Investment Management in Pittsford, NY

Curt F. Fey, PhD, CFA, CFP, Member of NAPFA - Investment Management
(585) 244-0152
25 Esternay Ln
Pittsford, NY 14534

As I introduced my company and what we do he immediately assumed that this was some sort of telemarketing call. I had been looking for a company to help with different…

Karpus Investment Management - Investment Management
(585) 586-4680
183 Sullys Trl
Pittsford, NY 14534
CLOSED NOW

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…

Kaufman, David - Investment Management
(585) 899-2500
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…

Mueller, Christopher M, AGT - Investment Management
(585) 383-5764
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…

Lyon Capital Management - Investment Management
(585) 248-9821
24 Grove St Ste 4b
Pittsford, NY 14534
CLOSED NOW
Hurley Joseph - Investment Management
(585) 419-7800
1151 Pittsford Victor Rd Ste 103
Pittsford, NY 14534
Resch David - Investment Management
(585) 249-1030
1163 Pittsford Victor Rd Ste 4-2
Pittsford, NY 14534
Bankers Life Securities - Investment Management
(844) 553-9083
1250 Pittsford Victor Rd Ste 100
Pittsford, NY 14534
Ensemble Financial Services Inc - Investment Advisory Service
(585) 419-8399
179 Sullys Trl Ste 304
Pittsford, NY 14534
CLOSED NOW

A M and M Financial Services is a wonderful sources of information and assistance I used to plan my financial future and my investments. Maureen DeVoldre demonstrated a…

Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™ - Investments
(585) 586-5970
40 Grove St
Pittsford, NY 14534

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning,…

Alliance Advisory Group - Investment Advisory Service
(585) 264-1111
69 Monroe Ave
Pittsford, NY 14534
CLOSED NOW

From Business: Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses…

Merrill Lynch Wealth Management - Financial Planners
(585) 385-9750
150 Office Park Way
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…

Dean Licata & Associates - Financial Planning Consultants
(585) 586-4720
145 Sullys Trl Suite 4
Pittsford, NY 14534
CLOSED NOW

From Business: Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement…

Ralph Parks Investment Group - Investment Advisory Service
(585) 248-5700
141 Sullys Trl, Suite 1
Pittsford, NY 14534
CLOSED NOW

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…

Anthony G. Nick - Wilmington Advisors @ M&T - Investment Advisory Service
(585) 785-8081
3290 Monroe Ave
Rochester, NY 14618
CLOSED NOW

From Business: Anthony specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and…

Edelman Financial Engines - Financial Planners
(833) 752-6333
350 Linden Oaks 1st Fl
Rochester, NY 14625
CLOSED NOW

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial…

Novem Group - Financial Planning Consultants
(585) 348-9525
350 Linden Oaks Ste 215
Rochester, NY 14625
CLOSED NOW

From Business: APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to…

Morgan Stanley Wealth Management - Investments
(585) 385-5100
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…

Rochester Financial Services - Financial Planning Consultants
(585) 442-7580
7 Hastings Cir
Pittsford, NY 14534
CLOSED NOW
Hutchings Financial Group - Financial Planners
(585) 419-2266
179 Sullys Trl Ste 301
Pittsford, NY 14534
Regent Financial Group - Financial Planning Consultants
(585) 586-6800
1080 Pittsford Victor Rd Ste 301
Pittsford, NY 14534
CLOSED NOW
About Search Results

YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.