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Wealth management advisor in Rochester, New York

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5 54
#1

Iconoclastic Capital Management

● Open
17 Prince St, Rochester, NY 14607, United States
585-504-1616
iconocapital.com

Iconoclastic Capital Management is a dynamic and innovative finance institution located at 17 Prince Street in Rochester, New York.

Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607 Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607 Photo of Iconoclastic Capital Management - 17 Prince Street, Rochester, NY 14607
Financial Service
Details
5 24
#2

SHELTON FINANCIAL MANAGEMENT LLC

● Closed
1200A Scottsville Rd Suite 490g, Rochester, NY 14624, United States
585-328-5999
sheltonfinancialmanagementllc.com

Shelton Financial Management LLC is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York, United States.

Photo of SHELTON FINANCIAL MANAGEMENT LLC - 1200A Scottsville Road, Rochester, NY 14624 Photo of SHELTON FINANCIAL MANAGEMENT LLC - 1200A Scottsville Road, Rochester, NY 14624 Photo of SHELTON FINANCIAL MANAGEMENT LLC - 1200A Scottsville Road, Rochester, NY 14624
Accounting Service Financial Service
Details
5 38
#3

Rochester Financial Services

● Closed
4 Old Brick Cir, Pittsford, NY 14534, United States
585-442-7580
rochesterfinancial.com

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

Photo of Rochester Financial Services - 4 Old Brick Circle, Pittsford, NY 14534
Financial Service
Details
5 3
#4

Health and Wealth Advisors

● Closed
2800 Dewey Ave, Rochester, NY 14616, United States
585-349-3337
healthwealthadvisors.com

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York.

Financial Service Insurance Agency Medical Services
Details
5 4
#5

Edward Jones - Financial Advisor: Ron Ciminelli

● Closed
3173 Chili Ave Suite 100 A, Rochester, NY 14624, United States
585-571-4851
edwardjones.com

Edward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York.

Photo of Edward Jones - Financial Advisor: Ron Ciminelli - 3173 Chili Avenue, Rochester, NY 14624
Financial Service
Details
5 6
#6

Monarch Wealth Management, LLC

● Closed
1688 Monroe Ave, Rochester, NY 14618, United States
585-484-1400
monarchwealthmanagement.com

Monarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States.

Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618 Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618 Photo of Monarch Wealth Management, LLC - 1688 Monroe Avenue, Rochester, NY 14618
Financial Service
Details
5 1
#7

Wealth Enhancement Group

● Open
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 Photo of Wealth Enhancement Group - 1485 Monroe Avenue, Rochester, NY 14618 Photo of Wealth Enhancement Group - 1485 Monroe Avenue, Rochester, NY 14618
Financial Service
Details
5 1
#8

Rochester Investments

● Closed
1580 W Ridge Rd, Rochester, NY 14615, United States
585-568-6656
rochesterinvestments.com

Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals.

Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615 Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615 Photo of Rochester Investments - 1580 West Ridge Road, Rochester, NY 14615
Financial Service
Details
5 1
#9

Fairpoint Wealth Partners, Inc.

● Closed
1882 S Winton Rd Suite 7, Rochester, NY 14618, United States
585-450-3070
fairpointwealthpartners.com

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family.

Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618 Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618 Photo of Fairpoint Wealth Partners, Inc. - 1882 South Winton Road, Rochester, NY 14618
Financial Service
Details
5 2
#10

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 Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625 Photo of Whitney & Company Wealth Management - 959 Panorama Trail South, Rochester, NY 14625
Financial Service
Details
5 1
#11

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 5
#12

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
2024 W Henrietta Rd Ste 5k, Rochester, NY 14623, United States
585-475-9430
ameripriseadvisors.com

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States.

Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623 Photo of Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623
Financial Service
Details
5 1
#13

Cobblestone Capital Advisors

● Open
500 Linden Oaks #210, Rochester, NY 14625, United States
585-473-3333
cobblestonecap.com

Cobblestone Capital Advisors is a finance institution located at 500 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
5 1
#14

Edward Jones - Financial Advisor: Jessica N Millan, CFP®

● Closed
906 Elmgrove Rd #2, Rochester, NY 14624, United States
585-247-5526
edwardjones.com

Edward Jones - Financial Advisor: Jessica N Millan, CFP® is a renowned finance institution located at 906 Elmgrove Road in Rochester, New York, United States.

Photo of Edward Jones - Financial Advisor: Jessica N Millan, CFP® - 906 Elmgrove Road, Rochester, NY 14624
Financial Service
Details
5 1
#15

Edward Jones - Financial Advisor: Diane J Hennekey

● Open
97 Canal Landing Blvd Suite 1, Rochester, NY 14626, United States
585-723-6850
edwardjones.com

Edward Jones - Financial Advisor: Diane J Hennekey is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York.

