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Financial Planners in Pittsford, NY

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1. Kramer, John, AGT

Kramer, John, AGT

15 Schoen Pl, Pittsford, NY, 14534

CLOSED NOW

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…

2. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

150 Office Park Way, Pittsford, NY, 14534

CLOSED NOW

From Business: Welcome to Merrill Lynch in PITTSFORD, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

3. Rochester Financial Services

Rochester Financial Services

4 Old Brick Cir, Pittsford, NY, 14534

CLOSED NOW

From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…

4. Charles Schwab

Charles Schwab

1250 Pittsford Victor Rd Ste 190, Pittsford, NY, 14534

CLOSED NOW

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,…

5. Frank Sorge - UBS Financial Services Inc.

Frank Sorge - UBS Financial Services Inc.

400 Linden Oaks, Rochester, NY, 14625

CLOSED NOW

From Business: Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. We concentrate our efforts on developing…

7. 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…

8. Centra Financial Group

Centra Financial Group

500 Linden Oaks, Rochester, NY, 14625

CLOSED NOW
YP
35 Years
in Business

9. Wood Gil

Wood Gil

400 Linden Oaks Ste 130, Rochester, NY, 14625

YP
17 Years
in Business

22. Tompkins Financial Advisors

Tompkins Financial Advisors

179 Sullys Trl Ste 304, Pittsford, NY, 14534

CLOSED NOW

From Business: Ensemble Financial Services is an affiliate of AM&M Financial Services, which provides financial and tax planning and wealth management services to executives and business…

23. Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™

Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|AAMS™

40 Grove St, 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…

YP
102 Years
in Business

24. O'Grady & Associates, Inc.

O'Grady & Associates, Inc.

65 Monroe Ave Ste B, Pittsford, NY, 14534

CLOSED NOW

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…

25. Ralph Parks Investment Group

Ralph Parks Investment Group

141 Sullys Trl, Suite 1, Pittsford, NY, 14534

CLOSED NOW

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…

YP
19 Years
in Business

26. Marathon Financial

Marathon Financial

179 Sullys Trl Ste 301, Pittsford, NY, 14534

From Business: Marathon Financial is an independent wealth management firm. Our management process focuses on four key areas: financial planning, investment management, insurance needs, and…

YP
20 Years
in Business

27. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY, 14534

CLOSED NOW

From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…

YP
37 Years
in Business

28. Kickstand Wealth Advisors

Kickstand Wealth Advisors

1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534

CLOSED NOW

From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…

29. Fidelity Investments - CLOSED

Fidelity Investments - CLOSED

3349 Monroe Ave, Rochester, NY, 14618

From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.

YP
78 Years
in Business

30. 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…