TOP 30 Personalized banking services in Rochester, New York

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TIAA Financial Services is a reputable institution located at 35 Celebration Drive in Rochester, New York, United States. Specializing in banking, finance, and insurance services, TIAA is committed to providing top-notch financial solutions to its clients. With a strong emphasis on customer satisfaction and financial stability, TIAA Financial Services is a trusted partner for individuals and businesses looking to manage their finances effectively. Visit us today to learn more about our comprehensive range of financial services.

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.

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.

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.

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.

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.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Michael Cooper - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The team at Michael Cooper - UBS Financial Services Inc. is dedicated to providing personalized and professional service to each client, ensuring they receive the best possible advice and guidance for their financial needs. Trustworthy and reliable, Michael Cooper - UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.

Genesee Regional Bank-Winton, located at 1850 South Winton Road in Rochester, New York, is a trusted financial institution that helps individuals and businesses achieve their professional and personal dreams. From supporting local businesses to helping families buy a home, GRB is dedicated to serving and strengthening the local community. Whether you are a dental specialist, a small business owner, or a homeowner, GRB offers a comprehensive range of products and services to meet your unique banking needs. With a focus on community building and support, GRB is committed to making its deposits available for the growth and prosperity of local businesses and individuals.

Bank of America is a well-known financial institution located at 3333 West Henrietta Road in Rochester, New York. This branch offers a convenient drive-thru ATM service for customers on the go. As a full-service bank, Bank of America provides a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. Whether you're looking to open a checking account, apply for a loan, or speak with a financial advisor, the friendly and knowledgeable staff at Bank of America are ready to assist you with all of your banking needs.

Corporate Banking is a financial institution located in Rochester, New York, United States. Specializing in providing financial services to corporations and businesses, Corporate Banking offers a range of services including lending, treasury management, investment banking, and risk management. With a team of experienced professionals, Corporate Banking is committed to helping businesses achieve their financial goals and navigate the complex world of corporate finance. Whether you are looking to secure a loan, manage your cash flow, or explore investment opportunities, Corporate Banking is dedicated to providing personalized solutions to meet your unique needs.

Northwest Bank is a trusted financial institution located at 860 Long Pond Road in Rochester, New York, United States. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. Northwest Bank is committed to providing personalized and reliable banking solutions to help individuals and businesses achieve their financial goals.

Rochester Area State Employees FCU is a finance institution located at 2300 Buffalo Road, Westgate, New York, United States. This credit union serves state employees in the Rochester area, offering a range of financial services including savings accounts, loans, and online banking. With a focus on providing personalized service and competitive rates, Rochester Area State Employees FCU is dedicated to helping its members achieve their financial goals.

The Ukrainian Federal Credit Union - Rochester Branch is a financial institution located at 824 East Ridge Road in Rochester, New York, United States. As a part of the Ukrainian Federal Credit Union network, this branch offers a wide range of financial services to its members, including savings accounts, loans, and other banking products. With a focus on serving the Ukrainian community in Rochester, this branch provides personalized service and competitive rates to help members achieve their financial goals.

M&T Bank, located at 3165 Latta Road in Rochester, New York, is a trusted financial institution offering a wide range of banking and finance services. Our Latta Long Pond branch is here to assist you with all your personal banking needs, whether you're looking to open a new account, apply for a loan, or explore credit card options. Our knowledgeable personal bankers are dedicated to helping you find the best solutions for your financial goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to meet the unique needs of businesses in the Rochester area. Our Business Banking Specialists are available to assist you with starting or expanding your business, as well as managing your finances effectively.

M&T Bank, located at 1955 Buffalo Road in Rochester, New York, is a full-service financial institution offering personal, commercial, and small business banking solutions. With over 1,000 branches and 1,700 ATMs, we are dedicated to serving customers across the Northeastern United States. Our team of personal bankers is here to assist you with opening accounts, applying for loans, and selecting the right credit card for your needs. For businesses of all sizes, our Business Banking Specialists provide tailored products and services to help you manage your finances and grow your business. With over $200 billion in assets, we are committed to helping you build financial security for the future. Visit our Westmar branch today or use our convenient 24/7 ATMs to access your accounts.

Canandaigua National Bank & Trust is a trusted financial institution located at 2075 Monroe Avenue in Rochester, New York. As a full-service bank, we offer a range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services provide easy access to your funds 24/7. With a commitment to excellence and personalized customer service, Canandaigua National Bank & Trust is dedicated to helping our clients achieve their financial goals.

Chase Bank, located at 2130 Chili Avenue in Rochester, New York, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a focus on business banking, Chase provides expert guidance on improving cash flow, credit solutions, and payroll management. They also offer online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., provides investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering. Member FDIC.

