Best Financial Advisors in Pittsford, NY

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List of Firms

Pittsford, NY Fiduciary Financial Advisors

21st Century Financial Services
Location 672 Marsh Rd, Pittsford, NY 14534, USA
Phone (585) 249-9939
Merrill Lynch Wealth Management
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5764
O'Grady & Associates, Inc.
Location 65-b Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 641-0668
GPS Financial, LLC
Location 125 Sully's Trail #1, Pittsford, NY 14534, USA
Phone (585) 598-9111
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
Location 1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, USA
Phone (585) 381-4180
Tompkins Financial Advisors
Location 179 Sully's Trail # 300, Pittsford, NY 14534, USA
Phone (585) 248-0050
Heritage Financial Services LLC

5 out of 5

Location 179 Sully's Trail # 304, Pittsford, NY 14534, USA
Phone (585) 419-8399
Montage Wealth Management

5 out of 5

Location 179 Sully's Trail Suite 302, Pittsford, NY 14534, USA
Phone (585) 485-6668
Alexander Neri, CFP®, RICP®
Location 55 Sully's Trail Suite F, Pittsford, NY 14534, USA
Phone (585) 598-6048
Lutz & Associates Wealth Strategists

5 out of 5

Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 264-1111
Occam Capital Management LLC
Location 1303 Marsh Rd # 4, Pittsford, NY 14534, USA
Phone (585) 218-0310
Convergent Wealth Advisors
Location 67 Monroe Ave # A, Pittsford, NY 14534, USA
Phone (585) 385-1781
LVW Advisors
Location 67 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 267-4900
Ronald Steinberg - Raymond James
Location 58 Harper Dr, Pittsford, NY 14534, USA
Phone (585) 218-4334
Karpus Investment Management

3 out of 5

Location 183 Sully's Trail, Pittsford, NY 14534, USA
Phone (866) 527-7871
Rochester Financial Services
SEC File# 801-57098
CRD# 107956

4 out of 5

Location 7 Hastings Cir, Pittsford, NY 14534, USA
Phone (585) 442-7580
Morgan Stanley Financial Advisors

4 out of 5

Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 987-6000
Atlantic Development Services LLC
Location 5 S Main St, Pittsford, NY 14534, USA
Phone (585) 248-3804
Thorley Wealth Management, Inc.
Location 1478 Marsh Rd, Pittsford, NY 14534, USA
Phone (585) 512-8453
Waterstone Financial Services
Location 55 Sully's Trail Suite F, Pittsford, NY 14534, USA
Phone (585) 586-5640
Alesco Advisors LLC
Location 120 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 586-0970
Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
Location 1175 Pittsford Victor Rd Suite 100, Pittsford, NY 14534, USA
Phone (585) 586-9123
Asher Flint - Alliance Advisory Group
Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 749-6849
Lyon Capital Management LLC
Location 24 Grove St, Pittsford, NY 14534, USA
Phone (585) 248-9821
Encompass Advisors, Inc.
Location 10 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 248-0590
Ashford Advisors
Location 30 Grove St # 6B, Pittsford, NY 14534, USA
Phone (585) 697-0362
Primetime Wealth Management
Location 716 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 238-4767
QCI Asset Management
SEC File# 801-60749
CRD# 116407

5 out of 5

Location 1040 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 218-2060
Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CLU®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 40 Grove St, Pittsford, NY 14534, USA
Phone (585) 586-5970
Merrill Lynch Wealth Management Advisor David L Guadagnino
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5712
Zappia Family Wealth
Location 67 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 267-4950
Finger Lakes Investments Corporation
Location 65 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 389-0326
J R Pluta Capital Management
Location 20 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 385-6160
Alliance Advisory Group

4 out of 5

Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 264-1111
Harrington Financial Group Llc
Location 70 Office Park Way #1, Pittsford, NY 14534, USA
Phone (585) 899-3940
Rochester Wealth Partners
Location 10 Office Park Way Suite 200, Pittsford, NY 14534, USA
Phone (585) 662-5031
daniel s. dipaola
Location 15 Schoen Pl, Pittsford, NY 14534, USA
Phone (585) 641-7903
Echelon Wealth Advisors, LLC
Location 1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, USA
Phone (585) 381-1861
Candace Shira Associates
Location 115 Sully's Trail #8, Pittsford, NY 14534, USA
Phone (585) 249-1550
LynnLeigh & Company
Location 1160A Pittsford Victor Rd Suite A, Pittsford, NY 14534, USA
Phone (585) 623-5970
Matt Collins, RICP®, EA - Lutz & Associates Wealth Strategists
Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 264-1111
Marathon Financial
Location 179 Sully's Trail # 301, Pittsford, NY 14534, USA
Phone (866) 810-0208
three+one®
Location 180 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 484-0311
Image of Pittsford, NY

About Pittsford, NY

Pittsford, NY is a town in Monroe County, New York. The town was settled in 1788 and incorporated in 1827. Pittsford is located on the banks of the Erie Canal and is a suburb of Rochester. The town is home to several landmarks, including the Pittsford Canal Museum, the Pittsford Mendon Historical Society, and the Erie Canal Aqueduct. Top employers in Pittsford include Kodak, Wegmans, and Monroe County. Major highways and streets in Pittsford include NY-531, NY-31F, and NY-96. Neighborhoods in Pittsford include the Village of Pittsford, the Town of Mendon, and Perinton.

Where Certified Financial Advisors in Pittsford, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Pittsford, NY offer a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. Most banks have several locations in Pittsford, making it easy for residents to access the services they need.

Insurance Broker

Residents of Pittsford, NY, rely on insurance brokers to help them find the best policies for their needs. Insurance brokers have a wealth of knowledge about the different types of insurance available and can help residents find the right coverage at the best price. They can also advise residents on how to protect their homes and businesses from disasters, and what to do if they need to file a claim. Residents of Pittsford can trust their local insurance broker to provide honest advice and recommendations that are tailored specifically for them.

Retirement Planning

Financial advisors can help Pittsford, NY residents with retirement planning by helping them to set realistic goals and create a plan that will help them to achieve those goals. Advisors can also help residents to save for retirement and make the most of their money in retirement.

Wealth Management

Pittsford, NY residents who are looking for ways to manage their wealth can benefit from working with a wealth management firm. Wealth management firms offer a variety of services, including investment advice, estate planning, and tax planning. By working with a wealth management firm, Pittsford, NY residents can rest assured that their finances are in good hands.

Estate Planning Lawyer

Estate planning lawyers can help Pittsford, NY residents protect their assets and ensure that their loved ones are taken care of after they die. In addition to creating wills and trusts, estate planning attorneys can also help clients with probate and estate administration. If you live in or near Pittsford, NY and need assistance with your estate planning, please contact an experienced attorney today.

Mortgage Loan Officer

Mortgage loan officers in Pittsford, NY can help residents with a wide variety of needs when it comes to mortgages. From finding the best interest rates and mortgage products to helping you through the entire application process, these professionals can make getting a mortgage much easier. They can also provide advice on refinancing or modifying an existing mortgage, and on home buying in general.

Tax Services

Pittsford, NY residents can get help with their taxes from tax accountants.Tax accountants are experts in the field of taxation, and they can help residents of Pittsford file their taxes correctly and on time. They can also advise residents on how to reduce their tax bill, and may be able to find deductions and credits that the average person would miss.If you need help filing your taxes, or if you want to make sure you're getting the best possible deal from the IRS, contact a tax accountant today.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Pittsford, NY