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Map of Henrietta, NYMap of Henrietta, NY

Investment Management in Henrietta, NY

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1. Beltz Ianni & Associates

Beltz Ianni & Associates

280 Kenneth Dr Ste 110, Rochester, NY, 14623

CLOSED NOW

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

3. Light Strategic Advisors

Light Strategic Advisors

300 Meridian Centre, Suite 360, Rochester, NY, 14618

CLOSED NOW

4. 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

5. 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…

6. 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…

7. 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…

8. 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…

9. 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…

10. Ricci Elnicki - Financial Advisor, Ameriprise Financial Services

Ricci Elnicki - 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…

11. 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

12. 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.

13. 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…

17. Excel Securities & Associates Inc

Excel Securities & Associates Inc

200 Canal View Blvd Ste 204, Rochester, NY, 14623

CLOSED NOW
YP
46 Years
in Business

22. Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA

25 Esternay Ln, Pittsford, NY, 14534

From Business: Fee-only Financial Advisor, specializing in maximizing Retirement Income, uniquely providing individuals and small businesses investments typically available only to large…

YP
39 Years
in Business

23. Karpus Investment Management

Karpus Investment Management

183 Sullys Trl, Pittsford, NY, 14534

From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…

YP
37 Years
in Business

24. Kaufman, David

Kaufman, David

1241 Pittsford Victor Rd, Pittsford, NY, 14534

CLOSED NOW

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

25. The Pitti Group Wealth Management

The Pitti Group Wealth Management

590 Fishers Station Dr Ste 110, Victor, NY, 14564

CLOSED NOW

From Business: The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and…

26. Fidelity Investments

Fidelity Investments

2780 Monroe Ave Ste 201, Rochester, NY, 14618

CLOSED NOW

From Business: Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning…

YP
78 Years
in Business

27. Howe & Rusling

Howe & Rusling

165 Culver Rd, Rochester, NY, 14620

CLOSED NOW

From Business: Founded in 1930, Howe & Rusling is an asset management firm. It provides investment management services to individuals, self-insurance trusts, retirement plans, charitable…

28. Cadence Wealth Management Solutions - Ameriprise Financial Services

Cadence Wealth Management Solutions - Ameriprise Financial Services

2290 East Ave Ste 3RD, Rochester, NY, 14610

From Business: At Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

29. RBC Wealth Management Branch - Rochester, NY

RBC Wealth Management Branch - Rochester, NY

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…

30. Kolossovsky, Galina

Kolossovsky, Galina

80 Linden Oaks, Rochester, NY, 14625

CLOSED NOW

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…