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Map of Ontario, NY

Mutual Funds in Ontario, NY

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1. 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
102 Years
in Business

2. Bullen C J Lutcf Financial Consult

Bullen C J Lutcf Financial Consult

160 Linden Oaks, Rochester, NY 14625

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

3. Steve Dedes Agency

Steve Dedes Agency

1717 Empire Blvd, Webster, NY 14580

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

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

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
21 Years
in Business

5. 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.…

6. Morgan Stanley Wealth Management

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

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…

8. 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…

9. Franco Investment Group

Franco Investment 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…

10. The Harmony Financial Wellness Group

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

Mary Beth Fairchild - Financial 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…

12. Dylan Joy - Financial Advisor, Ameriprise Financial Services

Dylan Joy - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

CLOSED NOW:9:00 am - 5:30 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…

13. Krystal Lang - Financial Advisor, Ameriprise Financial Services

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

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

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

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

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

Mathew Hill - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 2ND, Rochester, NY 14610

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…

19. Christopher M Corea - Financial Advisor, Ameriprise Financial Services

Christopher M Corea - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

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…

20. Dale Nower - Financial Advisor, Ameriprise Financial Services

Dale Nower - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

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…

21. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

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

David E. Dangler - Wilmington Advisors @ M&T

1882 East Ave, Rochester, NY 14610

CLOSED NOW:Closed

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

Mrb Financial Service

3667 Countryside Ln, Marion, NY 14505

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

24. John Hancock Financial Network

John Hancock Financial Network

421 Penbrooke Dr Ste 9, Penfield, NY 14526

CLOSED NOW:Closed
Amenities:
Wheelchair accessible

28. United Professional Associates

United Professional Associates

127 Cuyler St, Palmyra, NY 14522

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

29. Winton Financial Service

Winton Financial Service

2509 Browncroft Blvd Ste 107, Rochester, NY 14625

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