Mutual Funds in South Lima, 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: Leann Hill, AAMS™ - Investments
(585) 226-3464
87 Genesee St
Avon, NY 14414
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…

HSBC - Banks
(585) 243-2727
4218 Lakeville Rd
Geneseo, NY 14454
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Bullfinch Funds - Mutual Funds
(585) 624-3650
3909 Rush Mendon Rd
Mendon, NY 14506
C J Bullen Lutcf - Mutual Funds
(585) 244-7816
695 French Rd
Rochester, NY 14618
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…

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.

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…

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…

Alliance Advisory Group - Investment Advisory Service
(585) 264-1111
69 Monroe Ave
Pittsford, NY 14534
OPEN NOW

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses…

Bierley Financial Services - Financial Planners
(585) 474-0130
900 Jefferson Rd
Rochester, NY 14623
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Paul Byron Hill - Financial Planning Consultants
(585) 218-9292
1159 Pittsford Victor Rd
Pittsford, NY 14534
Cetera Investors - Investment Advisory Service
(585) 240-2700
255 Woodcliff Dr
Fairport, NY 14450
Prudential - Life Insurance
(585) 485-5960
1000 Pittsford Victor Rd
Pittsford, NY 14534
Lifemark Securities Corp - Stock & Bond Brokers
(585) 424-5672
400 W Metro Park
Rochester, NY 14623
OPEN NOW
Richard C Wheeler Financial - Investment Advisory Service
(585) 637-5981
3385 Brighton Henrietta Town Line Rd
Rochester, NY 14623
OPEN NOW
Angelo Planning Group - Financial Planners
(585) 475-8465
175 Corporate Woods Ste 250
Rochester, NY 14623
Rochester Financial Services - Financial Planning Consultants
(585) 442-7580
7 Hastings Cir
Pittsford, NY 14534
OPEN NOW
Morgan Stanley - Investments
(585) 264-5814
71 Monroe Ave
Pittsford, NY 14534
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…

Fidelity Investments - Financial Services
(800) 219-7019
3349 Monroe Ave
Rochester, NY 14618

From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.

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