New York > Rochester Yellow Pages > Finance > Investment Services & Advisors > Financial Planning Consultants

Rochester Financial Planning Consultants

Local Businesses: 72

Acker Gary R

100 Allens Creek Road Suite 7
Rochester, NY 14618-3303
(585) 730-7378
Gary Acker
Categories: Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
2290 East Avenue
Rochester, NY 14610-2518
(585) 295-0354 +view more
Mary Ashraf (Cfp)
Products: Iras, Life Insurance, Mutual Funds, Stocks, Equities, Individual Retirement…
Services: Consultations, Auto Insurance, Banking, Brokerage Services, Disability Insurance,…
Categories: Financial Planning Consultants

Ameriprise Financial

693 East Avenue
Rochester, NY 14607-2152
(585) 292-9851
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

200 Meridian Centre Boulevard Suite 230
Rochester, NY 14618-3972
(585) 241-9210
Categories: Financial Planning Consultants, Security Brokers & Dealers

Ameriprise Financial

2024 West Henrietta Road Suite 3b
Rochester, NY 14623-1358
(585) 272-0080 +view more
Michael Keys
Categories: Financial Planning Consultants

Ameriprise Financial

2509 Browncroft Boulevard
Rochester, NY 14625-1522
(585) 383-1728
Categories: Financial Planning Consultants, Security Brokers & Dealers

Ameriprise Financial Services Inc

2024 West Henrietta Road Suite 3b
Rochester, NY 14623-1358
(585) 475-9430
Categories: Financial Services, Financial Planning Consultants

Amerprise Financial Ward Wyand & Associates

2280 East Avenue Suite 5
Rochester, NY 14610-2563
(585) 461-2280
Categories: Financial Planning Consultants

Angelo Planning Group Llc

2590 Brighton Henrietta Town Line Road Suite 1
Rochester, NY 14623-2791
(585) 568-6900 +view more
Ralph Angelo (Manager)
Categories: Financial Services, Financial Planning Consultants

Axa Equitable

175 Corporate Woods Suite 250
Rochester, NY 14623-1462
(585) 475-8400 +view more
Tom Queri (Executive Vice President)
Categories: Financial Planning Consultants

Best J Kevin Cfp Ms

200 Meridian Centre Boulevard
Rochester, NY 14618-3972
(585) 350-7203
J Best (Cfp Ms)
Categories: Financial Planning Consultants

Best Times Financial Planning

200 Meridian Centre Boulevard Suite 100
Rochester, NY 14618-3972
(585) 350-7203 +view more
J Best (Owner)
Products: Futures
Services: Accounting, Asset Management, Business Planning, Business Services, Educational…
Categories: Financial Planning Consultants

Brighton Securities Corporation

1703 Monroe Avenue Suite 1
Rochester, NY 14618-1487
(585) 473-3590 +view more
Arena Joe (Manager)
Products: Bonds, Stocks, Mutual Funds, Securities, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations, Tax Return Preparation
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Capital Management Deltapoint

45 East Avenue Suite 600
Rochester, NY 14604-2225
(585) 454-6990
William Hoy (Vp)
Products: Equity Loans, Operating Loans
Services: Drive-Up Service, Homes
Categories: Financial Planning Consultants

Conboy George T Invstmnts

1703 Monroe Avenue
Rochester, NY 14618-1431
(585) 473-3590 +view more
George Conboy
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Costello Associates

35 Flatt Road
Rochester, NY 14623-2511
(585) 272-0610
John Jr (Owner)
Categories: Financial Planning Consultants

Crossbridge Financial

290 Linden Oaks Suite 320
Rochester, NY 14625-2815
(585) 203-1130
Thomas Minigiello (Owner)
Categories: Financial Planning Consultants

Dewind David Invstmnts

1703 Monroe Avenue
Rochester, NY 14618-1431
(585) 473-3590
David Dewind
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Diane J Hennekey

MAKING SENSE OF INVESTING
3177 Latta Road Suite 10
Rochester, NY 14612-3086
(585) 723-6850
Products: Rochester Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jason Curtis

MAKING SENSE OF INVESTING
1600 West Ridge Road
Rochester, NY 14615-2515
(585) 227-2170
Products: Rochester Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jessica N Millan

MAKING SENSE OF INVESTING
906 Elmgrove Road Suite 2
Rochester, NY 14624-6246
(585) 247-5526
Products: Rochester Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: T J Muscato

MAKING SENSE OF INVESTING
428 Bakers Park
Rochester, NY 14617
(585) 266-3870
Products: Rochester Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Thomas J Kroon

MAKING SENSE OF INVESTING
706 University Avenue
Rochester, NY 14607-1263
(585) 271-3808
Products: Rochester Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Equimark East Llc

