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1. Dean Licata & Associates
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…
2. EDWARD JONES INVESTMENTS - John Pascucci
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
5. Compass Wealth
From Business: We provide financial advice and services designed to meet your specific requirements.
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
From Business: Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
8. Mercer Advisors - Fairport
From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly…
9. Morgan Stanley Wealth Management
10. Insight Investments
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…
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…
From Business: Alliance Financial Network, Inc, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and…
15. The Pitti Group Wealth Management
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,…
23. Lyon Capital Management
As I introduced my company and what we do he immediately assumed that this was some sort of telemarketing call. I had been looking for a company to help with different…
25. Edward Jones - Financial Advisor: Geoff Glanville
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…
26. Edward Jones - Financial Advisor: Geoff Glanville
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…
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…
28. Merrill Lynch Wealth Management
From Business: Welcome to Merrill Lynch in PITTSFORD, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
29. Morgan Stanley Wealth Management
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates…
From Business: At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your…
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