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TOP 30 Portfolio management in East Rochester, NY
6 results found
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Project Management Institute of Rochester
The Project Management Institute of Rochester is a leading institution located at 349 West Commercial Street in East Rochester, New York, United States. Our mission is to empower our members to enhance project, program, and portfolio performance for both individuals and organizations in the Greater Rochester Region. Through fostering a dynamic and interactive community, we strive to provide valuable resources and support for project management professionals. Join us for upcoming events such as the Uncorking Success: Project Managing Damiani Wine Cellars (ITH) and the PMI Rochester Professional Development Day (PDD) 2024. Visit us at PMI Rochester Airport Towers, 1200A Scottsville Rd, Rochester, NY 14624, to learn more about how we can help you succeed in the field of project management.
CNB Wealth Management
CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.
Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC
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.
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
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.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
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.
NextCorps
NextCorps is a non-profit institution located at 260 East Main Street in Rochester, New York, United States. Dr. Sujatha Ramanujan, Managing Director of Luminate, has been honored as a Rochester Business Journal 2024 Circle of Excellence Honoree for her success in the community. NextCorps is introducing Springboard, a year-long rapid prize competition with over $600,000 in total prizes to support entrepreneurs in Western New York. They also announced the 10 companies selected for round 7 of the Luminate accelerator program. Additionally, NextCorps is supporting 18 climate tech innovators through the Scale For ClimateTech program. They are dedicated to shaping the next generation of diverse workforce professionals and have been recognized for their contributions to the community. NextCorps offers a variety of programs to help entrepreneurs start or expand their businesses without taking equity. Their portfolio of startups is making significant impacts across various industries. Contact NextCorps at 1-585-214-2400 for more information on their innovative technology programs.
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