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State DirectoryRetirement Planning Services in Bergen, NY
1. Zoom Reverse Mortgage
Serving the Bergen Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
2. 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…
3. 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…
4. 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…
5. Nationwide Insurance
56 Main St, Brockport, NY, 14420
From Business: Nationwide Insurance Agent Steven Alexander in Brockport, New York can help protect you, your family and your automobile. Let us help you save more money, give us a call today!
8. 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.…
9. Todays Medicare
400 White Spruce Blvd Ste C, Rochester, NY, 14623
From Business: Full service employee benefit firm that specializes in group health, dental, life, disability and vision insurance. Individual and Group Medicare Plans, 401(k) retirement plans
10. PG Capital Management Group - Financial Advisor: Pavlo Huda
216 E Main St Ste 39, Batavia, NY, 14020
From Business: PG Capital is your local, registered, and independent private wealth advisory firm dedicated to working with individuals, families, and small businesses in Batavia and the…
Wheelchair accessible11. Brighton Securities
212 E Main St, Batavia, NY, 14020
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 your financial…
12. Beltz Ianni & Associates
280 Kenneth Dr Ste 110, Rochester, NY, 14623
From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
13. Epic Advisors Inc
150 State St, Rochester, NY, 14614
From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…
14. J.P. Morgan Private Bank
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 investing, family…
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