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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 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…
6. 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…
7. 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…
8. 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…
9. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY, 14534
From Business: Ensemble Financial Services is an affiliate of AM&M Financial Services, which provides financial and tax planning and wealth management services to executives and business…
10. 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.…
11. 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.
12. 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…
13. Merrill Lynch
1241 Pittsford Victor Rd, Pittsford, NY, 14534
From Business:
14. 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,…
15. 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…
16. Dream Mutual - A Summers Financial Partner
6591 Cherry Street, Suite 200, Victor, NY, 14564
19. Regent Financial Group
1080 Pittsford Victor Rd, Pittsford, NY, 14534
23. Heritage Financial Services
179 Sullys Trl Ste 304, Pittsford, NY, 14534
24. 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
25. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY, 14534
From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…
26. Rimkus Marciano & Associates Inc
3136 Winton Rd S, Rochester, NY, 14623
From Business: Rimkus Marciano & Associates Inc is in Rochester NY. We are Retirement Planning Specialists. Various Insurance and Mutual Fund Companies, Reliable, Knowledgeable, Continuous,…
27. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY, 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
28. Brighton Securities
1703 Monroe Ave, Rochester, NY, 14618
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…
30. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY, 14534
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