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State DirectoryFinancial Planning Consultants in Bloomfield, NY
2. Block Bernard/Certified Tax Consultant
6735 County Road 30, Bloomfield, NY 14469
5. Professional Financial Strategies Inc.
1159 Pittsford Victor Rd Ste 120, Pittsford, NY 14534
From Business: Paul Byron Hill CFP is President of Professional Financial. Professional Financial is recognized as an indepenent "Top Wealth Manager" for its 8th year. Reuters International…
6. Sheppard Mosher
2525 State Route 332, Canandaigua, NY 14424
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…
7. 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…
9. Parks Capital
141 Sullys Trl Ste 1, Pittsford, NY 14534
10. Provvidenza & Wright CPA's
121 Sullys Trl Ste 12, Pittsford, NY 14534
11. 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…
12. 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…
13. Kilmer, Matthew
1241 Pittsford Victor Rd, Pittsford, NY 14534
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…
14. Matteson, Matthew
1241 Pittsford Victor Rd, Pittsford, NY 14534
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…
15. Compass Wealth
1163 Pittsford Victor Rd Ste 130, Pittsford, NY 14534
From Business: We provide financial advice and services designed to meet your specific requirements.
16. Wealth Enhancement Group
1040 Pittsford Victor Rd, Pittsford, NY 14534
From Business: The Pittsford NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…
17. 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…
18. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…
20. Rueckwald Management Corporati
5297 Parkside Dr, Canandaigua, NY 14424
Wheelchair accessible23. Rueckwald Management Corporation
468 South Pearl Street, Canandaigua, NY 14424