Photo of Edward Jones - Financial Advisor: Diane J Hennekey - 97 Canal Landing Boulevard, Rochester, NY 14626
Financial Service
Details
5 16
#16

High Falls Advisors

● Closed
180 S Clinton Ave #300, Rochester, NY 14604, United States
585-935-5300
highfallsadvisors.com

High Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York.

Photo of High Falls Advisors - 180 South Clinton Avenue, Rochester, NY 14604 Photo of High Falls Advisors - 180 South Clinton Avenue, Rochester, NY 14604 Photo of High Falls Advisors - 180 South Clinton Avenue, Rochester, NY 14604
Accounting Service Financial Service Legal Service
Details
5 1
#17

Edward Jones - Financial Advisor: Carrie Rodriguez

● Closed
97 Canal Landing Blvd Suite 1, Rochester, NY 14626, United States
585-723-6850
edwardjones.com

Edward Jones - Financial Advisor: Carrie Rodriguez is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York.

Photo of Edward Jones - Financial Advisor: Carrie Rodriguez - 97 Canal Landing Boulevard, Rochester, NY 14626
Financial Service
Details
5 1
#18

Edward Jones - Financial Advisor: Michael Booth

● Open
428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, United States
585-266-3870
edwardjones.com

Edward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States.

Photo of Edward Jones - Financial Advisor: Michael Booth - Rochester, NY 14617
Financial Service
Details
5 1
#19

BlueMark Advisors

● Closed
2024 W Henrietta Rd STE 5E, Rochester, NY 14623, United States
585-244-6800
bluemarkadvisors.com

BlueMark Advisors is a leading finance institution located at 2024 West Henrietta Road in Rochester, New York, United States.

Financial Service
Details
5 1
#20

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

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

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
5 2
#21

Edward Jones - Financial Advisor: Tom Kasper Jr

● Open
2290 East Ave, Rochester, NY 14610, United States
585-242-9289
edwardjones.com

Edward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States.

Photo of Edward Jones - Financial Advisor: Tom Kasper Jr - 2290 East Avenue, Rochester, NY 14610
Financial Service
Details
5 1
#22

Philip Serafine - RBC Wealth Management Financial Advisor

● Closed
80 Linden Oaks Suite 220, Rochester, NY 14625, United States
585-423-2124
us.rbcwealthmanagement.com

Philip Serafine - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
5 1
#23

Bank of America Private Client Advisor John M Pitton

● Open
75 S Clinton Ave, Rochester, NY 14604, United States
585-546-9315
private.bankofamerica.com

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations.

Photo of Bank of America Private Client Advisor John M Pitton - 75 South Clinton Avenue, Rochester, NY 14604
Financial Service
Details
5 1
#24

Rochester Financial Empowerment Center

● Open
1050 University Ave, Rochester, NY 14607, United States
585-252-7110
rochesterfec.org

The Rochester Financial Empowerment Center is a community resource located at 1050 University Avenue in Rochester, New York.

Details
5 2
#25

Fien Capital Management LLC

● Closed
110 Allens Creek Rd # 9, Rochester, NY 14618, United States
585-271-8910

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States.

Financial Service
Details
4.9 8
#26

Vespoke - Wealth Management

● Closed
120 Allens Creek Rd Suite 240, Rochester, NY 14618, United States
585-673-7331
vespoke.com

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States.

Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618 Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618 Photo of Vespoke - Wealth Management - 120 Allens Creek Road, Rochester, NY 14618
Financial Service
Details
4.7 6
#27

Echelon Wealth Advisors, LLC

● Closed
1441 Monroe Ave, Rochester, NY 14618, United States
585-381-1861
echelonwa.com

Echelon Wealth Advisors, LLC, located at 1441 Monroe Avenue in Rochester, New York, is a finance and insurance agency that has recently merged with Naviter Wealth.

Financial Service Insurance Agency
Details
4.3 3
#28

Rochester Financial Services

● Open
7 Hastings Cir, Pittsford, NY 14534, United States
585-442-7580
rochesterfinancial.com

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

Financial Service
Details
4.3 6
#29

Wells Fargo Advisors

● Open
400 Meridian Centre Blvd Suite 210, Rochester, NY 14618, United States
585-241-3310
home.wellsfargoadvisors.com

Wells Fargo Advisors is a renowned financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States.

Photo of Wells Fargo Advisors - 400 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Wells Fargo Advisors - 400 Meridian Centre Boulevard, Rochester, NY 14618 Photo of Wells Fargo Advisors - 400 Meridian Centre Boulevard, Rochester, NY 14618
Financial Service
Details
4 4
#30

Relph Benefit Advisors

● Open
800 Parker Hl Dr, Rochester, NY 14625, United States
585-248-8720
rba.aleragroup.com

Relph Benefit Advisors is a reputable insurance agency located at 800 Parker Hill Drive in Rochester, New York, United States.

Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625 Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625 Photo of Relph Benefit Advisors - 800 Parker Hill Drive, Rochester, NY 14625
Insurance Agency
Details
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