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Mutual Funds in Honeoye Falls, NY

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Edward Jones - Financial Advisor: Margaret A Brown

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…

Edward Jones - Financial Advisor: John O Price

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…

Bullfinch Funds

3. Bullfinch Funds

3909 Rush Mendon Rd, Mendon, NY, 14506

Nationwide Insurance

From Business: Nationwide Insurance Agent Paul Toarmino is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health…

C J Bullen Lutcf

6. C J Bullen Lutcf

695 French Rd, Rochester, NY, 14618

Oppenheimerfunds, Inc

7. Oppenheimerfunds, Inc

350 Linden Oaks Ste 9, Rochester, NY, 14625

Stephen M Polizzi Agency

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…

Alliance Advisory Group

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses…

Michael J. Viscosi - Wilmington Advisors @ M&T

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…

United Professional Associates

12. United Professional Associates

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

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…

The Financial Guys

From Business: The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help…

Financial Partners of Upstate New York

14. 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.

Anthony G. Nick - Wilmington Advisors @ M&T

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and…

Ameriprise Financial Services Inc

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…

Carol J Sutter - Financial Advisor, Ameriprise Financial Services

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…

Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

Leah White - Financial Advisor, Ameriprise Financial Services

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…

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

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…

TIAA Financial Services

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…

Edelman Financial Engines

23. Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY, 14625

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

Morgan Stanley Wealth Management

From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates…

Brighton Securities

From Business: We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of…

Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services

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…

Dylan Joy - Financial Advisor, Ameriprise Financial Services

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…

Krystal Lang - Financial Advisor, Ameriprise Financial Services

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…

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services

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…

Financial Strategies Group

30. Financial Strategies Group

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…

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