Retirement Planning Services in Bergen, NY

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Zoom Reverse Mortgage - Retirement Planning Services
(888) 202-3005

Serving the
Bergen Area

OPEN 24 Hours

From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S…

Edward Jones - Financial Advisor: Ryan K Stimson - Investments
(585) 637-7784
4756 Lake Rd S
Brockport, NY 14420

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Nationwide Insurance - Insurance
(585) 429-2082
2755 Buffalo Rd
Rochester, NY 14624
CLOSED NOW

From Business: Shopping for financial products can get frustrating, but at Nationwide Insurance in Rochester, we make it easier. Let us help you save more money, give us a call…

Edward Jones - Financial Advisor: Sean Hantes - Investments
(585) 247-5526
906 Elmgrove Rd Ste 2
Rochester, NY 14624

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Tom Kasper Jr - Investments
(585) 247-5526
906 Elmgrove Rd Ste 2
Rochester, NY 14624

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Prudential Financial - Life Insurance
(585) 617-3354
85 S Union St Ste 204B
Spencerport, NY 14559
CLOSED NOW
Rochester Investments - Financial Services
(585) 568-6656
1580 W Ridge Rd
Rochester, NY 14615
CLOSED NOW

I highly recommend Diana Apostolova from Rochester Investments. She’s done an unbelievably awesome job with my investments and have grown my accounts by the hundreds of…

Todays Medicare - Retirement Planning Services
(585) 224-8138
400 White Spruce Blvd Ste C
Rochester, NY 14623
CLOSED NOW

From Business: Full service employee benefit firm that specializes in group health, dental, life, disability and vision insurance. Individual and Group Medicare Plans, 401(k)…

PG Capital Management Group - Financial Advisor: Pavlo Huda - Investments
(585) 446-4939
216 E Main St Ste 39
Batavia, NY 14020
CLOSED NOW

Pavlo offers a great service. The young man is highly professional and knows what he is doing. Sometimes he doesn't know the answer to your questions but will return to you…

Apropos Financial Planning - Financial Planning Consultants
(585) 533-1950
8 Birchstone Hill Rd
Rush, NY 14543
CLOSED NOW

From Business: Kay Conheady, CFP is the Principal of Apropos Financial Planning L.L.C, a financial planning and investment advisory firm based in Rochester, New York. Apropos…

Brighton Securities - Stock & Bond Brokers
(585) 344-1850
212 E Main St
Batavia, NY 14020
CLOSED NOW

From Business: We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of…

Beltz Ianni & Associates - Employee Benefit Consulting Services
(585) 340-5200
280 Kenneth Dr Ste 110
Rochester, NY 14623
CLOSED NOW

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

Epic Advisors Inc - Financial Planners
(585) 232-9060
150 State St Ste 200
Rochester, NY 14614
CLOSED NOW

From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and…

Omni Financial Group - Financial Planning Consultants
(585) 436-6664
1099 Jay St Ste 220F
Rochester, NY 14611
CLOSED NOW
Q & A Financial Services - Financial Planning Consultants
(585) 427-7990
2024 W Henrietta Rd
Rochester, NY 14623
CLOSED NOW
Lorelie H Rogers Cfp - Financial Planning Consultants
(585) 292-9880
100 White Spruce Blvd
Rochester, NY 14623
CLOSED NOW
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