Financial Services in Ontario Center, NY

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1. Chase Bank

Chase Bank

4124 Pearsall St, Williamson, NY 14589

CLOSED NOW:Closed

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

2. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Ontario Center Area

CLOSED NOW:Closed

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

3. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Ontario Center Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
70 Years
in Business

4. Koopman William A CPA

Koopman William A CPA

47 W Main St, Webster, NY 14580

CLOSED NOW:Closed

From Business: We provide quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax and accounting services to more in-depth services…

YP
21 Years
in Business

5. Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS®

Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS®

6323 Knickerbocker Rd, Ontario, NY 14519

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…

YP
103 Years
in Business

6. LNB Banking

LNB Banking

6280 Furnace Rd Ste 200, Ontario, NY 14519

CLOSED NOW:Closed

From Business: LNB is a full service, community-minded bank that offers a variety of personal and business banking solutions, including checking, savings, construction loans and mortgages,…

7. Emerald Financial Service

Emerald Financial Service

60 Barrett Dr, Webster, NY 14580

CLOSED NOW:Closed

From Business: Emerald Tax & Accounting Services, LLC is a full-service accounting firm located in Webster, New York. We can provide you with assistance in all your tax, financial, and…

YP
24 Years
in Business

8. Edward Jones - Financial Advisor: Peter Wing, AAMS®

Edward Jones - Financial Advisor: Peter Wing, AAMS®

659 Ridge Rd, Webster, NY 14580

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…

YP
103 Years
in Business

9. Edward Jones - Financial Advisor: Troy Gribnau

Edward Jones - Financial Advisor: Troy Gribnau

659 Ridge Rd, Webster, NY 14580

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

10. LNB Banking

LNB Banking

1314 Fairport Rd, Fairport, NY 14450

CLOSED NOW:Closed

From Business: LNB is a full service, community-minded bank that offers a variety of personal and business banking solutions, including checking, savings, construction loans and mortgages,…

11. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY 14625

CLOSED NOW:Closed

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…

12. Ted Borowiak

Ted Borowiak

350 Linden Oaks 1st Fl, Rochester, NY 14625

CLOSED NOW:Closed

From Business: When it comes to finances, the most valuable advice I can give is this: Don’t compare yourself to others. My career as a financial planner has shown me how crucial it is to…

13. Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services

Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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

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…

14. Council Rock Wealth Advisory Group - Ameriprise Financial Services

Council Rock Wealth Advisory Group - Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

CLOSED NOW:Closed

From Business: At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

15. Daniel Hayes - Financial Advisor, Ameriprise Financial Services

Daniel Hayes - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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…

16. Advantage Federal Credit Union

Advantage Federal Credit Union

2515 Browncroft Blvd, Rochester, NY 14625

CLOSED NOW:Closed

From Business: We offer many great products and services, but our auto loan rates are the lowest around. We have thousands of members that have refinanced their car loans with us and have…

17. OneMain Financial

OneMain Financial

1900 Empire Blvd, Webster, NY 14580

CLOSED NOW:8:30 am - 5:30 pm

From Business: Do you need a personal loan in New York state and don't know where to turn? This is when the excellent team over at the Webster OneMain Financial branch can help. When you're…

18. Harmony Trial Financial Services

Harmony Trial Financial Services

6 N Main St Ste 200E, Fairport, NY 14450

From Business: How We Work At Harmony Trail Financial Services we know that life doesnâ??t always have a smooth, clear road to follow.. so weâ??re here to help you find the best financial…

19. Jacob Boyce - Wilmington Advisors @ M&T

Jacob Boyce - Wilmington Advisors @ M&T

625 Panorama Trl, Rochester, NY 14625

CLOSED NOW:Closed

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.…

20. Whitney & Company Wealth Management

Whitney & Company Wealth Management

959 Panorama Trl S Ste 190, Rochester, NY 14625

CLOSED NOW:Closed

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…

21. ADP Fairport

ADP Fairport

250 Crosskeys, Fairport, NY 14450

CLOSED NOW:Closed

From Business: ADP provides Payroll Services, Human Resource Management, Employee Benefits Administration, Talent Management, Tax Compliance, PEO, & BPO solutions for any size employer.

22. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

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…

23. Novem Group

Novem Group

350 Linden Oaks Ste 215, Rochester, NY 14625

CLOSED NOW:Closed

From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an…

24. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450

CLOSED NOW:Closed

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

25. RBC Wealth Management Branch - Rochester, NY

RBC Wealth Management Branch - Rochester, NY

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Nick Lennon - RBC Wealth Management Financial Advisor

Nick Lennon - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Philip Serafine - RBC Wealth Management Financial Advisor

Philip Serafine - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Erica L. Cummings - RBC Wealth Management Branch Director

Erica L. Cummings - RBC Wealth Management Branch Director

80 Linden Oaks Ste 220, Rochester, NY 14625

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Financial Strategies Group

Financial Strategies Group

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

We found 212 results for Financial Services in or near Ontario Center, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Park Avenue, Central Business District, and East Avenue. These businesses offer their services in one-or-more of the following languages: and Spanish.