2376 Monroe Avenue
Rochester, NY 14618-3032
(585) 231-1595
Baker Mulvin (Manager)
Categories: Financial Planning Consultants

Fazio John V Invstmnts

1703 Monroe Avenue
Rochester, NY 14618-1431
(585) 473-3590
John Fazio
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Fenity Tim Invstmnts

1703 Monroe Avenue
Rochester, NY 14618-1431
(585) 473-3590 +view more
Tim Fenity
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Ferron Michael P Cpa Pc

986 Long Pond Road
Rochester, NY 14626-1107
(585) 723-8430
Michael Ferron (Executive)
Services: Accounting, Consultations, Tax Return Preparation, Bookkeeping, General Ledger,…
Categories: Tax Return Preparation, Public Accountants, Financial Planning Consultants

Ferron Norris Financial Inc

986 Long Pond Road
Rochester, NY 14626-1107
(585) 227-4421 +view more
Categories: Tax Return Preparation, Financial Planning Consultants

Financial Insights Inc

170 English Station Road
Rochester, NY 14616-5511
(585) 227-6075
Eileen Trott (Cfp)
Services: Brokerage Services, Online Services
Categories: Financial Planning Consultants

Fortress Financial Services

180 Linden Oaks Suite 100
Rochester, NY 14625-2837
(585) 586-2430
Categories: Financial Services, Financial Assistants

Francis Michael C Invstmnts

1703 Monroe Avenue
Rochester, NY 14618-1431
(585) 340-2212 +view more
Michael Francis
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Gearhart Bud Cfp

140a Metro Park
Rochester, NY 14623-2610
(585) 272-9970
Bud Gearhart (Cfp)
Categories: Investment Services & Advisors, Financial Planning Consultants

Gilbert Financial Llc

311 Alexander Street Suite 201
Rochester, NY 14604-2613
(585) 241-3150
Categories: Financial Planning Consultants

Haller Doreen J Cfp Crpc

200 Meridian Centre Boulevard
Rochester, NY 14618-3972
(585) 350-7203
Doreen Haller (Cfp Crpc)
Categories: Financial Planning Consultants

Hill Ann L Cfp

2024 West Henrietta Road
Rochester, NY 14623-1355
(585) 427-7990
Ann Hill (Cfp)
Categories: Financial Planning Consultants

Kpmg Llp

265 Clinton Square
Rochester, NY 14604-1701
(585) 454-1644
Services: Auditing, Tax Return Preparation, Income Taxes
Categories: Public Accountants, Financial Management & Consulting

L & M Financial Services

1840 Winton Road South
Rochester, NY 14618-3916
(585) 244-9630
Kevin Clar (Owner)
Categories: Financial Services, Financial Planning Consultants

Lincoln Financial Advisors

200 Meridian Centre Boulevard Suite 150
Rochester, NY 14618-3975
(585) 271-4440
Kevin Stepanoff (Owner)
Categories: Financial Advisory Services

Masiello Retirement Solutions

1081 Long Pond Road
Rochester, NY 14626-5002
(585) 720-0590
Categories: Financial Planning Consultants

Metzler Thos R Clu Chfc

4515 Culver Road
Rochester, NY 14622-1439
(585) 467-2810
Thos Metzler (Clu Chfc)
Categories: Insurance Underwriters, Financial Planning Consultants

Mirsky Financial Management Corporation

130 Linden Oaks Suite C
Rochester, NY 14625-2834
(585) 264-1658
Categories: Investment Services & Advisors, Financial Planning Consultants

Monarch Wealth Management Llc

1672 Monroe Avenue
Rochester, NY 14618-1417
(585) 484-1400
Categories: Financial Management & Consulting

Morgan Stanley

300 Linden Oaks Suite 200
Rochester, NY 14625-2805
(585) 385-5100 +view more
Edward Cain (Agent)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley

28 East Main Street Suite 1100
Rochester, NY 14614-1916
(585) 987-6000 +view more
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Bonds, Brokerage Services, Budgeting, Business Services,…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley Dean Witter Invstmnts

Rochester, NY 14625
(585) 385-5117
Services: Consultations, Financial Planning, Online Services, Computer Services, E-Services,…
Categories: Financial Planning Consultants

Morgan Stanley Invstmnts

28 East Main Street Suite 1000
Rochester, NY 14614-1938
(585) 987-6013
Categories: Financial Planning Consultants

Pcm Associates Ltd

1100 University Avenue
Rochester, NY 14607-1653
(585) 271-8540
Products: Commodities
Services: Budgeting, Business Services, Employee Benefit Plans, Online Services, Savings,…
Categories: Financial Planning Consultants

