Mutual Funds in South Lima, NY
1. Nationwide
11 Commercial St, Livonia, NY 14487
2. 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…
3. Edward Jones - Financial Advisor: Leann Hill, AAMS™
87 Genesee St, Avon, NY 14414
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…
4. HSBC
4218 Lakeville Rd, Geneseo, NY 14454
5. Country Financial
19 W Main St, Honeoye Falls, NY 14472
6. Bullfinch Funds
3909 Rush Mendon Rd, Mendon, NY 14506
7. C J Bullen Lutcf
695 French Rd, Rochester, NY 14618
8. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning,…
9. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…
10. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY 14624
From Business: Jesse understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and…
11. Ameriprise Financial Services Inc
2024 W Henrietta Rd, Rochester, NY 14623
From Business: Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of…
12. Craig Lochner - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
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. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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. Leah White - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
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…
16. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
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…
17. Alliance Advisory Group
69 Monroe Ave, Pittsford, NY 14534
From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…
18. Morgan Stanley Wealth Management
1250 Pittsford Victor Rd Ste 350, Pittsford, NY 14534
19. Paul Byron Hill
1159 Pittsford Victor Rd, Pittsford, NY 14534
20. Cetera Investors
255 Woodcliff Dr, Fairport, NY 14450
21. Prudential
1000 Pittsford Victor Rd, Pittsford, NY 14534
22. Lifemark Securities Corp
400 W Metro Park, Rochester, NY 14623
23. Richard C Wheeler Financial
3385 Brighton Henrietta Town Line Rd, Rochester, NY 14623
24. Angelo Planning Group
175 Corporate Woods Ste 250, Rochester, NY 14623
25. Rochester Financial Services
7 Hastings Cir, Pittsford, NY 14534
26. Morgan Stanley
71 Monroe Ave, Pittsford, NY 14534
27. Fidelity Investments - Closed
3349 Monroe Ave, Rochester, NY 14618
From Business: We’re Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.
28. Anthony G. Nick - Wilmington Advisors @ M&T
3290 Monroe Ave, Rochester, NY 14618
From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…
Showing 1-28 of 28