Financial Planners in Spencerport, NY

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1. Edward Jones - Financial Advisor: Tom Kasper Jr

Edward Jones - Financial Advisor: Tom Kasper Jr

906 Elmgrove Rd Ste 2, Rochester, NY 14624

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…

YP
103 Years
in Business

2. Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®

4370 Buffalo Rd, North Chili, NY 14514

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…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: Sean Hantes

Edward Jones - Financial Advisor: Sean Hantes

906 Elmgrove Rd Ste 2, Rochester, NY 14624

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…

4. A & J Tax Incorporated

A & J Tax Incorporated

1225 Long Pond Rd, Rochester, NY 14626

CLOSED NOW:Closed

From Business: A & J Tax, Inc. is a family owned and operated Tax and Accounting firm with over 45 years of experience. From father to son, Joe will help you understand your tax and…

YP
59 Years
in Business

5. Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

CLOSED NOW:Closed

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…

6. Craig Lochner - Financial Advisor, Ameriprise Financial Services

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…

7. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 5D, Rochester, NY 14623

CLOSED NOW:Closed

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…

8. Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services

29 Clinton St, Brockport, NY 14420

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…

9. Mengel Morse and Associates

Mengel Morse and Associates

123 Hale Haven Dr, Hilton, NY 14468

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mengel Morse and Associates is committed to providing…

10. Allstate Personal Financial Representative: David Mokski

Allstate Personal Financial Representative: David Mokski

2820 Dewey Ave, Rochester, NY 14616

CLOSED NOW:Closed

From Business: As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

11. Mallory Lauffer - Financial Advisor, Ameriprise Financial Services

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…

12. Leah White - Financial Advisor, Ameriprise Financial Services

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…

13. Pathfinder Financial Advisory Group - Ameriprise Financial Services

Pathfinder Financial Advisory Group - Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

CLOSED NOW:8:00 am - 4:30 pm

From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

14. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

2024 W Henrietta Rd Ste 3B, Rochester, NY 14623

CLOSED NOW:Closed

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. PDRS Financial Planning & Tax Services, LLC.

PDRS Financial Planning & Tax Services, LLC.

3177 Latta Road, #131, Rochester, NY 14612

CLOSED NOW:3:00 pm - 10:00 pm
YP
21 Years
in Business

20. Boyd Capital Management

Boyd Capital Management

30 W Broad St Unit 2, Rochester, NY 14614

CLOSED NOW:Closed

From Business: We’ve seen financial institutions grow bigger and merge together. We’ve seen regulations become more confusing. We’ve seen Main Street investors become more frustrated at a…

YP
4 Years
in Business

21. Wilmington Trust

Wilmington Trust

180 S Clinton Ave Ste 700, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Plan your visit to Wilmington Trust's Rochester Office in Rochester, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust…

22. Edward Jones - Financial Advisor: Ryan K Stimson

Edward Jones - Financial Advisor: Ryan K Stimson

4756 Lake Rd S, Brockport, NY 14420

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…

YP
103 Years
in Business

23. John Prouty - Thrivent

John Prouty - Thrivent

123 Hale Haven Dr, Hilton, NY 14468

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Prouty is committed to providing financial advice,…

24. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY 14624

CLOSED NOW:Closed

From Business: Ben 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 center.…

25. Jesse Leonardo - Wilmington Advisors @ M&T

Jesse Leonardo - Wilmington Advisors @ M&T

3175 Chili Ave, Rochester, NY 14624

CLOSED NOW:Closed

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…

26. Rachel Wiener - M&T Bank

Rachel Wiener - M&T Bank

3 Center City 600, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Rachel Wiener has invested more than 8 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

27. Amy Consaul - M&T Bank

Amy Consaul - M&T Bank

3 City Center Suite 600, Rochester, NY 14604

CLOSED NOW:Closed

From Business: Amy Consaul has invested more than 7 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling, refinancing…

28. TIAA Financial Services

TIAA Financial Services

35 Celebration Dr Fl 1, Rochester, NY 14620

From Business: Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

29. Edward Jones - Financial Advisor: Ron Ciminelli

Edward Jones - Financial Advisor: Ron Ciminelli

88 Elm St Apt 1, Rochester, NY 14604

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…

YP
103 Years
in Business

We found 116 results for Financial Planners in or near Spencerport, NY.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planning Consultants.


The businesses listed also serve surrounding cities and neighborhoods including East Avenue, and NOTA.