Medallion Financial Service

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Raymond James Financial Services in Rochester, NY is a global firm specializing in providing trusted financial advice and tailored strategies for individuals and institutions. Their comprehensive range of services includes wealth management, investment solutions, financial planning, estate and charitable giving, banking, lending, insurance, institutional, and private wealth services. Committed to corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and prioritizes a supportive and inclusive work environment for its associates, emphasizing a strong culture that values their contributions. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.