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State DirectoryFinancial Planners in Rochester, NY
1. A & J Tax Incorporated
1225 Long Pond Rd, Rochester, NY 14626
From Business: A & J Tax, Inc. is a family owned and operated Tax and Accounting firm with over 45 years of experience. From father to son, Joe will help you understand your tax and…
2. Sage Rutty & Co, Inc
100 Corporate Woods, Rochester, NY 14623
From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. Today, Sage Rutty…
3. Mirsky Financial Management Corp.
130C Linden Oaks, Rochester, NY 14625
From Business: Mirsky Financial Management Corp., a registered investment advisory firm located in Rochester, NY, is led by David B. Mirsky CPA/PFS, CFP®, CMA, and Bernard L. Salamone ESQ.,…
4. PDRS Asset Planning Services
470 Long Pond Rd Ste 260a, Rochester, NY 14612
From Business: PDRS Asset Planning Services, specializes in Commercial and Consumer Accounts Receivable Management & Asset Planning Service Throughout New York State.
6. Brighton Securities
1703 Monroe Ave, Rochester, NY 14618
From Business: At Brighton Securities, we’ll be there every step of the way serving as a confident, trusted advisor and friend. We'll celebrate all your life milestones by developing and…
7. Northeast Benefit Services Inc
1200 Jefferson Rd Ste 302, Rochester, NY 14623
10. Excel Securities & Associates Inc
200 Canal View Blvd Ste 204, Rochester, NY 14623
11. Prentice Wealth Management
110 Linden Oaks Ste F, Rochester, NY 14625
12. Wells Fargo Advisors
200 Meridian Centre Blvd Ste 260, Rochester, NY 14618
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…
13. Jim Keys - Financial Advisor, Ameriprise Financial Services
133 Rue De Vl Ste 105, Rochester, NY 14618
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. Craig Lochner - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
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. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
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. Daniel Driscoll - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, 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. Dale Nower - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, 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…
18. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 3RD, 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…
19. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…
20. Daniel Hayes - 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…
21. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY 14625
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
22. Epic Advisors Inc
150 State St, Rochester, NY 14614
From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…
23. TIAA Financial Services
35 Celebration Dr Fl 1, Rochester, NY 14620
From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
24. Wisdom Rock Financial Advisory Group - Ameriprise Financial Services
133 Rue De Vl Ste 105, Rochester, NY 14618
From Business: At Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
25. Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services
133 Rue De Vl Ste 105, Rochester, NY 14618
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…
26. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
27. Leah White - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
28. Pathfinder Financial Advisory Group - Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
29. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
30. Kathryn Castro - Financial Advisor, Ameriprise Financial Services
150 Allens Creek Rd Ste 160, Rochester, NY 14618
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…