The Rochester and Monroe County Employee's Federal Credit Union, located at 460 North Goodman Street in Rochester, New York, offers a variety of financial services to its members. With a focus on providing competitive rates and personalized service, the credit union is committed to helping individuals achieve their financial goals. In addition to traditional banking services, such as savings accounts and loans, the institution also offers a special 11-month CD option with a high interest rate of 4.50%. Members can also take advantage of partnerships with ESL and Summit Federal Credit Unions, allowing them to access ATMs at no additional charge. As a federally insured institution, members can feel confident that their funds are protected up to $250,000 by the United States Government Agency, National Credit Union Administration. While the credit union prioritizes privacy and security, it is important for members to be aware that by visiting external websites, they may be subject to different policies. Overall, the Rochester and Monroe County Employee's Federal Credit Union strives to provide a trustworthy and reliable financial experience for its members.

Brittany Linder is a Mortgage Loan Originator at Genesee Regional Bank (GRB) located at 1850 South Winton Road in Rochester, New York. As a finance institution, GRB offers a wide range of mortgage loan products and services to help individuals achieve their dream of homeownership. Brittany Linder is dedicated to providing personalized and professional assistance to clients throughout the mortgage process, ensuring a smooth and stress-free experience. With her expertise and the resources of GRB, clients can trust in receiving top-notch financial guidance and support for their home financing needs.

Five Star Bank is a reputable financial institution located at 2425 Rochester Road in Canandaigua, New York, United States. As a premier bank, Five Star Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Five Star Bank is dedicated to providing top-notch service and innovative solutions to help customers achieve their financial goals. Whether you're looking for personal banking services, business loans, or investment opportunities, Five Star Bank is here to help you every step of the way. Trust Five Star Bank for all your banking and financial needs.

Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your needs.

Elegant Brows Threading & Spa is a beauty salon located at 2180 Monroe Avenue in Rochester, New York, United States. Our mission is to provide high-quality beauty services at an affordable price, because taking care of yourself shouldn't break the bank. At Elegant Brows Threading & Spa, we prioritize peace of mind, comfort, knowledge, and personalized attention to ensure a rejuvenating experience for all our clients. We only use 100% certified organic natural products that are free of harmful chemicals and filled with vitamins, nutrients, and antioxidants, making them ideal for sensitive skin.

UR Medicine Radiation Oncology Wilmot Cancer Institute in Batavia is a leading healthcare institution specializing in radiation oncology services. Located at 262 Bank Street in Batavia, New York, this facility is dedicated to providing cutting-edge cancer treatment and compassionate care to patients in need. With a team of experienced oncologists, radiation therapists, and support staff, the Wilmot Cancer Institute offers personalized treatment plans tailored to each patient's unique needs. Whether you are seeking radiation therapy for cancer treatment or support services for your journey to recovery, you can trust the experts at UR Medicine Radiation Oncology Wilmot Cancer Institute in Batavia to provide the highest quality care.

UR Medicine Primary Care located on Bank Street in Batavia, New York, is a premier health institution dedicated to providing comprehensive and compassionate primary care services to individuals and families in the community. Our team of experienced healthcare professionals is committed to delivering personalized care and medical expertise to help patients achieve and maintain optimal health. Whether you need routine check-ups, preventive care, or treatment for acute or chronic conditions, UR Medicine Primary Care is here to support you on your wellness journey. Book an appointment with us today and experience the highest quality of care in a welcoming and supportive environment.

George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.

Davidson Fink LLP, located at 400 Meridian Centre Boulevard in Rochester, New York, is a prestigious institution offering a full range of legal services in the fields of accounting, finance, and law. Founded in 1968, our team of experienced attorneys work with individual and business clients locally and nationwide, providing customized commercial and private legal services. Our attorneys are dedicated to meeting the unique needs and expectations of each client, while also ensuring efficiency in managing legal costs. From banking and business law to agribusiness and real estate, Davidson Fink LLP is recognized as a leader in various areas of expertise. Our attorneys have received numerous awards for excellence in the practice of law.

Walter R. Capell is a prestigious law institution located at 28 East Main Street in Rochester, New York, United States. Specializing in customized commercial and private legal services, Walter R. Capell has been serving individual and business clients locally, regionally, and nationally since its establishment in 1968. The team of attorneys at Walter R. Capell are dedicated to meeting the unique needs and expectations of each client, while also ensuring efficiency in managing legal costs. With expertise in banking, business law, litigation, agribusiness, and real estate, the attorneys at Walter R. Capell are recognized as leaders in their respective fields. Whether you require assistance with commercial lending, creditors' rights litigation, business operations, or real estate transactions, Walter R. Capell has the experience and resources to address all your legal needs. Trusted by clients in Rochester and beyond for over 50 years, Walter R. Capell is committed to providing superior legal services with personalized attention and professional diligence. Contact Walter R. Capell today to learn more about how they can help you with your legal needs.

Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.

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.