Investment Management in Rush, NY

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…

Edward Jones - Financial Advisor: John O Price - Investments
(585) 624-8168
9 N Main St
Honeoye Falls, NY 14472
OPEN 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…

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA - Investment Management
(585) 244-0152
25 Esternay Ln
Pittsford, NY 14534

As I introduced my company and what we do he immediately assumed that this was some sort of telemarketing call. I had been looking for a company to help with different…

Principal - Closed - Investment Management
(800) 457-3537
120 Corporate Woods Ste 220
Rochester, NY 14623
Light Strategic Advisors - Investment Management
(585) 435-4443
300 Meridian Centre, Suite 360
Rochester, NY 14618
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Beltz Ianni & Associates - Employee Benefit Consulting Services
(585) 340-5200
280 Kenneth Dr Ste 110
Rochester, NY 14623
OPEN NOW

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

The Financial Guys - Investment Advisory Service
(585) 351-6258
3445 Winton Pl Ste 120
Rochester, NY 14623
OPEN NOW

From Business: The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help…

Ameriprise Financial Services Inc - Financial Planners
(585) 475-9430
2024 W Henrietta Rd
Rochester, NY 14623
OPEN NOW

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…

Carol J Sutter - Financial Advisor, Ameriprise Financial Services - Closed - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Craig Lochner - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
2024 W Henrietta Rd Ste 5D
Rochester, NY 14623

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Leah White - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
2024 W Henrietta Rd Ste 5D
Rochester, NY 14623
OPEN NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623
OPEN NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Merrill Lynch Wealth Management - Financial Planners
(585) 385-9750
150 Office Park Way
Pittsford, NY 14534
OPEN 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…

Jesse Leonardo - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 246-3214
3175 Chili Ave
Rochester, NY 14624
OPEN NOW

From Business: Jesse understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals…

Financial Partners of Upstate New York - Financial Planners
(585) 241-5200
400 Meridian Centre Blvd Ste 101
Rochester, NY 14618
OPEN NOW

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

TIAA Financial Services - Financial Planners
(877) 209-3144
35 Celebration Dr Fl 1
Rochester, NY 14620

From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving…

Bierley Financial Services - Financial Planners
(585) 474-0130
900 Jefferson Rd
Rochester, NY 14623
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Excel Securities & Associates Inc - Stock & Bond Brokers
(585) 424-1234
200 Canal View Blvd Ste 204
Rochester, NY 14623
OPEN NOW
Angelo Planning Group - Financial Planners
(585) 475-8465
175 Corporate Woods Ste 250
Rochester, NY 14623
Flagstar Bank - Banks
(585) 294-1050
3136 Main St
Caledonia, NY 14423
Rochester Financial Services - Financial Planning Consultants
(585) 442-7580
7 Hastings Cir
Pittsford, NY 14534
OPEN NOW
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…

Karpus Investment Management - Investment Management
(585) 586-4680
183 Sullys Trl
Pittsford, NY 14534

From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term…

Fidelity Investments - Investment Management
(800) 219-7019
2780 Monroe Ave Ste 201
Rochester, NY 14618
OPEN NOW

From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a…

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