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Guide > Wealth preservation services in New York > Wealth preservation services in Rochester

Top 30 Best Wealth preservation services in Rochester, New York

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  • #61

    Galina Kolossovsky - RBC Wealth Management Financial Advisor

    ● Open
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2136
    us.rbcwealthmanagement.com

    Galina Kolossovsky - RBC Wealth Management Financial Advisor is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States.

    Photo of Galina Kolossovsky - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #62

    CNB Wealth Management

    ● Open
    600 East Ave, Rochester, NY 14607, United States
    (585) 419-0670
    cnbank.com

    CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management.

    Automated Teller Bank, Credit Union Financial Service
    Details
  • #63

    Andre Rene - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 292-9851
    ameripriseadvisors.com

    Andre Rene is a financial advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States.

    Financial Service
    Details
  • #64

    Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave Fl 3, Rochester, NY 14610, United States
    (585) 721-3883
    ameripriseadvisors.com

    Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals.

    Photo of Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #65

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave 3rd floor, Rochester, NY 14610, United States
    (585) 295-2140
    ameripriseadvisors.com

    Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S.

    Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #66

    Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC

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

    Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #67

    Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    (585) 851-0304
    ameripriseadvisors.com

    Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States.

    Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #68

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC

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

    Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

    Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #69

    RGS Wealth Strategies

    ● Open
    70 Linden Oaks, Rochester, NY 14625, United States
    (585) 662-4146
    rgswealth.com

    RGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #70

    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
  • #71

    Tom Wahl - RBC Wealth Management Financial Advisor

    ● Open
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2138
    us.rbcwealthmanagement.com

    Tom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #72

    Ron Buchanan - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4508
    advisors.ubs.com

    Ron Buchanan - UBS Financial Services Inc. is a well-established finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #73

    Susan Halpern, Vice President, Wealth Advisor - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4576
    advisors.ubs.com

    Susan Halpern, Vice President, Wealth Advisor at UBS Financial Services Inc. in Rochester, New York, is dedicated to providing personalized financial solutions for her clients.

    Financial Service
    Details
  • #74

    The Chabalik Group - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4599
    advisors.ubs.com

    The Chabalik Group - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #75

    Shemirani Rocca Wealth Management - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4514
    advisors.ubs.com

    Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #76

    Michael Amico - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4588
    advisors.ubs.com

    Michael Amico - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #77

    Hugh Hamlin - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4542
    advisors.ubs.com

    Hugh Hamlin - 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-quality financial services, Hugh Hamlin - UBS Financial Services Inc.

    Financial Service
    Details
  • #78

    Michael Cooper - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4593
    advisors.ubs.com

    Michael Cooper - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #79

    Rocco Pietropaolo Jr. - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4594
    advisors.ubs.com

    Rocco Pietropaolo Jr. - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #80

    Annemarie Elise Cook - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4577
    advisors.ubs.com

    Annemarie Elise Cook - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #81

    Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    215 Washington Street, Watertown, New York 13601, United States
    (315) 785-0971
    ameripriseadvisors.com

    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.

    Photo of Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC - 215 Washington Street, Watertown, NY 13601, USA Photo of Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC - 215 Washington Street, Watertown, NY 13601, USA
    Financial Service
    Details
  • 4.7 30
    #82

    Piede Law LLP

    ● Open
    1100 Long Pond Rd Suite 214, Rochester, NY 14626, United States
    (585) 270-8824
    piedelaw.com

    Piede Law LLP, located at 1100 Long Pond Road in Rochester, New York, is a dedicated law firm specializing in elder law, asset protection, probate, and estate planning.

    Photo of Piede Law LLP - 1100 Long Pond Road, Rochester, NY 14626, USA Photo of Piede Law LLP - 1100 Long Pond Road, Rochester, NY 14626, USA Photo of Piede Law LLP - 1100 Long Pond Road, Rochester, NY 14626, USA
    Legal Service
    Details
  • 4.6 72
    #83

    Brighton Securities

    ● Open
    1703 Monroe Ave, Rochester, NY 14618, United States
    (585) 473-3590
    brightonsecurities.com

    Brighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area.

    Photo of Brighton Securities - 1703 Monroe Avenue, Rochester, NY 14618, USA Photo of Brighton Securities - 1703 Monroe Avenue, Rochester, NY 14618, USA
    Financial Service
    Details
  • 5 1
    #84

    Marro Nicole M

    ● Open
    132 Allens Creek Rd, Rochester, NY 14618, United States
    (585) 362-4700
    torreslawofficepc.com

    Marro Nicole M is a boutique law firm located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in trust and estate legal services, the Torres Law Office offers personalized and expert advice to clients.

    Legal Service
    Details
  • 5 4
    #85

    Edward Jones - Financial Advisor: Ron Ciminelli

    ● Open
    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, USA
    Financial Service
    Details
  • 5 5
    #86

    Tax & Investment Group

    ● Closed
    1343 Long Pond Rd Suite C, Rochester, NY 14626, United States
    (585) 720-0730
    taxandinvest.com

    Tax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York.

    Accounting Service Financial Service
    Details
  • 5 2
    #87

    Regent Financial Group Llc

    ● Open
    777 Canal View Blvd STE 800, Rochester, NY 14623, United States
    (585) 586-6800
    regentfinancialgroup.com

    Regent Financial Group LLC is a finance institution located at 777 Canal View Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • 5 1
    #88

    The Retirement Optimization Group with Cadaret Grant

    ● Open
    755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623, United States
    (585) 465-5065
    retirementoptimizationgroup.com

    The Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States.

    Photo of The Retirement Optimization Group with Cadaret Grant - 755 Jefferson Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • 5 1
    #89

    Colby Financial Guidance of Raymond James

    ● Open
    375 Woodcliff Dr Suite 1D, Rochester, NY 14618, United States
    (585) 274-5000
    raymondjames.com

    Colby Financial Guidance of Raymond James is a premier financial institution located in Rochester, New York.

    Financial Service
    Details
  • 5 1
    #90

    Krueger Financial Group

    ● Open
    400 Meridian Centre Blvd, Rochester, NY 14618, United States
    (585) 241-5236
    kruegerfinancialgroup.com

    Krueger Financial Group is a leading finance institution located at 400 Meridian Centre Boulevard in Rochester, New York.

    Financial Service
    Details
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