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State DirectoryFinancial Planning Consultants in Rochester, NY
1. Sage Rutty & Co., Inc.
100 Corporate Woods, Rochester, NY, 14623
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. Today, Sage Rutty…
2. Rochester Investments
1580 W Ridge Rd, Rochester, NY, 14615
From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…
3. Legacy Financial Planning
1507 Monroe Ave, Rochester, NY, 14618
4. Allied CFP
150 State St, Rochester, NY, 14614
From Business: Dave Younis, CFP is a financial planner that focuses on customized, complex and cross disciplinary financial planning. His expertise has been developed over a 15 year career…
5. Keys, Mike
693 East Ave, Rochester, NY, 14607
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 experiences of…
6. Wealth Enhancement Group
1485 Monroe Ave, Rochester, NY, 14618
From Business: The Rochester NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…
7. AXA Equitable
175 Corporate Woods Ste 250, Rochester, NY, 14623
8. Equitable Advisors
175 Corporate Woods, Rochester, NY, 14623
From Business: Founded in 1859, AXA Equitable Life Insurance Company, formerly known as The Equitable Life Assurance Society of the United States, is one of the world s leading financial…
9. Kathryn Castro-Financial Advisor, Ameriprise Financial Services
150 Allens Creek Rd, 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 those goals can…
10. Delise Whitfield: Primerica - Financial Services
1577 W Ridge Rd Ste 214, Rochester, NY, 14615
From Business: Delise Whitfield is a Licensed Financial Representative with Primerica serving ROCHESTER and its surrounding areas.
11. Mason Wealth Management
3445 Winton Pl Ste 116, Rochester, NY, 14623
From Business: Mason Wealth Management is truly a family firm, featuring husband and wife Michael and Sara Mason. With over 20 years of experience, they have cultivated a holistic approach to…
12. Nicholas Savas CFP Ricp
755 Jefferson Rd, Rochester, NY, 14623
From Business: Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our…
13. True Focus Wealth Management Group
1425 Jefferson Rd Ste 2A, Rochester, NY, 14623
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 individuals and…
14. Tompkins Community Bank
3140 Monroe Ave, Rochester, NY, 14618
From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…
16. Novem Group
350 Linden Oaks Ste 215, Rochester, NY, 14625
From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an…
17. Jackcin Tax Inc
781 Fetzner Rd, Rochester, NY, 14626
From Business: Full Service Tax Preparation Service
18. Tompkins Community Bank
3252 Chili Ave, Rochester, NY, 14624
From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…
19. Best Times Financial Planning
200 Meridian Centre Blvd Ste 150, Rochester, NY, 14618
21. High Falls Advisors
36 W Main St Ste 322, Rochester, NY, 14614
27. Financial Planning Association of Upstate New York Fpa
183 E Main St Apt 1200, Rochester, NY, 14604
30. R & L Planning
400 Andrews St, Rochester, NY, 14604