generations. By working closely with you and utilizing the investment insights of Merrill and banking solutions from Bank of America, we strive to develop a financial approach tailored to your needs. Our goal is to help you achieve financial success by making informed investment decisions and trade-offs that align with your goals. With regular check-ins and adjustments to your financial approach as needed, we aim to help you stay on track towards achieving what's most important to you. Let us work together to help you reach your financial goals and create a secure financial future.

Merrill Lynch Financial Advisor Clayton L Millard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The team, supported by the global resources of Merrill, includes talented and experienced individuals who focus on helping clients achieve their personal financial goals. They offer personalized investment strategies tailored to each client's needs, goals, risk tolerance, and priorities. The team aims to simplify the complexities of investing and guide clients on their financial journey towards reaching their goals.

Anthony M Gallea - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and solutions to its clients. With a team of experienced professionals, Anthony M Gallea - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, you can trust Anthony M Gallea - Morgan Stanley to provide expert guidance and personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can assist you in securing your financial future.

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.

Merrill Lynch Financial Advisor Stephen Szczublewski, 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 on market trends and global economy to help you make informed decisions. By understanding your financial goals, Stephen Szczublewski can create personalized wealth management strategies tailored to your needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, you can pursue your financial goals with confidence. Additional services include insurance, annuity products, trust, fiduciary and investment management services. Contact Merrill Lynch Financial Advisor Stephen Szczublewski for a fresh perspective on your financial life.

Robert Mike - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing top-notch financial services, Robert Mike - Morgan Stanley offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced team at Robert Mike - Morgan Stanley is dedicated to helping you achieve financial success. Their commitment to excellence and personalized approach sets them apart in the finance industry, making them a trusted partner for individuals and businesses alike.

Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.