Wealth Management in Pittsford, NY

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List of Firms

Pittsford, NY Wealth Management Firms

LVW Advisors
SEC File# 801-72830
CRD# 159403
Location 67 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 267-4900
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Alesco Advisors LLC
SEC File# 801-57453
CRD# 108590
Location 120 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 586-0970
Lutz & Associates Wealth Strategists
5 out of 5
Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 264-1111
Canal View Financial Advisors
Location 15 Schoen Pl, Pittsford, NY 14534, USA
Phone (585) 673-1199
Zappia Family Wealth
Location 67 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 267-4950
Merrill Lynch Wealth Management
2 out of 5
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2500
Candace Shira Associates
SEC File# 801-77488
CRD# 165984
Location 115 Sully's Trail #8, Pittsford, NY 14534, USA
Phone (585) 249-1550
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
Tompkins Financial Advisors
Location 179 Sully's Trail # 300, Pittsford, NY 14534, USA
Phone (585) 248-0050
Echelon Wealth Advisors, LLC
Location 1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, USA
Phone (585) 381-1861
Mahoney Wealth Strategies
5 out of 5
Location 1250 Pittsford Victor Rd bldg 200 suite 390, Pittsford, NY 14534, USA
Phone (585) 662-5332
Merrill Lynch Wealth Management Advisor Michael D Katz
Location 1221 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 383-5720
Merrill Lynch Wealth Management Advisor Kenton Gregory Hines
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2539
Merrill Lynch Wealth Management Advisor Jason R Alexander
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2661
The Sartini Group - Morgan Stanley
Location 1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, USA
Phone (585) 987-6184
Heritage Financial Services LLC
5 out of 5
Location 179 Sully's Trail # 304, Pittsford, NY 14534, USA
Phone (585) 419-8399
Paul Byron Hill CFP
Location 1159 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 737-8000
Waterstone Financial Services
Location 55 Sully's Trail Suite F, Pittsford, NY 14534, USA
Phone (585) 586-5640
Shemirani and Rocca Wealth Management - UBS Financial Services Inc.
Location 400 Linden Oaks, Rochester, NY 14625, USA
Phone (585) 218-4514
Marianne Bolton - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2163
Wealth Management in Pittsford, NY

Where Wealth Management Advisors in Pittsford, NY Serve

Pittsford is a town in Monroe County, New York, United States. The population was 33,352 at the 2010 census. Pittsford is a suburb of Rochester. Some landmarks in Pittsford are the Erie Canal, Mendon Ponds Park, and the Pittsford Plaza mall. The top employers in Pittsford are IBM, Wegmans, and Constellation Brands. Major highways and streets in Pittsford are Interstate 490 and NYS Route 531. Some neighborhoods in Pittsford are the Five Points neighborhood, the Monroe Avenue neighborhood, and the Pittsford Village neighborhood.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Pittsford, NY offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and bill pay options for customers who prefer to do their banking from home. In addition, many banks have ATMs located throughout the city for customer convenience.

Retirement Planning

Pittsford, NY is a town in Monroe County, New York. It is an affluent suburb of Rochester. As of the 2010 census, the population was 29,261. The town was named after General William Pitts, who fought in the War of 1812 and later served as U.S. Minister to Russia.

Tax Services

Tax accountants in Pittsford, NY perform a variety of services for their clients. They help businesses and individuals file their tax returns, they provide advice on how to reduce taxes, and they represent clients during audits. In addition, many tax accountants also offer bookkeeping and financial consulting services. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Pittsford, NY helps people save and invest their money. They can help you plan for your future and make sure you are on track to reach your financial goals. A financial advisor can also help you when you are facing a financial crisis and need advice on how to get back on track.

Insurance Broker

An insurance broker in Pittsford, NY is a professional who helps people find the right insurance policies for their needs. They work with clients to assess their risk and find policies that offer the best protection at the best price. Insurance brokers are licensed and regulated by the state, and they must meet certain requirements in order to sell insurance.

Mortgage Loan Officer

Mortgage loan officers in Pittsford, NY work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Pittsford, NY can help you create a will and other legal documents to ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and designate guardians for your children in the event something happens to you.

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