Financial Services in Lima, 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. Sencer Appraisal Associates-Equipment Appraisers
Serving theLima Area
From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across…
8. Thomas M. Giunta Tax Service
From Business: Thomas M. Giunta Tax Service located in Farmington, NY specializes in tax return preparation, filing, and consulting services for individuals and small…
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…
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…
11. 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…
12. 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: 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: We Help You Win College!
15. Edward Jones - Financial Advisor: John O Price
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: We are the complete back office solution provider. We do all your accounting including bookkeeping, payroll, sales tax processing, tax returns and government…
17. 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,…
18. 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…
19. EFPR Group LLP
From Business: EFP Rotenberg, LLP is an accounting and business consulting firm providing tax, audit, compliance, forensic, healthcare and crisis management services in…
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…
21. 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: 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,…
24. 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…
25. 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,…
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