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Financial Planning Consultants in Henrietta, NY

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1. Business Investment Planning

Business Investment Planning

1941 Lehigh Station Rd, Henrietta, NY, 14467

YP
24 Years
in Business

2. Mountaintop Dreams

Mountaintop Dreams

275 Kenneth Dr, Rochester, NY, 14623

OPEN NOW:12:00 am - 11:59 pm

4. Congdon Mark A Cfs Cltc

Congdon Mark A Cfs Cltc

5582 W Henrietta Rd, West Henrietta, NY, 14586

5. Horizon Group

Horizon Group

5582 W Henrietta Rd, West Henrietta, NY, 14586

CLOSED NOW

9. Sage Rutty & Co., Inc.

Sage Rutty & Co., Inc.

100 Corporate Woods, Rochester, NY, 14623

CLOSED NOW

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
109 Years
in Business

10. Nicholas Savas CFP Ricp

Nicholas Savas CFP Ricp

755 Jefferson Rd, Rochester, NY, 14623

CLOSED NOW

From Business: Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our…

11. Apropos Financial Planning

Apropos Financial Planning

8 Birchstone Hill Rd, Rush, NY, 14543

CLOSED NOW

From Business: Kay Conheady, CFP is the Principal of Apropos Financial Planning L.L.C, a financial planning and investment advisory firm based in Rochester, New York. Apropos Financial…

YP
21 Years
in Business

12. True Focus Wealth Management Group

True Focus Wealth Management Group

1425 Jefferson Rd Ste 2A, Rochester, NY, 14623

CLOSED NOW

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…

13. AXA Equitable

AXA Equitable

175 Corporate Woods Ste 250, Rochester, NY, 14623

CLOSED NOW
YP
9 Years
in Business

14. Equitable Advisors

Equitable Advisors

175 Corporate Woods, Rochester, NY, 14623

CLOSED NOW

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…

15. Mason Wealth Management

Mason Wealth Management

3445 Winton Pl Ste 116, Rochester, NY, 14623

CLOSED NOW

From Business: Mason Wealth Management is truly a family firm, featuring husband and wife Michael and Sara Mason. With over 20 years of experience, they have cultivated a holistic approach to…

18. Costello Associates

Costello Associates

35 Flatt Rd, Rochester, NY, 14623

CLOSED NOW
YP
53 Years
in Business

19. Dalimonte Morgante & Associates

Dalimonte Morgante & Associates

1200 Jefferson Rd Ste 301, Rochester, NY, 14623

CLOSED NOW

20. S & H Risk Management

S & H Risk Management

PO Box 93022, Rochester, NY, 14692

YP
18 Years
in Business

24. Preferred Financial Advisors

Preferred Financial Advisors

100 White Spruce Blvd Ste U304, Rochester, NY, 14623

CLOSED NOW
YP
12 Years
in Business

25. Lorelie H Rogers Cfp

Lorelie H Rogers Cfp

100 White Spruce Blvd, Rochester, NY, 14623

CLOSED NOW
YP
30 Years
in Business

27. Mapstone Financial Group

Mapstone Financial Group

175 Corporate Woods Ste 250, Rochester, NY, 14623

CLOSED NOW
YP
30 Years
in Business

28. Waddell & Reed

Waddell & Reed

135 Corporate Woods Ste 320, Rochester, NY, 14623

YP
87 Years
in Business

29. James Mazza & Associates

James Mazza & Associates

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

CLOSED NOW
YP
30 Years
in Business