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Top 30 Best Personalized financial plans in Pittsford, New York

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  • 5 1
    #1

    Heritage Financial Services LLC

    ● Closed
    179 Sully's Trail # 304, Pittsford, NY 14534, United States
    (585) 419-8399
    hfsplan.com

    Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

    Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
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  • 5 1
    #2

    Mirsky Financial Management Corporation

    ● Closed
    130c Linden Oaks, Rochester, NY 14625, United States
    (585) 264-1658
    mirskyfinancial.com

    Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport.

    Financial Service
    Details
  • 5 1
    #3

    LaFountain Financial Services

    ● Closed
    1 Fisher Rd #180, Pittsford, NY 14534, United States
    (585) 586-2734
    lafountainfinancial.com

    LaFountain Financial Services is a leading finance institution located at 1 Fisher Road in Pittsford, New York, United States. We specialize in providing comprehensive financial services to individuals, businesses, and organizations.

    Financial Service
    Details
  • 5 1
    #4

    Voya Financial Advisors

    ● Closed
    1175 Pittsford Victor Rd # 100, Pittsford, NY 14534, United States
    (585) 586-9123
    vfarochester.com

    Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
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  • 5 2
    #5

    Armbruster Capital Management, Inc. - Fee Only Financial Advisors

    ● Closed
    1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, United States
    (585) 381-4180
    armbrustercapital.com

    Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York.

    Photo of Armbruster Capital Management, Inc. - Fee Only Financial Advisors - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
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  • 5 2
    #6

    The Mayeu Financial Group

    ● Closed
    1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 248-4717
    mayeufinancialgroup.com

    The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
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  • 5 3
    #7

    Crossbridge Financial

    ● Open
    290 Linden Oaks #320, Rochester, NY 14625, United States
    (585) 203-1130
    crossbridgefinancial.com

    Crossbridge Financial is a leading finance institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients.

    Financial Service
    Details
  • 5 1
    #8

    FourBridges Financial Group

    ● Closed
    350 Linden Oaks #140, Rochester, NY 14625, United States
    (585) 348-9547
    fourbridgesfinancial.com

    FourBridges Financial Group is a leading finance institution located in Rochester, New York, United States. We specialize in providing expert financial services to individuals, businesses, and organizations.

    Financial Service
    Details
  • 5 1
    #9

    Bouchard Financial Group

    ● Open
    20 N Main St, Pittsford, NY 14534, United States
    (585) 586-1002
    fa.wellsfargoadvisors.com

    Bouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States.

    Photo of Bouchard Financial Group - 20 North Main Street, Pittsford, NY 14534, USA Photo of Bouchard Financial Group - 20 North Main Street, Pittsford, NY 14534, USA
    Financial Service
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  • 5 1
    #10

    Centra Financial Group, Inc.

    ● Open
    500 Linden Oaks #301, Rochester, NY 14625, United States
    (585) 899-1200

    Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc.

    Financial Service
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  • 5 1
    #11

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

    ● Closed
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    (585) 461-2280
    ameripriseadvisors.com

    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.

    Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
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  • 5 1
    #12

    Higgins Financial Advisors

    ● Closed
    6819 Pittsford Palmyra Rd Suite 100, Fairport, NY 14450, United States
    (585) 223-2500
    higginsfa.com

    Higgins Financial Advisors is a reputable finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States.

    Photo of Higgins Financial Advisors - 6819 Pittsford Palmyra Road, Fairport, NY 14450, USA Photo of Higgins Financial Advisors - 6819 Pittsford Palmyra Road, Fairport, NY 14450, USA
    Financial Service
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  • 5 1
    #13

    Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™

    ● Open
    40 Grove St, Pittsford, NY 14534, United States
    (585) 586-5970
    edwardjones.com

    Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ is a reputable financial institution located at 40 Grove Street in Pittsford, New York, United States.

    Photo of Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™ - 40 Grove Street, Pittsford, NY 14534, USA
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  • 5 1
    #14

    Merrill Lynch Financial Advisor Karen A Verrone

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2525
    fa.ml.com

    Merrill Lynch Financial Advisor Karen A Verrone is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • 5 1
    #15

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    (585) 461-2280
    ameripriseadvisors.com

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance.

