Financial Planners in Henrietta, NY

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1. Wells Fargo Advisors

Wells Fargo Advisors

200 Meridian Centre Blvd Ste 260, Rochester, NY 14618

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

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…

2. Sage Rutty & Co, Inc

Sage Rutty & Co, Inc

100 Corporate Woods, Rochester, NY 14623

OPEN 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
110 Years
in Business

3. 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…

4. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

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

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…

5. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

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

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…

6. Zambito, David, AGT

Zambito, David, AGT

2024 W Henrietta Rd, Rochester, NY 14623

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

7. 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…

8. 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…

9. Pathfinder Financial Advisory Group - Ameriprise Financial Services

Pathfinder Financial Advisory Group - Ameriprise Financial Services

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

OPEN NOW:8:00 am - 4:30 pm

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…

10. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

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

OPEN 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…

11. Alexander Neri Financial Planner

Alexander Neri Financial Planner

Pittsford, NY 14534

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

13. Equitable Advisors

Equitable Advisors

775 Jefferson Rd Ste 310, Rochester, NY 14623

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

From Business: Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with…

14. True Focus Wealth Management Group

True Focus Wealth Management Group

1425 Jefferson Rd Ste 2A, Rochester, NY 14623

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

From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and…

17. penfield

penfield

Serving the Henrietta Area

OPEN NOW:10:00 am - 5:00 pm
YP
77 Years
in Business
Amenities:
Wheelchair accessible

18. Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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…

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

Kaden Helmer - Associate Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

OPEN NOW:8:00 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…

20. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

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

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…

21. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

150 Office Park Way, Pittsford, NY 14534

OPEN 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…

22. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY 14534

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

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…

23. Allstate Personal Financial Representative: MATTHEW BAKER

Allstate Personal Financial Representative: MATTHEW BAKER

647 Pittsford Victor Rd, Pittsford, NY 14534

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

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…

24. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

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

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,…

25. Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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

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

26. Jim Keys - Financial Advisor, Ameriprise Financial Services

Jim Keys - Financial Advisor, Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

Kathryn Castro - Financial Advisor, Ameriprise Financial Services

150 Allens Creek Rd Ste 160, Rochester, NY 14618

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…

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

OPEN NOW:9:00 am - 5:30 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…

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 Henrietta, 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.