Financial Planners in Lima, NY
1. Annuity General
Serving the Lima 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. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
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…
3. Edward Jones - Financial Advisor: John O Price
9 N Main St, Honeoye Falls, NY 14472
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…
4. Country Financial
19 W Main St, Honeoye Falls, NY 14472
5. Apropos Financial Planning
8 Birchstone Hill Rd, Rush, NY 14543
6. 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…
7. Hutchings Financial Group
179 Sullys Trl Ste 301, Pittsford, NY 14534
8. Sheppard Mosher
2525 State Route 332, Canandaigua, NY 14424
From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on…
9. 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…
10. Northeast Benefit Services Inc
1200 Jefferson Rd Ste 302, Rochester, NY 14623
11. Steven Charles Capital Ltd
200 Canal View Blvd Ste 203, Rochester, NY 14623
12. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
13. Wells Fargo Advisors
200 Meridian Centre Blvd Ste 260, Rochester, NY 14618
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
14. Stephen M Polizzi Agency
61 School Street, Victor, NY 14564
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 competitive companies.…
15. 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. The…
16. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY 14450
From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…
17. 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. 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…
19. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY 14534
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…
20. Dream Mutual
10 E Main St, Victor, NY 14564
From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…
21. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
22. Merrill Lynch Wealth Management
1221 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. LynnLeigh & Company
1160A Pittsford Victor Rd Ste A, Pittsford, NY 14534
From Business: Focusing on our clients is our purpose. LynnLeigh & Company in Rochester is a different kind of financial firm. To say we take care of your financial well-being is very true.…
24. Kramer, John, AGT
15 Schoen Pl, Pittsford, NY 14534
From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
25. 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…
26. 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…
27. 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…
28. 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…
29. Noah Mcdonald
589 Jefferson Rd, Rochester, NY 14623
30. New England Financial
400 Meridian Centre Blvd Ste 110, Rochester, NY 14618