Investment Advisory Service in Rochester, NY

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1. Whitney & Company

Whitney & Company

311 Alexander St Ste 200, Rochester, NY 14604

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

2. Cobblestone Capital Advisors

Cobblestone Capital Advisors

500 Linden Oaks Ste 210, Rochester, NY 14625

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

From Business: Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our services and our…

YP
27 Years
in Business

5. 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

7. 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…

8. 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…

9. 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…

10. Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services

Mary Beth Fairchild - Private Wealth Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY 14625

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

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. Daniel Hayes - Financial Advisor, Ameriprise Financial Services

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…

12. Allied Financial Partners

Allied Financial Partners

150 State St, Rochester, NY 14614

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

From Business: Allied Financial Partners believes it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we understand about…

13. Pitton, John

Pitton, John

75 S Clinton Ave, Rochester, NY 14604

From Business: Welcome to Merrill Lynch in Rochester, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

14. Caruso, Soyeon

Caruso, Soyeon

75 S Clinton Ave, Rochester, NY 14604

From Business: Welcome to Merrill Lynch in Rochester, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

15. TIAA Financial Services

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…

16. Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services

Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services

133 Rue De Vl Ste 105, Rochester, NY 14618

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

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. Neitz, Christopher, CFP

Neitz, Christopher, CFP

133 Rue De Vl, 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…

18. Keys, Jim, CFP

Keys, Jim, CFP

133 Rue De Vl, 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…

19. Brandt, John

Brandt, John

133 Rue De Vl, 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…

20. Crossroads Financial Solutions

Crossroads Financial Solutions

1507 Monroe Ave, Rochester, NY 14618

CLOSED NOW:9:00 am - 6:00 pm

From Business: Helping you choose the right direction

21. David E. Dangler - Wilmington Advisors @ M&T

David E. Dangler - Wilmington Advisors @ M&T

1882 East Ave, Rochester, NY 14610

CLOSED NOW:Closed

From Business: David understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and…

22. Lochner, Craig

Lochner, Craig

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

23. Moose, John, AGT

Moose, John, AGT

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

24. Bluemark Advisors

Bluemark Advisors

2024 W Henrietta Rd, Rochester, NY 14623

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

From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…

25. Lauffer, Mallory

Lauffer, Mallory

2024 W Henrietta Rd, 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…

26. Elnicki, Ricci, CFP

Elnicki, Ricci, CFP

2024 W Henrietta Rd, Rochester, NY 14623

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

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…

27. Wyand, Paul, AGT

Wyand, Paul, AGT

2280 East Ave, Rochester, NY 14610

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

28. Driscoll, Daniel, AGT

Driscoll, Daniel, AGT

2290 East Ave, Rochester, NY 14610

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

From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

29. Daliya, Rohini

Daliya, Rohini

2290 East Ave, Rochester, NY 14610

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

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. Lasser, Jay

Lasser, Jay

2290 East Ave, 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…

We found 487 results for Investment Advisory Service in or near Rochester, NY.They also appear in other related business categories including Financial Planning Consultants, Investments, and Financial Services. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Business District, Culver-Winton-Main, and Dutchtown. These businesses offer their services in one-or-more of the following languages: and Spanish.