Best Financial Advisors in Victor, NY

We did the hard work of finding trustworthy partners in Victor, NY. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Victor, NY Fiduciary Financial Advisors

The Sartini Group - Morgan Stanley
Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 987-6184
Freedom Financial Planning
Location 1159 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 678-8000
Insight Investments
SEC File# 801-111055
CRD# 158043
Location 1151 Pittsford Victor Rd # 100, Pittsford, NY 14534, USA
Merrill Lynch Wealth Management Advisor Matthew A. Kilmer
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2562
Merrill Lynch Private Wealth Advisor Stephen D Ryan
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5717
Merrill Lynch Wealth Management Advisor Bradley Richard
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2618
RFG Associates
5 out of 5
Location 1250 Pittsford Victor Rd # 280, Pittsford, NY 14534, USA
Phone (585) 383-4290
Montgomery Jeanne
Location 1250 Pittsford Victor Rd # 200, Pittsford, NY 14534, USA
Phone (585) 383-4682
Upstate Professional Planning
Location 1250 Pittsford Victor Rd # 200, Pittsford, NY 14534, USA
Phone (585) 248-6650
Thomas H. Green, CPA, PC
Location 1600 Moseley Rd #200, Victor, NY 14564, USA
Phone (585) 586-0650
Cimineri Financial Group
Location 1162 Pittsford Victor Rd Suite 200, Pittsford, NY 14534, USA
Phone (585) 248-4721
Robert Mike - Morgan Stanley
Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 264-5817
Chrysler First Financial Services Corporation
Location 1000 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 385-2636
Prudential Financial
5 out of 5
Location 1000 Pittsford Victor Rd E, Pittsford, NY 14534, USA
Phone (585) 485-5960
Compass Wealth, LLC
Location 1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, USA
Phone (585) 249-5060
Merrill Lynch Wealth Management Advisor Christopher M Leone
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5765
Richard J Dimarzo - Morgan Stanley
Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 264-5812
Finger Lakes Financial Services Inc
SEC File# 801-56879
CRD# 313171
5 out of 5
Location 29 Lasalle Pkwy, Victor, NY 14564, USA
Phone (585) 586-2600
Merrill Lynch Wealth Management Advisor Scott D. Fredereksen
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2703
Merrill Lynch Wealth Management Advisor Colin Worden
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2729
LynnLeigh & Company
Location 1160A Pittsford Victor Rd Suite A, Pittsford, NY 14534, USA
Phone (585) 623-5970
Anderson-VanHorne Insurance & Financial Services
4 out of 5
Location 118 W Main St, Victor, NY 14564, USA
Phone (585) 924-3069
Jeffrey M. Praino - Morgan Stanley
Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 264-5840
Merrill Lynch Wealth Management Advisor Michael Kaufman
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2728
Cross Roads Divorce Advisors LLC
Location 1151 Pittsford Victor Rd #103, Pittsford, NY 14534, USA
Phone (585) 542-2382
Merrill Lynch Wealth Management Advisor Edward A Conklin
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5707
Morgan Stanley Financial Advisors
Location 1250 Pittsford Victor Rd ste 350 bldg 200, Pittsford, NY 14534, USA
Phone (585) 383-9270
Best Times Financial
Location 345 Woodcliff Dr Ste 2A, Fairport, NY 14450, USA
Phone (585) 504-3600
Paul Byron Hill CFP
Location 1159 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 737-8000
Mahoney Wealth Strategies
5 out of 5
Location 1250 Pittsford Victor Rd bldg 200 suite 390, Pittsford, NY 14534, USA
Phone (585) 662-5332
Wells Fargo Advisors
3 out of 5
Location 1200 Pittsford Victor Rd Suite 100, Pittsford, NY 14534, USA
Phone (585) 381-0300
Northwestern Mutual - Rochester
5 out of 5
Location 1162 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 586-6300
Merrill Lynch Wealth Management Advisor Michael A Mauro
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2615
Fischer Investment Group, Inc.
5 out of 5
Location 1175 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 586-2460
Park Ave Securities Llc
Location 1163 Pittsford Victor Rd # 100, Pittsford, NY 14534, USA
Phone (585) 264-1111
TRP Group Inc
Location 1163 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 249-1030
Merrill Lynch Wealth Management Advisor Gerald R Mc Cue
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2667
Jimmy Schaefer - Northwestern Mutual
Location 1162 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 248-4747
Merrill Lynch Wealth Management Advisor Angelo J Ponticello
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2654
Caritas Consulting
Location 1080 Pittsford Victor Rd # 201, Pittsford, NY 14534, USA
Phone (585) 450-2840
Financial Advisors in Victor, NY

Where Certified Financial Advisors in Victor, NY Serve

Victor is a town in upstate New York that is home to several major landmarks, including the Eastview Mall and the Victor Corporate Park. The top employers in the town are the Eastview Mall, the Victor Corporate Park, and the Finger Lakes Health System. The major highways and streets in Victor are Route 96 and Route 332. The neighborhoods in Victor are the Village of Victor, Flint Creek, and Hemlock Hills.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Victor, NY residents may not be aware of all the different services that their local bank can provide them. Your bank is more than just a place to store your money. Its a valuable resource that can help you save money, make money, and protect your finances. Here are some of the ways your bank can help you live a better life.

Insurance Broker

Residents of Victor, NY can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and navigate the insurance system. In addition, insurance brokers are often familiar with the local market and may be able to recommend specific insurers for Victor residents.

Retirement Planning

Victor, NY residents can rely on financial advisors to help with retirement planning. Financial advisors have the expertise and experience to create a plan that is tailored specifically for each individual. They will work with you to understand your needs and goals, and then develop a plan that will help you achieve those goals.

Wealth Management

Residents of Victor, NY who are looking for a comprehensive wealth management plan can benefit from the services offered by [Firm Name]. Our advisors have the expertise and experience to help clients create and implement a plan that meets their specific needs. We understand that every client is unique, and we take the time to learn about each individual's goals and objectives. We then work with our clients to develop a customized plan that will help them achieve their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Victor, NY residents protect their assets and plan for the future. An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you designate a power of attorney, so that someone you trust can make decisions on your behalf if you are unable to do so yourself. If you live in Victor, NY, it is important to have an estate plan in place. An estate planning lawyer can help you draft one that meets your specific needs.

Mortgage Loan Officer

Mortgage loan officers in Victor, NY can help residents by providing them with the best rates and options for their mortgage. They can also help residents understand the process of getting a mortgage, and guide them through the paperwork. In addition, mortgage loan officers can help residents find special deals and discounts on mortgages.

Tax Services

Tax accountants can help Victor, NY residents in a number of ways. They can help residents file their tax returns, ensure that they are taking advantage of all available tax deductions and credits, and help them plan for their tax future. Tax accountants can also help businesses in Victor, NY to keep track of their expenses and make sure they are taking advantage of all the available tax breaks.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Victor, NY