Financial Partners of Upstate - MassMutual Financial Group

Wells Fargo Advisors in Rochester, NY is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. The branch is staffed by a team of experienced Financial Advisors who are dedicated to helping clients navigate the complexities of investing and managing their finances. With a focus on personalized solutions, they strive to help clients achieve their financial goals while managing investment risks. Generated from the website

Raymond James Associates is a wealth management firm located in Rochester, NY. Led by Matthew Hartstein, a first vice president of wealth management, the firm offers a range of services including banking and lending solutions, financial planning, and retirement planning. With a client-first approach and a commitment to providing quality investments and planning tools, Raymond James Associates aims to help individuals and families achieve their financial goals. With a focus on serving healthcare professionals, retirees, and families, Raymond James Associates offers personalized strategies tailored to each client's unique needs. The firm's team of experienced professionals is dedicated to simplifying the complexities of wealth management and providing comprehensive solutions for long-term financial success. Whether clients are looking to grow their assets, generate income in retirement, or preserve wealth for future generations, Raymond James Associates strives to be the ultimate steward of their wealth.Generated from the website

Lakeshore Wealth Partners of Raymond James is a reputable financial advisory firm located in Rochester NY. With a focus on personalized financial planning and investment strategies the firm aims to help clients achieve their financial goals. Their team of experienced advisors provides expert guidance tailored to each client's unique needs ensuring a comprehensive approach to wealth management. Generated from this place's information