Financial Planning in Rochester, NY - Page 1

Find financial planning in Rochester, NY. Listings include Monarch Wealth Management, William SM Hall, Sage Rutty & Company, Inc., Genesee Co-op Federal Credit Union, Legacy Financial Planning, David J. Stoller, AIF, RICP, RPS Mapstone Veritas Financial Group.

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A Monarch Wealth Management
1688 Monroe Avenue
Rochester, 14618

Portfolio management, Planning, Insurance Protection, Consulting, Retirement Plans and Tax Strategies

B William SM Hall
803 West Avenue
Rochester, 14611

I am president and CEO of Dedwen Financial. A firm specializing foremost in educating our clients, and the community at large on all topics surrounding finance.

C Sage Rutty & Company, Inc.
100 Corporate Woods Ste 300
Rochester, 14623

A family business led by family values.

D Genesee Co-op Federal Credit Union
395 Gregory Street
Rochester, 14620

Genesee Co-op Federal Credit Union is a full-service, financial institution offering an array of quality, affordable, and fair financial services to help our members manage their m...

E Legacy Financial Planning
1485 Monroe Avenue
Rochester, 14618

We’ve been helping hardworking individuals prepare for life in retirement for more than 30 years. You can count on our experience, knowledge and credentials while we partner with a...

F David J. Stoller, AIF, RICP, RPS Mapstone Veritas Financial Group
755 Jefferson Road 3rd Floor
Rochester, 14623

Innovative financial services organization comprised of experienced financial professional

G Allied Financial Partners
90 Linden Oaks, Suite 100
Rochester, 14625

Your Full Service Financial Firm

H Wisdom Rock Financial Advisory Group
1100 Goodman Street South
Rochester, 14620

A private wealth advisory practice of Ameriprise Financial Services, LLC

I Wealth Management Group, LLC.
2000 Winton Road South, Bldg 4A Ste 206
Rochester, 14618

Managing • Preserving • Building Your Wealth

J The Harmony Financial Wellness Group at RBC Wealth Management
80 Linden Oaks
Rochester, 14625

Securing your wealth, knowing your worth, and encouraging your financial wellness.

K Charleton Financial
277 Alexander Street, Suite 307
Rochester, 14607

Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years.

L Nocon & Associates
2024 W Henrietta Road
Rochester, 14623

A private wealth advisory practice of Ameriprise Financial Services, LLC

M Robert Mezzio, CRC
1425 Jefferson Road
Rochester, 14623

As an independent Legend Group Advisor, I am proud to work as your guide and advocate to help craft

N Stephen Roehrig
350 Linden Oaks Suite 140
Rochester, 14625

As a Financial Adviser I strive to guide clients through the challenges of wealth management, retirement & financial planning as well as risk management.

O Cadence Wealth Management Solutions
2290 East Avenue 3rd Floor
Rochester, 14610

A private wealth advisory practice of Ameriprise Financial Services, LLC.

P Novem Group
350 Linden Oaks, Suite 140
Rochester, 14625

Individuals turn to Novem Group for help planning for retirement, build a strong financial portfolio, and prepare for your future. Novem Group helps businesses find the perfect gro...

Q Family Wealth and Legacy
200 Meridian Ctr Ste 150
Rochester, 14618

Running a family business is tough. That's why we exist.

R Cornerstone Advisory Group
200 Park Point Drive
Rochester, 14623

Cornerstone Advisory Group

S Cadence Wealth Management Solutions
2290 East Avenue
Rochester, 14610

A private wealth advisory practice of Ameriprise Financial Services, LLC

T Michael Snow, Financial Planner, Vision Financial Group
400 Meridian Centre, Suite 101
Rochester, 14618

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

U Schaffer & Company Asset Management, Inc. - A Gregory L. Schaffer Company
3205 Mt Read Boulevard
Rochester, 14616

A Gregory L. Schaffer Company- A Registered Investment Advisory firm registered with the SEC offering fee based advisory services.

V J. Curtis Wealth Advisory Services
Rochester, 14604

W Joshua Cyprys
Rochester, 14623

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archi...

X JK YDFX FOREX
Rochester, OX12

The key to success is to position yourself so that losses are bearable and profits are multiplied.This positioning is only possible when you have a clear understanding of probabili...

Y Novem Group - Adam Morgan
350 Linden Oaks, STE 140
Rochester, 14625

Z Beacon of Light Wealth Preservation, Inc.-A Gregory L. Schaffer Company
3205 Mt Read Boulevard
Rochester, 14616

A Gregory L. Schaffer Company providing professional trustee and executor services to preserve your

1 Kyle J. McDermott, CFP, AIF
Rochester, 14618

Educating companies and employees to position and protect both corporate and personal assets.

2 Adam Follmer - Financial Advisor
190 Linden Oaks, Suite B
Rochester, 14625

Ever wonder what the impacts of your various financial decisions will be in the future?

3 Daniel McAvoy
200 White Spruce Boulevard Suite 130
Rochester, 14623

[email protected] Financial Services

4 Your Money Matters
1 Main Street
Rochester, 14612

Find deals on small cats and dogs costumes and more. Thank you for shopping with us!

5 The Game Changer
Rochester, 14606

The Game Changer a business system that can help build your credit while making you money

6 Kurt Pentoney Financial Planner Financial Partners of Upstate New York
400 Meridain Centre Boulevard Suite 101
Rochester, 14618

CFBS CLTC FSS LUTCF

7 Iconoclastic Capital Management
17 Prince Street
Rochester, 14607

No buzz words. No bias. No bull$#!+. Financial planning as it should be.

8 Andrew Comins, CLM, CHFC,
Rochester

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