Financial Planning & Investments in Rochester, NY

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350 Linden Oaks, 1st Floor, Rochester, New York, 14625

(833) 752-6333


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400 Andrews Street, 4th Floor, Rochester, New York, 14604

(585) 563-1100


1425 Jefferson Road, Suite 2A, Rochester, New York, 14623

(585) 427-0210


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2780 Monroe Ave, Suite 201, Rochester, New York, 14618

(800) 219-7019

Visit us Today for Free Investing Help you Need


2815 Monroe Ave, Rochester, New York, 14618-4100

(585) 461-2630


2815 Monroe Ave, Rochester, New York, 14618-4100

(585) 461-0508


100 Allens Creek Rd, Rochester, New York, 14618-3303

(585) 271-5180


95 Allens Creek RD, Ste 201-1, Rochester, New York, 14618-3210

(585) 586-8100


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4507

We can help you embrace your financial future


780 Fetzner Road, Suite B, Rochester, New York, 14626

(585) 232-7075


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

(585) 218-4542

We can help you embrace your financial future


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

(585) 218-4588

We can help you embrace your financial future


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

(585) 218-4577

We can help you embrace your financial future


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

(585) 218-4578

We can help you embrace your financial future


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

(585) 218-4511

We can help you embrace your financial future


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

(585) 423-2126

Strengthening your financial security℠


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

(585) 423-2150

Strengthening your financial security℠


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

(585) 423-2146

Strengthening your financial security℠


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

Learn How You Can Help Maximize Retirement Savings

Products and Services


130 Linden Oaks, Rochester, New York, 14625-2834

(585) 419-2010


3349 Monroe Avenue, Rochester, New York, 14618

(800) 219-7019

Visit Your Local Investor Center Today!


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

(585) 423-2131


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