TOP 10 Portfolio management in Rochester, New York

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Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.

Rise Advisors LLC. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced advisors provides personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future with Rise Advisors LLC.

The Gilfus Leonard Marulli Group at Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.

RGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, RGS Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Erik Woodville Hoppin - Morgan Stanley is a prestigious finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for excellence in financial services, Erik Woodville Hoppin - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Erik Woodville Hoppin - Morgan Stanley is committed to providing you with the highest level of service and expertise.

Katie Titus - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Katie Titus - UBS Financial Services Inc. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized service and expert advice to help clients navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Katie Titus - UBS Financial Services Inc. is here to help you every step of the way.

Krystal Lang, a Financial Advisor at 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. With a focus on retirement, education, and major purchases, Krystal provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. By regularly reviewing and adjusting your plan as needed, she helps you track your progress and stay on course. As a registered advisor, Krystal Lang can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can access their accounts and track their progress online, securely sharing information and receiving updates from Krystal. To get started, schedule a complimentary initial consultation to discuss your financial goals and learn more about the services offered.

The Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.

The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.

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. Additionally, we provide top-notch real estate services for those interested in buying or renting properties in the area. Our experienced agents are dedicated to helping clients find their dream home or investment property. Furthermore, as a travel agency, we specialize in creating customized travel itineraries and booking accommodations for individuals and groups looking to explore the world. Whether you are in need of a place to stay, looking to buy or rent a property, or planning your next adventure, M & M Properties has you covered.

Savage, a moving company located at 410 Atlantic Avenue in Rochester, New York, offers innovative solutions tailored to your needs. Their professional team helps design and build facilities for safe and efficient operations. With a broad portfolio of services, Savage moves and manages critical materials with trust, providing consistent results you can rely on. They create value for customers and communities, offering worry-free solutions to make life run more smoothly. Additionally, a new short line railroad will connect the business park to the UP track, reducing truck traffic.

Stephen Coryell is a renowned health institution located at 1490 Lake Avenue in Rochester, New York. This institution offers a wide range of pharmacy services and health products to cater to the needs of its customers. With a team of experienced professionals, Stephen Coryell is dedicated to providing top-notch care and assistance to all who walk through its doors. Whether you're looking for medication, medical supplies, or expert advice, this institution is your one-stop shop for all your health needs. Visit Stephen Coryell today and experience exceptional service in a welcoming and convenient setting.

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.

John Bayer is a renowned health institution located at 4414 Culver Road in Rochester, New York. Specializing in pharmacy services, this institution offers a wide range of medical supplies, medications, and health products to cater to the needs of its customers. With a team of experienced pharmacists and healthcare professionals, John Bayer is committed to providing top-notch care and support to all its clients. Visit this trusted store for all your health and wellness needs.

Curtain Call is a premier store located at 162 Willowood Drive in Rochester, New York, offering a wide selection of high-quality curtains, drapes, and window treatments. Our store is a one-stop shop for all your window covering needs, with a variety of styles, colors, and patterns to choose from. Whether you are looking to add a touch of elegance to your home or update your decor, Curtain Call has everything you need to create the perfect look for any room. Our knowledgeable staff is dedicated to providing excellent customer service and helping you find the perfect window treatments to suit your style and budget. Visit us today and let Curtain Call help you transform your space with beautiful curtains and drapes.

Welcome to Cozzwill Inc, your trusted general contractor located in the heart of Buffalo, New York. Situated at 622 Tacoma Avenue, Buffalo, NY 14216, we are proud to serve our community with unparalleled expertise and dedication. As a part of the esteemed Uniland Development Company, we bring over four decades of experience in creating and managing exceptional commercial real estate across Western New York. Since our inception in 1974, Uniland has developed over 16 million square feet of commercial real estate, with more than 8 million square feet under management today. Our projects range from dynamic urban mixed-use developments to highly-rated suburban office parks, establishing us as the region’s largest and most trusted real estate developer and construction manager.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to Uniland Development Company, your trusted partner in real estate and construction management, proudly serving the Buffalo and Rochester, NY markets since 1974. Located at 100 Corporate Parkway in Amherst, New York, we have grown from our humble beginnings to become Western New York's largest and most reliable real estate developer and general contractor. With over 16 million square feet of commercial real estate developed and more than 8 million square feet currently under management, Uniland offers an unparalleled portfolio of office spaces, warehouses, commercial properties, and shovel-ready vacant land. Whether you are a small business or a Fortune 500 company, we have the ideal space to meet your needs.