Preferred Financial Advisors Llc

100 White Spruce Boulevard Suite U304
Rochester, NY 14623-1508
(585) 427-2420
Elliott Mibaum (President)
Categories: Financial Planning Consultants

Prentice Wealth Management Llc

110 Linden Oaks Suite F
Rochester, NY 14625-2835
(585) 218-0001
Categories: Financial Planning Consultants

Prentice Wealth Managemet Llc

693 East Avenue Suite 101
Rochester, NY 14607-2160
(585) 360-2741
Categories: Financial Planning Consultants

Pricewaterhousecoopers

1100 Bausch and Lomb Place
Rochester, NY 14604-2705
(585) 232-4000 +view more
Nicolina Mantisi
Categories: Public Accountants, Financial Planning Consultants

Q & A Financial Services

2024 West Henrietta Road Suite 5e
Rochester, NY 14623-1398
(585) 427-7990
Ann Hill (Owner)
Categories: Financial Planning Consultants

R & L Planning

400 Andrews Street
Rochester, NY 14604-1409
(585) 325-1100
Categories: Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
100 Meridian Centre Boulevard Suite 150
Rochester, NY 14618-3982
(585) 274-5000 +view more
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
Rochester, NY 14618
(585) 442-1030
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Financial Planning Consultants

Rbc Dain Rauscher

1 Bausch and Lomb Place
Rochester, NY 14604-2701
(585) 423-2150
Categories: Financial Planning Consultants, Security Brokers & Dealers

Research Financial Group

525 University Avenue Suite 1
Rochester, NY 14607-1473
(585) 271-4020
Sal Diciaccio (Owner)
Categories: Financial Planning Consultants

Ridgeway Park Financial Advisors

2430 Ridgeway Avenue
Rochester, NY 14626-4144
(585) 368-9010
Categories: Financial Planning Consultants

Rogers Financial Group Llc

100 White Spruce Boulevard Suite U304
Rochester, NY 14623-1508
(585) 292-9880
Lorelie Rogers (Owner)
Categories: Financial Planning Consultants

Rogers Lorelie H Cfp

100 White Spruce Boulevard
Rochester, NY 14623-1507
(585) 292-9880
Lorelie Rogers (Cfp)
Categories: Financial Planning Consultants

Royal Alliance

455 Empire Boulevard Suite 3
Rochester, NY 14609-4403
(585) 288-6699
Categories: Financial Planning Consultants

Sage Rutty & Co Inc

100 Corporate Woods Suite 300
Rochester, NY 14623-1423
(585) 232-3760
Joseph Nacca
Services: Financial Planning, Retirement Projections And, Income Planning, Estate Planning,…
Categories: Investment Services & Advisors, Financial Planning Consultants, Investments & Mutual Funds

Schwartz Steven G Cpa

132 Allens Creek Road
Rochester, NY 14618-3310
(585) 442-3230
Steven Schwartz (Cpa)
Categories: Accounting, Auditing & Bookkeeping Services, Financial Planning Consultants

Seneca Financial Advisors Llc

500 Linden Oaks Suite 150
Rochester, NY 14625-2889
(585) 203-1211
Dawn Wagner (Manager)
Categories: Financial Planning Consultants

Sniderhan Francis P Investment Management & Research

675 Panorama Trail West
Rochester, NY 14625-2406
(585) 383-8110
Francis Sniderhan (Owner)
Categories: Financial Planning Consultants

Sullivan & Associates Wealth Management Llc

572 Titus Avenue Suite D
Rochester, NY 14617-3519
(585) 266-7210
Categories: Financial Planning Consultants

The Legend Group

1425 Jefferson Road
Rochester, NY 14623-3139
(585) 272-8470 +view more
Ed Bouwmeester (Manager)
Products: , Equities, Individual Retirement Account
Services: Accounting, Banking, Business Services, Corporate Services, Employee Benefit…
Categories: Financial Planning Consultants

Thorley Wealth Management Inc

290 Linden Oaks
Rochester, NY 14625-2819
(585) 512-8453
Categories: Financial Management & Consulting

University Funding

2024 West Henrietta Road Suite 5e
Rochester, NY 14623-1360
(585) 292-5870
Products: Iras, Mutual Funds, Stocks
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Planning Consultants

Waddell & Reed

345 Woodcroft Drive
Rochester, NY 14616
(585) 436-4510
Categories: Financial Planning Consultants, Investments & Mutual Funds

Wealth Design Services Inc

132 Allens Creek Road Suite 7
Rochester, NY 14618-3310
(585) 442-3230
Steven Schwartz (It)
Categories: Financial Planning Consultants

Wealth Management Group

2000 Winton Road South Suite 4-A
Rochester, NY 14618-3977
(585) 241-5900
Douglas Conoway (Manager)
Categories: Financial Planning Consultants


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