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Retirees financial planning in Monroe, New York

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  • 4 1
    #1

    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
    #2

    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
    #3

    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
  • #4

    Laufer Planning Corporation

    ● Open
    Monroe, NY 10950, United States
    845-782-6550
    lauferplanning.com

    Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States.

    Accounting Service Financial Service
    Details
  • #5

    Simon Kepecs, Registered Representative - Kepecs Financial Group

    ● Open
    505 NY-208, Monroe, NY 10950, United States
    845-782-6211
    kepecsfinancial.com

    Simon Kepecs, Registered Representative at Kepecs Financial Group, is a trusted finance and insurance agency located at 505 New York 208 in Monroe, New York, United States.

    Financial Service Insurance Agency
    Details
  • #6

    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
  • #7

    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
  • #8

    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
  • #9

    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
  • #10

    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
  • #11

    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
  • #12

    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
  • #13

    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
  • #14

    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
  • #15

    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
  • #16

    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
  • #17

    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
  • #18

    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
  • #19

    Liftbridge Financial Advisors

    ● Closed
    6 N Main St #400w, Fairport, NY 14450, United States
    585-377-4500
    liftbridgefinancial.com

    Liftbridge Financial Advisors is a leading finance institution located at 6 North Main Street in Fairport, New York, United States.

    Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA Photo of Liftbridge Financial Advisors - 6 North Main Street, Fairport, NY 14450, USA
    Financial Service
    Details
  • #20

    Merrill Lynch Financial Advisor Thomas M McAuley

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2611
    fa.ml.com

    Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States.

    Financial Service
    Details
  • 5 1
    #21

    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
    #22

    Ryan Sargent, Bankers Life Agent

    ● Closed
    1175 Pittsford Victor Rd Suite 140, Pittsford, NY 14534, United States
    585-662-2540

    Ryan Sargent, Bankers Life Agent is a reputable insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Ryan Sargent, Bankers Life Agent - 1175 Pittsford Victor Road, Pittsford, NY 14534, USA
    Insurance Agency
    Details
  • 5 1
    #23

    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
    #24

    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
  • 3.7 6
    #25

    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
  • 2.3 3
    #26

    Merrill Lynch Wealth Management

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2500
    local.ml.com

    Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers comprehensive financial services for individuals, families, business owners, executives, and institutions.

    Financial Service
    Details
  • #27

    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
  • #28

    Richard Mount, Bankers Life Agent

    ● Closed
    1250 Pittsford Victor Rd Bldg 100 Ste 100, Pittsford, NY 14534, United States
    585-662-2540
    agents.bankerslife.com

    Richard Mount, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road, Pittsford, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families.

    Photo of Richard Mount, Bankers Life Agent - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA
    Insurance Agency
    Details
  • #29

    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
  • #30

    Brandon Martinez, Bankers Life Agent

    ● Open
    1250 Pittsford Victor Rd Bldg 100 Ste 100, Pittsford, NY 14534, United States
    585-662-2540
    agents.bankerslife.com

    Brandon Martinez, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States.

    Insurance Agency
    Details
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