Best Financial Advisors in Webster, NY

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List of Firms

Webster, NY Fiduciary Financial Advisors

DC Associates
Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 645-6030
Joseph Lonobile
Location 66 W Main St, Webster, NY 14580, USA
Phone (585) 265-0554
Jeff Sharman - Raymond James
Location 421 Penbrooke Dr, Penfield, NY 14526, USA
Phone (585) 364-3249
A.M. Ginsberg Advisory Group
Location 421 Penbrooke Dr #4, Penfield, NY 14526, USA
Phone (585) 377-4720
Raymond F Schultheis CPA

4 out of 5

Location 47 W Main St, Webster, NY 14580, USA
Phone (585) 233-5059
Amg Commercial Mortgage Group
Location 898 Ridge Rd, Webster, NY 14580, USA
Phone (585) 766-9540
Marianne Bolton - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2163
Xcu Capital Corporation Inc
Location 189 W Main St, Webster, NY 14580, USA
Phone (585) 422-9871
Anchor Wealth Advisors
SEC File# 801-111055
CRD# 158043
Location 75 Barrett Dr STE 68, Webster, NY 14580, USA
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Whitney & Co Inc
Location 102 Panorama Trail, Rochester, NY 14625, USA
Phone (585) 586-9000
Edward Jones - Financial Advisor: Patrick E Caufield
Location 2160 Penfield Rd Suite 8, Penfield, NY 14526, USA
Phone (585) 377-4668
ABW Financial Services
Location 777 Webster Rd, Webster, NY 14580, USA
Phone (585) 216-7048
Edward Jones - Financial Advisor: Peter Wing, AAMS™
SEC File# 801-3297
CRD# 250
Location 659 Ridge Rd, Webster, NY 14580, USA
Phone (585) 671-7940
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
Oakleaf Services Corporation
Location 1075 Ridge Rd #100, Webster, NY 14580, USA
Phone (585) 872-0100
Conroy Wealth Management
Location 1717 Empire Blvd, Webster, NY 14580, USA
Phone (585) 347-4838
Joseph A. Tripi, CPA

4 out of 5

Location 1011 Gravel Rd, Webster, NY 14580, USA
Phone (585) 787-1830
Safe Harbor Capital LLC
Location 672 Ridge Rd, Webster, NY 14580, USA
Phone (585) 670-0133
Edward Jones - Financial Advisor: John Pascucci, AAMS™
SEC File# 801-3297
CRD# 250
Location 1790 Penfield Rd Suite 3, Penfield, NY 14526, USA
Phone (585) 381-8440
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Kinecta Federal Credit Union - Webster Phillips Rd (badge access required)

5 out of 5

Location 800 Phillips Rd Bldg 207, Webster, NY 14580, USA
Phone (585) 545-2100
NorthLanding Financial Partners, LLC
SEC File# 801-77720
CRD# 167055

5 out of 5

Location 90 Linden Oaks #220, Rochester, NY 14625, USA
Phone (585) 497-5000
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Retire In Time
Location 604 Embury Rd, Rochester, NY 14625, USA
Phone (585) 261-0073
Steve Shemirani - UBS Financial Services Inc.
Location 400 Linden Oaks, Rochester, NY 14625, USA
Phone (585) 218-4514
Clover Leaf Financial, LLC
SEC File# 801-110029
CRD# 287550

5 out of 5

Location 1387 Fairport Rd #620, Fairport, NY 14450, USA
Phone (585) 899-3940
Weller Group LLC

5 out of 5

Location 6206 Slocum Rd, Ontario, NY 14519, USA
Phone (315) 524-8000
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

5 out of 5

Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
Winton Financial
Location 2509 Browncroft Blvd # 107, Rochester, NY 14625, USA
Phone (585) 586-3100
Bernardi & Company CPA's LLP

5 out of 5

Location 40 Barrett Dr, Webster, NY 14580, USA
Phone (585) 217-9393
Commonwealth Financial Group

5 out of 5

Location 1633 Empire Blvd, Webster, NY 14580, USA
Phone (585) 248-5150
Halstead Financial Resources
Location 3810 St Paul Blvd, Rochester, NY 14617, USA
Phone (585) 266-5202
Emerald Tax & Accounting Services, LLC

5 out of 5

Location 599 Ridge Rd, Webster, NY 14580, USA
Phone (585) 510-5850
Bank of America (with Drive-thru ATM)

2 out of 5

Location 980 Ridge Rd, Webster, NY 14580, USA
Phone (585) 872-5008
OneMain Financial

4 out of 5

Location 1900 Empire Blvd, Webster, NY 14580, USA
Phone (585) 671-4200
Webster Chamber of Commerce Inc.

5 out of 5

Location 1110 Crosspointe Ln STE C, Webster, NY 14580, USA
Phone (585) 265-3960
R.P. Damico & Associates, Inc.
Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 216-1022
World of Finance
Location 680 Ridge Rd # 3, Webster, NY 14580, USA
Phone (585) 670-0090
Retirement Planning Services
Location 2507 Browncroft Blvd, Rochester, NY 14625, USA
Phone (585) 381-8984
JRB Financial
Location 1630 Empire Blvd, Webster, NY 14580, USA
Phone (585) 671-5810
OakWood Financial Services

4 out of 5

Location 190 Linden Oaks suite a, Rochester, NY 14625, USA
Phone (585) 787-6870
John Reigelman
Location 19 Pennicott Cir, Penfield, NY 14526, USA
Phone (585) 381-6616
Resource Financial Services

5 out of 5

Location 481 Penbrooke Dr #3b, Penfield, NY 14526, USA
Phone (585) 598-3674
Whitney & Company
SEC File# 801-60710
CRD# 117307

5 out of 5

Location 959 Panorama Trail S #190, Rochester, NY 14625, USA
Phone (585) 232-6200
EMERALD FINANCIAL SERVICES, INC.

