Financial Planning & Investments in Rochester, NY

274 Goodman St N, Ste D108, Rochester, New York, 14607-1172

(585) 442-9061


111 Humboldt St, Rochester, New York, 14609-7463

(585) 654-6916


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400 Linden Oaks, 2nd Floor, Rochester, New York, 14625

(585) 218-4511

We can help you embrace your financial future


300 State St, Rochester, New York, 14614-1020

(585) 232-4420


90 Linden Oaks, Ste 220, Rochester, New York, 14625

(585) 497-5000


1000 Pittsford-Victor Road, Suite 2E, Rochester, New York, 14534

(585) 485-5965


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959 Panorama Trail S #190, Rochester, New York, 14625

(585) 232-6200

Like a Family Friend in Finance


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35 Celebration Drive, Floor 1, Rochester, New York, 14620

(585) 246-4605

Will your savings be enough in retirement?


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2141

Strengthening your financial security℠


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


3349 Monroe Avenue, Rochester, New York, 14618

(800) 219-7019

Visit Your Local Investor Center Today!


1100 Goodman St S, Ste 105, Rochester, New York, 14620

(585) 670-0133


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


100 Meridian Centre Blvd, Ste 150, Rochester, New York, 14618-3982

(585) 274-5000


1029 Lyell Ave Unit #250 Rochester, NY 14606, Rochester, New York, 14606


200 Meridian Ctr Ste 150, Rochester, New York, 14618

(585) 350-7203


100 Meridian Centre Blvd, Ste 315, Rochester, New York, 14618-3926

(585) 274-5000


100 Meridian Centre Blvd, Ste 315, Rochester, New York, 14618-3926

(585) 274-5000


80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2168


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4576


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400 Linden Oaks, 2nd Floor, Rochester, New York, 14625

(585) 218-4578

We can help you embrace your financial future


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4507

We can help you embrace your financial future


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2138

Strengthening your financial security℠


80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2163

Strengthening your financial security℠


Latest reviews

Brighton Securities

Brighton Securities is a local, independently owned stock brokerage and financial services firm that was established in 1969. We’ve been the same company, had the same name, been at the same location in Rochester, New York, ever since—which makes...more
Mike F


Century Benefits Group

Century Benefits Group in Rochester is a great firm to work with. Great service, easy to work with. I highly recommend this company
Michael K