Financial Planners in South Lima, NY

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Genesis Gold Group - Financial Planners
(833) 632-9857

Serving the
South Lima Area

OPEN 24 Hours

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy…

Edward Jones - Financial Advisor: Leann Hill, AAMS™ - Investments
(585) 226-3464
87 Genesee St
Avon, NY 14414
CLOSED 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…

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…

Rochester Financial Services - Financial Planners
(585) 442-7580
4 Old Brick Cir
Pittsford, NY 14534
CLOSED NOW

From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and…

Apropos Financial Planning - Financial Planning Consultants
(585) 533-1950
8 Birchstone Hill Rd
Rush, NY 14543
CLOSED NOW

From Business: Kay Conheady, CFP is the Principal of Apropos Financial Planning L.L.C, a financial planning and investment advisory firm based in Rochester, New York. Apropos…

Jamesson Associates - Financial Planning Consultants
(585) 889-8090
10 Race St
Scottsville, NY 14546
CLOSED NOW
Sage Rutty & Co., Inc. - Financial Planners
(585) 232-3760
100 Corporate Woods
Rochester, NY 14623
CLOSED NOW

From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve.…

Wells Fargo Advisors - Financial Planners
(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,…

Charles Schwab - Financial Planners
(585) 419-0522
1250 Pittsford Victor Rd Ste 190
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…

Merrill Lynch Wealth Management - Financial Planners
(585) 899-2701
1221 Pittsford Victor Rd
Pittsford, NY 14534
CLOSED 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…

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

Zambito, David, AGT - Financial Planners
(585) 272-0080
2024 W Henrietta Rd
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…

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…

Sutter, Carol - Financial Planners
(585) 424-1480
2024 W Henrietta Rd
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
CLOSED 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…

Pathfinder Financial Advisory Group - Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623

From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

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

Bierley Financial Services - Financial Planners
(585) 474-0130
900 Jefferson Rd
Rochester, NY 14623
CLOSED NOW
Angelo Planning Group - Financial Planners
(585) 475-8465
175 Corporate Woods Ste 250
Rochester, NY 14623
Greg Mitchell - Raymond James - Financial Planners
(585) 274-5000
100 Meridian Centre Blvd Ste 150
Rochester, NY 14618
Ensemble Financial Services Inc - 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…

True Focus Wealth Management Group - Financial Planning Consultants
(585) 427-0210
1425 Jefferson Rd Ste 2A
Rochester, NY 14623
CLOSED NOW

From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to…

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…

Kickstand Wealth Advisors - Financial Planning Consultants
(585) 382-8600
1250 Pittsford Victor Rd Ste 200
Pittsford, NY 14534
CLOSED NOW

From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our…

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