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Map of East Bloomfield, NYMap of East Bloomfield, NY

Financial Planners in East Bloomfield, NY

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1. Annuity General

Annuity General

Serving the East Bloomfield Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. Wells Fargo Advisors

Wells Fargo Advisors

1200 Pittsford Victor Rd Ste 100, Pittsford, NY, 14534

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

3. Kelly La Voie | LPL Financial

Kelly La Voie | LPL Financial

5279 Red Fox Dr, Canandaigua, NY, 14424

OPEN NOW:8:00 am - 5:00 pm

From Business: While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have…

4. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY, 14564

CLOSED NOW:8:30 am - 3:00 pm

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
29 Years
in Business

5. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY, 14564

OPEN NOW:9:00 am - 5:00 pm

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…

YP
20 Years
in Business

6. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY, 14564

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…

7. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY, 14534

OPEN NOW:9:00 am - 5:00 pm

From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…

8. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY, 14534

OPEN NOW:8:30 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

9. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1221 Pittsford Victor Rd, Pittsford, NY, 14534

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

YP
110 Years
in Business

10. LynnLeigh & Company

LynnLeigh & Company

1160A Pittsford Victor Rd Ste A, Pittsford, NY, 14534

OPEN NOW:9:00 am - 5:00 pm

From Business: Focusing on our clients is our purpose. LynnLeigh & Company in Rochester is a different kind of financial firm. To say we take care of your financial well-being is very true.…

13. Edward Jones - Financial Advisor: David G Green

Edward Jones - Financial Advisor: David G Green

2 W Main St, Victor, NY, 14564

OPEN NOW:9:00 am - 6:00 pm

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…

14. Edward Jones - Financial Advisor: Margaret A Brown

Edward Jones - Financial Advisor: Margaret A Brown

9 N Main St, Honeoye Falls, NY, 14472

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…

YP
102 Years
in Business

15. Sheppard Mosher

Sheppard Mosher

2525 State Route 332, Canandaigua, NY, 14424

OPEN NOW:9:00 am - 5:00 pm

From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on…

YP
38 Years
in Business

16. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY, 14564

OPEN NOW:8:30 am - 5:00 pm

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…

YP
40 Years
in Business

17. Stifel I SZK Wealth Advisory Group

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY, 14450

OPEN NOW:8:00 am - 5:00 pm

From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…

18. Kickstand Wealth Advisors

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534

OPEN NOW:8:30 am - 4:30 pm

From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…

19. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY, 14534

OPEN NOW:8:00 am - 4:00 pm

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 investment…

YP
37 Years
in Business

20. Marathon Financial

Marathon Financial

179 Sullys Trl, Pittsford, NY, 14534

From Business: Marathon Financial is an independent wealth management firm. Our management process focuses on four key areas: financial planning, investment management, insurance needs, and…

23. Municipal Solution Inc

Municipal Solution Inc

2528 State Route 21, Canandaigua, NY, 14424

OPEN NOW:8:00 am - 5:00 pm

24. Morgan Stanley

Morgan Stanley

3225 State Route 364 Ste 5, Canandaigua, NY, 14424

26. Country Financial

Country Financial

19 W Main St, Honeoye Falls, NY, 14472

OPEN NOW:8:30 am - 5:00 pm

30. Waddell & Reed, Fairport

Waddell & Reed,  Fairport

345 Woodcliff Drive 2nd Floo, Fairport, NY, 14450

OPEN NOW:9:00 am - 4:00 pm