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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

5. Sheppard Mosher

Sheppard Mosher

2525 State Route 332, Canandaigua, NY, 14424

CLOSED NOW

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…

YP
38 Years
in Business

8. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY, 14564

CLOSED NOW

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
20 Years
in Business

9. 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…

10. Bechtel Financial

Bechtel Financial

1167 Red Maple Way, Farmington, NY, 14425

CLOSED NOW

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

11. Allied Financial Partners

Allied Financial Partners

6536 Anthony Dr Suite B, Victor, NY, 14564

CLOSED NOW

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…

YP
15 Years
in Business

12. Kreuser, Marc, MBA

Kreuser, Marc, MBA

104 W Miller St, Newark, NY, 14513

CLOSED NOW

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, AGT

Dejohn, Anthony M, AGT

49 W Main St, Victor, NY, 14564

CLOSED NOW

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…

19. Mrk Capital Management

Mrk Capital Management

180 Daley Rd, Fairport, NY, 14450

YP
33 Years
in Business

20. Edward Jones - Financial Advisor: Adam J Casper

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…

21. Steve Murawski - Thrivent

Steve Murawski - Thrivent

1339 Hillside Dr, Newark, NY, 14513

CLOSED NOW

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,…

22. Ever Green Wealth Management

Ever Green Wealth Management

6534 Anthony Dr, Victor, NY, 14564

CLOSED NOW

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…

YP
6 Years
in Business

23. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY, 14564

CLOSED NOW

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
29 Years
in Business

28. Kenneth Lilley

Kenneth Lilley

3 E Main St, Victor, NY, 14564

CLOSED NOW

"Ken and his staff take care to be sure you have what you need"

29. Tompkins Financial Advisors

Tompkins Financial Advisors

179 Sullys Trl Ste 304, Pittsford, NY, 14534

CLOSED NOW

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…

30. La Voie, Kelly

La Voie, Kelly

5279 Red Fox Dr, Canandaigua, NY, 14424

CLOSED NOW

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…