Rochester, NY Financial Planner

( 0 Reviews )
Jim Keys - Financial Advisor, Ameriprise Financial Services, LLC Logo

Jim Keys - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1100 Goodman St S, Ste 105 Rochester, New York 14620
( 1 Reviews )
SAR Service Inc Logo

SAR Service Inc

Financial Planner

208 Westfall Rd Rochester, NY 14620
( 1 Reviews )
Responsible Debt Relief Logo

Responsible Debt Relief

Financial Planner

1100 University Ave # 209 Rochester, NY 14607
Monica Joseph

I called to inquire about their services and was able to enroll right over the phone! I started working with their non-profit company and now I have a debt consolidation ... more

( 0 Reviews )
Matthew Hartstein - TIAA Wealth Management Advisor Logo

Matthew Hartstein - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Drive Rochester, New York 14620
( 5 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

3824 Dewey Ave Rochester, NY 14616
Meena Khawas

zero

( 16 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

1 East Ave Rochester, NY 14638
Mirya Williams

Professional and attentive!

( 8 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

1394 Norton St Rochester, NY 14621
Mohamed Eisa

Always great staff, always great experience at this branch, Thanks LAURA GOODRUM and HECTOR LOPEZ for taking the time and effort to get my transaction done and make me fe ... more

( 25 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

671 Park Ave Rochester, NY 14607
Jason Humm

Used the ATM. Was as expected. $4 service fee for non-BoA customers just feels antiquated. Banks haven't figured out how to offer reciprocity yet? Seems very 19th century ... more

( 0 Reviews )
Michael Roorda - TIAA Wealth Management Advisor Logo

Michael Roorda - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Floor 1 Rochester, New York 14620
( 35 Reviews )
Canandaigua National Bank & Trust Logo

Canandaigua National Bank & Trust

Bank, ATM, Financial Institution

1225 Commons Way Rochester, NY 14623
Sue Puchebner

I absolutely love coming to this location. All of the staff are always fast, friendly & efficient. Pammy & Avery are super sweet.

( 3 Reviews )
Crossbridge Financial Logo

Crossbridge Financial

Financial Planner

290 Linden Oaks #320 Rochester, NY 14625
Kathleen Kosel

My husband and I have been with Jerry Randisi of Crossbridge for years, including 2008! We reinvested and are staying the course, and are reaping the benefits. Jerry is d ... more

( 1 Reviews )
Krueger Financial Group Logo

Krueger Financial Group

Financial Planner

400 Meridian Centre Blvd Rochester, NY 14618
Diana Marchner

They treat you like family. We have been with them for years and our portfolio has done extremely well.

( 9 Reviews )
Canandaigua National Bank & Trust Logo

Canandaigua National Bank & Trust

Bank, ATM, Financial Institution

3228 Chili Ave Rochester, NY 14624
Stewart A.

Happy New Years.. Just wanted to complement the drive up tellers for there excellent customer service. This bank truly makes you feel welcome and appreciated. Staff is wa ... more

( 11 Reviews )
Canandaigua National Bank & Trust Logo

Canandaigua National Bank & Trust

Bank, ATM, Financial Institution

3204 Latta Rd Rochester, NY 14612
Coles Insane

Best staff in banking

( 0 Reviews )
William Nelkin - TIAA Wealth Management Advisor Logo

William Nelkin - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Floor 1 Rochester, New York 14620
( 0 Reviews )
Miriam Bianchini Logo

Miriam Bianchini

Financial Planner

3349 Monroe Avenue Rochester, New York 14618
( 1 Reviews )
NLS FINANCIAL SOLUTIONS Logo

NLS FINANCIAL SOLUTIONS

Legal Services, Accountant, Accountant

2292 Lyell Ave Rochester, NY 14606
Steven Robida

Neeraj was a pleasure to work with. His attention to detail was impressive. NLS helped with both my business and personal taxes. HIGHLY Recommend! Steve Robida

( 6 Reviews )
ESL Investment Services, LLC Logo

ESL Investment Services, LLC

Investment Service, Financial Consultant, Financial Planner

First Floor, 225 Chestnut St Rochester, NY 14604
John Migliore

It was a mistake to invest a modest but significant amount of my IRA monies in their Investment Services through LPL Financial. We have been depositors in ESL for many ye ... more

( 1 Reviews )
Miguel A. Fernandez Logo

Miguel A. Fernandez

Financial Consultant, Financial Planner

225 Chestnut St Rochester, NY 14602
( 1 Reviews )
Aegis Capital Logo

Aegis Capital

Financial Planner

1100 University Ave # 105 Rochester, NY 14607
Anthony Gentile

I worked with Dom Pullano in the Financial Services Industry for a few years and we have remained friends since 1994. What I value about Dom is his integrity and knowledg ... more

( 1 Reviews )
Brooks Financial Services Logo

Brooks Financial Services

Financial Planner

69 Lyceum St Rochester, NY 14609
Pamela B.

Friendly service. Very thorough and patient to answer all questions.

