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TOP 30 Tailored financial plans in Rochester, NY
136 results found
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Marianne Bolton - RBC Wealth Management Financial Advisor
Marianne Bolton - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Marianne Bolton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Marianne Bolton is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Marianne Bolton - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.
Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC
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. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.
Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Kathryn Castro is a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Allens Creek Road in Rochester, New York, United States. Kathryn holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Kathryn is dedicated to helping individuals with their financial needs and providing them with comprehensive and personalized financial advice. She is committed to upholding the highest standards of ethics and professionalism in her practice. Contact Kathryn Castro for all your financial planning needs.
Jim Keys - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jim Keys is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, United States. Jim holds various certifications and designations, including AAMS, ADPA, AEP, AIF, APMA, AWMA, Behavioral Financial Advisor, CAP, CAS, CASL, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor, Chartered Financial Analyst, CFP, Certified Fund Specialist, Chartered Financial Consultant, Chartered Special Needs Consultant, Certified Investment Management Analyst, Certified Kingdom Advisor, Certified in Long-Term Care, and Chartered Life Underwriter. These certifications demonstrate Jim's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuing education, Jim Keys provides comprehensive and tailored financial advice to help clients achieve their financial goals.
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
Kellie Ronald - Financial Advisor, Ameriprise Financial Services, LLC
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.
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cheryl Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs. With a strong commitment to ethics and professionalism, Cheryl Johnson is a trusted advisor in the field of finance.
Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC
Alyssa Fox is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Alyssa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Alyssa is dedicated to helping individuals and small business owners navigate the complexities of financial planning to achieve their long-term goals. Whether you are looking to invest for retirement, plan for your estate, or navigate the challenges of divorce, Alyssa has the knowledge and experience to guide you through the process. Contact Alyssa Fox at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs and goals.
Katie Titus - UBS Financial Services Inc.
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Tom Wahl - RBC Wealth Management Financial Advisor
Tom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.
Ron Buchanan - UBS Financial Services Inc.
Ron Buchanan - UBS Financial Services Inc. is a well-established finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Ron Buchanan - UBS Financial Services Inc. offers a wide range of investment solutions tailored to meet the unique needs of individual and institutional clients. Their team of experienced financial advisors work closely with clients to develop personalized financial strategies that align with their goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Ron Buchanan - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
Shemirani Rocca Wealth Management - UBS Financial Services Inc.
Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer a comprehensive range of investment and financial planning services tailored to meet the unique needs of each individual and family. Trust Shemirani Rocca Wealth Management - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Ward - Financial Advisor, 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 planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.
Michael Amico - UBS Financial Services Inc.
Michael Amico - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services to clients, the team at UBS Financial Services Inc. led by Michael Amico is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, the institution offers a wide range of services tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Michael Amico - UBS Financial Services Inc. is a trusted partner in navigating the complexities of the financial world.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Welcome to Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC, where your financial future is our priority. Located at 21 Main Street, Lockport, New York, we specialize in providing personalized financial guidance tailored to your unique needs. Our team of Ameriprise financial advisors is committed to helping you achieve your financial goals, offering expertise in various financial planning concepts. Please note that our advisors are individually registered to conduct business in specific U.S. states. We encourage you to visit the advisor's personal website or consult FINRA’s BrokerCheck for more information. During your initial consultation, you will gain insights into financial planning, although no written analysis or recommendations will be provided at this stage.
Fuller Insurance Agency Inc.
Fuller Insurance Agency Inc. is a reputable health and insurance agency located at 110 South School Street in Carthage, New York, United States. With an additional location in Canton, NY, they are licensed to conduct business in New York State. Specializing in serving Jefferson County, Lewis County, and St. Lawrence County, including areas such as Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also extend their services throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc. for all your insurance needs in the Northern New York region.
Elmwood Agency
Elmwood Agency is an independent insurance agency located at 90 Bryant Woods South, Amherst, New York, United States. With experienced agents specializing in Home, Auto, Rental Coverage and more throughout NY and TX, our mission is to simplify the process of shopping for insurance. Our team of compassionate agents is dedicated to providing a diverse selection of coverage lines to meet your individual needs. With offices in Rochester and Buffalo, NY, Elmwood Agency strives to make obtaining insurance a smooth and rewarding experience for our customers. We offer coverage options for homes, vehicles, recreational toys, and more, tailored to your specific needs. Our services extend beyond selling homeowners policies, as we can assist you in various aspects of the home buying process.
