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State DirectoryInvestment Advisory Service in Bergen, NY
1. Edward Jones - Financial Advisor: Ron Ciminelli
3173 Chili Ave Ste 100, Rochester, NY, 14624
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 education and be a…
2. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY, 14624
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 front and…
3. Leonardo, Jesse, AGT
3175 Chili Ave, Rochester, NY, 14624
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 front and…
4. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY, 14624
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 front and center.…
6. Edward Jones - Financial Advisor: Ryan K Stimson
4756 Lake Rd S, Brockport, NY, 14420
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 education and be a…
7. Edward Jones - Financial Advisor: Sean Hantes
906 Elmgrove Rd Ste 2, Rochester, NY, 14624
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 education and be a…
8. Edward Jones - Financial Advisor: Tom Kasper Jr
906 Elmgrove Rd Ste 2, Rochester, NY, 14624
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 education and be a…
11. 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.…
12. Anderson, Michael
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
13. Grammatico, Michael
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
14. White, Christopher
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
15. Tufts, Steven
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
16. J Klemmer, Calvin
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
17. Worbs, Erin
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
18. Riter, John
21 Masse Pl, Batavia, NY, 14020
From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
19. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services
219 E Main St, Batavia, NY, 14020
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…
20. Holden Borrelli-Financial Advisor, Ameriprise Financial Services
219 E Main St, Batavia, NY, 14020
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…
21. Fox, Alyssa
113 Main St, Batavia, NY, 14020
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…
22. Edward Lisowski, CFP® - Wilmington Advisors @ M&T
55 Main St, Batavia, NY, 14020
From Business: I’m here to help manage your finances so you can have financial confidence.
23. The Financial Guys
319 W Main St, Batavia, NY, 14020
From Business: The Financial Guys® in Batavia is Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help you plan your…
24. Shelton Financial Management
1200A Scottsville Rd, Rochester, NY, 14624
From Business: As a Tax Preparer with years of experience, Shelton Financial Management LLC works to maximize your tax savings with professional tax preparation services. Shelton Financial…
25. Wagner, John W
1282 Long Pond Rd, Greece, NY, 14626
From Business: Jack understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center.…
26. Kasper Jr, Tom
1081 Long Pond Rd, Rochester, NY, 14626
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 education and be a…
27. Lochner, Craig
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 experiences of…
28. Moose, John, AGT
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 experiences of…
29. Bluemark Advisors
2024 W Henrietta Rd, Rochester, NY, 14623
From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…