Financial Planners in Caledonia, NY

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Annuity General - Financial Planners
(800) 335-1854

Serving the
Caledonia Area

OPEN 24 Hours

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement…

Sage Rutty & Co., Inc. - Financial Planners
(585) 232-3760
100 Corporate Woods
Rochester, NY 14623
CLOSED NOW

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.…

Wells Fargo Advisors - Financial Planners
(585) 241-3310
200 Meridian Centre Blvd Ste 260
Rochester, NY 14618
CLOSED NOW

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Zambito, David, AGT - Financial Planners
(585) 272-0080
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…

Craig Lochner - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
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…

Sutter, Carol - Financial Planners
(585) 424-1480
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…

Mallory Lauffer - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
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…

Leah White - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
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…

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 292-9850
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…

Pathfinder Financial Advisory Group - Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623

From Business: At Pathfinder Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
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…

TIAA Financial Services - Financial Planners
(877) 209-3144
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…

Merrill Lynch Wealth Management - Financial Planners
(585) 344-3335
21 Masse Pl
Batavia, NY 14020
CLOSED NOW

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

Financial Partners of Upstate New York - Financial Planners
(585) 241-5200
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.

Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 344-1262
219 E Main St
Batavia, NY 14020
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…

Alyssa Fox - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 461-2280
113 Main St
Batavia, NY 14020

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…

Epic Advisors Inc - Financial Planners
(585) 232-9060
150 State St
Rochester, NY 14614

From Business: EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and…

Bierley Financial Services - Financial Planners
(585) 474-0130
900 Jefferson Rd
Rochester, NY 14623
CLOSED NOW
Angelo Planning Group - Financial Planners
(585) 475-8465
175 Corporate Woods Ste 250
Rochester, NY 14623
Matthew Melia - TIAA Wealth Management Advisor - Financial Planners
(877) 209-3144
35 Celebration Dr Fl 1
Rochester, NY 14620
Greg Mitchell - Raymond James - Financial Planners
(585) 274-5000
100 Meridian Centre Blvd Ste 150
Rochester, NY 14618
Morgan Stanley - Financial Planners
(585) 987-6013
28 E Main St Ste 1200
Rochester, NY 14614
CLOSED NOW
Rochester Investments - Financial Services
(585) 568-6656
1580 W Ridge Rd
Rochester, NY 14615
OPEN NOW

I highly recommend Diana Apostolova from Rochester Investments. She’s done an unbelievably awesome job with my investments and have grown my accounts by the hundreds of…

Edward Jones - Financial Advisor: Leann Hill, AAMS™ - Investments
(585) 226-3464
87 Genesee St
Avon, NY 14414
CLOSED NOW

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…

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