Investment Advisory Service in Shortsville, NY

Refine
Sort by
Features

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.

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
39 Years
in Business

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:9:00 am - 4:00 pm

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

10. 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…

11. Murawski, Steve, MBA

Murawski, Steve, MBA

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,…

12. 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…

13. 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…

14. Dejohn, Anthony M

Dejohn, Anthony M

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…

15. Woolver, Nancy

Woolver, Nancy

Victor Rd, Victor, NY 14564

From Business: As your local Eagle Strategies financial advisor, I offer financial guidance and investment advisory services. With our proven process, I can help you navigate the financial…

21. 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…

22. Canandaigua National Bank & Trust

Canandaigua National Bank & Trust

72 S Main St, Canandaigua, NY 14424

CLOSED NOW:Closed

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. Steve Murawski - Thrivent

Steve Murawski - Thrivent

1339 Hillside Dr, Newark, NY 14513

CLOSED NOW:Closed

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. 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
7 Years
in Business

25. Dream Mutual

Dream Mutual

10 E Main St, Victor, NY 14564

CLOSED NOW:Closed

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

26. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY 14564

CLOSED NOW:Closed

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

30. Markus Strauss - Thrivent

Markus Strauss - Thrivent

600 Fishers Station Dr, Victor, NY 14564

CLOSED NOW:Closed

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,…

We found 161 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. 7 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.