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Investment Advisory Service in West Henrietta, NY

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1. Diamond State Financial Group

Diamond State Financial Group

111 Commerce Dr, Rochester, NY, 14623

OPEN NOW:8:30 am - 5:00 pm

2. Capvest Financial Group

Capvest Financial Group

1941 Lehigh Station Rd, Henrietta, NY, 14467

3. Cornerstone Advisory Group

Cornerstone Advisory Group

200 Park Point Dr, Rochester, NY, 14623

OPEN NOW:9:00 am - 5:00 pm

4. Cadaret Grant

Cadaret Grant

755 Jefferson Rd, Rochester, NY, 14623

OPEN NOW:8:00 am - 4:30 pm

9. Apropos Financial Planning

Apropos Financial Planning

8 Birchstone Hill Rd, Rush, NY, 14543

OPEN NOW:9:00 am - 5:00 pm

From Business: Kay Conheady, CFP is the Principal of Apropos Financial Planning L.L.C, a financial planning and investment advisory firm based in Rochester, New York. Apropos Financial…

10. Bierley Financial Services

Bierley Financial Services

900 Jefferson Rd, Rochester, NY, 14623

OPEN NOW:9:00 am - 5:00 pm

11. Northeast Benefit Services Inc

Northeast Benefit Services Inc

1200 Jefferson Rd Ste 302, Rochester, NY, 14623

OPEN NOW:8:30 am - 5:00 pm
YP
41 Years
in Business

13. Angelo Planning Group

Angelo Planning Group

2590 Brighton Henrietta Town Line Rd, Rochester, NY, 14623

OPEN NOW:8:30 am - 5:00 pm
YP
29 Years
in Business

15. Sage Rutty & Co., Inc.

Sage Rutty & Co., Inc.

100 Corporate Woods, Rochester, NY, 14623

OPEN NOW:8:30 am - 5:00 pm

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…

YP
109 Years
in Business

16. Cobblestone Capital Advisors

Cobblestone Capital Advisors

500 Linden Oaks Ste 210, Rochester, NY, 14625

OPEN NOW:8:00 am - 5:00 pm

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…

YP
26 Years
in Business

19. Whitney & Company

Whitney & Company

311 Alexander St Ste 200, Rochester, NY, 14604

OPEN NOW:8:00 am - 5:00 pm

21. Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA®

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA®

4370 Buffalo Rd, North Chili, NY, 14514

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…

YP
102 Years
in Business

22. Lochner, Craig, AGT

Lochner, Craig, AGT

2024 W Henrietta Rd, Rochester, NY, 14623

OPEN NOW:8:00 am - 4:30 pm

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…

23. Moose, John, AGT

Moose, John, AGT

2024 W Henrietta Rd, Rochester, NY, 14623

OPEN NOW:8:30 am - 4:30 pm

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…

24. Bluemark Advisors

Bluemark Advisors

2024 W Henrietta Rd, Rochester, NY, 14623

OPEN NOW:9:00 am - 5:00 pm

From Business: BlueMark Advisors provides a comprehensive resource across executive and employee benefits, insurance and wealth management for business owners, entrepreneurs and…

25. Gorom, Jonathan, CFP

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…

26. Lauffer, Mallory

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…

27. Elnicki, Ricci, CFP

Elnicki, Ricci, CFP

2024 W Henrietta Rd, Rochester, NY, 14623

OPEN NOW:8:30 am - 5:00 pm

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…

28. Markus Strauss - Thrivent

Markus Strauss - Thrivent

21 Goodway Dr, Rochester, NY, 14623

OPEN NOW:9:00 am - 5:00 pm

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,…

29. Shelton Financial Management

Shelton Financial Management

1200A Scottsville Rd, Rochester, NY, 14624

OPEN NOW:9:00 am - 6:00 pm

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…

30. The Financial Guys

The Financial Guys

3445 Winton Pl Ste 120, Rochester, NY, 14623

OPEN NOW:9:00 am - 5:00 pm

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