Best Financial Advisors in Webster, NY

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List of Firms

Webster, NY Fiduciary Financial Advisors

SEC File# 801-34161
CRD# 108678
5 out of 5
Location 180 S Clinton Ave #300, Rochester, NY 14604, USA
Phone (585) 935-5300
Directions
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Edward Jones - Financial Advisor: Peter Wing, AAMS™
SEC File# 801-3297
CRD# 250
Location 659 Ridge Rd, Webster, NY 14580, USA
Phone (585) 671-7940
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Conroy Wealth Management
Location 1717 Empire Blvd, Webster, NY 14580, USA
Phone (585) 347-4838
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Kinecta Federal Credit Union - Webster Phillips Rd (badge access required)
5 out of 5
Location 800 Phillips Rd Bldg 207, Webster, NY 14580, USA
Phone (585) 545-2100
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Clover Leaf Financial, LLC
SEC File# 801-110029
CRD# 287550
5 out of 5
Location 1387 Fairport Rd #620, Fairport, NY 14450, USA
Phone (585) 899-3940
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Commonwealth Financial Group
5 out of 5
Location 1633 Empire Blvd, Webster, NY 14580, USA
Phone (585) 248-5150
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Emerald Tax & Accounting Services, LLC
5 out of 5
Location 599 Ridge Rd, Webster, NY 14580, USA
Phone (585) 510-5850
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Webster Chamber of Commerce Inc.
5 out of 5
Location 1110 Crosspointe Ln STE C, Webster, NY 14580, USA
Phone (585) 265-3960
Directions
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R.P. Damico & Associates, Inc.
Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 216-1022
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Whitney & Company
SEC File# 801-60710
CRD# 117307
5 out of 5
Location 959 Panorama Trail S #190, Rochester, NY 14625, USA
Phone (585) 232-6200
Directions
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EMERALD FINANCIAL SERVICES, INC.
1 out of 5
Location 60 Barrett Dr Suite G, Webster, NY 14580, USA
Phone (585) 265-2870
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Allstate Financial Services - Eileen M Minier
Location 1270 Creek St, Webster, NY 14580, USA
Phone (585) 671-9020
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Edward Jones - Financial Advisor: Matthew D Terp
SEC File# 801-3297
CRD# 250
Location 1027 Ridge Rd, Webster, NY 14580, USA
Phone (585) 872-3595
Directions
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Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™
Location 6323 Knickerbocker Rd, Ontario, NY 14519, USA
Phone (315) 524-3130
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A.M. Ginsberg Advisory Group
Location 421 Penbrooke Dr #4, Penfield, NY 14526, USA
Phone (585) 377-4720
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Anchor Wealth Advisors
SEC File# 801-111055
CRD# 158043
Location 75 Barrett Dr STE 68, Webster, NY 14580, USA
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
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Edward Jones - Financial Advisor: Patrick E Caufield
Location 2160 Penfield Rd Suite 8, Penfield, NY 14526, USA
Phone (585) 377-4668
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Oakleaf Services Corporation
Location 1075 Ridge Rd #100, Webster, NY 14580, USA
Phone (585) 872-0100
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NorthLanding Financial Partners, LLC
SEC File# 801-77720
CRD# 167055
5 out of 5
Location 90 Linden Oaks #220, Rochester, NY 14625, USA
Phone (585) 497-5000
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 980 Ridge Rd, Webster, NY 14580, USA
Phone (585) 872-5008
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Resource Financial Services
5 out of 5
Location 481 Penbrooke Dr #3b, Penfield, NY 14526, USA
Phone (585) 598-3674
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Mapstone Veritas
Location 4 E Main St, Webster, NY 14580, USA
Phone (585) 475-8400
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iCommercial Lending Group - Financing & Business Loans Rochester NY
Location 1900 Empire Blvd #156, Webster, NY 14580, USA
Phone (585) 455-6846
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Yaeger Treviso & Associates Inc
5 out of 5
Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 671-1130
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Edward Jones - Financial Advisor: Rich Marlin
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1120 Crosspointe Ln Suite 8, Webster, NY 14580, USA
Phone (585) 265-0440
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Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
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Retirement Marketing Solutions
Location 1130 Crosspointe Ln, Webster, NY 14580, USA
Phone (585) 347-6028
