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State DirectoryInvestment Securities in Marion, NY
1. Edward Jones - Financial Advisor: Adam J Casper
104 W Miller St, Newark, NY, 14513
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…
2. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
330 E Main St, Palmyra, NY, 14522
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. Stifel I SZK Wealth Advisory Group
295 Woodcliff Dr Ste 305, Fairport, NY, 14450
From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…
21. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY, 14450
From Business: Michael 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…
22. 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…
23. 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…
24. Dejohn, Anthony M, AGT
49 W Main St, Victor, NY, 14564
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…
25. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY, 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
26. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY, 14625
From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…
27. Mirsky Financial Management Corp.
130C Linden Oaks, Rochester, NY, 14625
From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L. Salamone ESQ.,…
