Best Financial Advisors in Lakeville, NY

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Lakeville, NY Fiduciary Financial Advisors

SEC File# 801-117342
CRD# 305240
Location 202 Main St, Dansville, NY 14437, USA
Phone (585) 335-5190
Directions
SEC File# 801-29607
CRD# 110275
3 out of 5
Location 183 Sully's Trail, Pittsford, NY 14534, USA
Phone (866) 527-7871
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-72830
CRD# 159403
Location 67 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 267-4900
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-57453
CRD# 108590
Location 120 Office Park Way, Pittsford, NY 14534, USA
Phone (585) 586-0970
Directions
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William H Rogers Financial Services
Location 5944 Cleary Rd, Livonia, NY 14487, USA
Phone (585) 346-5250
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Livingston Financial
Location 5950 W Lake Rd, Conesus, NY 14435, USA
Phone (585) 243-8080
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Signator Financial Network
Location 303 E Main St, Avon, NY 14414, USA
Phone (585) 226-2740
Directions
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Transparent Wealth Consulting, LLC
SEC File# 801-111906
CRD# 283193
4 out of 5
Location 3031 Rochester Rd, Lakeville, NY 14480, USA
Phone (585) 348-3808
Directions
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Andrew T. Rich, Financial Advisor - Cornerstone Financial Strategies
Location 57 1/2 Wolcott St, Le Roy, NY 14482, USA
Phone (585) 201-1468
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Edward Jones - Financial Advisor: John O Price
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9 N Main St, Honeoye Falls, NY 14472, USA
Phone (585) 624-8168
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 6:30 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Bancroft & Associates
Location 81 Main St, Mt Morris, NY 14510, USA
Phone (585) 658-4330
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Champlin & Associates
5 out of 5
Location 179 Sully's Trail Suite 305, Pittsford, NY 14534, USA
Phone (585) 899-1227
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OakWood Financial Services
Location 26 E South St, Geneseo, NY 14454, USA
Phone (585) 787-6870
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Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2160
Directions
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Vespoke - Wealth Management
5 out of 5
Location 112 Main St, Mt Morris, NY 14510, USA
Phone (585) 673-7331
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Marathon Financial
Location 179 Sully's Trail # 301, Pittsford, NY 14534, USA
Phone (866) 810-0208
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Richard Walker - Raymond James
Location 41 W Main St, Honeoye Falls, NY 14472, USA
Phone (585) 624-6070
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Michael Bianchi - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2166
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Patrick C. Kelly - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2165
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Seneca Financial Advisors LLC
SEC File# 801-71051
CRD# 152824
Location 500 Linden Oaks #150, Rochester, NY 14625, USA
Phone (585) 203-1211
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Cudlipp Financial Services, Inc
5 out of 5
Location 125 Sully's Trail #2, Pittsford, NY 14534, USA
Phone (585) 383-6555
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Patrick B Honadle Investments
Location 4350 Federal Rd, Livonia, NY 14487, USA
Phone (585) 346-9719
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Edward Jones - Financial Advisor: Leann Hill, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 87 Genesee St, Avon, NY 14414, USA
Phone (585) 226-3464
Directions
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Paul Byron Hill CFP
Location 1159 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 737-8000
Directions
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Armbruster Capital Management, Inc. - Fee Only Financial Advisors
Location 1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, USA
Phone (585) 381-4180
Directions
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Philip Pusateri - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
Directions
Financial Advisors in Lakeville, NY

Where Certified Financial Advisors in Lakeville, NY Serve

Nestled in the heart of Western New York, Lakeville is a charming hamlet that boasts a rich history and a vibrant community. From its quaint streets to its bustling businesses, this town is a true gem. One of the most notable landmarks in Lakeville is Conesus Lake, a stunning body of water that draws visitors from far and wide. Whether you're looking to fish, boat, or simply relax on the shore, this lake has something for everyone. In terms of top employers, Lakeville is home to a number of thriving businesses, including Genesee Valley BOCES, Pioneer Credit Recovery, and Livingston County. These companies offer a range of job opportunities and contribute to the town's strong economy. When it comes to major highways and streets, Lakeville is conveniently located near several key routes, including Interstate 390 and State Route 20A. These roads make it easy to travel to nearby cities and towns, as well as to explore all that Western New York has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lakeville, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. For example, many Lakeville residents may be looking to save for a down payment on a home, pay off student loans, or plan for retirement. A financial advisor can provide guidance on budgeting, saving, investing, and managing debt to help residents achieve these goals. Additionally, with the high cost of living in the area, a financial advisor can help residents navigate the local real estate market and make informed decisions about buying or renting a home. Overall, a financial advisor can provide valuable support and advice to help residents of Lakeville, NY achieve financial stability and security.

Insurance Broker

Residents of Lakeville, NY can benefit greatly from the services of an insurance broker. A broker can help them navigate the complex world of insurance and find the policies that best suit their needs and budgets. For instance, with Lakeville being a small town with a population of just over 4,000 people, an insurance broker can help residents find policies that are tailored to their specific needs and those of the community. They can also help residents find insurance policies that cover risks unique to the area, such as those related to severe weather conditions that are common in the region. An insurance broker can also help residents save money by finding policies with better coverage at lower rates, which can be especially beneficial for those on a tight budget. Overall, an insurance broker can provide invaluable support to residents of Lakeville, NY, helping them secure the protection they need for themselves and their families.

Retirement Planning

Residents of Lakeville, NY can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan to ensure that residents are financially prepared for their retirement years. This is especially important for Lakeville residents, as the cost of living in the area can be quite high. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. With the help of a retirement planner, Lakeville residents can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years without financial stress.

Wealth Management

Residents of Lakeville, NY could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing guidance on investment strategies that align with the unique needs of the community. For example, Lakeville is a small town with a largely agricultural economy, so a wealth manager might recommend investments in local farms or agribusinesses. Additionally, a wealth manager could help residents navigate the complexities of estate planning, ensuring that their assets are distributed in accordance with their wishes and that their loved ones are taken care of after they're gone. Overall, a wealth manager can provide invaluable support and expertise to help Lakeville residents make smart financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Lakeville, NY can benefit from the expertise of a mortgage loan officer in several ways. For example, they can provide guidance on the types of mortgages available, including fixed-rate and adjustable-rate options. Additionally, they can help residents understand the requirements for obtaining a mortgage, such as credit score and income verification. A mortgage loan officer can also assist residents in determining how much house they can afford and provide information on down payment assistance programs that may be available in the Lakeville area. With the assistance of a mortgage loan officer, residents of Lakeville can navigate the complex world of home buying with confidence and ease.

Tax Services

Residents of Lakeville, NY can benefit greatly from the assistance of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on local tax laws and regulations specific to Lakeville. With its unique location in Livingston County, Lakeville residents may have different tax requirements than those in neighboring towns. A tax advisor can help residents navigate these regulations and ensure that they are maximizing their deductions and minimizing their tax liabilities. Additionally, a tax advisor can help residents plan for future financial goals, such as saving for college or retirement, and provide advice on investment strategies to help them reach those goals. Overall, a tax advisor can be an invaluable resource for Lakeville residents looking to make informed financial decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Lakeville, NY can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist Lakeville residents is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. With many residents in Lakeville owning large tracts of land for farming or hunting, an estate planning lawyer can help them navigate the complex legal issues surrounding inheritance and property transfer. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and creating powers of attorney to ensure that their clients' financial and medical affairs are taken care of in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Lakeville, NY.

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FAQs About Personal Financial Advisors in Lakeville, NY