Financial Planners in Rochester, NY

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1. A & J Tax Incorporated

A & J Tax Incorporated

1225 Long Pond Rd, Rochester, NY 14626

CLOSED NOW:Closed

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…

YP
59 Years
in Business

2. Wells Fargo Advisors

Wells Fargo Advisors

200 Meridian Centre Blvd Ste 260, Rochester, NY 14618

CLOSED NOW:

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…

3. Epic Advisors Inc

Epic Advisors Inc

150 State St, Rochester, NY 14614

CLOSED NOW:

From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…

4. Wisdom Rock Financial Advisory Group-Ameriprise Financial Services

Wisdom Rock Financial Advisory Group-Ameriprise Financial Services

1100 Goodman St S, Rochester, NY 14620

CLOSED NOW:

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…

5. Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

CLOSED NOW:Closed

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…

6. Jim Keys - Financial Advisor, Ameriprise Financial Services

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…

7. John Brandt - Financial Advisor, Ameriprise Financial Services

John Brandt - 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…

8. Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

CLOSED NOW:Closed

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…

9. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

10. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

11. Leah White - Financial Advisor, Ameriprise Financial Services

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…

12. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

CLOSED NOW:Closed

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…

13. Pathfinder Financial Advisory Group - Ameriprise Financial Services

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…

14. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

CLOSED NOW:Closed

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. Sage Rutty & Co, Inc

Sage Rutty & Co, Inc

100 Corporate Woods, Rochester, NY 14623

CLOSED NOW:

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…

YP
110 Years
in Business

16. Jay Lasser - Financial Advisor, Ameriprise Financial Services

Jay Lasser - 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. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

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…

18. Dale Nower - Financial Advisor, Ameriprise Financial Services

Dale Nower - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY 14610

CLOSED NOW:Closed

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

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY 14618

CLOSED NOW:Closed

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. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

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…

21. Allstate Personal Financial Representative: David Mokski

Allstate Personal Financial Representative: David Mokski

2820 Dewey Ave, Rochester, NY 14616

CLOSED NOW:9:00 am - 1:00 pm

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

22. Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Philip Serafine - RBC Wealth Management Financial Advisor

Philip Serafine - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. Financial Strategies Group

Financial Strategies Group

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Patrick C. Kelly - RBC Wealth Management Financial Advisor

Patrick C. Kelly - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Philip Franco - RBC Wealth Management Financial Advisor

Philip Franco - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Don Devitto - RBC Wealth Management Financial Advisor

Don Devitto - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Tom Wahl - RBC Wealth Management Financial Advisor

Tom Wahl - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Michael Bianchi - RBC Wealth Management Financial Advisor

Michael Bianchi - RBC Wealth Management Financial Advisor

80 Linden Oaks Ste 220, Rochester, NY 14625

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. The Harmony Financial Wellness Group

The Harmony Financial Wellness Group

80 Linden Oaks Ste 220, Rochester, NY 14625

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

We found 208 results for Financial Planners in or near Rochester, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 13 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, East Avenue, and Culver-Winton-Main.