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Top 30 Best Retiree planning in Rochester, New York

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  • 1
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  • 3.7 6
    #1

    Rochester Wealth Management Group

    ● Closed
    706 East Ave Unit 300, Rochester, NY 14607, United States
    (585) 325-1040
    rochesterwm.com

    Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States.

    Financial Service
    Details
  • #2

    Heart and Home Health Medicare Solutions (Medicare Rochester NY)

    ● Closed
    Buckman's Plaza, 2590 W Ridge Rd Suite 10, Rochester, NY 14626, United States
    (585) 340-7181
    lenadeluca.com

    Heart and Home Health Medicare Solutions is a leading health and insurance agency located in Rochester, New York. Our dedicated team provides personalized Medicare solutions to ensure that our clients receive the best possible care.

    Photo of Heart and Home Health Medicare Solutions (Medicare Rochester NY) - 2590 West Ridge Road, Rochester, NY 14626, USA Photo of Heart and Home Health Medicare Solutions (Medicare Rochester NY) - 2590 West Ridge Road, Rochester, NY 14626, USA Photo of Heart and Home Health Medicare Solutions (Medicare Rochester NY) - 2590 West Ridge Road, Rochester, NY 14626, USA
    Insurance Agency Medical Services
    Details
  • 5 1
    #3

    Your Medicare Advisers

    ● Closed
    2024 W Henrietta Rd Bldg 2A, Rochester, NY 14623, United States
    (585) 354-1915
    yourmedicareadvisers.com

    Your Medicare Advisers is a trusted health insurance agency located at 2024 West Henrietta Road in Rochester, New York.

    Photo of Your Medicare Advisers - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Your Medicare Advisers - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Insurance Agency Medical Services
    Details
  • 5 1
    #4

    Wealth Enhancement Group

    ● Closed
    1485 Monroe Ave, Rochester, NY 14618, United States
    (585) 241-5250
    wealthenhancement.com

    Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States.

    Photo of Wealth Enhancement Group - 1485 Monroe Avenue, Rochester, NY 14618, USA Photo of Wealth Enhancement Group - 1485 Monroe Avenue, Rochester, NY 14618, USA Photo of Wealth Enhancement Group - 1485 Monroe Avenue, Rochester, NY 14618, USA
    Financial Service
    Details
  • 4.1 15
    #5

    Accu Tax

    ● Closed
    1880 East Ridge Road #1a, Rochester, NY 14622, United States
    (585) 342-5360

    Accu Tax is a reputable accounting and finance institution located at 1880 East Ridge Road in Rochester, New York.

    Photo of Accu Tax - 1880 East Ridge Road, Rochester, NY 14622, USA
    Accounting Service Financial Service
    Details
  • 4 1
    #6

    Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 481-8451
    ameripriseadvisors.com

    Nicholas D'Angelo - Financial Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, United States, is a finance institution specializing in providing comprehensive financial planning services.

    Photo of Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA Photo of Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA
    Financial Service
    Details
  • 3.7 3
    #7

    Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, United States
    (585) 292-9850
    ameripriseadvisors.com

    Mark Palazzolo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States.

    Photo of Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 1 1
    #8

    Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2024 W Henrietta Rd #3b, Rochester, NY 14623, United States
    (585) 424-1480
    ameripriseadvisors.com

    Carol J Sutter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, offers a wide range of financial services.

    Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Carol J Sutter - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #9

    Leading Senior Benefit

    ● Closed
    1880 East Ridge Road, Rochester, NY 14622, United States
    (888) 545-0417

    Leading Senior Benefit is a reputable health insurance agency located at 1880 East Ridge Road in Rochester, New York. Our institution specializes in providing comprehensive and cost-effective insurance solutions tailored specifically for seniors.

    Insurance Agency Medical Services
    Details
  • #10

    David A. Younis, CFP

    ● Closed
    150 State St Suite 301A, Rochester, NY 14614, United States
    (585) 410-6733
    alliedfp.com

    David A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A.