Paris-Kirwan Associates, Inc
Paris-Kirwan Associates, Inc is a reputable insurance agency located at 255 East Avenue in Rochester, New York. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing exceptional customer service and finding the best coverage options for their clients. Trust Paris-Kirwan Associates, Inc to protect what matters most to you.
Rita Prince - State Farm Insurance Agent
Rita Prince - State Farm Insurance Agent is a trusted insurance agency located at 137 North Main Street in Fairport, New York. With over a decade of insurance experience, Rita Prince and her team are dedicated to serving the residents of Fairport and the surrounding areas, including Rochester, Pittsford, and East Rochester. They offer a wide range of insurance services including homeowners, renter's, auto, boat, and life insurance, as well as business insurance and financial services. Rita Prince and her team pride themselves on providing personalized and comprehensive insurance plans tailored to each customer's specific needs. They strive to make insurance simple and enjoyable, and are always available to help with any questions or concerns. In addition to their insurance services, they also participate in community events and programs to make a positive impact in the local area.
HIS Foundation
HIS Foundation is an insurance agency located at 110 Linden Oaks in Rochester, New York. We are dedicated to providing our clients with comprehensive insurance solutions to protect their assets and financial well-being. Our team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each individual and business. Contact us today to learn more about how we can help you secure the coverage you need.
Foster & Wheeler Insurance Agency, LLC
Foster & Wheeler Insurance Agency, LLC is a reputable insurance agency located at 1880 Rochester Road in Canandaigua, New York. With a strong commitment to providing personalized insurance solutions to meet the unique needs of their clients, the agency offers a wide range of insurance products including auto, home, life, and business insurance. With a team of experienced agents, Foster & Wheeler Insurance Agency, LLC strives to provide excellent customer service and guidance to ensure their clients are properly protected. Whether you are looking for insurance coverage for your personal or business needs, Foster & Wheeler Insurance Agency, LLC is dedicated to helping you find the right policy at a competitive rate.
Leading Senior Benefit
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. With a team of experienced professionals, we strive to ensure that our clients receive the best coverage and support in managing their healthcare needs. Contact us today to learn more about our services and how we can help you secure your health and well-being in your golden years.
The Szatkowski Agency Inc
The Szatkowski Agency Inc is a reputable insurance agency located at 21 Goodway Dr in Rochester, New York, United States. With a commitment to providing top-notch insurance services to individuals and businesses, our agency offers a wide range of insurance products to meet the diverse needs of our clients. Our experienced team of insurance professionals is dedicated to helping customers find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, The Szatkowski Agency Inc is here to help you protect what matters most. Contact us today for personalized insurance solutions tailored to your specific needs.
Fastrac
Fastrac is a multi-functional institution located at 291 West Jefferson Road in Rochester, New York, United States. Offering a variety of services including ATM access, a cafe, convenience store, financial services, food options, a gas station, meal takeaway, a restaurant, and a store, Fastrac is a one-stop destination for all your needs. Whether you need to grab a quick bite to eat, fill up your gas tank, or take care of your banking needs, Fastrac has you covered. The convenient location and range of services make Fastrac a go-to spot for locals and travelers alike.
McConville Considine Cooman & Morin, P.C.
McConville Considine Cooman & Morin, P.C. is a full-service law firm located in Rochester, New York, offering expertise in accounting, finance, and legal services. From assisting with startups to handling succession planning, purchasing a first home to drafting a last will, our firm is dedicated to providing comprehensive legal guidance tailored to each client's unique needs. Our team of experienced attorneys practices in a variety of areas to ensure that every legal issue is approached with the necessary expertise. We prioritize client relationships and customer service, striving to provide peace of mind at every stage of life. Whether you are a business owner, a municipality, or an individual seeking professional legal services, our firm is committed to delivering attentive, professional, and thorough representation. Contact us today to learn how we can assist you with your legal needs.
Lee Consultants
Lee Consultants is a multi-faceted institution located at 262 Boston Road in Ontario, New York, United States. Specializing in custom cabinetry and design, Lee Consultants is your go-to destination in the greater Rochester area for high-quality custom-built cabinets, vanity tops, and granite countertops. Using cutting-edge technology, they can bring your ideas to life with a color photo preview before finalizing the project. With a reputation as one of Rochester's most trusted makers of custom-built cabinets, Lee Consultants offers personalized service for kitchen, bath, and other projects. Customers have praised their attention to detail, creativity, and ability to bring sketches or abstract ideas to reality. From matching new cabinets with existing ones to creating unique floating vanities, Lee Consultants excels in woodworking craftsmanship.
Brighton Securities
Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
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