Financial Services in Fishers, NY
1. Rochester Investments
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…
2. Koopman William A CPA
From Business: We provide quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax and accounting services to more…
3. Sencer Appraisal Associates-Equipment Appraisers
Serving theFishers Area
From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across…
I have been a client since 2012. I have never met a person so dedicated and passionate about his profession, particularly in the "individual bond " area as Chuck LaRocco…
My fiancé was having problems because of a student loan payment for $450 that was taken out unexpectedly. Joan offered a polite, easy-to-understand procedure we would need to…
6. Heritage Financial Services
A M and M Financial Services is a wonderful sources of information and assistance I used to plan my financial future and my investments. Maureen DeVoldre demonstrated a…
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: 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…
9. Edward Jones - Financial Advisor: Margaret A Brown
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: For 120 years, people have come to Northwest with dreams and ambitions. Sometimes, the solutions aren't so obvious or easy. Sometimes, we have to work a little…
11. 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,…
12. Cooper/Haims Advisors, LLC
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…
13. 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…
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…
From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers,…
16. Canandaigua National Bank & Trust Co
From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals,…
17. Stephen M Polizzi Agency
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…
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…
20. 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…
From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…
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: Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide…
24. United Professional Associates
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…
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…
From Business: LNB is a full service, community-minded bank that offers a variety of personal and business banking solutions, including checking, savings, construction loans…
27. O'Grady & Associates, Inc.
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…
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…
29. Harmony Trial Financial Services
From Business: How We Work At Harmony Trail Financial Services we know that life doesnt always have a smooth, clear road to follow so were here to help you find the best…
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