Investment Management in Henrietta, NY

Refine
Sort by
Features

2. Beltz Ianni & Associates

Beltz Ianni & Associates

280 Kenneth Dr Ste 110, Rochester, NY 14623

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

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

4. Light Strategic Advisors

Light Strategic Advisors

300 Meridian Centre, Suite 360, Rochester, NY 14618

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

5. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…

YP
29 Years
in Business

6. 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…

7. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

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

CLOSED 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…

8. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

CLOSED 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…

9. 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…

10. 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…

11. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

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

CLOSED 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…

12. TIAA Financial Services

TIAA Financial Services

35 Celebration Dr Fl 1, Rochester, NY 14620

From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

20. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY 14618

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

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
79 Years
in Business

21. Boyd Capital Management

Boyd Capital Management

30 W Broad St Unit 2, Rochester, NY 14614

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

From Business: We’ve seen financial institutions grow bigger and merge together. We’ve seen regulations become more confusing. We’ve seen Main Street investors become more frustrated at a…

YP
4 Years
in Business

22. Ted Borowiak

Ted Borowiak

350 Linden Oaks 1st Fl, Rochester, NY 14625

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

From Business: I feel fortunate to work with my clients, and I am dedicated to providing education and information to encourage confidence and clarity when it comes to their financial…

23. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

25 Esternay Ln, Pittsford, NY 14534

From Business: Fee-only Financial Advisor, specializing in maximizing Retirement Income, uniquely providing individuals and small businesses investments typically available only to large…

YP
40 Years
in Business

24. Kaufman, David

Kaufman, David

1241 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…

25. Mueller, Christopher M, AGT

Mueller, Christopher M, AGT

1241 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…

26. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:8:15 am - 4:45 pm

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…

27. Howe & Rusling

Howe & Rusling

165 Culver Rd, Rochester, NY 14620

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

From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans, charitable…

28. Bexil Corporation

Bexil Corporation

2255 Buffalo Rd, Rochester, NY 14624

From Business: Bexil Corporation is a holding company that operates various investment subsidiaries. It offers investment options in equity and debt. The company provides financial assistance…

29. Prentice Wealth Management

Prentice Wealth Management

600 East Ave, Rochester, NY 14607

From Business: Genesee Valley Trust Company offers a range of investment and wealth management services. It designs and implements various retirement programs and pension plans. The company…

30. RBC Wealth Management Branch - Rochester, NY

RBC Wealth Management Branch - Rochester, NY

80 Linden Oaks Ste 220, Rochester, NY 14625

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

We found 130 results for Investment Management in or near Henrietta, NY.They also appear in other related business categories including Financial Planners, Investment Advisory Service, and Financial Planning Consultants. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, Maplewood, and Brown Square. These businesses offer their services in one-or-more of the following languages: French, and German.