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Mutual Funds in West Bloomfield, NY

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1. Edward Jones - Financial Advisor: Margaret A Brown

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…

YP
102 Years
in Business

2. Edward Jones - Financial Advisor: John O Price

Edward Jones - Financial Advisor: John O Price

9 N Main St, Honeoye Falls, NY, 14472

CLOSED NOW

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. Bullfinch Funds

Bullfinch Funds

3909 Rush Mendon Rd, Mendon, NY, 14506

YP
28 Years
in Business

5. Stephen M Polizzi Agency

Stephen M Polizzi Agency

61 School Street, Victor, NY, 14564

CLOSED NOW

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies.…

YP
29 Years
in Business

8. Paul Byron Hill

Paul Byron Hill

1159 Pittsford Victor Rd, Pittsford, NY, 14534

CLOSED NOW
YP
31 Years
in Business

9. C J Bullen Lutcf

C J Bullen Lutcf

695 French Rd, Rochester, NY, 14618

10. Oppenheimerfunds, Inc

Oppenheimerfunds, Inc

350 Linden Oaks Ste 9, Rochester, NY, 14625

YP
38 Years
in Business

11. Bullen C J Lutcf Financial Consult

Bullen C J Lutcf Financial Consult

160 Linden Oaks, Rochester, NY, 14625

CLOSED NOW
YP
17 Years
in Business

12. Michael J. Viscosi - Wilmington Advisors @ M&T

Michael J. Viscosi - Wilmington Advisors @ M&T

2 Courtney Dr, Fairport, NY, 14450

CLOSED NOW

From Business: Michael 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…

13. United Professional Associates

United Professional Associates

6800 Pittsford Palmyra RD Suite 250, Fairport, NY, 14450

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

From Business: We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients…

YP
21 Years
in Business

14. Alliance Advisory Group

Alliance Advisory Group

69 Monroe Ave, Pittsford, NY, 14534

CLOSED NOW

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…

15. The Financial Guys

The Financial Guys

3445 Winton Pl Ste 120, Rochester, NY, 14623

CLOSED NOW

From Business: The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help you plan your…

YP
25 Years
in Business

16. Financial Partners of Upstate New York

Financial Partners of Upstate New York

400 Meridian Centre Blvd Ste 101, Rochester, NY, 14618

CLOSED NOW

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.

17. Edelman Financial Engines

Edelman Financial Engines

350 Linden Oaks 1st Fl, Rochester, NY, 14625

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

18. Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services

Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY, 14625

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. Andrew Ward - Financial Advisor, Ameriprise Financial Services

Andrew Ward - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY, 14625

CLOSED NOW

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. Krystal Lang - Financial Advisor, Ameriprise Financial Services

Krystal Lang - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY, 14625

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…

21. Cheryl Johnson - Financial Advisor, Ameriprise Financial Services

Cheryl Johnson - Financial Advisor, Ameriprise Financial Services

90 Linden Oaks Ste 230, Rochester, NY, 14625

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…

22. Ameriprise Financial Services Inc

Ameriprise Financial Services Inc

2024 W Henrietta Rd, Rochester, NY, 14623

CLOSED NOW

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…

YP
28 Years
in Business

23. 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

CLOSED NOW

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

24. 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…

25. 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…

26. 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…

27. 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

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…

28. Franco Investment Group

Franco Investment Group

80 Linden Oaks Ste 220, Rochester, NY, 14625

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. The Harmony Financial Wellness Group

The Harmony Financial Wellness Group

80 Linden Oaks Ste 220, Rochester, NY, 14625

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…