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Financial Services in Lima, NY

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Rochester Investments - Financial Services
(585) 568-6656
1580 W Ridge Rd
Rochester, NY 14615
open now

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…

Sencer Appraisal Associates-Equipment Appraisers - Appraisers-Business, Commercial & Industrial
(888) 568-0805

Serving the
Lima Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across…

U.S. Bank - Banks
(585) 346-2555
3261 Rochester Rd
Lakeville, NY 14480
open now
Invest-In Services - Mutual Funds
(585) 346-5410
3031 Rochester Rd
Lakeville, NY 14480
Jacquelyn M Bell CPA PLLC - Accounting Services
(585) 229-4477
7339 Tilton Rd
Bloomfield, NY 14469
open now
Thomas M. Giunta Tax Service - Financing Consultants
(585) 764-9918
1445 Creek Pointe
Farmington, NY 14425
open now

From Business: Thomas M. Giunta Tax Service located in Farmington, NY specializes in tax return preparation, filing, and consulting services for individuals and small…

LNB Banking - Financial Services
(585) 433-8700
1423 Hathaway Dr
Farmington, NY 14425
open now

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…

M&T Bank - Banks
(585) 924-7907
602 Rowley Rd
Victor, NY 14564
open now

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…

Heritage Financial Services - Investment Advisory Service
(585) 419-8399
179 Sullys Trl Ste 304
Pittsford, NY 14534
open 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: Margaret A Brown - Investments
(585) 624-8168
9 N Main St
Honeoye Falls, NY 14472

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 - Investments
(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,…

College Assistance Plus - Financial Services
(585) 582-1846
10 East St
Honeoye Falls, NY 14472
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From Business: We Help You Win College!

Edward Jones - Financial Advisor: John O Price - Financial Services
(585) 624-8168
9 N Main St
Honeoye Falls, NY 14472
open now

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…

Back Office Systems Solutions - Bookkeeping
(585) 487-8312
7 Goldfinch Dr
West Henrietta, NY 14586
open now

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…

The Pitti Group Wealth Management - Investments
(585) 337-4000
590 Fishers Station Dr Ste 110
Victor, NY 14564
open 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
open 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…

EFPR Group LLP - Accountants-Certified Public
(585) 427-8900
280 Kenneth Dr Ste 100
Rochester, NY 14623
open now

From Business: EFP Rotenberg, LLP is an accounting and business consulting firm providing tax, audit, compliance, forensic, healthcare and crisis management services in…

KeyBank - Financial Planners
(585) 243-1550
66 Main St
Geneseo, NY 14454
open now

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…

Cooper/Haims Advisors, LLC - Financial Planning Consultants
(585) 248-6400
1501 State Route 96 Ste 101
Victor, NY 14564
open now

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…

Charles Schwab - Financial Planners
(585) 419-0522
1250 Pittsford Victor Rd
Pittsford, NY 14534
open now

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Bankers Conseco Life Insurance Company - Financial Planners
(585) 662-2540
1175 Pittsford Victor Rd Ste 140
Pittsford, NY 14534

From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers,…

Mercer Advisors - Fairport - Financial Planners
(585) 442-3230
375 Woodcliff Dr Ste 1C
Fairport, NY 14450
open now

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…

Canandaigua National Bank & Trust Co - Commercial & Savings Banks
(585) 419-0670
1150 Pittsford-Victor Road
Pittsford, NY 14534
open now

From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals,…

Stonewood Financial Services - Financial Services
(585) 359-3199
4637 E Henrietta Rd
Henrietta, NY 14467
Chauncy Young Cfp - Financial Planning Consultants
(585) 742-1068
660 Old Dutch Rd
Victor, NY 14564
Horizon Group - Financial Planning Consultants
(585) 334-3600
5582 W Henrietta Rd
West Henrietta, NY 14586
open now
HSBC - Banks
(828) 862-3468
4218 Lakeville Rd
Geneseo, NY 14454
open now
Shares Financial Group - Financial Services
(585) 924-3913
104 W Main St
Victor, NY 14564
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