Financial Services in W Henrietta, NY

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Mike Keys - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(585) 565-6267
1100 Goodman St S Ste 105
Rochester, NY 14620
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…

Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(585) 540-1914
1100 Goodman St S Ste 105
Rochester, NY 14620

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…

Jim Keys - Financial Advisor, Ameriprise Financial Services - Financial Planners
(315) 291-8817
1100 Goodman St S Ste 105
Rochester, NY 14620

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…

John Brandt - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9851
1100 Goodman St S Ste 105
Rochester, NY 14620

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…

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.

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…

Anthony G. Nick - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 785-8081
3290 Monroe Ave
Rochester, NY 14618
OPEN NOW

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and…

Security Mortgage Group - Mortgages
(585) 423-0230
2370 Monroe Ave
Rochester, NY 14618
OPEN NOW

From Business: Security Mortgage Group of Rochester, New York is a national leading provider of commercial mortgages for income producing properties, specializing in…

Cobblestone Capital Advisors LLC - Investment Advisory Service
(585) 473-3333
140 Allens Creek Rd
Rochester, NY 14618
OPEN NOW

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…

Kathryn Castro - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 295-2140
150 Allens Creek Rd Ste 160
Rochester, NY 14618

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…

Brighton Securities - Stock & Bond Brokers
(585) 473-3590
1703 Monroe Ave
Rochester, NY 14618
OPEN NOW

From Business: We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of…

Benjamin Messmer - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 720-5010
1955 Buffalo Rd
Rochester, NY 14624
OPEN NOW

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

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…

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

Liberty Tax Service - Tax Return Preparation
(585) 461-0102
746 Monroe Ave
Rochester, NY 14607

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services…

Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™ - Investments
(585) 586-5970
40 Grove St
Pittsford, NY 14534

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…

U.S. Bank - Banks
(585) 485-6464
40 Grove St
Pittsford, NY 14534

From Business: No matter where you are in the home buying process, I can help. As a mortgage loan officer right here in Rochester, I work with you to help you find the right…

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

Ameriprise Financial - Financial Planners
(585) 770-1025
15 Schoen Pl
Pittsford, NY 14534
OPEN 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…

Ginther, Chris, AGT - Financial Planners
(585) 770-1023
15 Schoen Pl
Pittsford, NY 14534
OPEN 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…

Wilmington Trust - Trust Companies
(302) 651-1000
180 S Clinton Ave Ste 700
Rochester, NY 14604
OPEN NOW

From Business: Plan your visit to Wilmington Trust's Rochester Office in Rochester, NY by checking our hours of operation and giving us a call to schedule your appointment.…

Edward Jones - Financial Advisor: Jessica N Millan, CFP® - Investments
(585) 247-5526
906 Elmgrove Rd Ste 2
Rochester, NY 14624
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…

J.P. Morgan Private Bank - Investment Securities
(585) 797-0095
1 S Clinton Ave Fl 5
Rochester, NY 14604

From Business: J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in…

Jeffrey Camardello - M&T Bank - Investments
(585) 549-6931
3 Center City
Rochester, NY 14604
OPEN NOW

From Business: Jeffrey Camardello has invested more than 19 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're…

Rachel Wiener - M&T Bank - Investments
(585) 734-0723
3 Center City 600
Rochester, NY 14604
OPEN NOW

From Business: Rachel Wiener has invested more than 8 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying,…

Michael Looney - Mortgages
(585) 354-6731
126 East Ave
Rochester, NY 14604
OPEN NOW

From Business: Our team of mortgage experts at Citizens is committed to helping customers find the home loan solution that’s right for them. Citizens is one of the nation’s…

Liberty Tax Service - Tax Return Preparation
(585) 623-1136
1460 Lyell Ave
Rochester, NY 14606

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services…

Payments Max - Credit Card-Merchant Services
(585) 981-8463
315 Alexander St
Rochester, NY 14604
OPEN NOW

From Business: Secure, Fast Funding Credit Card Processing and Online Payments! We are an Independent Contractor of TSYS.

Rochester Wealth Management Group / Capitol Securities Management - Estate Planning, Probate, & Living Trusts
(585) 325-1040
706 East Ave
Rochester, NY 14607
OPEN NOW

From Business: Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most…

CompassOne Payroll - Payroll Service
(585) 563-1100
400 Andrews St 4th Fl
Rochester, NY 14604
OPEN NOW

From Business: Do what you love, let us take care of the rest.CompassOne was founded on the simple concept of providing Payroll, Benefits and Human Resource services to local…

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