Financial Planning Consultants in Rochester, NY

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Mirsky Financial Management Corp.

2. Mirsky Financial Management Corp.

(585) 264-1658

130C Linden Oaks
Rochester, NY 14625

From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L.…

Cobblestone Capital Advisors LLC

3. Cobblestone Capital Advisors LLC

(585) 473-3333

500 Linden Oaks Ste 210
Rochester, NY 14625

From Business: Cobblestone Capital's strength lies in the investment services that we provide, how we deliver those services, and the individual practitioners at our firm. Our…

Ameriprise Financial Services Inc

4. Ameriprise Financial Services Inc

(585) 475-9430

2024 W Henrietta Rd
Rochester, NY 14623

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the…

Edward Jones - Financial Advisor: Rudy A Diedreck

5. Edward Jones - Financial Advisor: Rudy A Diedreck

(585) 666-0640

88 Elm St Apt 1
Rochester, NY 14604

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: Carla M Morris

6. Edward Jones - Financial Advisor: Carla M Morris

(585) 310-0482

706 University Ave
Rochester, NY 14607

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: Michael Booth

7. Edward Jones - Financial Advisor: Michael Booth

(716) 276-0822

428 Bakers Park Fl 2
Rochester, NY 14617

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: Jessica N Millan

8. Edward Jones - Financial Advisor: Jessica N Millan

(585) 310-8512

906 Elmgrove Rd Ste 2
Rochester, NY 14624

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: Sean Hantes

9. Edward Jones - Financial Advisor: Sean Hantes

(585) 268-6514

3173 Chili Ave Ste 100
Rochester, NY 14624

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: Ron Ciminelli

10. Edward Jones - Financial Advisor: Ron Ciminelli

(585) 227-2170

88 Elm St Apt 1
Rochester, NY 14604

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: Charles Pettit

11. Edward Jones - Financial Advisor: Charles Pettit

(585) 242-9289

2290 East Ave
Rochester, NY 14610

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: Diane J Hennekey

12. Edward Jones - Financial Advisor: Diane J Hennekey

(585) 723-6850

97 Canal Landing Blvd Ste 1
Rochester, NY 14626

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: Tom Kasper Jr

13. Edward Jones - Financial Advisor: Tom Kasper Jr

(585) 247-5526

906 Elmgrove Rd Ste 2
Rochester, NY 14624

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…

Sage Rutty & Co Inc securities

14. Sage Rutty & Co Inc securities

(585) 232-3760

100 Corporate Woods
Rochester, NY 14623

From Business: In Business over 100 years Sage Rutty has been Creating & Preserving Wealth for Generations. NY State Senator Rorhbach sponsored resolution commemorating Sage…

PC M Associates LTD

15. PC M Associates LTD

(585) 271-8540

1100 University Ave
Rochester, NY 14607

From Business: Rochester NY. Here at PCM Associates our intent is to provide individuals and small business owners with personal, professional, and thorough investment advice.

Whitney & Company

17. Whitney & Company

(585) 232-6200

311 Alexander St Ste 200
Rochester, NY 14604

KF

That the firm is very knowledgeable, responsive to their client needs and have done a very good jobin selecting appropriate investments to help…

Legacy Financial Planning

18. Legacy Financial Planning

(585) 241-5250

1485 Monroe Ave
Rochester, NY 14618

From Business: At Legacy Financial Planning, we’ve been helping hard working individuals and families prepare for life in retirement for more than two decades. And while we…

Keys, Mike

20. Keys, Mike

(585) 292-9851

693 East Ave
Rochester, NY 14607

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the…

Sutter, Carol

21. Sutter, Carol

(585) 424-1480

2024 W Henrietta Rd Ste 3b
Rochester, NY 14623

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the…

AXA Equitable

22. AXA Equitable

(585) 475-8400

175 Corporate Woods Ste 250
Rochester, NY 14623

Wealth Management Group, LLC

23. Wealth Management Group, LLC

(585) 241-5900

2000 Winton Rd S Ste 206
Rochester, NY 14618

From Business: At Wealth Management Group, we are committed to helping you live the story of your dreams - a life that's important to you - by ensuring your financial…

Security First Allied

24. Security First Allied

(585) 662-5479

28 N Country Club Dr
Rochester, NY 14618

Jackcin Tax Inc

25. Jackcin Tax Inc

(585) 465-8600

781 Fetzner Rd
Rochester, NY 14626

From Business: Full Service Tax Preparation Service

Novem Group

26. Novem Group

(585) 348-9525

350 Linden Oaks Ste 215
Rochester, NY 14625

From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to…

Source Capital Group

29. Source Capital Group

(585) 325-5088

36 W Main St
Rochester, NY 14614

Englert Financial Consulting

30. Englert Financial Consulting

(585) 935-5306

36 W Main St Ste 322
Rochester, NY 14614

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