Financial Planning Consultants in Lima, NY

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Regent Financial Group - Financial Planning Consultants
(585) 586-6800
1080 Pittsford Victor Rd Ste 301
Pittsford, NY 14534
CLOSED NOW
The Waterford Group - Financial Planning Consultants
(585) 643-2157
1080 Pittsford Victor Rd Ste 301
Pittsford, NY 14534
New Horizon Advisors - Financial Planning Consultants
(585) 248-3050
1000 Pittsford Victor Rd Ste 8
Pittsford, NY 14534
Richard D Peck & Assoc Inc - Financial Planning Consultants
(585) 770-4256
11 Vantage Dr
Pittsford, NY 14534
CLOSED NOW
S & H Risk Management - Financial Planning Consultants
(585) 424-1886
PO Box 93022
Rochester, NY 14692
Ensemble Financial Services Inc - Investment Advisory Service
(585) 419-8399
179 Sullys Trl Ste 304
Pittsford, NY 14534
CLOSED NOW

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…

Edward Jones - Financial Advisor: David G Green - Investments
(585) 433-1036
2 W Main St
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…

Edward Jones - Financial Advisor: Courtney A Laffler - Investments
(585) 425-3800
370 Woodcliff Dr Ste 1
Fairport, NY 14450
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…

Wells Fargo Advisors - Financial Planners
(585) 381-0300
1200 Pittsford Victor Rd Ste 100
Pittsford, NY 14534

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,…

Professional Financial Strategies Inc. - Retirement Planning Services
(585) 218-9080
1159 Pittsford Victor Rd Ste 120
Pittsford, NY 14534
CLOSED NOW

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…

Montage Wealth Management - Investments
(585) 419-2270
179 Sullys Trl Ste 301
Pittsford, NY 14534
CLOSED NOW

From Business: Comprehensive financial planning and investment management.

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…

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,…

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…

Rochester Financial Services - Financial Planners
(585) 442-7580
4 Old Brick Cir
Pittsford, NY 14534
CLOSED NOW

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…

Dream Mutual - Financial Planners
(585) 924-7781
10 E Main St
Victor, NY 14564
CLOSED NOW

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security.…

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Citizens - Banks
(585) 223-0110
5 Eastview Mall Dr
Victor, NY 14564
CLOSED NOW

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…

Jones, Nathaniel - Investment Advisory Service
(585) 899-2646
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Katz, Michael - Investment Advisory Service
(585) 383-5720
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Decourcey, David - Investment Advisory Service
(585) 899-2662
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Glaser, Richard - Investment Advisory Service
(585) 899-2616
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Renelt, Jeffrey - Investment Advisory Service
(585) 899-2617
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Goodbody, Heather - Investment Advisory Service
(585) 899-2647
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Berno, Nicholas - Investment Advisory Service
(585) 899-2540
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Woodring, Lee - Investment Advisory Service
(585) 899-2718
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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…

Ricco, Renee - Investment Advisory Service
(585) 899-2651
1241 Pittsford Victor Rd
Pittsford, NY 14534

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…

Schlicht, Jacob - Investment Advisory Service
(585) 899-2659
1241 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED NOW

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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