Retirement planning in Pittsford, NY
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Merrill Lynch Financial Advisor Nathaniel S. Jones
● ClosedMerrill 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. With access to the investment insights of Merrill and the banking solutions of Bank of America, we work to help you pursue your aspirations through a flexible and comprehensive financial plan. Our team values community involvement and volunteering, reflecting the deep-seated Merrill tradition of service. By utilizing the Merrill Personal Wealth Analysis™, we can create a customized plan centered on your priorities and focused on achieving what matters most to you. Our goal is to understand your unique financial situation, address your concerns, and guide you towards a successful financial future. Let us help you navigate the complexities of your financial life and build a strategy that aligns with your goals. Contact us today to learn more about how we can assist you in achieving your financial objectives.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Asher Flint - Alliance Advisory Group
● ClosedAsher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
69 Monroe Ave, Pittsford, NY 14534, United States -
Voya Financial Advisors
● ClosedVoya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a finance institution, Voya Financial Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Voya Financial Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors is dedicated to helping you navigate the complex world of finance and secure your financial future.
1175 Pittsford Victor Rd # 100, Pittsford, NY 14534, United States -
LVW Advisors
● ClosedLVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
67 Monroe Ave, Pittsford, NY 14534, United States -
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
● ClosedArmbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, United States -
Compass Wealth, LLC
● ClosedCompass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced financial advisors, Compass Wealth, LLC offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Compass Wealth, LLC provides expert guidance and strategies to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, United States -
Lutz & Associates Wealth Strategists
● ClosedLutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced professionals, we specialize in creating personalized wealth management strategies to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Lutz & Associates Wealth Strategists to help you secure a prosperous financial future.
69 Monroe Ave, Pittsford, NY 14534, United States -
Montage Wealth Management
● ClosedMontage 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. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
179 Sully's Trail Suite 302, Pittsford, NY 14534, United States -
Rochester Wealth Partners
● ClosedRochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
10 Office Park Way #200, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Jeffrey Garcia
● ClosedMerrill Lynch Financial Advisor Jeffrey Garcia, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Garcia can help you navigate changing market conditions and develop a flexible financial plan. By participating in the community and volunteering with local organizations, Jeffrey Garcia demonstrates a commitment to serving clients beyond just financial advice. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your aspirations and priorities can be created to help you achieve your long-term financial objectives. With a focus on understanding your unique needs and values, Jeffrey Garcia works with you to design a financial approach that aligns with your life priorities. By continuously reviewing and adjusting your financial strategy as your goals evolve, Jeffrey Garcia aims to help you stay on track to achieve what matters most to you. As a Chartered Retirement Planning Counselor™, Jeffrey Garcia is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Jeffrey Garcia to start working towards your financial goals today.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Echelon Wealth Advisors, LLC
● ClosedEchelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, United States -
Finger Lakes Investments Corporation
● ClosedFinger Lakes Investments Corporation is a finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. We provide a range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Finger Lakes Investments Corporation is here to help you every step of the way.
65 Monroe Ave, Pittsford, NY 14534, United States -
Thorley Wealth Management, Inc.
● ClosedThorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States. With a team of experienced financial advisors, Thorley Wealth Management specializes in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Thorley Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1478 Marsh Rd, Pittsford, NY 14534, United States -
O'Grady & Associates, Inc.
● ClosedO'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
65-b Monroe Ave, Pittsford, NY 14534, United States -
21st Century Financial Services
● Open21st Century Financial Services is a leading finance institution located at 672 Marsh Road in Pittsford, New York, United States. With a focus on providing cutting-edge financial solutions for individuals and businesses in the modern era, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we offer a wide range of services tailored to meet your specific needs. Trust 21st Century Financial Services to provide you with expert guidance and personalized strategies to secure your financial future.
672 Marsh Rd, Pittsford, NY 14534, United States -
The Pelican Bay Group Wealth Management - Morgan Stanley
● OpenThe Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
1250 Pittsford Victor Rd Building 200, Suite 350, Pittsford, NY 14534, United States -
The Sartini Group - Morgan Stanley
● OpenThe Sartini Group at Morgan Stanley is a leading financial institution located at 1250 Pittsford Victor Road in Pittsford, New York. As a part of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Sartini Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Sartini Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.
