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State DirectoryInvestment Advisory Service in Rochester, NY
1. Rochester Investments
1580 W Ridge Rd, Rochester, NY, 14615
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.…
2. Sage Rutty & Co., Inc.
100 Corporate Woods, Rochester, NY, 14623
From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. Today, Sage Rutty…
3. Cobblestone Capital Advisors
500 Linden Oaks Ste 210, Rochester, NY, 14625
From Business: Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our services and our…
5. Riley Nichols & Munn
100 Linden Oaks, Rochester, NY, 14625
6. Whitney & Company
311 Alexander St Ste 200, Rochester, NY, 14604
7. Allied Financial Partners
150 State St, Rochester, NY, 14614
From Business: Allied Financial Partners believes it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we understand about…
8. Pitton, John
75 S Clinton Ave, Rochester, NY, 14604
From Business: Welcome to Merrill Lynch in Rochester, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
9. Mike Keys - Private Wealth Advisor, Ameriprise Financial Services
1100 Goodman St S Ste 105, Rochester, NY, 14620
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…
10. Neitz, Christopher, AGT
1100 Goodman St S, Rochester, NY, 14620
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…
11. Brandt, John
1100 Goodman St S, Rochester, NY, 14620
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. Crossroads Financial Solutions
1507 Monroe Ave, Rochester, NY, 14618
From Business: Helping you choose the right direction
13. David E. Dangler - Wilmington Advisors @ M&T
1882 East Ave, Rochester, NY, 14610
From Business: David 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…
14. Lochner, Craig, AGT
2024 W Henrietta Rd, Rochester, NY, 14623
From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
15. Moose, John, AGT
2024 W Henrietta Rd, Rochester, NY, 14623
From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
16. Bluemark Advisors
2024 W Henrietta Rd, Rochester, NY, 14623
From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…
17. Gorom, Jonathan, CFP
2024 W Henrietta Rd, Rochester, NY, 14623
From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
18. Lauffer, Mallory
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…
19. Elnicki, Ricci, CFP
2024 W Henrietta Rd, Rochester, NY, 14623
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…
20. Shelton Financial Management
1200A Scottsville Rd, Rochester, NY, 14624
From Business: As a Tax Preparer with years of experience, Shelton Financial Management LLC works to maximize your tax savings with professional tax preparation services. Shelton Financial…
21. Wyand, Paul, AGT
2280 East Ave, Rochester, NY, 14610
From Business: The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
22. Mathew Hill - Financial Advisor, Ameriprise Financial Services
2290 East Ave Ste 2ND, Rochester, NY, 14610
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…
23. Cobblestone Capital Advisors LLC
140 Allens Creek Rd, Rochester, NY, 14618
From Business: Cobblestone Capital's strength lies in the investment services that we provide, how we deliver those services, and the individual practitioners at our firm. Our services and…
24. Benjamin Messmer - Wilmington Advisors @ M&T
1955 Buffalo Rd, Rochester, NY, 14624
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. The Financial Guys
3445 Winton Pl Ste 120, Rochester, NY, 14623
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…
26. Booth, Michael
428 Bakers Park At I-Square, Rochester, NY, 14617
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…
27. Markus Strauss - Thrivent
21 Goodway Dr, Rochester, NY, 14623
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Markus Strauss is committed to providing financial advice,…
28. Nicholas W. Lennon - RBC Wealth Management Financial Advisor
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…
29. The CLK Group
80 Linden Oaks, Rochester, NY, 14625
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
30. Franco Investment 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…