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Top 30 Best Retirement goal setting in Pittsford, New York

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  • 5 23
    #1

    NorthLanding Financial Partners, LLC

    ● Closed
    90 Linden Oaks #220, Rochester, NY 14625, United States
    (585) 497-5000
    northlandingfp.com

    NorthLanding Financial Partners, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of NorthLanding Financial Partners, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 2
    #2

    Whitney & Company Wealth Management

    ● Closed
    959 Panorama Trail S #190, Rochester, NY 14625, United States
    (585) 232-6200
    whitneyandcompany.com

    Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States.

    Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 1
    #3

    Mirsky Financial Management Corporation

    ● Closed
    130c Linden Oaks, Rochester, NY 14625, United States
    (585) 264-1658
    mirskyfinancial.com

    Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport.

    Financial Service
    Details
  • 5 2
    #4

    The Mayeu Financial Group

    ● Closed
    1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 248-4717
    mayeufinancialgroup.com

    The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 1
    #5

    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
    #6

    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
    #7

    Marathon Financial-Layer Gregg D

    ● Open
    179 Sully's Trail, Pittsford, NY 14534, United States
    (585) 419-2280
    marathon-financial.com

    Marathon Financial-Layer Gregg D is a finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

    Financial Service
    Details
  • 4.9 13
    #8

    Alex Neri, CERTIFIED FINANCIAL PLANNER

    ● Closed
    1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States
    (585) 598-6048
    sixpointfp.com

    Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 4.5 8
    #9

    Cudlipp Financial Services, Inc

    ● Closed
    125 Sully's Trail #2, Pittsford, NY 14534, United States
    (585) 383-6555
    cudlippfinancial.com

    Cudlipp Financial Services, Inc is a reputable finance institution located at 125 Sully's Trail in Pittsford, New York, United States.

    Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 4 1
    #10

    Morgan Stanley Financial Advisors

    ● Open
    1250 Pittsford Victor Rd ste 350 bldg 200, Pittsford, NY 14534, United States
    (585) 383-9270
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • 2 1
    #11

    Northwestern Mutual Financial: Ayers James R

    ● Open
    1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 248-4704
    jimayers.nm.com

    Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #12

    Joseph Lamanna - Prudential Financial

    ● Open
    1000 Pittsford Victor Rd #2e, Pittsford, NY 14534, United States
    (585) 485-5960
    prudential.com

    Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service Insurance Agency
    Details
  • #13

    Seneca Financial Advisors LLC

    ● Closed
    500 Linden Oaks #150, Rochester, NY 14625, United States
    (585) 203-1211
    senecafinancialadvisors.com

    Seneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #14

    The Fischer Group at Graystone Consulting - Morgan Stanley

    ● Open
    300 Linden Oaks, Rochester, NY 14625, United States
    (585) 389-2271
    graystone.morganstanley.com

    The Fischer Group at Graystone Consulting - Morgan Stanley is a leading financial institution located in Rochester, New York.

    Financial Service
    Details
  • #15

    Merrill Lynch Financial Advisor Nathaniel S. Jones

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2646
    fa.ml.com

    Merrill Lynch Financial Advisor Nathaniel S. Jones, located at 1241 Pittsford Victor Road, Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals.

    Financial Service
    Details
  • #16

    Compass Wealth, LLC

    ● Closed
    1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, United States
    (585) 249-5060
    compasswealthllc.com

    Compass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States.

    Photo of Compass Wealth, LLC - 1163 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Compass Wealth, LLC - 1163 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #17

    Montage Wealth Management

    ● Closed
    179 Sully's Trail Suite 302, Pittsford, NY 14534, United States
    (585) 485-6668
    montagewealthmanagement.com

    Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives.

    Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #18

    Kickstand Wealth Advisors

    ● Closed
    1250 Pittsford Victor Rd Building 200, Suite 290, Pittsford, NY 14534, United States
    (585) 382-8600
    kickstandwealth.com

    Kickstand Wealth Advisors is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our mission is to provide clarity, perspective, and direction to your financial life.

    Photo of Kickstand Wealth Advisors - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Kickstand Wealth Advisors - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA Photo of Kickstand Wealth Advisors - 1250 Pittsford Victor Road, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #19

    Freedom Financial Planning

    ● Open
    1159 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 678-8000
    freedomrochester.com

    Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future.

    Financial Service
    Details
  • #20

    The Four Corners Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 389-2259
    advisor.morganstanley.com

    The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #21

    Sports Consulting Group

    ● Open
    65 Monroe Ave STE D, Pittsford, NY 14534, United States
    (585) 383-1967
    scgsports.com

    Sports Consulting Group is a leading finance institution located at 65 Monroe Avenue in Pittsford, New York. We specialize in providing expert financial advice and services to clients in the sports industry.

    Photo of Sports Consulting Group - 65 Monroe Avenue, Pittsford, NY 14534, USA Photo of Sports Consulting Group - 65 Monroe Avenue, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #22

    LynnLeigh & Company

    ● Closed
    1160A Pittsford Victor Rd Suite A, Pittsford, NY 14534, United States
    (585) 623-5970
    lynnleighco.com

    LynnLeigh & Company is a reputable finance institution located at 1160A Pittsford Victor Road in Pittsford, New York, United States.

    Financial Service
    Details
  • #23

    Merrill Lynch Financial Advisor Edward A Conklin

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 383-5707
    fa.ml.com

    Merrill Lynch Financial Advisor Edward A Conklin is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York.

    Financial Service
    Details
  • #24

    Bryan M. Gray, CPA P.C.

    ● Open
    160 Linden Oaks, Rochester, NY 14625, United States
    (585) 250-0288
    bmg-cpa.com

    Bryan M. Gray, CPA P.C. is a reputable accounting and finance institution located at 160 Linden Oaks in Rochester, New York, United States.

    Photo of Bryan M. Gray, CPA P.C. - 160 Linden Oaks, Rochester, NY 14625, USA
    Accounting Service Financial Service
    Details
  • #25

    Edward Jones - Financial Advisor: Jim Sandlas

    ● Closed
    121 Sully's Trail Suite 3, Pittsford, NY 14534, United States
    (315) 781-1157
    edwardjones.com

    Edward Jones - Financial Advisor: Jim Sandlas is a reputable financial institution located at 121 Sully's Trail in Pittsford, New York, United States.

    Photo of Edward Jones - Financial Advisor: Jim Sandlas - 121 Sully's Trail, Pittsford, NY 14534, USA
    Financial Service
    Details
  • #26

    Merrill Lynch Financial Advisor William P McCarthy

    ● Closed
    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    (585) 899-2524
    fa.ml.com

    Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement.

    Financial Service
    Details
  • #27

    Rise Advisors LLC.,

    ● Closed
    400 Linden Oaks Suite 120, Rochester, NY 14625, United States
    (585) 565-3444
    riseadvisorsgroup.com

    Rise Advisors LLC. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Photo of Rise Advisors LLC., - 400 Linden Oaks, Rochester, NY 14625, USA Photo of Rise Advisors LLC., - 400 Linden Oaks, Rochester, NY 14625, USA Photo of Rise Advisors LLC., - 400 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #28

    Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC

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

    Mary Beth Fairchild is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States.

    Photo of Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #29

    Erik Woodville Hoppin - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 385-5126
    advisor.morganstanley.com

    Erik Woodville Hoppin - Morgan Stanley is a prestigious finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #30

    Katie Titus - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4575
    advisors.ubs.com

    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.

    Financial Service
    Details
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