Financial Planning Consultants in Bergen, NY

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4. Bianchi Financial Services

Bianchi Financial Services

24 West Ave Ste 202, Spencerport, NY 14559

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

"Very Honest hard working people. One of the best financial services company's we have ever dealt with. We endorse them fully. A+ and Honest all in one Vincent Testa, CEO Fix…"

8. Olbrich Andrew

Olbrich Andrew

3313 Chili Ave Ste C, Rochester, NY 14624

OPEN NOW:9:00 am - 8:00 pm

11. Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

4370 Buffalo Rd, North Chili, NY 14514

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

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

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

OPEN 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…

13. Tompkins Community Bank

Tompkins Community Bank

29 Main St, Le Roy, NY 14482

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

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

14. Tompkins Community Bank

Tompkins Community Bank

3155 State St, Caledonia, NY 14423

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

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

15. Tompkins Community Bank

Tompkins Community Bank

3252 Chili Ave, Rochester, NY 14624

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

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

YP
26 Years
in Business

16. Leonardo, Jesse, AGT

Leonardo, Jesse, AGT

3175 Chili Ave, Rochester, NY 14624

OPEN 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…

17. Citizens

Citizens

3158 Chili Ave, Rochester, NY 14624

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

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

18. Shepard Maxwell & Hale

Shepard Maxwell & Hale

5176 Clinton Street Rd, Batavia, NY 14020

From Business: Shepard, Maxwell & Hale is the largest "independently" owned insurance agency in Genesee County. Established in 1957 our agency has grown to a full service agency for Western…

19. 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…

20. 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
103 Years
in Business

28. Marling, Emily

Marling, Emily

21 Masse Pl, Batavia, NY 14020

OPEN 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…

29. Tompkins Community Bank

Tompkins Community Bank

358 W Main St, Batavia, NY 14020

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

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

30. Equitable Advisors

Equitable Advisors

175 Corporate Woods, Rochester, NY 14623

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

From Business: Founded in 1859, AXA Equitable Life Insurance Company, formerly known as The Equitable Life Assurance Society of the United States, is one of the world s leading financial…

We found 128 results for Financial Planning Consultants in or near Bergen, NY.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including 19th Ward, Strong, and United Neighbors Together.