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DC Associates
Location 661 Ridge Rd, Webster, NY 14580, USA
Phone (585) 645-6030
Directions
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Jeff Sharman - Raymond James
Location 421 Penbrooke Dr, Penfield, NY 14526, USA
Phone (585) 364-3249
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Joseph A. Tripi, CPA
4 out of 5
Location 1011 Gravel Rd, Webster, NY 14580, USA
Phone (585) 787-1830
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Edward Jones - Financial Advisor: John Pascucci, AAMS™
SEC File# 801-3297
CRD# 250
Location 1790 Penfield Rd Suite 3, Penfield, NY 14526, USA
Phone (585) 381-8440
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Retire In Time
Location 604 Embury Rd, Rochester, NY 14625, USA
Phone (585) 261-0073
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Halstead Financial Resources
Location 3810 St Paul Blvd, Rochester, NY 14617, USA
Phone (585) 266-5202
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Retirement Planning Services
Location 2507 Browncroft Blvd, Rochester, NY 14625, USA
Phone (585) 381-8984
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JRB Financial
Location 1630 Empire Blvd, Webster, NY 14580, USA
Phone (585) 671-5810
Directions
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Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC®
Location 1790 Penfield Rd Suite 3, Penfield, NY 14526, USA
Phone (585) 381-8440
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Joseph Lonobile
Location 66 W Main St, Webster, NY 14580, USA
Phone (585) 265-0554
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Raymond F Schultheis CPA
4 out of 5
Location 47 W Main St, Webster, NY 14580, USA
Phone (585) 233-5059
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Amg Commercial Mortgage Group
Location 898 Ridge Rd, Webster, NY 14580, USA
Phone (585) 766-9540
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Marianne Bolton - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2163
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Xcu Capital Corporation Inc
Location 189 W Main St, Webster, NY 14580, USA
Phone (585) 422-9871
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Whitney & Co Inc
Location 102 Panorama Trail, Rochester, NY 14625, USA
Phone (585) 586-9000
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ABW Financial Services
Location 777 Webster Rd, Webster, NY 14580, USA
Phone (585) 216-7048
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Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
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Safe Harbor Capital LLC
Location 672 Ridge Rd, Webster, NY 14580, USA
Phone (585) 670-0133
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Steve Shemirani - UBS Financial Services Inc.
Location 400 Linden Oaks, Rochester, NY 14625, USA
Phone (585) 218-4514
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Weller Group LLC
5 out of 5
Location 6206 Slocum Rd, Ontario, NY 14519, USA
Phone (315) 524-8000
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Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
5 out of 5
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
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Winton Financial
Location 2509 Browncroft Blvd # 107, Rochester, NY 14625, USA
Phone (585) 586-3100
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Bernardi & Company CPA's LLP
5 out of 5
Location 40 Barrett Dr, Webster, NY 14580, USA
Phone (585) 217-9393
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OneMain Financial
4 out of 5
Location 1900 Empire Blvd, Webster, NY 14580, USA
Phone (585) 671-4200
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World of Finance
Location 680 Ridge Rd # 3, Webster, NY 14580, USA
Phone (585) 670-0090
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OakWood Financial Services
4 out of 5
Location 190 Linden Oaks suite a, Rochester, NY 14625, USA
Phone (585) 787-6870
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John Reigelman
Location 19 Pennicott Cir, Penfield, NY 14526, USA
Phone (585) 381-6616
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FocalPoint Wealth Management
SEC File# 801-80067
CRD# 171976
5 out of 5
Location 441 Penbrooke Dr Suite 8, Penfield, NY 14526, USA
Phone (585) 626-1258
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Margaret Brown
Location 2200 Penfield Rd, Penfield, NY 14526, USA
Phone (585) 377-2380
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Xceed Wealth Management Group
5 out of 5
Location 189 W Main St, Webster, NY 14580, USA
Phone (877) 923-3360
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Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Linden Oaks Ste 230, Rochester, NY 14625, USA
Phone (585) 461-2280
Directions
Financial Advisors in Webster, NY

