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State DirectoryFinancial Planners in Macedon, NY
39. D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
42. Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
47. Edward Jones - Financial Advisor: Courtney A Laffler
105 Packetts Lndg, Fairport, NY, 14450
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…
48. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY, 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
49. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY, 14450
From Business: Michael 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…
50. Harmony Trial Financial Services
6 N Main St Ste 200E, Fairport, NY, 14450
From Business: How We Work At Harmony Trail Financial Services we know that life doesnâ??t always have a smooth, clear road to follow.. so weâ??re here to help you find the best financial…
51. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY, 14564
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…
52. Stifel I SZK Wealth Advisory Group
295 Woodcliff Dr Ste 305, Fairport, NY, 14450
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…
53. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY, 14534
From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…
54. 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…
55. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534
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…
56. Karpus Investment Management
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 investment…
57. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY, 14625
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 with clients…
58. Jacob Boyce - Wilmington Advisors @ M&T
625 Panorama Trl, Rochester, NY, 14625
From Business: Jake 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.…