    Financial Service
    Details
  • #11

    RDG Wealth Management

    ● Closed
    10 Winthrop St, Rochester, NY 14607, United States
    (585) 673-2690
    employerretentionsolutions.com

    RDG Wealth Management is a premier finance institution located at 10 Winthrop Street in Rochester, New York, United States.

    Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607, USA Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607, USA Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607, USA
    Financial Service
    Details
  • #12

    Allied Financial Partners

    ● Closed
    150 State St Suite 301A, Rochester, NY 14614, United States
    (585) 410-6733
    alliedfp.com

    Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • #13

    William L. Schoff - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4568
    advisors.ubs.com

    William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #14

    rCPA

    ● Closed
    St Paul Blvd, Rochester, NY 14617, United States
    (585) 455-8555
    cparoc.com

    rCPA is a renowned accounting and finance institution located on Saint Paul Boulevard in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • #15

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC

    ● Closed
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 565-6267
    ameripriseadvisors.com

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals.

    Photo of Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA
    Financial Service
    Details
  • #16

    Leah White - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    2024 W Henrietta Rd STE 3B, Rochester, NY 14623, United States
    (585) 424-1480
    ameripriseadvisors.com

    Leah White is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States.

    Photo of Leah White - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Leah White - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Leah White - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #17

    Deer & Yunker Financial Partners

    ● Closed
    400 Meridian Centre Blvd, Rochester, NY 14618, United States
    (585) 214-8677
    deeryunkerfp.com

    Deer & Yunker Financial Partners is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York.

    Details
  • #18

    Zachary M Wagner - Associate Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    2024 W Henrietta Rd Ste 5K, Rochester, NY 14623, United States
    (585) 415-9430
    ameripriseadvisors.com

    Zachary M Wagner is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States.

    Photo of Zachary M Wagner - Associate Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #19

    Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 292-9851
    ameripriseadvisors.com

    Christopher Neitz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States.

    Photo of Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA
    Financial Service
    Details
  • #20

    Dan Cuccia - TIAA Financial Consultant

    ● Open
    35 Celebration Dr, Rochester, NY 14620, United States
    (877) 209-3144
    locations.tiaa.org

    Dan Cuccia - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States.

    Photo of Dan Cuccia - TIAA Financial Consultant - 35 Celebration Drive, Rochester, NY 14620, USA
    Financial Service
    Details
  • #21

    Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2290 East Ave 3rd floor, Rochester, NY 14610, United States
    (585) 295-2140
    ameripriseadvisors.com

    Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more.

    Photo of Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA Photo of Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #22

    Jim Keys - Associate Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (315) 291-8817
    ameripriseadvisors.com

    Jim Keys is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, United States.

    Photo of Jim Keys - Associate Financial Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA Photo of Jim Keys - Associate Financial Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA
    Financial Service
    Details
  • #23

    Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave 3rd floor, Rochester, NY 14610, United States
    (585) 295-2140
    ameripriseadvisors.com

    Charles Sawyer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States.

    Photo of Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA Photo of Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #24

    Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    (585) 851-0304
    ameripriseadvisors.com

    Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States.

    Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #25

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC

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

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #26

    Michael E Nelkin - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 389-2292
    advisor.morganstanley.com

    Michael E Nelkin - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #27

    Spafford-Winagle Agency

    ● Open
    55 Greenaway Rd, Rochester, NY 14610, United States
    (407) 301-2340

    The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States.

    Financial Service Insurance Agency
    Details
  • #28

    Julie A Prinzi - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 264-4575
    advisor.morganstanley.com

    Julie A Prinzi - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #29

    William R. Blackmon - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 385-5133
    advisor.morganstanley.com

    William R. Blackmon - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #30

    William J. Head, CPA

    ● Open
    919 S Winton Rd, Rochester, NY 14618, United States
    (585) 764-8332
    williamheadcpa.com

    William J. Head, CPA is a reputable accounting and finance institution located at 919 South Winton Road in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
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