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State DirectoryMutual Funds in Ontario, NY
1. Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™
6323 Knickerbocker Rd, Ontario, NY, 14519
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…
5. 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…
6. 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.…
7. 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…
8. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY, 14625
From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…
9. 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…
10. 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…
11. 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…
12. 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…
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. 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…
15. 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…
16. 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…
17. 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…
19. John Hancock Financial Network
421 Penbrooke Dr Ste 9, Penfield, NY, 14526
Wheelchair accessible
27. Rochester Investments
1580 W Ridge Rd, Rochester, NY, 14615
From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…
29. Edward Jones - Financial Advisor: Ron Ciminelli
88 Elm St Apt 1, Rochester, NY, 14604
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…
30. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY, 14450
From Business: Michael 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…
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