Places for Category: Bank/Financial Institution

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Joe Petralia, Mortgage Originator, nmls#471630, ...

With years of experience in the financial services industry and a background in personal finance, Joe brings an array of qualities to the mortgage process that help his clients ...

Bank, Bank/Financial Institution

190 Linden Oaks, Ste B
Rochester   NY 14625


Patrick Greer, Mtg. Originator nmls #1404436 ...

With 12 years of experience in mortgage closing, underwriting and analysis, Patrick brings knowledge and experience to all aspects of the mortgage process. His clients directly ...

Bank, Bank/Financial Institution, Local Service

1850 Winton Rd S
Rochester   NY 14618


Mike Pulver

GRB HISTORY: In 1996, two successful Rochester businessmen, E. Philip Saunders and Dan Gullace, purchased an established local bank. They renamed it Genesee Regional Bank ...

Bank, Bank/Financial Institution, Local Service

1850 South Winton Road
Rochester   NY 14618


Ziad Wehbe, CRPS - Wealth Management & Investment ...

I am an independent Wealth Management Advisor and Chartered Retirement Plans Specialist professional designation holder. I help individuals, families, business owners and ...

Bank/Financial Institution, Estate Planning, Financial Planning, Investing Service

6819 Pittsford Palmyra Rd
Fairport   NY 14450


Forge Financial Advisors

It is easy to become overwhelmed by your financial situation, especially with the uncertain economy. At Forge Financial Advisors*, we believe in helping you create a realistic ...

Bank/Financial Institution, Financial Planning, Insurance Agent

1387 Fairport Rd, Ste 750
Fairport   NY 14450


Canal View Financial Advisors

At Canal View Financial Advisors, you will work with a team that is as passionate about your dreams as you are; someone who will take the time to get to know you, not as just ...

Bank/Financial Institution, Financial Services, Local Service

15 Schoen Pl
Pittsford   NY 14534


Cadence Wealth Management Solutions

My Approach: I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts ...

Bank/Financial Institution, Financial Planning

2290 East Ave
Rochester   NY 14610


Kathryn R. Castro, CFP, CDFA

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission ...

Bank/Financial Institution, Financial Services, Local Service

2338 RT 96, PO Box 635
Clifton Springs   NY 14432


David J. Stoller, Mapstone Veritas Financial ...

We know there are many qualified professionals to whom you can turn to for financial help. Our Firm is an innovative Financial Services Organization that is comprised of experienced ...

Bank/Financial Institution, Financial Planning, Insurance Broker, Investing Service

175 Corporate Woods, Suite 250
Rochester   NY 14623


Ukrainian Federal Credit Union

Ukrainian Federal Credit Union is insured by the National Credit Union Administration and offers personal and business financial services including savings and checking accounts, ...

Bank/Financial Institution, Financial Services, Loans

824 E Ridge Rd
Rochester   NY 14621


T Kevin Sheehan, Cypress Financial Consultants, ...

I have been in the Financial Services Industry since 1987. Starting out with The MONY Group and more recently merging with AXA Advisors in 2005. We’re looking to build ...

Bank/Financial Institution, Insurance Agent, Investing Service

2132 Ridgeway Ave
Rochester   NY 14626


Liftbridge Financial Advisors

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your ...

Bank/Financial Institution, Financial Services, Local Service, Professional Services

6 North Main St Suite 400 W
Fairport   NY 14450


Nathan R. Wegman

My Approach: I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial ...

Bank/Financial Institution, Financial Services

2024 W Henrietta Rd
Rochester   NY 14623


Ryan Miller - Senior Financial Services Representative

My name is Ryan Miller and I am a Financial Services Representative with Foresters Financial Services, Inc. and an Investment Adviser Representative of Foresters Advisory ...

Bank/Financial Institution, Bank/Financial Services, Financial Planning, Financial Services

First Investors Corporation 1425 Jefferson Road, Suite 18
Rochester   NY 14623


Eisenhart Investment Planning

Wealth Management Services Think of your financial life as a jigsaw puzzle. Each piece of the puzzle needs to placed correctly to make a clear picture. Since all of us are ...

Bank/Financial Institution, Financial Planning, Financial Services

125 Sully's Trail Suite 5B
Pittsford   NY 14534


Shana Rivera, AXA Advisors, Financial Professional

I am a wife, a mother, a sister, a daughter and a career woman. I was fortunate early on to be able to invest in my future and I saw the value of building a road map specific ...

Bank/Financial Institution, Financial Planning, Insurance Agent, Investing Service

175 Corporate Woods, Suite 250
Rochester   NY 14623


Diana Apostolova, Financial Consultant, AXA ...

I'm a Financial Consultant with AXA Advisors in Rochester, NY. My mission is to help my clients achieve financial independence with a piece of mind. In my business practice ...

Bank/Financial Institution, Insurance Agent, Investing Service

175 Corporate Woods, Ste. 250
Rochester   NY 14623


Matthew Wieczorek Investment Advisor Representative

My name is Matthew Wieczorek and I am a Financial Services Representative with Foresters Financial Services, Inc. and an Investment Adviser Representative of Foresters Advisory ...

Bank/Financial Institution, Financial Planning, Financial Services

1425 Jefferson Rd
Rochester   NY 14623




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