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Financial Services in Mendon, NY

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

Koopman William A CPA - Accountants-Certified Public
(585) 872-0910
47 W Main St
Webster, NY 14580
closed now

From Business: We provide quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax and accounting services to more…

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

Serving the
Mendon Area

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

M&T Bank - Banks
(585) 924-7907
602 Rowley Rd
Victor, NY 14564
closed 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
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: 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,…

Edward Jones - Financial Advisor: Courtney A Laffler - Investments
(585) 425-3800
105 Packetts Lndg
Fairport, NY 14450

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…

College Assistance Plus - Financial Services
(585) 582-1846
10 East St
Honeoye Falls, NY 14472
closed now

From Business: We Help You Win College!

U.S. Bank - Banks
(585) 624-5940
166 W Main St Ste 7
Honeoye Falls, NY 14472
The Pitti Group Wealth Management - Investments
(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,…

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

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

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,…

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

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

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…

Dean Licata & Associates - Financial Planning Consultants
(585) 586-4720
145 Sullys Trl Suite 4
Pittsford, NY 14534
closed now

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…

Ralph Parks Investment Group - Investment Advisory Service
(585) 248-5700
141 Sullys Trl, Suite 1
Pittsford, NY 14534
closed now

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…

Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS®|CRPC™|AFFP® - Financial Services
(315) 781-1157
121 Sullys Trl Ste 3
Pittsford, NY 14534

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…

KeyBank - Financial Planners
(585) 421-7220
6716 Pittsford Palmyra Rd
Fairport, NY 14450
closed 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…

Kramer, John, AGT - Financial Planners
(585) 770-1025
15 Schoen Pl
Pittsford, NY 14534
closed now

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…

O'Grady & Associates, Inc. - Financial Planning Consultants
(585) 641-0668
65 Monroe Ave Ste B
Pittsford, NY 14534
closed now

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…

Alliance Financial Network, Inc - Financial Planners
(585) 264-1111
69 Monroe Ave
Pittsford, NY 14534
closed now

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…

Michael J. Viscosi - Wilmington Advisors @ M&T - Financial Planners
(585) 223-3128
2 Courtney Dr
Fairport, NY 14450
closed now

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…

United Professional Associates - Financial Planning Consultants
(585) 728-9191
6800 Pittsford Palmyra RD Suite 250
Fairport, NY 14450
closed now

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…

LNB Banking - Financial Services
(585) 433-2900
1314 Fairport Rd
Fairport, NY 14450
closed 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…

Harmony Trial Financial Services - Banks
(585) 746-0979
6 N Main St Ste 200E
Fairport, NY 14450

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…

Chauncy Young Cfp - Financial Planning Consultants
(585) 742-1068
660 Old Dutch Rd
Victor, NY 14564
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