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Paul Byron Hill

WMCP, ChFC, CFP®

President and CEO 18.99 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Professional Financial Strategies Inc.

1159 Pittsford-Victor Rd, Ste 120
Pittsford, NY 14534
(585) 218-9080
CONNECT WITH Paul
  • linkedin link

Doreen J. Haller

CFP®,CRPC

President 24.83 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
(585) 732-7545

James P. Terwilliger

Ph.D, CFP®

Senior Vice President 18.83 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Newark, New York and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

Founder & CEO 19.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Thorley Wealth Management, Inc.

1571 Monroe Ave.
Rochester, NY 14618
(585) 943-0887
CONNECT WITH Elizabeth
  • facebook link
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Annie C. McQuilken

MS, CFP®

President 18.45 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Newark, New York and the surrounding communities.

Forever Financial Advisors, LLC

140 W Church St
Fairport, NY 14450
+ 1 More Address

Forever Financial Advisors, LLC

100 Front Street
Worcester, MA 01608
(585) 598-1377
CONNECT WITH Annie
  • facebook link

Donna L. Cator

CFP®

Relationship Manager 18.86 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Newark, New York and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Jason J. Mosher

CFP®

Senior Partner 14.11 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Sheppard Mosher Independent Wealth

2525 Rt. 332
Canandaigua, NY 14424
(585) 396-0926

Thomas H. Higgins

MS, CFP®

Owner 17.29 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Higgins Financial Advisors

6819 Pittsford Palmyra Rd, Ste 100
Fairport, NY 14450-3504
(585) 223-2500

Timothy E. Sallade

CFP® CFA

Chief Investment Officer 21.22 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Newark, New York and the surrounding communities.

Lake Tahoe Wealth Management

101 Parkshore Dr
Folsom, CA 95630-4726
(855) 515-5896

Jamie F. Block

CFP®, CPA/PFS, AEP®

Senior Wealth Advisor, Senior Director 23.5 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Newark, New York and the surrounding communities.

Mercer Advisors

375 Woodcliff Dr, Ste 1C
Fairport, NY 14450
(585) 442-3230

Jeffrey M. Praino

CFP®, CPWA® CDFA™

Financial Advisor 18.67 Miles

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
+1 More Number
(585) 264-5840

Chauncy Young

CFP®

Managing Member 19.2 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Newark, New York and the surrounding communities.

Sage Financial, LLC

PO Box 426
Fishers, NY 14453
(585) 742-1068

Adam C. Morgan

CFP®

Financial Advisor 21.67 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Novem Group

2300 Buffalo Rd, Bldg 500A
Rochester, NY 14624
(585) 348-9537
CONNECT WITH Adam
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Mary E. Fairchild

CFP®

23.66 Miles

Specialties:

Financial Advisor serving Newark, New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

Daniel DiPaola

CFP®

CFP 18.93 Miles

Specialties:

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

American Portfolios

55 Sully's Trail, 55 Sullys Trl
Pittsford, NY 14534-3701
(585) 641-7903

Brendan Ercole

CFP®

24.51 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Newark, New York and the surrounding communities.

Fairpoint Wealth Partners, Inc.

1882 Winton Rd S Ste 7
Rochester, NY 14618-3950
(585) 450-3070
CONNECT WITH Brendan
  • linkedin link

Edward Silversmith, Jr.

CFA, CFP®, CPWA®

VP Financial Advisor 18.91 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Newark, New York and the surrounding communities.

Wealth Enhancement

1040 Pittsford Victor Rd
Pittsford, NY 14534
(585) 484-1183
CONNECT WITH Edward
  • linkedin link

Michael D. Munn

CFP®

21.6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Newark, New York and the surrounding communities.

Munn Financial Group

30B Grove St
Pittsford, NY 14534-1334
(585) 559-6866

Sarah Stymus

CFP®

VP of Financial Planning 20.56 Miles

Specialties:

Financial Advisor serving Newark, New York and the surrounding communities.

Whitney & Company

959 Panorama Trl S, Ste 190
Rochester, NY 14625-2382
(585) 238-1011

Michael Fitzgerald

CFP®

24.97 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Newark, New York and the surrounding communities.

Raymond James & Associates

100 Meridian Centre, STE 315
Rochester, NY 14618
(585) 274-5004
CONNECT WITH Michael
  • linkedin link

Tom Affleck

CFP®

14.57 Miles

Specialties:

Financial Advisor serving Newark, New York and the surrounding communities.

Wealth Enhancement Group

1040 Pittsford Victor Rd
Pittsford, NY 14534-3816

Priscilla Baker Jones

CFP®

Managing Director 21.47 Miles

Specialties: Budget & Debt Management, Investment Management, Retirement

Financial Advisor serving Newark, New York and the surrounding communities.

Occam Capital Management, LLC

1 Lockwood Dr, Ste 200
Pittsford, NY 14534-3755
(585) 218-0310