Compass Wealth, LLC
Investment Service, Investment Service
1163 Pittsford Victor Rd Suite 130 Pittsford, NY 14534Alex Neri, CERTIFIED FINANCIAL PLANNER
Investment Service
1169 Pittsford Victor Rd Suite 120 Pittsford, NY 14534Alex has done an amazing job keeping me up to date and educated about my account.
SixPoint Financial Partners
Investment Service
1169 Pittsford-Victor Road Suite 120 Pittsford, NY 14534Wells Fargo Advisors
Investment Service
1200 Pittsford Victor Road, Suite 100 Pittsford, New York 14534When calling with a simple question. I was told by the woman who answered the phone that she was unable to help me and then hung up. Poor customer service skills.
Encompass Advisors
Investment Service
10 Office Park Way Suite 300 Pittsford, NY 14534Vladimir Boulatnikov - Ameriprise Financial Services, Inc.
Financial Planner, Financial Consultant, Investment Service
15 Schoen Pl Pittsford, NY 14534Edward Jones - Financial Advisor: Justin Myers, AAMS®
Financial Consultant, Finance Broker, Financial Audit
121 Sully's Trail Suite 3, Suite 3 Pittsford, NY 14534Two Point Capital Management
Investment Service
4 S Main St Pittsford, NY 14534I've been a client of Two Point Capital for years. Not only am I happy with my ROI, but I appreciate their thoughtful approach to investing. If you are looking for a Fi ... more
The Bonadio Group
Accountant, Certified Public Accountant, Financial Consultant
171 Sully's Trail Pittsford, NY 14534Waterstone Financial Services
Investment Service
55 Sully's Trail Suite F Pittsford, NY 14534Armbruster Capital Management, Inc. - Fee Only Financial Advisors
Investment Service, Investment Service
1250 Pittsford Victor Rd Bldg 100, Suite 180 Pittsford, NY 14534These professionals always provide exceptional, personalized service.
Chris Ginther - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
15 Schoen Pl Pittsford, NY 14534Richard Oaster - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
15 Schoen Pl Pittsford, NY 14534John Kramer - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
15 Schoen Pl Pittsford, NY 14534Ashley Standish - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
15 Schoen Pl Pittsford, NY 14534Kimberly A Anderson - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
15 Schoen Pl Pittsford, NY 14534Bouchard Financial Group
Investment Service, ATM
20 N Main St Pittsford, NY 14534Charles Schwab
Investment Service
1250 Pittsford Victor Rd bldg 200 suite 190 Pittsford, NY 14534If you invest your savings with Schwab, you'll never get it back. They are tactical experts at preventing you from accessing your own money.
Morgan Stanley Financial Advisors
Investment Service, Investment Service, Investment Bank
1250 Pittsford Victor Rd ste 350 bldg 200 Pittsford, NY 14534Karpus Investment Management
Financial Planner, Financial Consultant, Investment Service
183 Sully's Trail Pittsford, NY 14534The customer experience has been phenomenal with the entire team. I’ve been investing since 2016 and couldn’t imagine taking my money anywhere else! Give them a call ... more
Peter W Mye - Morgan Stanley
Financial Consultant, Investment Service
1250 Pittsford Victor Rd ste 350 bldg 200, Ste 350, Bldg 200 Pittsford, NY 14534TD Ameritrade
Investment Service
1250 Pittsford Victor Rd bldg 200 suite 190 Pittsford, NY 14534Allowed someone to open an account in my name without ID or verification. Made it to easy for someone to steal identity. Then made it impossible to correct their error ... more
Merrill Lynch Wealth Management
Investment Service, Financial Planner, Investment Service
1241 Pittsford Victor Rd Pittsford, NY 14534Do not have anything to do with this office of Merrill Lynch in my opinion. I don't like Karen Lally. She is curt and unhelpful. The letter she sent me was despicable fo ... more
Generation Capital Management LLC
Investment Service
1163 Pittsford Victor Rd Suite 100 Pittsford, NY 14534Canandaigua National Bank & Trust, Wealth Management
Investment Service, Financial Planner
1150 Pittsford Victor Rd Pittsford, NY 14534Purchased a used car and this bank ended up financing the loan. I kept the account in perfect standing for years. Then I was in an accident and the vehicle was totaled. ... more