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Map of Le Roy, NY

Financial Planners in Le Roy, NY

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1. Annuity General

Annuity General

Serving the Le Roy Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

21 Masse Pl, Batavia, NY 14020

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

From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

3. Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services

Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

4. Fieldstone Private Wealth - Ameriprise Financial Services

Fieldstone Private Wealth - Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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

From Business: At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

5. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

6. Holden Borrelli - Financial Advisor, Ameriprise Financial Services

Holden Borrelli - Financial Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

7. Alyssa Fox - Financial Advisor, Ameriprise Financial Services

Alyssa Fox - Financial Advisor, Ameriprise Financial Services

113 Main St, Batavia, NY 14020

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. Edward Jones - Financial Advisor: Leann Hill, AAMS™

Edward Jones - Financial Advisor: Leann Hill, AAMS™

87 Genesee St, Avon, NY 14414

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

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

10. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

219 E Main St, Batavia, NY 14020

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…

11. Brighton Securities

Brighton Securities

212 E Main St, Batavia, NY 14020

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

From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…

YP
19 Years
in Business

12. Edward Lisowski, CFP® - Wilmington Advisors @ M&T

Edward Lisowski, CFP® - Wilmington Advisors @ M&T

55 Main St, Batavia, NY 14020

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

From Business: I’m here to help manage your finances so you can have financial confidence.

13. The Financial Guys

The Financial Guys

319 W Main St, Batavia, NY 14020

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

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

YP
25 Years
in Business

14. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

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

From Business: Jesse understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and…

16. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

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…

17. 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…

18. 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…

19. 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…

20. 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…

21. Pathfinder Financial Advisory Group - Ameriprise Financial Services

Pathfinder Financial Advisory Group - Ameriprise Financial Services

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

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…

22. 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…

23. Sage Rutty & Co, Inc

Sage Rutty & Co, Inc

100 Corporate Woods, Rochester, NY 14623

CLOSED 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
109 Years
in Business

28. Edward Jones - Financial Advisor: Sean Hantes

Edward Jones - Financial Advisor: Sean Hantes

906 Elmgrove Rd Ste 2, Rochester, NY 14624

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 education and be a…

29. Edward Jones - Financial Advisor: Tom Kasper Jr

Edward Jones - Financial Advisor: Tom Kasper Jr

906 Elmgrove Rd Ste 2, Rochester, NY 14624

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 education and be a…

YP
102 Years
in Business

30. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

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

From Business: Ben understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center.…