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We found 33 results for Financial Planning Consultants in or near South Lima, NY.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Stock & Bond Brokers.
Financial Planning Consultants in South Lima, NY
2. Edward Jones - Financial Advisor: Leann Hill, AAMS®
87 Genesee St, Avon, NY 14414
CLOSED NOW:8:00 am - 4:30 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…
103 Years
in Business
9. Edward Jones - Financial Advisor: Margaret A Brown
9 N Main St, Honeoye Falls, NY 14472
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…
103 Years
in Business
10. Tompkins Community Bank
11 South St, Geneseo, NY 14454
CLOSED NOW:8:30 am - 5:00 pm
From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…
19. Freedom Financial Planning
75 Thruway Park Dr, West Henrietta, NY 14586
CLOSED NOW:9:00 am - 5:00 pm
25. Tompkins Community Bank
3155 State St, Caledonia, NY 14423
CLOSED NOW:8:30 am - 5:00 pm
From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…
26. 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,…
27. The Pitti Group Wealth Management
590 Fishers Station Dr Ste 110, Victor, NY 14564
CLOSED NOW:8:15 am - 4:30 pm
From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…
28. Evolution Financial Advisors
580 Fishers Station Dr, Victor, NY 14564
CLOSED NOW:8:30 am - 4:00 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…
29. Block Bernard/Certified Tax Consultant
6735 County Road 30, Bloomfield, NY 14469
CLOSED NOW:9:00 am - 5:00 pm
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