Investment Advisory Service in Shortsville, NY

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1. Kingsley, Thomas W, AGT

Kingsley, Thomas W, AGT

5297 Parkside Dr, Canandaigua, NY 14424

From Business: Thomas W Kingsley is a Licensed Financial Representative with Primerica serving CANANDAIGUA and its surrounding areas.

4. Morell Financial

Morell Financial

3203 Armington Rd, Palmyra, NY 14522

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

5. Sheppard Mosher

Sheppard Mosher

2525 State Route 332, Canandaigua, NY 14424

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

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…

8. Ascroft, Brent J

Ascroft, Brent J

23 Coach St, Canandaigua, NY 14424

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…

9. Bechtel Financial

Bechtel Financial

1167 Red Maple Way, Farmington, NY 14425

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

From Business: Notes, and structured settlements settled for cash.

10. Murawski, Steve, MBA

Murawski, Steve, MBA

1339 Hillside Dr, Newark, NY 14513

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

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,…

11. Allied Financial Partners

Allied Financial Partners

6536 Anthony Dr Suite B, Victor, NY 14564

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

From Business: Allied Financial Partners of Victor 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…

12. Kreuser, Marc, MBA

Kreuser, Marc, MBA

104 W Miller St, Newark, NY 14513

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…

13. Dejohn, Anthony M

Dejohn, Anthony M

49 W Main St, Victor, NY 14564

CLOSED NOW:9:00 am - 6:00 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…

20. Edward Jones - Financial Advisor: Anthony M DeJohn

Edward Jones - Financial Advisor: Anthony M DeJohn

49 W Main St Apt 4, Victor, NY 14564

CLOSED NOW:9:30 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business
Amenities:
Wheelchair accessible

21. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:8:30 am - 3:00 pm

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.…

YP
30 Years
in Business

22. Canandaigua National Bank & Trust

Canandaigua National Bank & Trust

72 S Main St, Canandaigua, NY 14424

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

From Business: Incorporated in 1887, Canandaigua National Corporation owns and operates Canandaigua National Bank & Trust, which has enjoyed a rich heritage in the Finger Lakes region of…

YP
138 Years
in Business

23. Kathryn Castro - Financial Advisor, Ameriprise Financial Services

Kathryn Castro - Financial Advisor, Ameriprise Financial Services

330 E Main St, Palmyra, NY 14522

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. Steve Murawski - Thrivent

Steve Murawski - Thrivent

1339 Hillside Dr, Newark, NY 14513

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

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,…

25. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

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

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…

YP
21 Years
in Business

28. Mercer Advisors - Fairport

Mercer Advisors - Fairport

375 Woodcliff Dr Ste 1C, Fairport, NY 14450

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

From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored…

YP
40 Years
in Business

29. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…

30. Evolution Financial Advisors

Evolution Financial Advisors

580 Fishers Station Dr, Victor, NY 14564

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

From Business: Our goal, since inception, has been to provide a back office that is optimized for professionals who own their firms and who provide independent financial advice and services…

We found 157 results for Investment Advisory Service in or near Shortsville, NY.They also appear in other related business categories including Financial Planning Consultants, Investments, and Financial Planners. 1 of the rated businesses has 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: and Spanish.