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State DirectoryFinancial Planners in Shortsville, NY
1. Kuttin Wealth Management - Ameriprise Financial Services
2338 State Route 96, Clifton Springs, NY, 14432
From Business: At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…
3. Sheppard Mosher
2525 State Route 332, Canandaigua, NY, 14424
From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on…
6. Dream Mutual
10 E Main St, Victor, NY, 14564
From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Whether you're…
7. Steve Murawski - Thrivent
1339 Hillside Dr, Newark, NY, 14513
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Murawski is committed to providing financial advice,…
8. Stephen M Polizzi Agency
61 School Street, Victor, NY, 14564
From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…
9. Edward Jones - Financial Advisor: Adam J Casper
104 W Miller St, Newark, NY, 14513
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…
15. 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…
16. Kelly La Voie | LPL Financial
5279 Red Fox Dr, Canandaigua, NY, 14424
From Business: While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have…
17. Large Life Policy
6800 Pittsford Palmyra Rd Ste 250, Fairport, NY, 14450
From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth…
18. Charles Schwab
1250 Pittsford Victor Rd Ste 190, Pittsford, NY, 14534
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,…
19. Merrill Lynch Wealth Management
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…
20. Rochester Financial Services
4 Old Brick Cir, Pittsford, NY, 14534
From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20…
22. Clover Leaf Financial
1387 Fairport Rd Ste 620, Fairport, NY, 14450
23. Tompkins Financial Advisors
179 Sullys Trl Ste 304, Pittsford, NY, 14534
From Business: Ensemble Financial Services is an affiliate of AM&M Financial Services, which provides financial and tax planning and wealth management services to executives and business…
24. Edward Jones - Financial Advisor: Adam Rayburn
516 Hamilton St, Geneva, NY, 14456
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…
25. Edward Jones - Financial Advisor: John Sandlas V
17 Seneca St, Geneva, NY, 14456
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…
26. Cooper/Haims Advisors, LLC
1501 State Route 96 Ste 101, Victor, NY, 14564
From Business: Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work…
27. Stifel I SZK Wealth Advisory Group
295 Woodcliff Dr Ste 305, Fairport, NY, 14450
From Business: We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a…
28. United Professional Associates
6800 Pittsford Palmyra RD Suite 250, Fairport, NY, 14450
From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…
29. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY, 14450
From Business: Michael 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…
30. Kickstand Wealth Advisors
1250 Pittsford Victor Rd Ste 200, Pittsford, NY, 14534
From Business: Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to…
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