1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Kenton Gregory Hines
● ClosedMerrill Lynch Financial Advisor Kenton Gregory Hines is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Kenton joined Merrill Lynch Wealth Management and The Hines Group in 2016 as a Financial Advisor, bringing with him a background in engineering, product management, and data analysis. His focus is on developing goals-based financial strategies for new and existing clients, as well as assisting with multigenerational wealth transfer. Kenton holds certifications including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor®, and Retirement Accredited Financial Advisor. He is dedicated to helping clients achieve their financial goals by providing personalized plans centered on their aspirations. With a commitment to understanding each client's unique needs and priorities, Kenton works to create a financial approach that reflects their personality and helps them navigate market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kenton ensures that clients receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. With a focus on building a strong one-on-one relationship with each client, Kenton is dedicated to helping them achieve their financial objectives.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Grover Financial Services
● ClosedGrover Financial Services is a reputable finance institution located at 1 Fisher Road in Pittsford, New York, United States. Our dedicated team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how Grover Financial Services can help you take control of your finances.
1 Fisher Rd #180, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Gary M Fitch
● ClosedMerrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
RFG Associates
● ClosedRFG Associates is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a focus on providing top-notch financial services, RFG Associates offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and expert advice to clients, ensuring that their financial needs are met efficiently and effectively. Whether you are looking for investment advice, retirement planning, or wealth management services, RFG Associates is committed to helping you secure a brighter financial future.
1250 Pittsford Victor Rd # 280, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Michael D Katz
● ClosedMerrill Lynch Financial Advisor Michael D Katz is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals led by Michael D Katz, clients can expect personalized financial advice and strategies tailored to their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Merrill Lynch Financial Advisor Michael D Katz is dedicated to helping you achieve financial success.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
The Mayeu Financial Group
● ClosedThe Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
1162 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Bouchard Financial Group
● OpenBouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States. This institution offers securities-related services to residents of specific states, including California, Florida, Georgia, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Please consult with the financial advisor for information on registration in other states. For parties residing outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), with Wells Fargo Advisors as the trade name used by Wells Fargo Clearing Services, LLC and WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.
20 N Main St, Pittsford, NY 14534, United States -
GPS Financial, LLC
● ClosedGPS Financial, LLC is a reputable finance institution located at 125 Sully's Trail in Pittsford, New York, United States. With years of experience in the industry, GPS Financial, LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, their team of experts is dedicated to providing personalized solutions tailored to your specific needs. Trust GPS Financial, LLC to guide you towards a secure financial future.
125 Sully's Trail #1, Pittsford, NY 14534, United States -
Hamilton Wealth Management
● ClosedHamilton Wealth Management is a leading finance institution located at 20 101 Sully's Trail, Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Hamilton Wealth Management to help you secure your financial future.
Meadowgate Office Park Bldg, 20 101 Sully's Trail, Pittsford, NY 14534, United States -
Edward Jones
● OpenEdward Jones is a renowned financial institution located at 121 Sully's Trail in Pittsford, New York, United States. With a commitment to providing personalized financial services and advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, the experienced professionals at Edward Jones are here to assist you every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure a more stable financial future.
121 Sully's Trail Suite 3, Pittsford, NY 14534, United States -
Marathon Financial
● OpenMarathon Financial is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Marathon Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Marathon Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
179 Sully's Trail # 301, Pittsford, NY 14534, United States -
Financial Management Associates
● OpenFinancial Management Associates is a leading accounting and finance institution located at 20 Office Park Way in Pittsford, New York, United States. Our team of experienced professionals specializes in providing comprehensive financial management services to individuals and businesses. From tax planning and preparation to investment management and retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
20 Office Park Way #3, Pittsford, NY 14534, United States -
Henderson Wealth Management
● ClosedHenderson Wealth Management is a leading finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Henderson Wealth Management, we prioritize building strong relationships with our clients based on trust, integrity, and expertise. Contact us today to learn how we can help you secure your financial future.
6819 Pittsford Palmyra Rd Suite 200, Fairport, NY 14450, United States
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