Financial Planners in Egypt, NY

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1. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

CLOSED NOW:Closed

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…

YP
22 Years
in Business

2. Large Life Policy

Large Life Policy

6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450

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

From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…

3. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

CLOSED NOW:Closed

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…

5. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

6. Wells Fargo Advisors

Wells Fargo Advisors

1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

7. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1221 Pittsford Victor Rd, Pittsford, NY 14534

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

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…

YP
111 Years
in Business

8. Allstate Personal Financial Representative: MATTHEW BAKER

Allstate Personal Financial Representative: MATTHEW BAKER

647 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:Closed

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

9. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…

10. Clover Leaf Financial

Clover Leaf Financial

1387 Fairport Rd Ste 620, Fairport, NY 14450

CLOSED NOW:9:00 am - 5:00 pm
YP
11 Years
in Business

11. Alexander Neri Financial Planner

Alexander Neri Financial Planner

Pittsford, NY 14534

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

12. Edward Jones - Financial Advisor: Courtney A Laffler

Edward Jones - Financial Advisor: Courtney A Laffler

370 Woodcliff Dr Ste 1, Fairport, NY 14450

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

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

13. Mercer Advisors - Fairport

Mercer Advisors - Fairport

375 Woodcliff Dr Ste 1C, Fairport, NY 14450

CLOSED NOW:Closed

From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored…

YP
40 Years
in Business

14. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

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

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…

YP
41 Years
in Business

15. Stifel I SZK Wealth Advisory Group

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY 14450

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

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…

16. Harmony Trial Financial Services

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…

17. Kickstand Wealth Advisors

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534

CLOSED NOW:Closed

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…

18. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…

19. penfield

penfield

Serving the Egypt Area

CLOSED NOW:Closed
YP
77 Years
in Business
Amenities:
Wheelchair accessible

20. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
30 Years
in Business

21. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

CLOSED NOW:Closed

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

22. Council Rock Wealth Advisory Group - Ameriprise Financial Services

Council Rock Wealth Advisory Group - Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

CLOSED NOW:Closed

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

23. Kaden Helmer - Associate Financial Advisor, Ameriprise Financial Services

Kaden Helmer - Associate Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

CLOSED NOW:Closed

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…

24. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

CLOSED NOW:Closed

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. The…

25. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

CLOSED NOW:Closed

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…

YP
21 Years
in Business

26. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

Kathryn Castro - Financial Advisor, Ameriprise Financial Services

330 E Main St, Palmyra, NY 14522

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…

27. Mirsky Financial Management Corp.

Mirsky Financial Management Corp.

130C Linden Oaks, Rochester, NY 14625

CLOSED NOW:Closed

From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L. Salamone ESQ.,…

YP
26 Years
in Business

28. Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services

Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

CLOSED NOW:Closed

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…

29. Krystal Lang - Financial Advisor, Ameriprise Financial Services

Krystal Lang - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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…

30. Jordan M Orvek - Private Wealth Advisor, Ameriprise Financial Services

Jordan M Orvek - Private Wealth Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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…

We found 131 results for Financial Planners in or near Egypt, NY.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service.


The businesses listed also serve surrounding cities and neighborhoods including East Avenue, and NOTA.