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Category: Investment Management

Showing: 72 results for Investment Management
near Branchport, NY

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United Professional Advisors

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

not BBB accredited
(585) 728-9191

101 East Naples Street,
Wayland, NY 14572

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

8728 Main St.,
Honeoye, NY 14471

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Sheppard Mosher

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Erie County, NY
  • Genesee County, NY
  • Livingston County, NY
  • Monroe County, NY
  • Niagara County, NY
  • Orleans County, NY
  • Seneca County, NY
  • Wayne County, NY
  • Wyoming County, NY
  • Yates County, NY
  • 14424
not BBB accredited
(585) 396-0926

23 North St, Suite D,
Canandaigua, NY 14424-1053

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

266 Boughton Hill Rd,
Honeoye Falls, NY 14472-9706

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United Professional Advisors

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

not BBB accredited
(315) 986-3765

1025 Brixton Drive,
Macedon, NY 14502

Manning & Napier

Investment Management

BBB Rating: A+
not BBB accredited
(800) 551-0224

290 Woodcliff Drive,
Fairport, NY 14450

Karpus Investment Management

Investment Management

BBB Rating: A+
not BBB accredited
(585) 586-4680

183 Sullys Trl,
Pittsford, NY 14534-4559

Three + One

Investment Management, Financial Services, Data Analytics

BBB Rating: A+
Service Area

Serving the following areas:

  • East Palmyra, NY
  • Pittsford, NY
  • Rochester, NY
  • USA
Accredited BusinessAccredited Business
(585) 484-0311

180 Office Park Way,
Pittsford, NY 14534-1762

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MRB Financial Services LLC

Financial Consultants, Retirement Planning Services, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

Wayne and Monroe Counties & Finger Lakes Region

    not BBB accredited
    (315) 926-5299

    PO Box 48,
    Marion, NY 14505-0048

    MRB Financial Services LLC

    Financial Consultants, Retirement Planning Services, Investment Advisory Services ...

    BBB Rating: A+
    Service Area

    Serving the following areas:

    Wayne and Monroe Counties & Finger Lakes Region

      not BBB accredited
      (315) 926-5299

      3667 Countryside Ln,
      Marion, NY 14505-9781

      John M. Powers/Morgan Stanley

      Investment Management, Investment Security

      BBB Rating: F

      This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

      View HQ Business Profile
      not BBB accredited
      (212) 259-1253

      300 Linden Oaks,
      Rochester, NY 14625

      Flower City Advisory

      Financial Planning Consultants, Life Insurance, Investment Management ...

      BBB Rating: A+
      Service Area

      Serving the following areas:

      • 14604
      not BBB accredited
      (585) 399-8365

      400 Meridian Centre Blvd Ste 101,
      Loehmanns Plz, NY 14618-3991

      UBS

      Investment Management, Retirement Planning Services

      BBB Rating: F

      This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

      View HQ Business Profile
      not BBB accredited
      (212) 821-3000

      400 Linden Oaks,
      Rochester, NY 14625

      Angelo Planning Group

      Financial Planning Consultants, Financial Services, Life Insurance ...

      BBB Rating: A+
      Service Area

      Serving the following areas:

      • Cayuga County, NY
      • Jefferson County, NY
      • Monroe County, NY
      • Ontario County, NY
      • Oswego County, NY
      • Saint Lawrence County, NY
      • Wayne County, NY
      Accredited BusinessAccredited Business
      (585) 568-6900

      2590 Brighton Henrietta Town Line Rd,
      Rochester, NY 14623-2791

      Get a Quote

      Angelo Planning Group

      Financial Planning Consultants, Financial Services, Life Insurance ...

      BBB Rating: A+
      Service Area

      Serving the following areas:

      • Cayuga County, NY
      • Jefferson County, NY
      • Monroe County, NY
      • Ontario County, NY
      • Oswego County, NY
      • Saint Lawrence County, NY
      • Wayne County, NY
      Accredited BusinessAccredited Business
      (585) 568-6900

      100 White Spruce Blvd,
      Rochester, NY 14623-1507

      Get a Quote

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