1 out of 5

Location 60 Barrett Dr Suite G, Webster, NY 14580, USA
Phone (585) 265-2870
FocalPoint Wealth Management
SEC File# 801-80067
CRD# 171976

5 out of 5

Location 441 Penbrooke Dr Suite 8, Penfield, NY 14526, USA
Phone (585) 626-1258
Mapstone Veritas
Location 4 E Main St, Webster, NY 14580, USA
Phone (585) 475-8400
High Falls Advisors
SEC File# 801-34161
CRD# 108678

5 out of 5

Location 180 S Clinton Ave #300, Rochester, NY 14604, USA
Phone (585) 935-5300
Margaret Brown
Location 2200 Penfield Rd, Penfield, NY 14526, USA
Phone (585) 377-2380
Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC®
Location 1790 Penfield Rd Suite 3, Penfield, NY 14526, USA
Phone (585) 381-8440
Xceed Wealth Management Group

5 out of 5

Location 189 W Main St, Webster, NY 14580, USA
Phone (877) 923-3360
Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
iCommercial Lending Group - Financing & Business Loans Rochester NY
Location 1900 Empire Blvd #156, Webster, NY 14580, USA
Phone (585) 455-6846
Allstate Financial Services - Eileen M Minier
Location 1270 Creek St, Webster, NY 14580, USA
Phone (585) 671-9020
Yaeger Treviso & Associates Inc

5 out of 5

Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 671-1130
Edward Jones - Financial Advisor: Rich Marlin
SEC File# 801-3297
CRD# 250

4 out of 5

Location 1120 Crosspointe Ln Suite 8, Webster, NY 14580, USA
Phone (585) 265-0440
Edward Jones - Financial Advisor: Matthew D Terp
SEC File# 801-3297
CRD# 250
Location 1027 Ridge Rd, Webster, NY 14580, USA
Phone (585) 872-3595
Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™
Location 6323 Knickerbocker Rd, Ontario, NY 14519, USA
Phone (315) 524-3130
Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
Retirement Marketing Solutions
Location 1130 Crosspointe Ln, Webster, NY 14580, USA
Phone (585) 347-6028
Image of Webster, NY

About Webster, NY

Webster, New York is a suburb of Rochester located on the shores of Lake Ontario. The city is home to major employers including Webster Schroeder High School and Finger Lakes Health. Major highways in the city include Interstate 90 and State Route 104. Some of the city's neighborhoods include Shorepointe, Webster Park, and Bay View.

Where Certified Financial Advisors in Webster, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide many valuable services to their customers. Webster, NY residents can take advantage of a wide range of products and services that banks have to offer. These include checking and savings accounts, loans, mortgages, and investment opportunities. In addition, banks can provide valuable insights into financial planning and budgeting. They can also help customers protect their finances from fraud and identity theft.

Insurance Broker

Webster, NY residents can benefit from the services of insurance brokers. These professionals can help policyholders find the best rates and coverage for their needs. In addition, insurance brokers can assist people with filing claims and resolving disputes with insurance companies. As a result, policyholders in Webster are likely to save money and time by working with an insurance broker.

Retirement Planning

Webster, NY residents can benefit from working with a financial advisor when it comes to retirement planning. An advisor can help you map out your retirement goals and create a plan that will help you achieve them. They can also provide guidance on how to save for retirement, what investments to make, and how to prepare for unexpected events. If you're nearing retirement age, it's important to consult with an advisor as soon as possible in order to make the most of your savings.

Wealth Management

Wealth management can help Webster, NY residents in a number of ways. For starters, a wealth manager can help you create and stick to a budget. They can also help you make sound financial decisions that will allow you to save for retirement or other long-term goals. Additionally, a wealth manager can advise you on how to invest your money and protect it from market volatility. If you are looking for assistance in managing your finances, a wealth manager may be the right option for you.

Estate Planning Lawyer

Estate planning lawyers in Webster, NY can help residents protect their assets and plan for the future. Planning ahead is essential for everyone, but its especially important for those with children or other dependents. A good estate plan can ensure that your loved ones are taken care of even if something happens to you.If you dont have an estate plan in place, your assets will be divided according to state law. This might not be what you want, and it could end up costing your loved ones a lot of money in legal fees. An estate planning lawyer can help you create a custom plan that meets your specific needs. They can also advise you on which assets should be placed in a trust and how to best protect them from probate.

Mortgage Loan Officer

Mortgage loan officers in Webster, NY can help residents by providing them with information on the different types of mortgages available. They can also help residents apply for mortgages and guide them through the process of getting a mortgage. In addition, mortgage loan officers can help residents find the best rates and terms for their mortgage.

Tax Services

In Webster, NY, the tax accountant can be a resident's best friend. They can help residents understand their financial standing and what deductions they are allowed to claim on their taxes. Additionally, tax accountants can help residents plan for the future and save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Webster, NY