Find finance companies in Pittsford, NY. Listings include Kelly L. Olczak, CFP - Private Wealth Manager, Anderson & Associates Wealth Management, Montage Wealth Management, Hamilton Wealth Management, Megan Schermerhorn- Merton, Mortgage Originator, NMLS# 1703580, Empire State Wealth Advisors Prudential.
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Kelly became a financial advisor in 2005 because she loves to help people. She received her CFP® certification in 2009. In 2018, Kelly and her partner Becky Gillette formed the pri...
Our mission is to serve and care for those who give us the privilege by guiding them to achieve their financial success.
ProNexus was founded by 2 Big 4 CPAs. The entire leadership team are either CPAs and/or former Controllers/CFOs. We operate very much like a CPA firm, however we only perform non-a...
Not acting in an individual capacity. Individual is a licensed MLO working at Fairway Independent Mortgage Corporation. Licensed Mortgage Banker- N.Y.S. Department of Financial Ser...
Since 1953, the Brighton Pittsford Agency in Pittsford, New York, has been meeting the insurance needs of individuals, families, businesses, and professionals. Our agency offers...
Heritage Financial Services, LLC offers personalized financial plans specifically tailored to each individual, family or business client. Our independent approach allows us to draw...
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. www.finra.org www.sipc.org Third party posts found on this p...
The Legal Stuff Mark Colgan and Jackie Dohse are CFP® professionals, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to str...
Fairway Independent Mortgage Corporation FIMC NMLS #2289 Branch NMLS #1976809 Robb Everhart NMLS#24
Financial Advisory Firm in Pittsford, New York.
threeplusone® helps public entities, higherEd, and local banks create new sources of revenue through a
WHY CHOOSE GRB? GRB is a locally owned and managed community bank. With local decision making, you benefit from quick turnaround times. And, by banking locally, you help strengthen...
Financial Partner at Cultivate Financial Planning Host of Roadmap To Retirement Podcast
Offering financial planning and investment advisory services through Pruco, doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. ...
Our goal is to work together as thinking partners for our clients. We aim to strengthen your financi