Mutual Funds in Ontario, NY
1. 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…
3. Steve Dedes Agency
1717 Empire Blvd, Webster, NY 14580
From Business: Nationwide Insurance Agent Steve Dedes in Webster, New York can help protect you, your family and your automobile. Let us help you save more money, give us a call today!
4. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY 14450
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…
5. Jacob Boyce - Wilmington Advisors @ M&T
625 Panorama Trl, Rochester, NY 14625
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.…
6. Morgan Stanley Wealth Management
300 Linden Oaks, Rochester, NY 14625
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600…
7. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
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…
8. Financial Strategies Group
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…
9. Franco Investment Group
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…
10. The Harmony Financial Wellness Group
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…
11. Mary Beth Fairchild - 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…
12. Dylan Joy - 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…
13. Krystal Lang - 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…
14. Jordan M Orvek - 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…
15. 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. Andrew Ward - 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…
17. John Wade - 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…
18. Mathew Hill - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 2ND, Rochester, NY 14610
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…
19. Christopher M Corea - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
20. Dale Nower - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
21. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, Rochester, NY 14610
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…
22. David E. Dangler - Wilmington Advisors @ M&T
1882 East Ave, Rochester, NY 14610
From Business: David 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…
23. Mrb Financial Service
3667 Countryside Ln, Marion, NY 14505
24. John Hancock Financial Network
421 Penbrooke Dr Ste 9, Penfield, NY 14526
25. Allen J. Thorogood - Wilmington Advisors @ M&T
2201 Penfield Rd, Penfield, NY 14526
26. Prudential Financial
2132 Five Mile Line Rd, Penfield, NY 14526
27. Ace Financial Group
121 S Main St, Fairport, NY 14450
28. United Professional Associates
127 Cuyler St, Palmyra, NY 14522
29. Winton Financial Service
2509 Browncroft Blvd Ste 107, Rochester, NY 14625
30. Seneca Financial Advisors
500 Linden Oaks, Rochester, NY 14625
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