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State DirectoryInvestment Advisory Service in Shortsville, NY
1. 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…
2. 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.
8. Ever Green Wealth Management
6534 Anthony Dr, Victor, NY 14564
From Business: At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our…
9. 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…
10. Bechtel Financial
1167 Red Maple Way, Farmington, NY 14425
From Business: Notes, and structured settlements settled for cash.
11. 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…
12. Murawski, Steve, MBA
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,…
13. Allied Financial Partners
6536 Anthony Dr Suite B, Victor, NY 14564
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…
14. Kreuser, Marc, MBA
104 W Miller St, Newark, NY 14513
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. Dejohn, Anthony M
49 W Main St, Victor, NY 14564
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…
21. Edward Jones - Financial Advisor: Anthony M DeJohn
49 W Main St Apt 4, Victor, NY 14564
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…
Wheelchair accessible22. 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.…
23. 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,…
24. 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…
26. United Professional Associates
127 Cuyler St, Palmyra, NY 14522
27. Manning & Napier Advisors
290 Woodcliff Dr, Fairport, NY 14450
From Business: About MNB Manning & Napier Benefits and Manning & Napier Information Services have been providing health and welfare benefits management for employers since 2003. Founded in…
28. Mrb Financial Service
3667 Countryside Ln, Marion, NY 14505
29. Parks Capital
141 Sullys Trl Ste 1, Pittsford, NY 14534
30. Karpus Investment Management
183 Sullys Trl, Pittsford, NY 14534
From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…