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Map of Morton, NY

Financial Planning Consultants in Morton, NY

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6. Edward Jones - Financial Advisor: Ryan K Stimson

Edward Jones - Financial Advisor: Ryan K Stimson

4756 Lake Rd S, Brockport, NY 14420

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
102 Years
in Business

7. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

CLOSED NOW:Closed

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…

8. John Prouty - Thrivent

John Prouty - Thrivent

123 Hale Haven Dr, Hilton, NY 14468

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Prouty is committed to providing financial advice,…

9. Mengel Morse and Associates

Mengel Morse and Associates

123 Hale Haven Dr, Hilton, NY 14468

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to providing…

11. Tompkins Community Bank

Tompkins Community Bank

724 Long Pond Rd, Rochester, NY 14612

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

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

12. Bianchi Financial Service

Bianchi Financial Service

24 West Ave Ste 201, Spencerport, NY 14559

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

"Very Honest hard working people. One of the best financial services company's we have ever dealt with. We endorse them fully. A+ and Honest all in one Vincent Testa, CEO Fix…"

16. PDRS Asset Planning Services

PDRS Asset Planning Services

470 Long Pond Rd Ste 260a, Rochester, NY 14612

CLOSED NOW:Closed

From Business: PDRS Asset Planning Services, specializes in Commercial and Consumer Accounts Receivable Management & Asset Planning Service Throughout New York State.

YP
20 Years
in Business

17. Citizens

Citizens

2833 W Ridge Rd, Rochester, NY 14626

CLOSED NOW:9:00 am - 4:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

18. Wagner, John W

Wagner, John W

1282 Long Pond Rd, Greece, NY 14626

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

From Business: Jack 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.…

28. Financial Insights, Inc.

Financial Insights, Inc.

170 English Station Rd, Rochester, NY 14616

CLOSED NOW:9:00 am - 5:00 pm
YP
27 Years
in Business

29. PDRS Financial Planning & Tax Services, LLC.

PDRS Financial Planning & Tax Services, LLC.

3177 Latta Road, #131, Rochester, NY 14612

CLOSED NOW:3:00 pm - 10:00 pm
YP
20 Years
in Business