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Personalized investment portfolios in Monroe, New York

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  • 5 6
    #1

    Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments

    ● Open
    485 Titus Ave Suite E, Rochester, NY 14617, United States
    585-339-9681
    livemore.net

    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.

    Photo of Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments - 485 Titus Avenue, Rochester, NY 14617, USA Photo of Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments - 485 Titus Avenue, Rochester, NY 14617, USA Photo of Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments - 485 Titus Avenue, Rochester, NY 14617, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #2

    Rochester Investments

    ● Open
    1580 W Ridge Rd, Rochester, NY 14615, United States
    585-568-6656
    rochesterinvestments.com

    Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals.

    Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615, USA
    Financial Service
    Details
  • 5 5
    #3

    Tax & Investment Group

    ● Open
    1343 Long Pond Rd Suite C, Rochester, NY 14626, United States
    585-720-0730
    taxandinvest.com

    Tax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York.

    Accounting Service Financial Service
    Details
  • 5 3
    #4

    ESL Investment Services, LLC

    ● Open
    First Floor, 225 Chestnut St, Rochester, NY 14604, United States
    585-339-4475
    esl.org

    ESL Investment Services, LLC is a finance institution located at 225 Chestnut Street in Rochester, New York, United States. Specializing in investment services, they offer personalized financial solutions to help clients achieve their financial goals.

    Financial Service
    Details
  • #5

    D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    585-218-4532
    advisors.ubs.com

    D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #6

    Finger Lakes Investments Corporation

    ● Open
    65 Monroe Ave, Pittsford, NY 14534, United States
    585-389-0326
    flxinvestments.com

    Finger Lakes Investments Corporation is a finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. We provide a range of investment services to help our clients achieve their financial goals.

    Photo of Finger Lakes Investments Corporation - 65 Monroe Avenue, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #7

    Chase Investment Services

    ● Open
    2200 Chase Square, Rochester, NY 14604, United States
    585-258-5698

    Chase Investment Services is a renowned finance institution located at 2200 Chase Square in Rochester, New York, United States.

    Photo of Chase Investment Services - 2200 Chase Square, Rochester, NY 14604, USA Photo of Chase Investment Services - 2200 Chase Square, Rochester, NY 14604, USA
    Financial Service
    Details
  • #8

    Ives Park Investments

    ● Open
    277 Alexander St Suite 205, Rochester, NY 14607, United States
    585-672-3566
    ivesparkinvestments.com

    Ives Park Investments is a prestigious finance institution located at 277 Alexander Street in Rochester, New York.

    Financial Service
    Details
  • 5 330
    #9

    The Mint Capital Inc

    ● Open
    24 Gilbert St Ext, Monroe, NY 10950, United States
    845-419-8000
    themintcapital.com

    The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States.

    Photo of The Mint Capital Inc - 24 Gilbert Street Extension, Monroe, NY 10950, USA Photo of The Mint Capital Inc - 24 Gilbert Street Extension, Monroe, NY 10950, USA
    Financial Service
    Details
  • 5 27
    #10

    TRIANGLE. Financial third party advisory

    ● Open
    1 Stage Rd Suite #211, Monroe, NY 10950, United States
    855-399-2223

    TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York.

    Photo of TRIANGLE. Financial third party advisory - 1 Stage Road, Monroe, NY 10950, USA
    Financial Service
    Details
  • 5 27
    #11

    Hanson MoneyMax Group, LLC

    ● Open
    421 Penbrooke Dr Suite 3, Penfield, NY 14526, United States
    585-598-3737

    Hanson MoneyMax Group, LLC is a reputable insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States.

    Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526, USA Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526, USA Photo of Hanson MoneyMax Group, LLC - 421 Penbrooke Drive, Penfield, NY 14526, USA
    Insurance Agency
    Details
  • 5 21
    #12

    Lake Front Cottages Fingerlakes

    ● Open
    93 Seneca Park Ave, Rochester, NY 14617, United States
    585-802-3494
    vacationrentalsfingerlakes.com

    Lake Front Cottages Fingerlakes is a premier real estate and travel agency located at 93 Seneca Park Ave, Rochester, NY.

    Real Estate Agent Travel Agency
    Details
  • 4.7 144
    #13

    H&R Block

    ● Open
    1354 Lyell Ave, Rochester, NY 14606, United States
    585-647-1486
    hrblock.com

    H&R Block is a renowned accounting and finance institution located at 1354 Lyell Avenue in Rochester, New York, United States.

    Photo of H&R Block - 1354 Lyell Avenue, Rochester, NY 14606, USA Photo of H&R Block - 1354 Lyell Avenue, Rochester, NY 14606, USA Photo of H&R Block - 1354 Lyell Avenue, Rochester, NY 14606, USA
    Accounting Service Financial Service
    Details
  • 5 2
    #14

    Research Financial Group

    ● Open
    525 University Ave, Rochester, NY 14607, United States
    585-271-4020

    Research Financial Group is a leading finance institution located at 525 University Avenue in Rochester, New York, United States.

