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Wealth administration in New City, New York

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#61

Flower City Advisory

● Closed
400 Meridian Centre Blvd # 101, Rochester, NY 14618, United States
585-399-8344
flowercityadvisory.com

Flower City Advisory is a renowned finance institution located in Rochester, New York. With a prime location at 400 Meridian Centre Boulevard, Flower City Advisory offers expert financial advice and services to individuals and businesses in the area.

Photo of Flower City Advisory - 400 Meridian Centre Boulevard, Rochester, NY 14618
Financial Service
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#62

Family Wealth & Legacy, LLC

● Closed
200 Meridian Centre Blvd Suite 150, Rochester, NY 14618, United States
585-350-7273
familywealthandlegacy.com

Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations.

Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Family Wealth & Legacy, LLC - 200 Meridian Centre Boulevard, Rochester, NY 14618
Financial Service
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#63

Valiant Standard Wealth Management

● Closed
21 Goodway Dr, Rochester, NY 14623, United States
585-565-3940
valiantstandard.com

Valiant Standard Wealth Management is a prestigious finance institution located at 21 Goodway Drive in Rochester, New York, United States.

Photo of Valiant Standard Wealth Management - 21 Goodway Drive, Rochester, NY 14623 Photo of Valiant Standard Wealth Management - 21 Goodway Drive, Rochester, NY 14623
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#64

UBS Institutional Consulting- Upstate New York - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4558
advisors.ubs.com

UBS Institutional Consulting- Upstate New York is a branch of UBS Financial Services Inc. located at 400 Linden Oaks in Rochester, New York.

Financial Service
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#65

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4543
advisors.ubs.com

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
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#66

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 Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534 Photo of Montage Wealth Management - 179 Sully's Trail, Pittsford, NY 14534
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#67

Lake Tahoe Wealth Management, Inc.

● Closed
11 Epping Wood Trail #9796, Pittsford, NY 14534, United States
855-515-5896
laketahoewealthmanagement.org

Lake Tahoe Wealth Management, Inc. is a finance institution located at 11 Epping Wood Trail in Pittsford, New York, United States.

Financial Service
Details
#68

DeVitto Wealth Management Group

● Closed
80 Linden Oaks Suite 220, Rochester, NY 14625, United States
585-423-2127
us.rbcwealthmanagement.com

DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.

Financial Service
Details
#69

Financial Partners of Upstate New York a Mass Mutual Company

● Open
2646 W State St Suite 404, Olean, NY 14760, United States
716-372-4402
johnjirving.com

Financial Partners of Upstate New York, a Mass Mutual Company, is a trusted financial institution located at 2646 West State Street in Olean, New York.

Photo of Financial Partners of Upstate New York a Mass Mutual Company - 2646 West State Street, Olean, NY 14760
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Details
#70

Mercer Advisors Wealth Management

● Closed
1129 Northern Blvd Suite 404, Manhasset, NY 11030, United States
866-222-8505
merceradvisors.com

Mercer Advisors Wealth Management, located at 1129 Northern Boulevard in Manhasset, New York, offers a unique approach to financial planning. The firm believes in helping clients not only build wealth but also enjoy the fruits of their labor.

Financial Service
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#71

La Ferla Group - Wealth Management & Financial Planners

● Closed
1050 Franklin Ave #400, Garden City, NY 11530, United States
877-257-9040
laferlagroup.com

La Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies.

Photo of La Ferla Group - Wealth Management & Financial Planners - 1050 Franklin Avenue, Garden City, NY 11530
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#72

The Cotto Wealth Management Group - Morgan Stanley

● Open
2000 Westchester Ave #1nc, Purchase, NY 10577, United States
914-225-4857
advisor.morganstanley.com

The Cotto Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 2000 Westchester Avenue in Harrison, New York.

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#73

Family Wealth & Pension Management

● Closed
7600 Jericho Turnpike # 202, Woodbury, NY 11797, United States
516-921-8300
familywealth.com

Family Wealth & Pension Management is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. Our dedicated team of experts is committed to helping families manage their wealth and pensions effectively.

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#74

Horizon Wealth Management - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-454-3247
advisors.ubs.com

Horizon Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States.

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#75

Piermont Wealth Management

● Closed
48 S Service Rd Suite 102, Melville, NY 11747, United States
631-454-1585
piermontwealth.com

Piermont Wealth Management is a leading financial institution located at 48 South Service Road in Melville, New York, United States.

Photo of Piermont Wealth Management - 48 South Service Road, Melville, NY 11747 Photo of Piermont Wealth Management - 48 South Service Road, Melville, NY 11747 Photo of Piermont Wealth Management - 48 South Service Road, Melville, NY 11747
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#76

North Shore Wealth Management Advisors, Inc.

● Closed
200 Motor Pkwy Suite A5, Hauppauge, NY 11788, United States
631-780-5556
nsadvisors.com

North Shore Wealth Management Advisors, Inc. is a finance institution located at 200 Motor Parkway, Hauppauge, New York, United States. Our website offers a range of calculators to help you better understand your finances.

Financial Service
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#77

Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
640 Johnson Ave Ste 201, Bohemia, NY 11716, United States
631-527-7114
ameripriseadvisors.com

Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 640 Johnson Avenue, Bohemia, New York, United States.

