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2. 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,…
3. Securities America Fincl Corp
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,…
8. Professional Financial Strategies Inc.
From Business: Paul Byron Hill CFP is President of Professional Financial. Professional Financial is recognized as an indepenent "Top Wealth Manager" for its 8th year. Reuters…
9. Montage Wealth Management
From Business: Comprehensive financial planning and investment management.
From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a…
11. Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™
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…
12. Charles Schwab
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…
13. 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…
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…
16. Northwestern Mutual
From Business: Northwestern Mutual Financial Network provides financial service solutions for residential and commercial clients. The network provides access to a nationwide…
17. Edward Jones - Financial Advisor: Anthony M DeJohn
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: 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…
19. Edward Jones - Financial Advisor: Geoff Glanville, CFP®|ChFC®|AAMS®|CRPC™|CRPS™|CSRIC®
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…
20. Edward Jones-Financial Advisor: John Pascucci
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: As your local insurance and investment professional, I offer insurance and investment products and services to help you navigate the financial landscape and…
22. Geo Vest Advisors Inc
From Business: Founded in 1987, GeoVest Advisors Inc. is a registered investment advisory firm. The company manages individual portfolios of marketable stocks, bonds and money…
23. 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…
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and…
25. 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…
26. The Brown Group - Stifel
From Business: Our process starts with getting to know as much as we can about you With a conceptual picture of your institution in mind, we develop an investment strategy and…
From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York We specialize in helping clients…
From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our…
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…
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