Investment Management in Caledonia, NY

Flagstar Bank - Banks
(585) 294-1050
3136 Main St
Caledonia, NY 14423
Edward Jones - Financial Advisor: Leann Hill, AAMS™ - Investments
(585) 226-3464
87 Genesee St
Avon, NY 14414
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…

Jesse Leonardo - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 246-3214
3175 Chili Ave
Rochester, NY 14624
OPEN NOW

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…

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA - Investment Management
(585) 244-0152
25 Esternay Ln
Pittsford, NY 14534

As I introduced my company and what we do he immediately assumed that this was some sort of telemarketing call. I had been looking for a company to help with different…

Principal - Closed - Investment Management
(800) 457-3537
120 Corporate Woods Ste 220
Rochester, NY 14623
Light Strategic Advisors - Investment Management
(585) 435-4443
300 Meridian Centre, Suite 360
Rochester, NY 14618
OPEN NOW
The Prospect Fund - Investment Management
(585) 777-4120
250 Mill St
Rochester, NY 14614
Edward Jones - Financial Advisor: Margaret A Brown - Investments
(585) 624-8168
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…

Edward Jones - Financial Advisor: Sean Hantes - Investments
(585) 247-5526
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…

Edward Jones - Financial Advisor: Tom Kasper Jr - Investments
(585) 247-5526
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…

Beltz Ianni & Associates - Employee Benefit Consulting Services
(585) 340-5200
280 Kenneth Dr Ste 110
Rochester, NY 14623
OPEN NOW

From Business: Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.

Benjamin Messmer - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 720-5010
1955 Buffalo Rd
Rochester, NY 14624
OPEN NOW

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…

Ameriprise Financial Services Inc - Financial Planners
(585) 475-9430
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…

Carol J Sutter - Financial Advisor, Ameriprise Financial Services - Closed - Financial Planners
(585) 424-1480
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…

Craig Lochner - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
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…

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
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…

Leah White - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
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…

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
2024 W Henrietta Rd Ste 5D
Rochester, NY 14623
OPEN 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…

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623
OPEN 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…

TIAA Financial Services - Financial Planners
(877) 209-3144
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…

Merrill Lynch Wealth Management - Financial Planners
(585) 344-3335
21 Masse Pl
Batavia, NY 14020
OPEN NOW

From Business: Welcome to Merrill Lynch in Batavia, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

The Financial Guys - Investment Advisory Service
(585) 351-6258
3445 Winton Pl Ste 120
Rochester, NY 14623
OPEN 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…

Financial Partners of Upstate New York - Financial Planners
(585) 241-5200
400 Meridian Centre Blvd Ste 101
Rochester, NY 14618
OPEN 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.

Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(585) 344-1262
219 E Main St
Batavia, NY 14020
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…

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 344-1262
219 E Main St
Batavia, NY 14020
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…

Brighton Securities - Stock & Bond Brokers
(585) 344-1850
212 E Main St
Batavia, NY 14020
CLOSED NOW

From Business: We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of…

Edward Lisowski, CFP® - Wilmington Advisors @ M&T - Investment Advisory Service
(716) 630-7076
55 Main St
Batavia, NY 14020
OPEN NOW

From Business: I’m here to help manage your finances so you can have financial confidence.

The Financial Guys - Investment Advisory Service
(833) 346-4897
319 W Main St
Batavia, NY 14020
OPEN NOW

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

Epic Advisors Inc - Financial Planners
(585) 232-9060
150 State St
Rochester, NY 14614

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

J.P. Morgan Private Bank - Investment Securities
(585) 797-0095
1 S Clinton Ave Fl 5
Rochester, NY 14604

From Business: J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in…

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