Banks & Credit Unions in Pittsford, NY

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Bank Branches and ATMs in Pittsford, NY

Pittsford Federal Credit Union
4 out of 5
Location 20 Tobey Village Rd, Pittsford, NY 14534, USA
Phone (585) 624-7474
Directions
Cephas Capital Partners
Location 11 Schoen Place, 8th Floor, Erie Canal Heritage Trail, Pittsford, NY 14534, USA
Phone (585) 383-1610
Directions
ESL Federal Credit Union
4 out of 5
Location 11 State St, Pittsford, NY 14534, USA
Phone (585) 336-1000
Directions
ATM (Chase Bank)
SEC File# 801-111055
CRD# 158043
2 out of 5
Location 31 State St, Pittsford, NY 14534, USA
Directions
Bank of America ATM (Drive-thru)
Location 9 N Main St, Pittsford, NY 14534, USA
Phone (844) 401-8500
Directions
Bank One
Location 1080 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 218-9240
Directions
Canandaigua National Bank & Trust
Location 1150 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 394-4260
Directions
Pittsford Branch
Location 3225 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 385-8760
Directions
Canandaigua National Bank & Trust
4 out of 5
Location 18 State St, Pittsford, NY 14534, USA
Phone (585) 249-4980
Directions
Directions
Magnolia Bank
Location 40 Grove St, Pittsford, NY 14534, USA
Phone (585) 200-1214
Directions
Banks in Pittsford, NY

Where Pittsford, NY Banks & Credit Unions Serve

Nestled in the heart of Monroe County, Pittsford, NY is a charming and affluent village that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. With its picturesque architecture and scenic views, Pittsford is a popular destination for tourists and locals alike. One of the most notable landmarks in Pittsford is the historic Erie Canal, which runs through the village and provides a scenic backdrop for outdoor activities such as jogging, biking, and boating. Other popular landmarks include the Pittsford Village Green, Schoen Place, and the Pittsford Plaza shopping center. Pittsford is home to several top employers, including the University of Rochester, Rochester Regional Health, and Paychex. These companies provide job opportunities for thousands of residents and contribute significantly to the local economy. Major highways and streets in Pittsford include the New York State Thruway, Interstate 490, and Monroe Avenue.

Pittsford, NY Banking Related Services

Insurance Broker

Residents of Pittsford, NY can benefit greatly from the services of an insurance broker. With its high median household income and affluent population, Pittsford is home to many individuals and families who have complex insurance needs. An experienced insurance broker can help these residents navigate the often-confusing world of insurance and find the policies that best suit their unique situations. For example, an insurance broker can help a Pittsford resident find the right coverage for their expensive waterfront property on the Erie Canal, or help a local business owner find the right liability insurance for their boutique shop on Monroe Avenue. By working with an insurance broker, Pittsford residents can have peace of mind knowing that they are properly protected in case of an unexpected event.

Retirement Planning

Residents of Pittsford, NY could benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, many residents may be concerned about their ability to retire comfortably. A retirement planner can help residents of Pittsford create a personalized plan for their retirement that takes into account their unique financial situation and goals. For example, a retirement planner could help a Pittsford resident navigate the complexities of Social Security and Medicare, or help them to maximize their retirement savings through tax-efficient investment strategies. Additionally, a retirement planner could help residents of Pittsford plan for unexpected expenses, such as healthcare costs or long-term care needs. With the help of a retirement planner, residents of Pittsford can feel confident that they are taking the necessary steps to ensure a comfortable and secure retirement.

Wealth Management

Residents of Pittsford, NY can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include strategies for saving for retirement, investing in the stock market, and managing debt. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can be especially important for residents of Pittsford, NY, where the median household income is higher than the national average. With the help of a wealth manager, residents of Pittsford can feel confident that they are making informed decisions about their finances and working towards a secure financial future.

Financial Advisor

Residents of Pittsford, NY can benefit greatly from the guidance of a financial advisor. With a median household income of $106,000, Pittsford is a relatively affluent community, but that doesn't mean its residents are immune to financial challenges. A financial advisor can help Pittsford residents make informed decisions about retirement planning, investing, and managing debt. For example, with the cost of living in Pittsford being higher than the national average, a financial advisor can provide guidance on how to budget effectively and save for long-term goals while still enjoying the area's amenities. Additionally, with many Pittsford residents employed by large corporations such as Xerox and Wegmans, a financial advisor can provide guidance on managing employee benefits and maximizing retirement savings through employer-sponsored plans. Overall, a financial advisor can offer valuable support to Pittsford residents looking to achieve financial stability and security.

Mortgage Loan Officer

Residents of Pittsford, NY can benefit from the expertise of a mortgage loan officer in several ways. For starters, the loan officer can help them navigate the complex world of mortgages and find the best loan options for their specific needs. They can also assist with the pre-approval process, which is especially important in a competitive housing market like Pittsford where homes can sell quickly. Additionally, a mortgage loan officer can help residents understand the local real estate market and provide insights into the best neighborhoods and properties to invest in. With the help of a knowledgeable loan officer, residents of Pittsford can feel confident in their home buying decisions and secure the financing they need to make their dreams of homeownership a reality.

Tax Services

Residents of Pittsford, NY could benefit greatly from the services of a tax advisor. With its high median household income and affluent population, Pittsford residents may have more complex tax situations than those in other areas. A tax advisor can assist with tax planning, identifying deductions and credits, and navigating changes in tax laws. Additionally, many Pittsford residents own small businesses or are self-employed, which can further complicate their tax situation. A tax advisor can help ensure that these individuals are properly reporting income and expenses and taking advantage of all available deductions. Overall, a tax advisor can provide valuable guidance and peace of mind to residents of Pittsford, NY as they navigate the often complex world of taxes.

Estate Planning Lawyer

Residents of Pittsford, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account their unique circumstances and goals. This may include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist with the probate process after a loved one passes away, ensuring that assets are distributed according to their wishes and that any outstanding debts or taxes are paid. In a town like Pittsford, NY, where many families have accumulated significant wealth and assets, having a well-crafted estate plan can provide peace of mind and ensure that their legacy is protected for future generations.

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