    Photo of Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
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  • 5 1
    #16

    H&M Financial Reporting, LLP

    ● Closed
    1151 Pittsford Victor Rd #217, Pittsford, NY 14534, United States
    (585) 203-0356
    hmfrs.com

    H&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States.

    Accounting Service Financial Service
    Details
  • 4.9 13
    #17

    Alex Neri, CERTIFIED FINANCIAL PLANNER

    ● Closed
    1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States
    (585) 598-6048
    sixpointfp.com

    Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
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  • 4.8 4
    #18

    Edelman Financial Engines

    ● Closed
    350 Linden Oaks 1st Floor, Rochester, NY 14625, United States
    (833) 752-6333
    edelmanfinancialengines.com

    Edelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States.

    Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
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  • 4.5 8
    #19

    Cudlipp Financial Services, Inc

    ● Closed
    125 Sully's Trail #2, Pittsford, NY 14534, United States
    (585) 383-6555
    cudlippfinancial.com

    Cudlipp Financial Services, Inc is a reputable finance institution located at 125 Sully's Trail in Pittsford, New York, United States.

    Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 4.4 16
    #20

    Pittsford Federal Credit Union

    ● Closed
    20 Tobey Village Rd, Pittsford, NY 14534, United States
    (585) 624-7474
    pittsfordfcu.org

    Pittsford Federal Credit Union is a trusted financial institution located at 20 Tobey Village Road in Pittsford, New York. As a full-service credit union, we offer a range of financial services including savings accounts, loans, and online banking.

    Photo of Pittsford Federal Credit Union - 20 Tobey Village Road, Pittsford, NY 14534, USA Photo of Pittsford Federal Credit Union - 20 Tobey Village Road, Pittsford, NY 14534, USA Photo of Pittsford Federal Credit Union - 20 Tobey Village Road, Pittsford, NY 14534, USA
    Automated Teller Financial Service
    Details
  • 4.3 3
    #21

    Rochester Financial Services

    ● Open
    7 Hastings Cir, Pittsford, NY 14534, United States
    (585) 442-7580
    rochesterfinancial.com

    Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

    Financial Service
    Details
  • 4.2 6
    #22

    OakWood Financial Services

    ● Closed
    190 Linden Oaks suite a, Rochester, NY 14625, United States
    (585) 787-6870
    oakwoodaccess.com

    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.

    Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625, USA Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625, USA Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625, USA
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  • 4 1
    #23

    Morgan Stanley Financial Advisors

    ● Open
    1250 Pittsford Victor Rd ste 350 bldg 200, Pittsford, NY 14534, United States
    (585) 383-9270
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • 2 1
    #24

    Tompkins Financial Advisors

    ● Closed
    99 Garnsey Rd Suite 400, Pittsford, NY 14534, United States
    (585) 248-0050
    tompkinsfinancialadvisors.com

    Tompkins Financial Advisors is a leading finance institution located at 99 Garnsey Road in Pittsford, New York, United States.

    Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534, USA
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  • 2 1
    #25

    Northwestern Mutual Financial: Ayers James R

    ● Open
    1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 248-4704
    jimayers.nm.com

    Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #26

    John Reesor - Prudential Financial

    ● Open
    1000 Pittsford-Victor Road, Suite 2E, Rochester, NY 14534, United States
    (585) 485-5968
    prudential.com

    John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States.

    Financial Service Insurance Agency
    Details
  • #27

    Joseph Lamanna - Prudential Financial

    ● Open
    1000 Pittsford Victor Rd #2e, Pittsford, NY 14534, United States
    (585) 485-5960
    prudential.com

    Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service Insurance Agency
    Details
  • #28

    Andrew Baron - Prudential Financial

    ● Open
    1000 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 485-5964
    prudential.com

    Andrew Baron - Prudential Financial is a reputable finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service Insurance Agency
    Details
  • #29

    Philip DiPasquale - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4589
    advisors.ubs.com

    Philip DiPasquale - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #30

    Merrill Lynch Financial Advisor Thomas M Janosky

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2652
    fa.ml.com

    Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
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Nearby cities:

East Rochester Fairport Pittsford Rochester Victor

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