Investments in Penfield, NY
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1. Edward Jones - Financial Advisor: Geoff Glanville
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…
2. Morgan Stanley Wealth Management
From Business: Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates…
3. Jacob Boyce-M&T Bank
6. Ubs
8. Barney Smith
9. Robert Barley Jr Investments
10. Rocco Pietropaolo Investments
14. Metlife Auto & Home
15. Whitney & Company Wealth Management
From Business: Founded in 1975, Whitney & Company is a private, Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. We work…
16. Edelman Financial Engines
From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…
From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a…
18. Jacob Boyce - Wilmington Advisors @ M&T
From Business: Jake understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals…
From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a…
20. CornerStone Wealth Managment
21. Rocco Pietropaolo Jr. - UBS Financial Services Inc.
22. Blackmon, William
23. Prinzi, Julie A
24. Schwappacher, William J
25. The Gilfus Leonard Marulli Group-Morgan Stanley
26. The Oaktide Group-Morgan Stanley
27. The Titan Group-Morgan Stanley
28. Ganguzza, Michael
29. The Sime Messerino Group-Morgan Stanley
30. The Terzioglu Cohen Group-Morgan Stanley
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