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Financial Advisors in or around Zip Code 14618 (See Below)
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What do you need help with?
Financial planning & investments
Debt relief & debt consolidation
What advisory services are you looking for?
Portfolio Management
Retirement Planning
Estate Planning
Education Planning
401K Rollover
What is the size of your current portfolio?
Less than $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1 million
$1 million - $3 million
More Than $3 million
Prefer to Disclose Directly to Advisor
 
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poststring=g=14618, zipcodecity=, zipcode_page=1, city_page=, state_page=,
Displaying Results 1-3 out of 3 Results - Show All
Distance Name / Company City / Zip Mission Statement
0 miles Steven Schwartz
Wealth Design Services Inc
(585) 672-3217
Website
Submit Request 		Rochester
NY
14618 		Wealth Design Services is a NAPFA registered firm providing integrated investment, tax and financial planning to individual clients. We are located in Rochester New York. We are fee... more   logo
5 miles Paul Byron Hill, CFP®
Professional Financial Strategies, Inc.
(585) 200-3905
Website
Submit Request 		Pittsford
NY
14534 		Paul Byron Hill, CFP and his staff of Certified Financial Planners plan long-term professional strategies for financial security through a proven wealth management process engineered... more   logo
69 miles George W. Laub, CFA
George W. Laub & Associates, LLC

Submit Request 		Buffalo
NY
14202 		Superior service for a limited number of clients with a performance goal of equaling or exceeding the S&P 500. Monthly information to clients includes: proprietary Month-End Statement... more   logo

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