Financial Planners in Lima, NY

View all businesses that are OPEN 24 Hours
Genesis Gold Group - Financial Planners
(833) 632-9857

Serving the
Lima Area

OPEN 24 Hours

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy…

Edward Jones - Financial Advisor: Margaret A Brown - Investments
(585) 624-8168
9 N Main St
Honeoye Falls, NY 14472

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…

Edward Jones - Financial Advisor: John O Price - Investments
(585) 624-8168
9 N Main St
Honeoye Falls, NY 14472
OPEN 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…

Apropos Financial Planning - Financial Planning Consultants
(585) 533-1950
8 Birchstone Hill Rd
Rush, NY 14543
OPEN NOW

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…

Sage Rutty & Co., Inc. - Financial Planners
(585) 232-3760
100 Corporate Woods
Rochester, NY 14623
OPEN 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) 381-0300
1200 Pittsford Victor Rd Ste 100
Pittsford, NY 14534

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,…

Stephen M Polizzi Agency - Financial Planners
(585) 527-9191
61 School Street
Victor, NY 14564
OPEN NOW

From Business: Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and…

Rochester Financial Services - Financial Planners
(585) 442-7580
4 Old Brick Cir
Pittsford, NY 14534
OPEN NOW

From Business: Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and…

Dream Mutual - Financial Planners
(585) 924-7781
10 E Main St
Victor, NY 14564
OPEN NOW

From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security.…

Contact Us Today

Contact Us
Charles Schwab - Financial Planners
(585) 419-0522
1250 Pittsford Victor Rd Ste 190
Pittsford, NY 14534
OPEN NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Merrill Lynch Wealth Management - Financial Planners
(585) 899-2701
1221 Pittsford Victor Rd
Pittsford, NY 14534
OPEN 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…

Kramer, John, AGT - Financial Planners
(585) 770-1025
15 Schoen Pl
Pittsford, NY 14534
OPEN NOW

From Business: The advisor listed is an Ameriprise financial advisor in Pittsford. Comments are not verified, may not be accurate and are not necessarily representative of the…

Financial Partners of Upstate New York - Financial Planners
(585) 241-5200
400 Meridian Centre Blvd Ste 101
Rochester, NY 14618
OPEN 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.

Large Life Policy - Financial Planners
(585) 728-9191
6800 Pittsford Palmyra Rd Ste 250
Fairport, NY 14450
OPEN NOW

From Business: We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with…

Carol J Sutter - Financial Advisor, Ameriprise Financial Services - Financial Planners
(585) 424-1480
2024 W Henrietta Rd Ste 3B
Rochester, NY 14623
OPEN 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…

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
OPEN 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
OPEN 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…

Bierley Financial Services - Financial Planners
(585) 474-0130
900 Jefferson Rd
Rochester, NY 14623
OPEN NOW
Greg Mitchell - Raymond James - Financial Planners
(585) 274-5000
100 Meridian Centre Blvd Ste 150
Rochester, NY 14618
Angelo Planning Group - Financial Planners
(585) 475-8465
175 Corporate Woods Ste 250
Rochester, NY 14623
Ensemble Financial Services Inc - Investment Advisory Service
(585) 419-8399
179 Sullys Trl Ste 304
Pittsford, NY 14534
OPEN 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…

Sheppard Mosher - Investment Management
(585) 396-0926
2525 State Route 332
Canandaigua, NY 14424
OPEN NOW

From Business: Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional…

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.