Financial Services in Penfield, NY

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1. Rochester Investments

Rochester Investments

1580 W Ridge Rd, Rochester, NY 14615

CLOSED NOW:Closed

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.…

YP
25 Years
in Business

2. 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

3. Edward Jones - Financial Advisor: Patrick E Caufield

Edward Jones - Financial Advisor: Patrick E Caufield

2160 Penfield Rd Ste 8, Penfield, NY 14526

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

4. 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,…

5. Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS®|CRPC™

Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS®|CRPC™

121 Sullys Trl Ste 3, Pittsford, NY 14534

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…

6. 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

7. 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…

8. 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

9. Mercer Advisors - Fairport

Mercer Advisors - Fairport

375 Woodcliff Dr Ste 1C, Fairport, NY 14450

CLOSED NOW:Closed

From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored…

YP
40 Years
in Business

10. Cooper/Haims Advisors, LLC

Cooper/Haims Advisors, LLC

1501 State Route 96 Ste 101, Victor, NY 14564

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

From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…

YP
41 Years
in Business

11. Chase Bank

Chase Bank

7724 State Route 96, Victor, NY 14564

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.

12. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
30 Years
in Business

13. 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,…

14. Bankers Conseco Life Insurance Company

Bankers Conseco Life Insurance Company

1175 Pittsford Victor Rd Ste 140, Pittsford, NY 14534

From Business: Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our…

15. Wells Fargo Advisors

Wells Fargo Advisors

1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

16. 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…

17. Kramer, John, AGT

Kramer, John, AGT

15 Schoen Pl, Pittsford, NY 14534

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

From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

18. O'Grady & Associates, Inc.

O'Grady & Associates, Inc.

65 Monroe Ave Ste B, Pittsford, NY 14534

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

From Business: O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your…

19. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

20. 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.

21. 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…

22. 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

23. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY 14450

CLOSED NOW:Closed

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…

24. Allstate Personal Financial Representative: MATTHEW BAKER

Allstate Personal Financial Representative: MATTHEW BAKER

647 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: As a Personal Financial Representative in Pittsford, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…

25. Dean Licata & Associates

Dean Licata & Associates

145 Sullys Trl Suite 4, Pittsford, NY 14534

CLOSED NOW:9:30 am - 5:00 pm

From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…

26. Ralph Parks Investment Group

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY 14534

CLOSED NOW:8:30 am - 4:30 pm

From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…

27. Canandaigua National Bank & Trust Co

Canandaigua National Bank & Trust Co

1150 Pittsford-Victor Road, Pittsford, NY 14534

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

From Business: Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals, businesses,…

YP
138 Years
in Business

28. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

29. Evolution Financial Advisors

Evolution Financial Advisors

580 Fishers Station Dr, Victor, NY 14564

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

From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice and services…

30. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY 14564

CLOSED NOW:8:15 am - 4:45 pm

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…

We found 354 results for Financial Services in or near Penfield, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 10 of the rated businesses have 4+ star ratings.


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