Financial Planning Consultants in Ontario, NY
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1. Edward Jones - Financial Advisor: Jon Wordingham
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…
2. Ameriprise Financial
3. Jeff Sharman - Raymond James
From Business: Scensible Source provides solutions for the disposal of personal care products in women's washrooms and for home/personal use.
8. ABW Financial Services
9. Safe Harbor Capital
10. Dorian C Chapman & Associates Incorporated
14. Imaging Financial Service
15. Eileen M Minier
17. Emerald Financial Service
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…
20. Fairport Savings Bank
21. Hartman Consulting
From Business: Hartman Consulting, LLC has been providing retirement plan administration services for the Greater Rochester New York and surrounding areas for over 20 years.…
22. United Professional Advisors
23. Mirsky Financial Management Corp.
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.…
24. Centra Financial Group
25. Medallion Financial Services, Inc.
26. Prentice Wealth Management
27. Mrb Financial Service
28. Cobblestone Capital Advisors
From Business: Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our…
29. Novem Group
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…
30. Common Wealth Financial
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