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State DirectoryInvestment Management in Spencerport, NY
34. Key Private Bank
35. Benjamin Forte - TIAA Wealth Management Advisor
35 Celebration Dr, Rochester, NY, 14620
36. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA
25 Esternay Ln, Pittsford, NY, 14534
From Business: Fee-only Financial Advisor, specializing in maximizing Retirement Income, uniquely providing individuals and small businesses investments typically available only to large…
37. Howe & Rusling
165 Culver Rd, Rochester, NY, 14620
From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans, charitable…
38. Cadence Wealth Management Solutions - Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY, 14610
From Business: At Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
39. Fidelity Investments
2780 Monroe Ave Ste 201, Rochester, NY, 14618
From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…
40. RBC Wealth Management Branch - Rochester, NY
80 Linden Oaks Ste 220, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
41. Kolossovsky, Galina
80 Linden Oaks, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
42. DeVitto Wealth Management Group
80 Linden Oaks Ste 220, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
43. NorthBridge Group
80 Linden Oaks Ste 220, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
44. Wahl, Tom
80 Linden Oaks, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
45. Bianchi, Michael
80 Linden Oaks, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
46. D B Investments
49. Standard Integrity Wealth Management
110 Allens Creek Rd, Rochester, NY, 14618
50. Wealth Design Services Inc
132 Allens Creek Rd Ste 7, Rochester, NY, 14618
51. HNP Capital
54. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY, 14625
56. 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.
57. Brighton Securities
1703 Monroe Ave, Rochester, NY, 14618
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…
58. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY, 14618
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
59. David E. Dangler - Wilmington Advisors @ M&T
1882 East Ave, Rochester, NY, 14610
From Business: David 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…
60. The Financial Guys
3445 Winton Pl Ste 120, Rochester, NY, 14623
From Business: The Financial Guys® in Buffalo are 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…