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State DirectoryInvestments in Walworth, NY
1. Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™
6323 Knickerbocker Rd, Ontario, NY, 14519
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…
4. Montage Wealth Management
179 Sullys Trl Ste 301, Pittsford, NY, 14534
From Business: Comprehensive financial planning and investment management.
5. Morgan Stanley Wealth Management
300 Linden Oaks, Rochester, NY, 14625
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600…
12. Kane, Steven
23. Metlife Auto & Home
248 W Commercial St, East Rochester, NY, 14445
24. Michael J. Viscosi - Wilmington Advisors @ M&T
2 Courtney Dr, Fairport, NY, 14450
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…
25. Ralph Parks Investment Group
141 Sullys Trl, Suite 1, Pittsford, NY, 14534
From Business: Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing…
26. Whitney & Company Wealth Management
959 Panorama Trl S Ste 190, Rochester, NY, 14625
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work with clients…
27. Edelman Financial Engines
350 Linden Oaks 1st Fl, Rochester, NY, 14625
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…
28. RBC Wealth Management Branch - Rochester, NY
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. Financial Strategies 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…