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State DirectoryRetirement Planning Services in Lima, NY
1. Zoom Reverse Mortgage
Serving the Lima Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
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…
7. Nationwide Insurance
405 North Ave, Avon, NY 14414
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 insurance.
9. Professional Financial Strategies Inc.
1159 Pittsford Victor Rd Ste 120, Pittsford, NY 14534
From Business: Paul Byron Hill CFP is President of Professional Financial. Professional Financial is recognized as an indepenent "Top Wealth Manager" for its 8th year. Reuters International…
10. Manning & Napier Advisors
290 Woodcliff Dr, Fairport, NY 14450
From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…
11. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY 14564
13. Affordable Financial Planning
4550 Genesee St Suite 2, Geneseo, NY 14454
From Business: Affordable financial planning LLC is your friend in the financial world. We help YOU make the right decisions for your future. Retirement planning is NOT an easy thing to DO…
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. Beltz Ianni & Associates
280 Kenneth Dr Ste 110, Rochester, NY 14623
From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
16. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY 14564
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…
17. 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,…
18. Ensemble Financial Services Inc
179 Sullys Trl Ste 304, Pittsford, NY 14534
20. Merrill Lynch
1241 Pittsford Victor Rd, Pittsford, NY 14534
From Business:
22. Regent Financial Group
1080 Pittsford Victor Rd Ste 301, Pittsford, NY 14534
25. Heritage Financial Services
179 Sullys Trl Ste 304, Pittsford, NY 14534
26. Brighton Securities
1703 Monroe Ave, Rochester, NY 14618
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…
27. Northeast Benefit Services Inc
1200 Jefferson Rd Ste 302, Rochester, NY 14623
28. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
29. Todays Medicare
400 White Spruce Blvd Ste C, Rochester, NY 14623
From Business: Full service employee benefit firm that specializes in group health, dental, life, disability and vision insurance. Individual and Group Medicare Plans, 401(k) retirement plans
30. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…
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