Best Financial Advisors in Canandaigua, NY

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List of Firms

Canandaigua, NY Fiduciary Financial Advisors

Fiscal Advisors & Marketing Inc.
Location 4475 Middle Cheshire Rd, Canandaigua, NY 14424, USA
Phone (585) 394-1161
Sheppard Mosher Independent Wealth Management
SEC File# 801-65182
CRD# 133025
Location 2525 NY-332, Canandaigua, NY 14424, USA
Phone (585) 396-0926
Canandaigua Financial Group
Location 44 Bristol St, Canandaigua, NY 14424, USA
Phone (585) 394-2570
Tim Vangorder: Primerica - Financial Services
Location 559 S Main St STE 7, Canandaigua, NY 14424, USA
Phone (585) 905-0148
Hefley Jerry
Location 23 North St # E1, Canandaigua, NY 14424, USA
Phone (585) 905-0000
Prosperity Advisory Group LLC
SEC File# 801-119613
CRD# 310720

5 out of 5

Location 50 Square Dr, Victor, NY 14564, USA
Phone (585) 381-5900
Dash Capital Advisors

5 out of 5

Location 7424 Victor Mendon Rd, Victor, NY 14564, USA
Phone (585) 446-3274
Primerica
Location 559 S Main St # 7, Canandaigua, NY 14424, USA
Phone (585) 905-0148
Stephen M Polizzi Agency
Location 61 School St Suite B, Victor, NY 14564, USA
Phone (585) 527-9191
Tompkins Financial Advisors
Location 99 Garnsey Rd Suite 400, Pittsford, NY 14534, USA
Phone (585) 248-0050
Cooper/Haims Advisors, LLC
SEC File# 801-61599
CRD# 124122
Location 50 Square Dr Ste 210, Victor, NY 14564, USA
Phone (585) 248-6400
Manning & Napier
SEC File# 801-35638
CRD# 105556

2 out of 5

Location 290 Woodcliff Dr, Fairport, NY 14450, USA
Phone (585) 325-6880
Halleran Financial Group
Location 345 Woodcliff Dr Suite 108, Fairport, NY 14450, USA
Phone (585) 383-8220
Edward Jones - Financial Advisor: John O Price
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9 N Main St, Honeoye Falls, NY 14472, USA
Phone (585) 624-8168
LaFountain Financial Services

5 out of 5

Location 1 Fisher Rd #180, Pittsford, NY 14534, USA
Phone (585) 586-2734
Merrill Lynch Wealth Management Advisor Michael Kaufman
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2728
Merrill Lynch Wealth Management Advisor Samuel Yeager
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2532
Merrill Lynch Private Wealth Advisor Heather A Goodbody
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2647
Merrill Lynch Wealth Management Advisor Bradley Richard
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2618
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About Canandaigua, NY

Canandaigua is a city located in the Finger Lakes region of New York. It is the county seat of Ontario County and has a population of over 10,000 people. Some of the city's landmarks include the Sonnenberg Gardens and Mansion, Reservoir Park, and the Canandaigua Academy. The top employers in Canandaigua are Finger Lakes Health, Constellation Brands, and Webster Schroeder Schools. Major highways and streets in the city include Routes 5 and 20, as well as Main Street. The neighborhoods in Canandaigua include North Park, Central Park, South Park, and Westside Park.

Where Certified Financial Advisors in Canandaigua, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Canandaigua, NY residents have a number of services that banks can provide. These include savings and checking accounts, loans, mortgages, and other banking products. In addition to these products and services, banks can also offer their customers financial planning advice, which can be helpful in achieving long-term financial goals. Finally, banks can provide customers with access to a variety of online banking tools that make it easy to manage finances from anywhere.

Insurance Broker

Canandaigua, NY residents can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can assist with claims and provide other important services.

Retirement Planning

Canandaigua, NY residents have a wide variety of retirement planning needs. Financial advisors can help by developing custom plans that take into account each person's unique situation and goals. Advisors can also provide guidance on choosing the right investments and making the most of tax breaks. By working with an advisor, Canandaigua residents can be confident that their retirement savings are in good hands.

Wealth Management

Canandaigua, NY residents can benefit from wealth management services in order to help them grow their money and protect it from taxes. Wealth management is a process that involves creating, managing, and protecting your wealth. It can include investments, insurance products, and estate planning. By working with a wealth manager, you can get personalized advice on how to grow your money and keep it safe.

Estate Planning Lawyer

Estate planning lawyers can help Canandaigua, NY residents protect their assets and ensure that their loved ones are taken care of after they die. In addition to drafting wills and trusts, estate planning attorneys can also help clients set up guardianships for their children and make sure that their property is distributed according to their wishes. Estate planning is an important step that everyone should take to ensure that their family is taken care of in the event of their death.

Mortgage Loan Officer

Mortgage loan officers can help Canandaigua, NY residents by providing them with the best mortgage products and services available. They can also help residents understand the mortgage process, and work with them to find the right mortgage product for their needs.

Tax Services

Residents of Canandaigua, NY can take advantage of the many services offered by tax accountants. These professionals can help residents prepare their taxes, ensuring that they receive the maximum amount of deductions and credits available to them. In addition, tax accountants can advise residents on how to save money on their taxes year-round, through careful planning. Finally, tax accountants can help residents resolve any disputes with the IRS, minimizing the potential for penalties and fines.

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FAQs About Personal Financial Advisors in Canandaigua, NY