Financial Services in Lima, NY

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1. Jacquelyn M Bell CPA PLLC

Jacquelyn M Bell CPA PLLC

7339 Tilton Rd, Bloomfield, NY 14469

CLOSED NOW:8:00 am - 5:00 pm
YP
24 Years
in Business

2. U.S. Bank

U.S. Bank

3261 Rochester Rd, Lakeville, NY 14480

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

5. Rochester Investments

Rochester Investments

1580 W Ridge Rd, Rochester, NY 14615

CLOSED NOW:Closed

From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…

YP
25 Years
in Business

6. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Lima Area

CLOSED NOW:Closed

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

7. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Lima Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
70 Years
in Business

8. LNB Banking

LNB Banking

1423 Hathaway Dr, Farmington, NY 14425

CLOSED NOW:Closed

From Business: LNB is a full service, community-minded bank that offers a variety of personal and business banking solutions, including checking, savings, construction loans and mortgages,…

9. Wachob Financial

Wachob Financial

Serving the Lima Area

CLOSED NOW:Closed

From Business: Wachob Financial, LLC is a trusted bookkeeping and payroll service provider located in Bloomfield, NY. We specialize in offering top-notch services such as bookkeeping,…

10. Thomas M. Giunta Tax Service

Thomas M. Giunta Tax Service

1445 Creek Pointe, Farmington, NY 14425

CLOSED NOW:1:00 pm - 7:00 pm

From Business: Thomas M. Giunta Tax Service located in Farmington, NY specializes in tax return preparation, filing, and consulting services for individuals and small businesses throughout…

YP
34 Years
in Business

11. Edward Jones - Financial Advisor: Margaret A Brown

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…

YP
103 Years
in Business

12. Chase Bank

Chase Bank

1 Rochester St, Scottsville, NY 14546

CLOSED NOW:Closed

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

13. Edward Jones - Financial Advisor: Courtney A Laffler

Edward Jones - Financial Advisor: Courtney A Laffler

370 Woodcliff Dr Ste 1, Fairport, NY 14450

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

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
103 Years
in Business

14. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

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.…

YP
30 Years
in Business

15. EFPR Group LLP

EFPR Group LLP

280 Kenneth Dr Ste 100, Rochester, NY 14623

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

From Business: EFP Rotenberg, LLP is an accounting and business consulting firm providing tax, audit, compliance, forensic, healthcare and crisis management services in headquartered in…

YP
26 Years
in Business

16. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

CLOSED NOW:8:30 am - 5:00 pm

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…

YP
41 Years
in Business

17. Mercer Advisors - Fairport

Mercer Advisors - Fairport

375 Woodcliff Dr Ste 1C, Fairport, NY 14450

CLOSED NOW:Closed

From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored…

YP
40 Years
in Business

18. Bankers Conseco Life Insurance Company

Bankers Conseco Life Insurance Company

1175 Pittsford Victor Rd Ste 140, Pittsford, NY 14534

From Business: Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our…

19. Wells Fargo Advisors

Wells Fargo Advisors

1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534

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…

20. Back Office Systems Solutions

Back Office Systems Solutions

7 Goldfinch Dr, West Henrietta, NY 14586

CLOSED NOW:Closed

From Business: We are the complete back office solution provider. We do all your accounting including bookkeeping, payroll, sales tax processing, tax returns and government reporting. The…

21. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:8:15 am - 4:45 pm

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…

22. Evolution Financial Advisors

Evolution Financial Advisors

580 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:8:30 am - 5:00 pm

From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice and services…

23. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

CLOSED NOW:Closed

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,…

24. Canandaigua National Bank & Trust Co

Canandaigua National Bank & Trust Co

1150 Pittsford-Victor Road, Pittsford, NY 14534

CLOSED NOW:8:30 am - 5:00 pm

From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals, businesses,…

YP
138 Years
in Business

28. Horizon Group

Horizon Group

5582 W Henrietta Rd, West Henrietta, NY 14586

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

30. HSBC

HSBC

4218 Lakeville Rd, Geneseo, NY 14454

CLOSED NOW:8:00 am - 10:00 pm

We found 151 results for Financial Services in or near Lima, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 2 of the rated businesses have 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: Bulgarian, and Italian.