Investment Management in W Henrietta, NY

Beltz Ianni & Associates - Employee Benefit Consulting Services
(585) 340-5200
280 Kenneth Dr Ste 110
Rochester, NY 14623
CLOSED NOW

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

Principal - Closed - Investment Management
(800) 457-3537
120 Corporate Woods Ste 220
Rochester, NY 14623
Ameriprise Financial Services Inc - Financial Planners
(585) 475-9430
2024 W Henrietta Rd
Rochester, NY 14623
CLOSED 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
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…

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
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…

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
CLOSED 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…

Howe & Rusling - Investment Management
(585) 325-4140
165 Culver Rd
Rochester, NY 14620
CLOSED NOW

From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans,…

Cadence Wealth Management Solutions - Ameriprise Financial Services - Financial Planners
(585) 295-2140
2290 East Ave Ste 3RD
Rochester, NY 14610

From Business: At Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your…

RBC Wealth Management Branch - Rochester, NY - Investment Management
(585) 423-2150
80 Linden Oaks Ste 220
Rochester, NY 14625
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Kolossovsky, Galina - Investment Management
(585) 423-2136
80 Linden Oaks
Rochester, NY 14625
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment…

DeVitto Wealth Management Group - Investment Management
(585) 423-2127
80 Linden Oaks Ste 220
Rochester, NY 14625
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

NorthBridge Group - Investment Management
(585) 423-2158
80 Linden Oaks Ste 220
Rochester, NY 14625
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Wahl, Tom - Investment Management
(585) 423-2138
80 Linden Oaks
Rochester, NY 14625

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment…

Bianchi, Michael - Investment Management
(585) 423-2166
80 Linden Oaks
Rochester, NY 14625
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment…

Kaufman, David - Investment Management
(585) 899-2500
1241 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…

Whitney & Company Wealth Management - Investment Management
(585) 232-6200
959 Panorama Trl S Ste 190
Rochester, NY 14625
CLOSED NOW

From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work…

The Pitti Group Wealth Management - Investment Management
(585) 337-4000
590 Fishers Station Dr Ste 110
Victor, NY 14564
CLOSED NOW

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth,…

Light Strategic Advisors - Investment Management
(585) 435-4443
300 Meridian Centre, Suite 360
Rochester, NY 14618
CLOSED NOW
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