Financial Planners in Le Roy, NY
1. Annuity General
Serving the Le Roy Area
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
21 Masse Pl, Batavia, NY, 14020
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…
3. Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services
219 E 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…
4. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services
219 E 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…
5. 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…
6. Allstate Personal Financial Representative: James Battistella
590 E Main St, Batavia, NY, 14020
7. Edward Jones - Financial Advisor: Leann Hill, AAMS™
87 Genesee St, Avon, NY, 14414
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…
8. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services
219 E 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. Brighton Securities
212 E Main St, Batavia, NY, 14020
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 your financial…
10. Edward Lisowski, CFP® - Wilmington Advisors @ M&T
55 Main St, Batavia, NY, 14020
From Business: I’m here to help manage your finances so you can have financial confidence.
11. The Financial Guys
319 W Main St, Batavia, NY, 14020
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…
12. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY, 14624
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…
13. Jamesson Associates
10 Race St, Scottsville, NY, 14546
14. Sage Rutty & Co., Inc.
100 Corporate Woods, Rochester, NY, 14623
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…
15. 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…
16. Sutter, Carol
2024 W Henrietta Rd, 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…
17. 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…
18. 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…
19. 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…
20. 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…
21. 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…
22. Bierley Financial Services
900 Jefferson Rd, Rochester, NY, 14623
23. Angelo Planning Group
175 Corporate Woods Ste 250, Rochester, NY, 14623
24. Lorelie H Rogers Cfp
100 White Spruce Blvd, Rochester, NY, 14623
25. 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…
26. 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…
27. Apropos Financial Planning
8 Birchstone Hill Rd, Rush, NY, 14543
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…
28. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY, 14624
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.…
29. Richard C Wheeler Financial Services
4099 Lake Rd N Ste 1, Brockport, NY, 14420
30. Q & A Financial Services
2024 W Henrietta Rd, Rochester, NY, 14623
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