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Map of Bergen, NY

Financial Planners in Bergen, NY

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1. Annuity General

Annuity General

Serving the Bergen 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. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

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

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…

3. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

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…

4. Edward Jones - Financial Advisor: Ryan K Stimson

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…

YP
102 Years
in Business

5. Edward Jones - Financial Advisor: Sean Hantes

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…

6. Edward Jones - Financial Advisor: Tom Kasper Jr

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…

YP
102 Years
in Business

7. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

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

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…

10. A & J Tax Incorporated

A & J Tax Incorporated

1225 Long Pond Rd, Rochester, NY 14626

CLOSED NOW:9:00 am - 12:00 pm

From Business: A & J Tax, Inc. is a family owned and operated Tax and Accounting firm with over 45 years of experience. From father to son, Joe will help you understand your tax and…

YP
58 Years
in Business

11. Mengel Morse and Associates

Mengel Morse and Associates

123 Hale Haven Dr, Hilton, NY 14468

CLOSED 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. Mengel Morse and Associates is committed to providing…

12. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

21 Masse Pl, Batavia, NY 14020

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

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…

YP
110 Years
in Business

13. Fieldstone Private Wealth - Ameriprise Financial Services

Fieldstone Private Wealth - Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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

From Business: At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

14. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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

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…

15. Holden Borrelli - Financial Advisor, Ameriprise Financial Services

Holden Borrelli - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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

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…

16. Alyssa Fox - Financial Advisor, Ameriprise Financial Services

Alyssa Fox - Financial Advisor, Ameriprise Financial Services

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…

17. Craig Lochner - Financial Advisor, Ameriprise Financial Services

Craig Lochner - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

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…

18. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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…

19. Leah White - Financial Advisor, Ameriprise Financial Services

Leah White - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

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

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. Pathfinder Financial Advisory Group - Ameriprise Financial Services

Pathfinder Financial Advisory Group - Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

22. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

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

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…

23. Sage Rutty & Co, Inc

Sage Rutty & Co, Inc

100 Corporate Woods, Rochester, NY 14623

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

From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. Today, Sage Rutty…

YP
109 Years
in Business

24. TIAA Financial Services

TIAA Financial Services

35 Celebration Dr Fl 1, Rochester, NY 14620

From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

25. Epic Advisors Inc

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…

26. PDRS Asset Planning Services

PDRS Asset Planning Services

470 Long Pond Rd Ste 260a, Rochester, NY 14612

CLOSED NOW:3:00 pm - 10:00 pm

From Business: PDRS Asset Planning Services, specializes in Commercial and Consumer Accounts Receivable Management & Asset Planning Service Throughout New York State.

YP
20 Years
in Business

27. Allstate Personal Financial Representative: David Mokski

Allstate Personal Financial Representative: David Mokski

2820 Dewey Ave, Rochester, NY 14616

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

From Business: As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…