Where Certified Financial Advisors in Webster, NY Serve

Webster, NY is a vibrant and bustling community situated in Monroe County, New York. It is home to a myriad of landmarks that are steeped in history and culture. The town boasts of the Webster Arboretum, a sprawling 40-acre park that is a haven for nature lovers and hikers alike. The Whiting Road Nature Preserve is another popular attraction that is known for its picturesque trails and serene surroundings. When it comes to employment, Webster has a diverse range of top employers that cater to different industries. The Xerox Corporation, which is a global leader in document technology and services, has its headquarters in Webster. Other notable employers include the Wegmans Food Markets, Inc., which is a regional supermarket chain, and the Rochester Regional Health System, which provides healthcare services to the community. Webster is well-connected to other parts of the state and country through its major highways and streets. The town is intersected by the New York State Route 104, which runs east-west across the state.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Webster, NY can benefit greatly from the expertise of a financial advisor. One of the most common ways they can be helped is by creating a personalized financial plan that takes into account their specific goals and needs. This could include advice on retirement planning, investment strategies, and debt management. In a town like Webster, where the cost of living is slightly higher than the national average, it's important for residents to have a solid financial plan in place to ensure they can achieve their financial goals and maintain a comfortable lifestyle. A financial advisor can also provide guidance on navigating the local real estate market, which can be particularly helpful for those looking to buy or sell a home in the area.

Insurance Broker

Residents of Webster, NY can benefit from the services of an insurance broker in many ways. One of the most common ways that insurance brokers can help Webster residents is by assisting them in finding the right insurance coverage for their unique needs. Whether it's home, auto, or life insurance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage at a price that fits their budget. Additionally, insurance brokers can help residents in Webster, NY by providing them with personalized advice and guidance on how to manage their insurance policies and ensure that they are getting the most out of their coverage. With their extensive knowledge of the insurance industry and local market, insurance brokers can be a valuable resource for Webster residents looking to protect their assets and plan for the future.

Retirement Planning

Residents of Webster, 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 retirement plan that takes into account the unique needs and goals of each individual. For example, many residents of Webster, NY may be interested in retiring near the beautiful Lake Ontario or exploring the nearby Finger Lakes region. A retirement planner can help them achieve these goals by creating a financial plan that allows them to save for retirement while also enjoying the things they love about living in Webster. Additionally, a retirement planner can provide guidance on important topics such as Social Security, Medicare, and long-term care planning, which can be especially important for residents of Webster who may have unique healthcare needs due to their proximity to Rochester. Overall, a retirement planner can be an invaluable resource for anyone in Webster, NY who wants to ensure a comfortable and secure retirement.

Wealth Management

Residents of Webster, NY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning advice. This can include developing a comprehensive investment strategy, creating a retirement plan, and managing tax liabilities. Additionally, a wealth manager can help residents of Webster navigate the unique financial landscape of the area, which includes a mix of rural and suburban communities. With their expertise in financial planning and investment management, a wealth manager can help residents of Webster achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Webster, NY can benefit greatly from the services of a mortgage loan officer. With a population of around 5,500 people, Webster is a small and tight-knit community where many people know each other. A mortgage loan officer can provide personalized assistance to help residents navigate the home-buying process, which can be particularly helpful for first-time homebuyers. They can also offer guidance on the best mortgage options for each individual's financial situation. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to free up equity for home improvements or other needs. With their expertise and knowledge of the local real estate market, a mortgage loan officer can be an invaluable resource for residents of Webster, NY.

Tax Services

Residents of Webster, NY can greatly benefit from the assistance of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations that apply to the area. Webster, NY has a unique tax code that can be difficult to understand for individuals who are not familiar with it. A tax advisor can help residents to maximize their tax savings and ensure that they are in compliance with all applicable laws and regulations. Additionally, a tax advisor can provide valuable advice on how to plan for future tax liabilities, such as when purchasing a home or starting a business. By working with a tax advisor, residents of Webster, NY can ensure that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Webster, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will, which ensures that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents set up trusts, which can provide tax benefits and protect assets from creditors. In Webster, NY, where many residents own waterfront properties, an estate planning lawyer can also help with planning for the transfer of these unique assets, as well as navigating any zoning or environmental regulations. Overall, an estate planning lawyer can provide peace of mind for residents of Webster, NY, knowing that their assets and loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Webster, NY