Financial Services in Rochester, NY

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1. George Peter Klee CPA

George Peter Klee CPA

53 Canterbury Rd, Rochester, NY 14607

CLOSED NOW:Closed

"I am very happy with the services that George Peter Klee CPA has provided for me."

YP
40 Years
in Business

2. Rochester Investments

Rochester Investments

1580 W Ridge Rd, Rochester, NY 14615

CLOSED NOW:Closed

From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…

YP
25 Years
in Business

3. Conlon & Company CPA's PLLC

Conlon & Company CPA's PLLC

1635 Brooks Ave Ste 1, Rochester, NY 14624

CLOSED NOW:Closed

From Business: Conlon & Company has been proudly serving the Rochester, NY area since 1984. Our friendly staff of Certified Public Accountants, Personal Financial Specialist, Certified…

YP
41 Years
in Business

4. Klassen Ingalls

Klassen Ingalls

130 Allens Creek Rd Ste 117, Rochester, NY 14618

CLOSED NOW:Closed

From Business: Serving Your Area Since 1981; Buy or Sell A Business; Mergers and Acquisitions; Business Valuations; Financing Sources; #1 in Business Sales Since 1981

YP
44 Years
in Business

5. Erb Financial

Erb Financial

2243 Lyell Ave, Rochester, NY 14606

CLOSED NOW:Closed

From Business: Tax Services Our tax services include the preparation of individual and small business returns as well as representation before the Internal Revenue and State taxing…

YP
72 Years
in Business

6. Ferraro Thomas A Jr CPA

Ferraro Thomas A Jr CPA

1320 Buffalo Rd, Rochester, NY 14624

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

From Business: Whether youre filing your taxes as an individual, jointly with your spouse, or for your business, the process may seem overwhelming at times. Thats why so many in the…

YP
30 Years
in Business

7. Financial Insights, Inc.

Financial Insights, Inc.

170 English Station Rd, Rochester, NY 14616

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

8. Chase Bank

Chase Bank

1 S Clinton Ave, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

9. Premium Mortgage Corporation

Premium Mortgage Corporation

2541 Monroe Ave, Rochester, NY 14618

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

From Business: Since the year 1999, Premium Mortgage Corp. has been helping clients procure mortgage loans and accomplish their dreams of buying a home. Whether you need a mortgage loan…

YP
26 Years
in Business

10. Wells Fargo Advisors

Wells Fargo Advisors

200 Meridian Centre Blvd Ste 260, Rochester, NY 14618

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

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…

11. Edward Jones - Financial Advisor: Diane J Hennekey

Edward Jones - Financial Advisor: Diane J Hennekey

97 Canal Landing Blvd Ste 1, Rochester, NY 14626

CLOSED NOW:8:00 am - 4:30 pm

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
103 Years
in Business

12. Edward Jones - Financial Advisor: Tom Kasper Jr

Edward Jones - Financial Advisor: Tom Kasper Jr

906 Elmgrove Rd Ste 2, Rochester, NY 14624

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
103 Years
in Business

13. High Falls Advisors

High Falls Advisors

36 W Main St Ste 322, Rochester, NY 14614

CLOSED NOW:8:30 am - 4:30 pm

From Business: High Falls Advisors has been helping individuals and families meet their financial goals since 2008. We offer a wide range of services including retirement planning, tax…

YP
17 Years
in Business

14. Advantage Federal Credit Union

Advantage Federal Credit Union

225 W Broad St, Rochester, NY 14608

CLOSED NOW:9:00 am - 4:30 pm

From Business: We offer many great products and services, but our auto loan rates are the lowest around. We have thousands of members that have refinanced their car loans with us and have…

YP
40 Years
in Business

15. Boyd Capital Management

Boyd Capital Management

30 W Broad St Unit 2, Rochester, NY 14614

CLOSED NOW:Closed

From Business: We’ve seen financial institutions grow bigger and merge together. We’ve seen regulations become more confusing. We’ve seen Main Street investors become more frustrated at a…

YP
4 Years
in Business

16. Wilmington Trust

Wilmington Trust

180 S Clinton Ave Ste 700, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Plan your visit to Wilmington Trust's Rochester Office in Rochester, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust…

17. Payments Max

Payments Max

315 Alexander St, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Secure, Fast Funding Credit Card Processing and Online Payments!

YP
28 Years
in Business

18. Advantage Federal Credit Union

Advantage Federal Credit Union

260 Crittenden Blvd, Rochester, NY 14642

CLOSED NOW:Closed

From Business: We offer many great products and services, but our auto loan rates are the lowest around. We have thousands of members that have refinanced their car loans with us and have…

19. 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…

20. Brighton Securities

Brighton Securities

1703 Monroe Ave, Rochester, NY 14618

CLOSED NOW:Closed

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…

YP
56 Years
in Business

21. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY 14623

CLOSED NOW:Closed

From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…

YP
29 Years
in Business

22. 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…

23. 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…

24. Mathew Hill - Financial Advisor, Ameriprise Financial Services

Mathew Hill - Financial Advisor, Ameriprise Financial Services

2290 East Ave Ste 2ND, 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…

25. Christopher M Corea - Financial Advisor, Ameriprise Financial Services

Christopher M Corea - 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…

26. 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…

27. Kaden Helmer - Associate Financial Advisor, Ameriprise Financial Services

Kaden Helmer - Associate 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…

28. Security Mortgage Group

Security Mortgage Group

2370 Monroe Ave, Rochester, NY 14618

CLOSED NOW:Closed

From Business: Security Mortgage Group of Rochester, New York is a national leading provider of commercial mortgages for income producing properties, specializing in Manufactured Housing…

YP
35 Years
in Business

29. 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…

30. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY 14618

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
79 Years
in Business

We found 350 results for Financial Services in or near Rochester, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 10 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, Park Avenue, and East Avenue. These businesses offer their services in one-or-more of the following languages: Bulgarian, Italian, and Spanish.