    Financial Service
    Details
  • 5 2
    #15

    Scott Lask Wealth Management Group

    ● Open
    9 Colony Dr, Monroe, NY 10950, United States
    845-774-2745

    Scott Lask Wealth Management Group is a leading finance institution located at 9 Colony Drive in Monroe, New York, United States.

    Financial Service
    Details
  • 5 4
    #16

    Kaufman Tax & Financial Inc

    ● Open
    105 Schunnemunk Rd Suite 111, Monroe, NY 10950, United States
    845-783-9175
    kaufmanfisch.com

    Kaufman Tax & Financial Inc is a reputable accounting and finance institution located at 105 Schunnemunk Road in Monroe, New York, United States.

    Accounting Service Financial Service
    Details
  • 5 3
    #17

    Health and Wealth Advisors

    ● Open
    2800 Dewey Ave, Rochester, NY 14616, United States
    585-349-3337
    healthwealthadvisors.com

    Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York.

    Financial Service Insurance Agency Medical Services
    Details
  • 5 12
    #18

    PMG Financial Group

    ● Open
    14 Dona Lea Rd, Fairport, NY 14450, United States
    585-484-7641

    PMG Financial Group is a comprehensive financial, health, and insurance agency located at 14 Dona Lea Road in Fairport, New York.

    Photo of PMG Financial Group - 14 Dona Lea Road, Fairport, NY 14450, USA Photo of PMG Financial Group - 14 Dona Lea Road, Fairport, NY 14450, USA
    Financial Service Insurance Agency Medical Services
    Details
  • 5 1
    #19

    Monarch Wealth Management, LLC

    ● Open
    109 Main St, Brockport, NY 14420, United States
    585-484-1400
    monarchwealthmanagement.com

    Monarch Wealth Management, LLC is a reputable finance and insurance agency located at 109 Main Street in Brockport, New York.

    Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420, USA Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420, USA Photo of Monarch Wealth Management, LLC - 109 Main Street, Brockport, NY 14420, USA
    Financial Service Insurance Agency
    Details
  • 5 2
    #20

    Horizon Financial

    ● Open
    5582 W Henrietta Rd, West Henrietta, NY 14586, United States
    585-334-3600
    horizonfinancial.net

    Horizon Financial, located at 5582 West Henrietta Road in West Henrietta, New York, is a finance institution dedicated to helping individuals and couples achieve a comfortable and worry-free retirement.

    Photo of Horizon Financial - 5582 West Henrietta Road, West Henrietta, NY 14586, USA
    Financial Service
    Details
  • 5 1
    #21

    The Legend Group

    ● Open
    1425 Jefferson Rd, Rochester, NY 14623, United States
    585-272-8470
    legendgrouprochester.com

    The Legend Group is a renowned finance institution located at 1425 Jefferson Road in Rochester, New York, United States.

    Photo of The Legend Group - 1425 Jefferson Road, Rochester, NY 14623, USA Photo of The Legend Group - 1425 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 1
    #22

    Fairpoint Wealth Partners, Inc.

    ● Open
    1882 S Winton Rd Suite 7, Rochester, NY 14618, United States
    585-450-3070
    fairpointwealthpartners.com

    Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family.

    Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • 5 1
    #23

    The Retirement Optimization Group with Cadaret Grant

    ● Open
    755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623, United States
    585-465-5065
    retirementoptimizationgroup.com

    The Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States.

    Photo of The Retirement Optimization Group with Cadaret Grant - 755 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 1
    #24

    Apropos Financial Planning

    ● Open
    8 Birchstone Hill Rd, Rush, NY 14543, United States
    585-533-1950

    Apropos Financial Planning is a leading financial institution located at 8 Birchstone Hill Road in Rush, New York, United States.

    Financial Service
    Details
  • 5 1
    #25

    Colby Financial Guidance of Raymond James

    ● Open
    375 Woodcliff Dr Suite 1D, Rochester, NY 14618, United States
    585-274-5000
    raymondjames.com

    Colby Financial Guidance of Raymond James is a premier financial institution located in Rochester, New York.

    Financial Service
    Details
  • 5 4
    #26

    Resource Financial Services

    ● Open
    481 Penbrooke Dr #3b, Penfield, NY 14526, United States
    585-598-3674

    Resource Financial Services is a finance institution located at 481 Penbrooke Drive in Penfield, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals.

    Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526, USA Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526, USA Photo of Resource Financial Services - 481 Penbrooke Drive, Penfield, NY 14526, USA
    Financial Service
    Details
  • 5 2
    #27

    Whitney & Company Wealth Management

    ● Open
    959 Panorama Trail S #190, Rochester, NY 14625, United States
    585-232-6200
    whitneyandcompany.com

    Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States.

    Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #28

    Heritage Financial Services LLC

    ● Open
    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
    Details
  • 5 1
    #29

    Mirsky Financial Management Corporation

    ● Open
    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
    #30

    Laurie Turney, Financial Advisor

    ● Open
    1387 Fairport Rd #630, Fairport, NY 14450, United States
    585-764-7642

    Laurie Turney, Financial Advisor is a reputable finance institution located at 1387 Fairport Road in Fairport, New York, United States.

    Financial Service
    Details
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Nearby cities:

Brockport Buffalo Fairport Monroe Penfield Pittsford Rochester Victor Webster

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