Investments in Pittsford, NY

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1. Montage Wealth Management

Montage Wealth Management

179 Sullys Trl Ste 301, Pittsford, NY 14534

CLOSED NOW:Closed

From Business: Comprehensive financial planning and investment management.

YP
21 Years
in Business

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

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

40 Grove St, Pittsford, NY 14534

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

3. Cephas Capital

Cephas Capital

11 Schoen Pl, Pittsford, NY 14534

From Business: Main Content CEPHAS CAPITAL Cephas Capital was founded in July of 1997 and was approved for a license to operate as a Small Business Investment Company ( SBIC ) in March of…

9. Trimax Investments

Trimax Investments

40 Amber Hill Dr, Pittsford, NY 14534

11. Kane, Steven

Kane, Steven

179 Sullys Trl, Pittsford, NY 14534

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

16. Merrill Lynch

Merrill Lynch

1241 Pittsford Victor Rd, Pittsford, NY 14534

CLOSED NOW:Closed

From Business:

YP
1024 Years
in Business

18. 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…

19. 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…

20. 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…

21. 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…

22. 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…

23. 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,…

24. Parnell, Chris S

Parnell, Chris S

1221 Pittsford Victor Rd, 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…

25. 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…

26. Decourcey, David

Decourcey, David

1241 Pittsford Victor Rd, Pittsford, NY 14534

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

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…

27. Mueller, Christopher M, AGT

Mueller, Christopher M, AGT

1241 Pittsford Victor Rd, Pittsford, NY 14534

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

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…

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. Lyon Capital Management

Lyon Capital Management

24 Grove St Ste 4b, Pittsford, NY 14534

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

We found 291 results for Investments in or near Pittsford, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investment Securities. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, East Avenue, and Edgerton.