( 23 Reviews )
Canandaigua National Bank & Trust Logo

Canandaigua National Bank & Trust

Bank, ATM, Financial Institution

2455 W Ridge Rd Rochester, NY 14626
CM

If I could give no stars I would. In all the years I have had cars and loans this bank is not only the worst, their customer service is so rude terrible people every sing ... more

( 10 Reviews )
Canandaigua National Bank & Trust Logo

Canandaigua National Bank & Trust

Bank, ATM, Financial Institution

1341 Mt Hope Ave Rochester, NY 14620
E Walker

This review is a reflection on my recent visit and not on my entire involvement with the Bank. That is at least a 4.8. I had an automobile loan through the bank. It cam ... more

( 1 Reviews )
Cambridge Financial Services Logo

Cambridge Financial Services

Financial Planner

3445 Winton Pl Suite 213 Rochester, NY 14623
( 29 Reviews )
Bank of America (with Drive-thru ATM) Logo

Bank of America (with Drive-thru ATM)

Bank, Financial Consultant, Financial Planner

100 Pixley Rd Rochester, NY 14624
Emily Shaffer

Terrible place, rude employees and not clean

( 6 Reviews )
Rochester Wealth Management Group Logo

Rochester Wealth Management Group

Financial Planner

706 East Ave Unit 300 Rochester, NY 14607
Beverly Booth

Knows how to increase your investments.

( 0 Reviews )
David Kleeman - TIAA Wealth Management Advisor Logo

David Kleeman - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Drive, Floor 1 Rochester, New York 14620
( 24 Reviews )
Bank of America (Lobby Service Only) Logo

Bank of America (Lobby Service Only)

Bank, Financial Consultant, Financial Planner

1381 East Ridge Road Rochester, NY 14621
Van Owens

My Kia Optima was stolen. I have been on time with my payments since Ive owned the vehicle. I asked for an extension this month so I can pay for a rental. The insurance c ... more

( 1 Reviews )
Priem Financial Group Logo

Priem Financial Group

Financial Planner

2290 East Ave #2 Rochester, NY 14610
Donna Smith

Sue is professional and personable. We are very happy with her care of our finances.

( 3 Reviews )
Fidelity Investments Logo

Fidelity Investments

Investment Service, Financial Planner

2780 Monroe Ave Suite 201 Rochester, NY 14618
Greg Crawford

We always have a great experience working with Fidelity. They always leave us feeling that they are looking out for our best interest.

( 30 Reviews )
Bank of America (with Drive-thru services) Logo

Bank of America (with Drive-thru services)

Bank, Financial Consultant, Financial Planner

2824 W Ridge Rd Rochester, NY 14626
Ali Alfurat

Bad service in this location, the who says his the manager today 4/6/2024 the time 12:00 treats us according to our race and religion its not supposed to happen here in U ... more

( 6 Reviews )
OakWood Financial Services Logo

OakWood Financial Services

Financial Planner

190 Linden Oaks suite a Rochester, NY 14625
Joanne B

Excellent group. Have solid help advice fir finances. Easy to work with

( 0 Reviews )
David Fedrizzi - TIAA Wealth Management Advisor Logo

David Fedrizzi - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Molly Amos - TIAA Financial Consultant Logo

Molly Amos - TIAA Financial Consultant

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Gregory Schuler - TIAA Wealth Management Advisor Logo

Gregory Schuler - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Steven Masciangelo - TIAA Financial Consultant Logo

Steven Masciangelo - TIAA Financial Consultant

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
John Correll - TIAA Wealth Management Advisor Logo

John Correll - TIAA Wealth Management Advisor

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
David Reynolds Logo

David Reynolds

Financial Planner

2833 West Ridge Road Rochester, New York 14626
( 0 Reviews )
Dan Cuccia - TIAA Financial Consultant Logo

Dan Cuccia - TIAA Financial Consultant

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Christopher Dabroski - TIAA Financial Consultant Logo

Christopher Dabroski - TIAA Financial Consultant

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Barrett Wealth Management Logo

Barrett Wealth Management

Financial Planner, Financial Consultant

70 Linden Oaks 3rd floor Rochester, NY 14625
( 0 Reviews )
Nicholas Caracci Logo

Nicholas Caracci

Financial Planner

589 Jefferson Road Rochester, New York 14623
( 0 Reviews )
Cindy Ziegler Logo

Cindy Ziegler

Financial Planner

2042 Chili Avenue Rochester, New York 14624
( 0 Reviews )
Joseph Muratore Logo

Joseph Muratore

Financial Planner

2833 West Ridge Road Rochester, New York 14626
( 0 Reviews )
Christian Reynolds Logo

Christian Reynolds

Financial Planner

2833 West Ridge Road Rochester, New York 14626
( 0 Reviews )
Brian Hayner Logo

Brian Hayner

Financial Planner

2000 Monroe Avenue Rochester, New York 14618
( 0 Reviews )
Michael Spogli - TIAA Financial Consultant Logo

Michael Spogli - TIAA Financial Consultant

Financial Planner

35 Celebration Dr Rochester, NY 14620
( 0 Reviews )
Focused Wealth Advisors Logo

Focused Wealth Advisors

Financial Planner

160 Allens Creek Rd #270 Rochester, NY 14618
( 0 Reviews )
Tessera Wealth Mgt. Logo

Tessera Wealth Mgt.

Financial Planner

400 Meridian Centre Blvd # 101 Rochester, NY 14618
( 0 Reviews )
W&S Management Services, Inc. Logo

W&S Management Services, Inc.

Financial Planner

470 Long Pond Rd # 200 Rochester, NY 14612
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