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State DirectoryInvestment Management in Henrietta, NY
1. Beltz Ianni & Associates
280 Kenneth Dr Ste 110, Rochester, NY 14623
From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
3. Light Strategic Advisors
300 Meridian Centre, Suite 360, Rochester, NY 14618
4. Ameriprise Financial Services Inc
2024 W Henrietta Rd, Rochester, NY 14623
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…
5. 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…
6. 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…
7. 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…
8. Mark Palazzolo - 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…
9. Ricci Elnicki - 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. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
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.
11. 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…
15. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
18. Benjamin Forte - TIAA Wealth Management Advisor
35 Celebration Dr, Rochester, NY 14620
20. 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…
21. Karpus Investment Management
183 Sullys Trl, Pittsford, NY 14534
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…
22. Kaufman, David
1241 Pittsford Victor Rd, Pittsford, NY 14534
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…
23. Mueller, Christopher M, AGT
1241 Pittsford Victor Rd, Pittsford, NY 14534
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…
24. The Pitti Group Wealth Management
590 Fishers Station Dr Ste 110, Victor, NY 14564
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…
25. Fidelity Investments
2780 Monroe Ave Ste 201, Rochester, NY 14618
From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…
26. Howe & Rusling
165 Culver Rd, Rochester, NY 14620
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…
27. Boyd Capital Management
30 W Broad St Unit 2, Rochester, NY 14614
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…
28. RBC Wealth Management Branch - Rochester, NY
80 Linden Oaks Ste 220, Rochester, NY 14625
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…
29. Kolossovsky, Galina
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
30. Devitto, Don
80 Linden Oaks, Rochester, NY 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…