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Financial Planners in Spencerport, NY

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1. 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…

2. 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
102 Years
in Business

3. Edward Jones - Financial Advisor: Jessica N Millan, CFP®

Edward Jones - Financial Advisor: Jessica N Millan, CFP®

906 Elmgrove Rd Ste 2, Rochester, NY, 14624

OPEN NOW:8:30 am - 3:00 pm

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
102 Years
in Business

4. Rochester Investments

Rochester Investments

1580 W Ridge Rd, Rochester, NY, 14615

OPEN NOW:9:00 am - 4:00 am

From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…

YP
24 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

OPEN 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…

6. John Prouty - Thrivent

John Prouty - Thrivent

123 Hale Haven Dr, Hilton, NY, 14468

OPEN 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. is committed to providing financial advice, investments,…

7. Mengel Morse and Associates

Mengel Morse and Associates

123 Hale Haven Dr, Hilton, NY, 14468

OPEN 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. Mengel Morse and Associates is committed to providing…

8. PDRS Asset Planning Services

PDRS Asset Planning Services

470 Long Pond Rd Ste 260a, Rochester, NY, 14612

CLOSED NOW

From Business: PDRS Asset Planning Services, specializes in Commercial and Consumer Accounts Receivable Management & Asset Planning Service Throughout New York State.

YP
20 Years
in Business

9. Epic Advisors Inc

Epic Advisors Inc

150 State St Ste 200, Rochester, NY, 14614

OPEN NOW:8:30 am - 5:00 pm

From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant…

YP
17 Years
in Business

10. 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…

11. Carol J Sutter - Financial Advisor, Ameriprise Financial Services

Carol J Sutter - Financial Advisor, Ameriprise Financial Services

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

OPEN 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…

YP
41 Years
in Business

12. 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…

13. Sutter, Carol

Sutter, Carol

2024 W Henrietta Rd, 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. 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…

15. Patricia Deane - Financial Advisor, Ameriprise Financial Services

Patricia Deane - Financial Advisor, Ameriprise Financial Services

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

OPEN 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…

16. 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…

17. Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services

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

OPEN 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…

20. PDRS Financial Planning & Tax Services, LLC.

PDRS Financial Planning & Tax Services, LLC.

3177 Latta Road, #131, Rochester, NY, 14612

CLOSED NOW
YP
20 Years
in Business

26. Morgan Stanley

Morgan Stanley

28 E Main St Ste 1200, Rochester, NY, 14614

OPEN NOW:8:00 am - 5:00 pm
YP
89 Years
in Business

27. Financial Insights, Inc.

Financial Insights, Inc.

170 English Station Rd, Rochester, NY, 14616

OPEN NOW:9:00 am - 5:00 pm
YP
27 Years
in Business

28. 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
102 Years
in Business

29. Fieldstone Private Wealth - Ameriprise Financial Services

Fieldstone Private Wealth - Ameriprise Financial Services

29 Clinton St, Brockport, NY, 14420

OPEN NOW:9:00 am - 5:00 pm

From Business: At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

30. Benjamin Messmer - Wilmington Advisors @ M&T

Benjamin Messmer - Wilmington Advisors @ M&T

1955 Buffalo Rd, Rochester, NY, 14624

OPEN NOW:9:00 am - 5:00 pm

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.…