Mutual Funds in Marion, NY

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2. Edward Jones - Financial Advisor: Adam J Casper

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…

5. Bullen C J Lutcf Financial Consult

Bullen C J Lutcf Financial Consult

160 Linden Oaks, Rochester, NY 14625

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

6. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

OPEN NOW:8:30 am - 5:00 am

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…

YP
22 Years
in Business

7. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

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

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…

8. Guerrera, Mark J, AGT

Guerrera, Mark J, AGT

1807 Penfield Rd, Penfield, NY 14526

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

From Business: Mark Guerrera helps families and individuals with auto, home and life insurance, as well as financial products and services.

9. Dean Licata & Associates

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

OPEN NOW:9:30 am - 5:00 pm

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,…

10. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

OPEN NOW:8:30 am - 3:00 pm

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

11. Jacob Boyce - Wilmington Advisors @ M&T

Jacob Boyce - Wilmington Advisors @ M&T

625 Panorama Trl, Rochester, NY 14625

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

From Business: Jake 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 center.…

12. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

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

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

13. John Hancock Financial Network

John Hancock Financial Network

421 Penbrooke Dr Ste 9, Penfield, NY 14526

OPEN NOW:9:00 am - 5:00 pm
Amenities:
Wheelchair accessible

18. Paul Byron Hill

Paul Byron Hill

1159 Pittsford Victor Rd, Pittsford, NY 14534

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

20. Winton Financial Service

Winton Financial Service

2509 Browncroft Blvd Ste 107, Rochester, NY 14625

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