Financial Services in Bloomfield, NY

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Stephen M Polizzi Agency - Financial Planners
(585) 527-9191
61 School Street
Victor, NY 14564
CLOSED NOW

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and…

Edward Jones - Financial Advisor: Anthony M DeJohn - Financial Services

32. Edward Jones - Financial Advisor: Anthony M DeJohn

Years in Business Icon
102 Years
in Business
Amenities:
Wheelchair accessible
(585) 312-0377
49 W Main St Apt 4
Victor, NY 14564
CLOSED NOW

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…

The Pitti Group Wealth Management - Investment Management
(585) 337-4000
590 Fishers Station Dr Ste 110
Victor, NY 14564
CLOSED NOW

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth,…

Evolution Financial Advisors - Investment Advisory Service
(585) 433-9124
580 Fishers Station Dr
Victor, NY 14564
CLOSED NOW

From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice…

Cooper/Haims Advisors, LLC - Financial Planning Consultants
(585) 248-6400
1501 State Route 96 Ste 101
Victor, NY 14564
CLOSED NOW

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your…

Charles Schwab - Financial Planners
(585) 419-0522
1250 Pittsford Victor Rd Ste 190
Pittsford, NY 14534
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Canandaigua National Bank & Trust Co - Commercial & Savings Banks
(585) 419-0670
1150 Pittsford-Victor Road
Pittsford, NY 14534
CLOSED NOW

From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals,…

Ralph Parks Investment Group - Investment Advisory Service
(585) 248-5700
141 Sullys Trl, Suite 1
Pittsford, NY 14534
CLOSED NOW

From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks…

Dean Licata & Associates - Financial Planning Consultants
(585) 586-4720
145 Sullys Trl Suite 4
Pittsford, NY 14534
CLOSED NOW

From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement…

Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS™|CRPC™ - Financial Services
(315) 781-1157
121 Sullys Trl Ste 3
Pittsford, NY 14534

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…

Michael J. Viscosi - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 223-3128
2 Courtney Dr
Fairport, NY 14450
CLOSED NOW

From Business: Michael understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals…

United Professional Associates - Financial Planning Consultants
(585) 728-9191
6800 Pittsford Palmyra RD Suite 250
Fairport, NY 14450
CLOSED NOW

From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help…

Steve Middlebrook - Chase Home Lending Advisor - NMLS ID 49026 - Mortgages
(585) 752-8122
609 Moseley Rd
Fairport, NY 14450

From Business: Steve proudly serves clients in the Fairport, NY area. Steve has 19 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending…

ADP Fairport - Tax Return Preparation
(866) 637-9037
250 Crosskeys
Fairport, NY 14450
CLOSED NOW

From Business: ADP provides Payroll Services, Human Resource Management, Employee Benefits Administration, Talent Management, Tax Compliance, PEO, & BPO solutions for any size…

Kramer, John, AGT - Financial Planners
(585) 770-1025
15 Schoen Pl
Pittsford, NY 14534
CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the…

O'Grady & Associates, Inc. - Financial Planning Consultants
(585) 641-0668
65 Monroe Ave Ste B
Pittsford, NY 14534
CLOSED NOW

From Business: O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we…

Alliance Advisory Group - Investment Advisory Service
(585) 264-1111
69 Monroe Ave
Pittsford, NY 14534
CLOSED NOW

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses…

Fidelity Investments - Financial Services
(800) 219-7019
3349 Monroe Ave
Rochester, NY 14618

From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.

Anthony G. Nick - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 785-8081
3290 Monroe Ave
Rochester, NY 14618
CLOSED NOW

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and…

EFPR Group LLP - Accountants-Certified Public
(585) 427-8900
280 Kenneth Dr Ste 100
Rochester, NY 14623
CLOSED NOW

From Business: EFP Rotenberg, LLP is an accounting and business consulting firm providing tax, audit, compliance, forensic, healthcare and crisis management services in…

Kathryn Castro - Financial Advisor, Ameriprise Financial Services - Investment Advisory Service
(585) 295-2140
330 E Main St
Palmyra, NY 14522

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

The Financial Guys - Investment Advisory Service
(585) 351-6258
3445 Winton Pl Ste 120
Rochester, NY 14623
CLOSED NOW

From Business: The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help…

Welker Mojsej & DelVecchio Certified Public Accountants - Accounting Services
(585) 292-1041
1200 Jefferson Rd Ste 300
Rochester, NY 14623
CLOSED NOW

From Business: We are a full-service CPA firm that is client-focused and technology-fueled. The partners of Welker, Mojsej, & DelVecchio are industry veterans with over 75…

Dream Mutual - A Summers Financial Partner - Investment Securities
(585) 924-7781
6591 Cherry Street, Suite 200
Victor, NY 14564
CLOSED NOW
Hagerman Financial Group - Financial Planning Consultants
(585) 924-7020
10 E Main St Ste 101
Victor, NY 14564
CLOSED NOW
Shares Financial Group - Financial Services
(585) 924-3913
104 W Main St
Victor, NY 14564
Chauncy Young Cfp - Financial Planning Consultants
(585) 742-1068
660 Old Dutch Rd
Victor, NY 14564
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