Photo of Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC - 640 Johnson Avenue, Bohemia, NY 11716
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#78

DiSilvio Wealth Management Group

● Open
1055 Franklin Ave #200, Garden City, NY 11530, United States
516-916-5164
raymondjames.com

DiSilvio Wealth Management Group is a leading finance institution located at 1055 Franklin Avenue in Garden City, New York, United States.

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Details
#79

Empire Wealth Strategies

● Closed
333 Earle Ovington Blvd #402, Uniondale, NY 11553, United States
516-394-2537
ewsknox.com

Empire Wealth Strategies is a leading finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York.

Financial Service
Details
#80

Family Wealth Decisions Group

● Open
100 Jericho Quadrangle #120, Jericho, NY 11753, United States
516-682-7521
familywealthdecisions.com

Family Wealth Decisions Group is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Our dedicated team of financial experts is committed to helping families make informed decisions about their wealth.

Photo of Family Wealth Decisions Group - 100 Jericho Quadrangle, Jericho, NY 11753
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#81

Wealth Conservation Group Inc

● Open
576 Broadhollow Rd, Melville, NY 11747, United States
631-391-2915
wealthconservationgroupinc.com

Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States.

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#82

R. Seeger Wealth Management, Ltd

● Closed
138 S 1st St #101, Lindenhurst, NY 11757, United States
631-592-9729
rseegerwealthmanagement.com

R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States.

Photo of R. Seeger Wealth Management, Ltd - 138 South 1st Street, Lindenhurst, NY 11757 Photo of R. Seeger Wealth Management, Ltd - 138 South 1st Street, Lindenhurst, NY 11757 Photo of R. Seeger Wealth Management, Ltd - 138 South 1st Street, Lindenhurst, NY 11757
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#83

Hamilton Wealth Management

● Closed
Meadowgate Office Park Bldg, 20 101 Sully's Trail, Pittsford, NY 14534, United States
585-381-9870
hamiltonwealthmanagement.com

Hamilton Wealth Management is a leading finance institution located at 20 101 Sully's Trail, Pittsford, New York, United States.

Photo of Hamilton Wealth Management - 20 101 Sully's Trail, Pittsford, NY 14534 Photo of Hamilton Wealth Management - 20 101 Sully's Trail, Pittsford, NY 14534 Photo of Hamilton Wealth Management - 20 101 Sully's Trail, Pittsford, NY 14534
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#84

Joseph Tiderencel - RBC Wealth Management Financial Advisor

● Closed
19485 US-11, Watertown, NY 13601, United States
607-438-9390
us.rbcwealthmanagement.com

Joseph Tiderencel - RBC Wealth Management Financial Advisor is a leading financial institution located at 19485 U.S. 11 in Watertown, New York, United States.

Photo of Joseph Tiderencel - RBC Wealth Management Financial Advisor - 19485 U.S. 11, Watertown, NY 13601
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#85

Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
7672 Oswego Rd, Liverpool, NY 13090, United States
315-409-4071
ameripriseadvisors.com

Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States.

Photo of Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC - 7672 Oswego Road, Liverpool, NY 13090 Photo of Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC - 7672 Oswego Road, Liverpool, NY 13090 Photo of Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC - 7672 Oswego Road, Liverpool, NY 13090
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#86

Cody Perkov - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
5750 Commons Park, East Syracuse, NY 13057, United States
315-701-2983
ameripriseadvisors.com

Cody Perkov - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5750 Commons Park, East Syracuse, New York, United States, offers a range of financial services to individuals.

Photo of Cody Perkov - Private Wealth Advisor, Ameriprise Financial Services, LLC - 5750 Commons Park, East Syracuse, NY 13057 Photo of Cody Perkov - Private Wealth Advisor, Ameriprise Financial Services, LLC - 5750 Commons Park, East Syracuse, NY 13057
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#87

Christopher Lobo - RBC Wealth Management Financial Advisor

● Closed
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, United States
315-423-1403
us.rbcwealthmanagement.com

Christopher Lobo - RBC Wealth Management Financial Advisor is a leading finance institution located at 5786 Widewaters Parkway in Syracuse, New York, United States.

Photo of Christopher Lobo - RBC Wealth Management Financial Advisor - 5786 Widewaters Parkway, Syracuse, NY 13214
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#88

New Buffalo Group

● Closed
1876 Niagara Falls Blvd Suite 105, Tonawanda, NY 14150, United States
716-260-1118
newbuffalofg.com

The New Buffalo Group is a finance and insurance agency located at 1876 Niagara Falls Boulevard in Tonawanda, New York.

Photo of New Buffalo Group - 1876 Niagara Falls Boulevard, Tonawanda, NY 14150
Financial Service Insurance Agency
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#89

Thomas Renzi - RBC Wealth Management Financial Advisor

● Closed
6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
716-635-8407
us.rbcwealthmanagement.com

Thomas Renzi - RBC Wealth Management Financial Advisor is a reputable financial institution located at 6225 Sheridan Drive in Williamsville, New York.

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#90

Jeffrey Carloni & David Tyczynski Wealth Management Group

● Closed
6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
716-635-8413
us.rbcwealthmanagement.com

Jeffrey Carloni & David Tyczynski Wealth Management Group is a finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States.

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