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Top 30 Best Portfolio management in Rochester, New York

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  • 5 6
    #61

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

    ● Closed
    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 5
    #62

    Tax & Investment Group

    ● Closed
    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 1
    #63

    The Legend Group

    ● Closed
    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
    #64

    Fairpoint Wealth Partners, Inc.

    ● Closed
    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
    #65

    The Retirement Optimization Group with Cadaret Grant

    ● Closed
    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
    #66

    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 3
    #67

    LifeMark Securities Corporation

    ● Closed
    400 W Metro Park Suite 1, Rochester, NY 14623, United States
    585-424-5672
    lifemark.com

    LifeMark Securities Corporation is a leading finance institution located in Rochester, New York.

    Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA Photo of LifeMark Securities Corporation - 400 West Metro Park, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 3
    #68

    Novem Group

    ● Closed
    350 Linden Oaks #140, Rochester, NY 14625, United States
    585-348-9525
    novemgroup.com

    Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals.

    Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA Photo of Novem Group - 350 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 2
    #69

    Priem Financial Group

    ● Closed
    2290 East Ave #2, Rochester, NY 14610, United States
    315-597-9340
    priemfinancialgroup.com

    Priem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States.

    Financial Service
    Details
  • 5 5
    #70

    Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2024 W Henrietta Rd Ste 5k, Rochester, NY 14623, United States
    585-475-9430
    ameripriseadvisors.com

    Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States.

    Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 1
    #71

    Wealth Strategies & Solutions, Ltd.

    ● Closed
    900 Jefferson Rd #301, Rochester, NY 14623, United States
    585-678-6950
    wssltd.org

    Wealth Strategies & Solutions, Ltd. is a finance institution located at 900 Jefferson Road in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #72

    Flower City Capital

    ● Closed
    132 Allens Creek Rd, Rochester, NY 14618, United States
    585-236-8501
    flowercitycapital.com

    Flower City Capital is a finance institution located at 132 Allens Creek Road in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #73

    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
    #74

    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
    Details
  • 5 1
    #75

    FORTÉ CAPITAL LLC

    ● Closed
    400 Linden Oaks Suite 310, Rochester, NY 14625, United States
    585-586-8100
    forte-capital.com

    FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #76

    Edward Jones - Financial Advisor: Jessica N Millan, CFP®

    ● Closed
    906 Elmgrove Rd #2, Rochester, NY 14624, United States
    585-247-5526
    edwardjones.com

    Edward Jones - Financial Advisor: Jessica N Millan, CFP® is a renowned finance institution located at 906 Elmgrove Road in Rochester, New York, United States.

    Photo of Edward Jones - Financial Advisor: Jessica N Millan, CFP® - 906 Elmgrove Road, Rochester, NY 14624, USA
    Financial Service
    Details
  • 5 1
    #77

    Bianchi Financial Services

    ● Closed
    2800 Dewey Ave, Rochester, NY 14616, United States
    585-349-3337

    Bianchi Financial Services is a reputable finance institution located at 2800 Dewey Avenue in Rochester, New York.

    Financial Service
    Details
  • 5 1
    #78

    Edward Jones - Financial Advisor: Michael Booth

    ● Closed
    428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, United States
    585-266-3870
    edwardjones.com

    Edward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States.

    Photo of Edward Jones - Financial Advisor: Michael Booth - Rochester, NY 14617, USA
    Financial Service
    Details
  • 5 7
    #79

    Norris Financial Group, Inc.

    ● Closed
    986 Long Pond Rd, Rochester, NY 14626, United States
    585-723-8430

    Norris Financial Group, Inc. is a well-established accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States.

    Photo of Norris Financial Group, Inc. - 986 Long Pond Road, Rochester, NY 14626, USA Photo of Norris Financial Group, Inc. - 986 Long Pond Road, Rochester, NY 14626, USA Photo of Norris Financial Group, Inc. - 986 Long Pond Road, Rochester, NY 14626, USA
    Accounting Service Financial Service
    Details
  • 5 3
    #80

    ESL Investment Services, LLC

    ● Closed
    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 1
    #81

    BlueMark Advisors

    ● Closed
    2024 W Henrietta Rd STE 5E, Rochester, NY 14623, United States
    585-244-6800
    bluemarkadvisors.com

    BlueMark Advisors is a leading finance institution located at 2024 West Henrietta Road in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #82

    Brooks Financial Services

    ● Open
    69 Lyceum St, Rochester, NY 14609, United States
    585-200-0848
    brooksfs.com

    Brooks Financial Services is a trusted finance institution located at 69 Lyceum Street in Rochester, New York, United States.

    Financial Service
    Details
  • 5 2
    #83

    Edward Jones - Financial Advisor: Tom Kasper Jr

    ● Closed
    2290 East Ave, Rochester, NY 14610, United States
    585-242-9289
    edwardjones.com

    Edward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States.

    Photo of Edward Jones - Financial Advisor: Tom Kasper Jr - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • 5 3
    #84

    Ciccarelli Advisory Services

    ● Closed
    110 Linden Oaks STE E, Rochester, NY 14625, United States
    585-383-0060
    casmoneymatters.com

    Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York.

    Financial Service
    Details
  • 5 3
    #85

    JAMES P. NORRIS, CFP, EA

    ● Closed
    1530 Dewey Ave, Rochester, NY 14615, United States
    585-723-8430

    JAMES P. NORRIS, CFP, EA is a reputable accounting and finance institution located at 1530 Dewey Avenue in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • 5 1
    #86

    Bank of America Private Client Advisor John M Pitton

    ● Open
    75 S Clinton Ave, Rochester, NY 14604, United States
    585-546-9315
    private.bankofamerica.com

    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.

    Photo of Bank of America Private Client Advisor John M Pitton - 75 South Clinton Avenue, Rochester, NY 14604, USA
    Financial Service
    Details
  • 5 1
    #87

    Aegis Capital

    ● Open
    1100 University Ave # 105, Rochester, NY 14607, United States
    585-271-8540

    Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions.

    Financial Service
    Details
  • 5 1
    #88

    The Sime Messerino Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    585-385-5140
    advisor.morganstanley.com

    The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • 5 4
    #89

    M & M Properties

    ● Closed
    3101 W Ridge Rd, Rochester, NY 14626, United States
    585-313-1826
    mmpropertiesllc.com

    M & M Properties is a versatile institution located at 3101 West Ridge Road in Rochester, New York. As a lodging facility, we offer comfortable and affordable accommodations for travelers looking to explore the vibrant city of Rochester.

    Photo of M & M Properties - 3101 West Ridge Road, Rochester, NY 14626, USA Photo of M & M Properties - 3101 West Ridge Road, Rochester, NY 14626, USA Photo of M & M Properties - 3101 West Ridge Road, Rochester, NY 14626, USA
    Lodging Business Real Estate Agent Travel Agency
    Details
  • 5 2
    #90

    Friganorris Financial

    ● Open
    986 Long Pond Rd, Rochester, NY 14626, United States
    585-723-3534

    Friganorris Financial is a reputable accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
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