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We found 27 results for Mutual Funds in or near South Lima, NY.They also appear in other related business categories including Investments, Financial Planners, and Investment Management.
Mutual Funds 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
3. 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
8. Mercer Advisors - Fairport
375 Woodcliff Dr Ste 1C, Fairport, NY 14450
CLOSED NOW:9:00 am - 5:00 pm
From Business: Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored…
40 Years
in Business
9. Financial Partners of Upstate New York
400 Meridian Centre Blvd Ste 101, Rochester, NY 14618
CLOSED NOW:9:00 am - 5:00 pm
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. Ameriprise Financial Services Inc
2024 W Henrietta Rd, Rochester, NY 14623
CLOSED NOW:8:00 am - 4:30 pm
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…
29 Years
in Business
11. 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…
12. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
CLOSED NOW:9:00 am - 5:00 pm
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. Allstate Personal Financial Representative: MATTHEW BAKER
647 Pittsford Victor Rd, Pittsford, NY 14534
CLOSED NOW:9:00 am - 6:00 pm
From Business: As a Personal Financial Representative in Pittsford, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…
14. Dean Licata & Associates
145 Sullys Trl Suite 4, Pittsford, NY 14534
CLOSED NOW:9:30 am - 5:00 pm
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,…
15. Jesse Leonardo - Wilmington Advisors @ M&T
3175 Chili Ave, Rochester, NY 14624
CLOSED NOW:9:00 am - 5:00 pm
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…
16. 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…
17. 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…
18. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
CLOSED NOW:8:30 am - 5:00 pm
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…
19. Alliance Advisory Group
69 Monroe Ave, Pittsford, NY 14534
CLOSED NOW:8:30 am - 4:30 pm
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…
24. Richard Wheeler Financial Service
3385 Brighton Henrietta Town Line Rd, Rochester, NY 14623
CLOSED NOW:9:00 am - 5:00 pm
25. Rochester Financial Services
7 Hastings Cir, Pittsford, NY 14534
CLOSED NOW:9:00 am - 5:00 pm
32 Years
in Business
26. 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.
79 Years
in Business
27. Anthony G. Nick - Wilmington Advisors @ M&T
3290 Monroe Ave, Rochester, NY 14618
CLOSED NOW:9:00 am - 5:00 pm
From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…
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