Investment Management Near Me in Rochester, NY

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Edward Jones - Financial Advisor: Carrie Rodriguez

(585)723-6850 verified
97 Canal Landing Blvd Suite 1
Rochester NY, 14626
financial consultants
48 minutes by plane • 351.91 mi
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 tax-smart investor. Sched...read more
OPENING IN 1 HOUR AND 10 MINUTES → 9:00AM-5:00PM
updated 11 months ago
SERVICES investment management
Call (585)723-6850  Verified
Financial Planning

The Gaudino Group

1
(585)232-7075 verified
780 Fetzner Road Suite B
Rochester NY, 14626
financial planners
48 minutes by plane • 354.34 mi
The Gaudino Group, founded in 1985, provides clients with authentic and holistic financial strategies. We design strategies for clients in the areas of investment management, financial planning, tax p...read more
OPENING IN 1 HOUR AND 10 MINUTES → 9:00AM-5:00PM
updated 3 weeks ago
SERVICES investment management
Call (585)232-7075  Verified

Wilmington Trust

(302)651-1000 verified
180 S. Clinton Ave. Suite 700 3 City Center
Rochester NY, 14604
investment services
48 minutes by plane • 354.59 mi
Plan your visit to Wilmington Trust's Rochester Office in Rochester, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is a premier provider of ...read more
OPENING IN 1 HOUR AND 10 MINUTES → 9:00AM-5:00PM
updated 3 years ago
SERVICES investment management
Call (302)651-1000  Verified
Connect with a Financial Planner

Edelman Financial Engines

(833)752-6333 verified
350 Linden Oaks 1st Floor
Rochester NY, 14625
financial planners
49 minutes by plane • 357.16 mi
With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach ...read more
OPENING IN 40 MINUTES → 8:30AM-5:00PM
updated 2 months ago
SERVICES investment management
Bios
Call (833)752-6333  Verified

AA & K Worldwide, LLC

business phone
75 South Clinton Avenue 510 Clinton Square (Suite)
Rochester NY, 14604
investment services
47 minutes by plane • 345.29 mi
A & K Worldwide, LLC. is an Investment Services Manager located in Rochester, New York. We offer a unique way to invest, based on specific client time horizons. We offer alternative investments wit...read more
OPENING IN 1 HOUR AND 10 MINUTES → 9:00AM-5:00PM
Call (585)542-5775  Verified
reported as closed

David Alan Palermo - Ameriprise Financial Services, Inc.

business phone
2024 W Henrietta Rd Bldg 3E
Rochester NY, 14623
financial planners
48 minutes by plane • 352.05 mi
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 the advisor's clients.Ho...read more
Call (585)272-0080  Verified
reported as closed

Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC

business phone
2024 W Henrietta Rd Ste 5D
Rochester NY, 14623
financial planners
48 minutes by plane • 352.09 mi
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 sometimes feel difficult...read more
updated a month ago
Call (585)292-9850  Verified
More info available at FINRA's BrokerCheck website

Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC

(585)292-9850 verified
2024 W Henrietta Rd Ste 5D
Rochester NY, 14623
financial planners
48 minutes by plane • 352.09 mi
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 sometimes feel difficult...read more
OPENING IN 1 HOUR AND 10 MINUTES → 9:00AM-5:00PM
updated 3 weeks ago
Call (585)292-9850  Verified

Angelo Planning Group, LLC

business phone
2590 Brighton-Henrietta Townline Road
Rochester NY, 14623
financial planners
48 minutes by plane • 352.17 mi
Because Family Matters?...read more
updated 2 weeks ago
Call (585)568-6900  Verified

Susan Spitale

business phone
2680 West Ridge Road Ste 203A
Rochester NY, 14626
auto insurance agencies
48 minutes by plane • 352.9 mi
Susan Spitale...read more
Call (585)507-5430  Verified
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