Financial Planners in Pittsford, NY
1. Kramer, John, AGT
15 Schoen Pl, Pittsford, NY, 14534
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
150 Office Park Way, Pittsford, NY, 14534
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…
3. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY, 14534
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
1250 Pittsford Victor Rd Ste 190, Pittsford, NY, 14534
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.
400 Linden Oaks, Rochester, NY, 14625
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…
6. Hutchings Financial Group
179 Sullys Trl Ste 301, Pittsford, NY, 14534
7. 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
500 Linden Oaks, Rochester, NY, 14625
9. Wood Gil
400 Linden Oaks Ste 130, Rochester, NY, 14625
10. Rocco Pietropaolo Jr. - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
11. Katie Titus - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
12. Rochester, NY Branch Office - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
13. David Marshall, CFP, CPWA - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
14. Steven Shemirani - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
15. Michael Amico - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
16. William L. Schoff - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
17. DeJoy Wealth Management - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
18. James Merkley, CFP - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
19. Vincent Battaglia, CIMA - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
20. The Schoff Group - UBS Financial Services Inc.
400 Linden Oaks, Rochester, NY, 14625
22. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY, 14534
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™
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…
24. O'Grady & Associates, Inc.
65 Monroe Ave Ste B, Pittsford, NY, 14534
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
141 Sullys Trl, Suite 1, Pittsford, NY, 14534
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…
26. 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…
27. Karpus Investment Management
183 Sullys Trl, Pittsford, NY, 14534
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…
28. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534
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
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.
30. 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…