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Financial Planners in Fishers, NY

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1. Edward Jones - Financial Advisor: Courtney A Laffler

Edward Jones - Financial Advisor: Courtney A Laffler

370 Woodcliff Dr Ste 1, Fairport, NY, 14450

CLOSED NOW

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

2. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY, 14564

CLOSED NOW

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
40 Years
in Business

4. Palumbos Vincent

Palumbos Vincent

500 Willowbrook Office Park, Fairport, NY, 14450

YP
19 Years
in Business

6. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY, 14564

CLOSED NOW

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
20 Years
in Business

7. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY, 14534

CLOSED NOW

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…

8. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY, 14534

CLOSED NOW

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,…

9. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1221 Pittsford Victor Rd, Pittsford, NY, 14534

CLOSED NOW

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
110 Years
in Business

10. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY, 14564

CLOSED NOW

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
29 Years
in Business

11. Large Life Policy

Large Life Policy

6800 Pittsford Palmyra Rd Ste 250, Fairport, NY, 14450

CLOSED NOW

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…

13. 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…

15. penfield

penfield

Serving the Fishers Area

CLOSED NOW
YP
76 Years
in Business
Amenities:
Wheelchair accessible

16. Tompkins Financial Advisors

Tompkins Financial Advisors

179 Sullys Trl Ste 304, Pittsford, NY, 14534

CLOSED NOW

From Business: Ensemble Financial Services is an affiliate of AM&M Financial Services, which provides financial and tax planning and wealth management services to executives and business…

17. Stifel I SZK Wealth Advisory Group

Stifel I SZK Wealth Advisory Group

295 Woodcliff Dr Ste 305, Fairport, NY, 14450

CLOSED NOW

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…

18. Kickstand Wealth Advisors

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534

CLOSED NOW

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…

19. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY, 14534

CLOSED NOW

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…

YP
37 Years
in Business

20. Marathon Financial

Marathon Financial

179 Sullys Trl Ste 301, 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…

YP
20 Years
in Business

21. Ralph Parks Investment Group

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY, 14534

CLOSED NOW

From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…

YP
19 Years
in Business

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

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY, 14450

CLOSED NOW

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…

23. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY, 14450

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

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
21 Years
in Business

25. RFG Associates

RFG Associates

1250 Pittsford Victor Rd Ste 280, Pittsford, NY, 14534

CLOSED NOW
YP
36 Years
in Business

26. Trillium Group

Trillium Group

1221 Pittsford Victor Rd, Pittsford, NY, 14534

YP
32 Years
in Business

27. Resch David

Resch David

1163 Pittsford Victor Rd Ste 4-2, Pittsford, NY, 14534

28. Paul Byron Hill

Paul Byron Hill

1159 Pittsford Victor Rd, Pittsford, NY, 14534

CLOSED NOW
YP
31 Years
in Business

29. Hurley Joseph

Hurley Joseph

1151 Pittsford Victor Rd Ste 103, Pittsford, NY, 14534

30. Indiano Capital Management

Indiano Capital Management

1080 Pittsford Victor Rd Ste 201, Pittsford, NY, 14534

YP
27 Years
in Business