Sheppard Mosher Associate

RBC Wealth Management in Canandaigua, NY provides financial advisory services and investment solutions to individuals and businesses. With a focus on wealth management, the firm offers personalized strategies tailored to the unique goals and needs of each client. Generated from their business information

Primerica in Canandaigua is dedicated to empowering individuals to make informed financial decisions through education. Their mission is to match clients with the right financial solutions to help them achieve their specific financial goals. With a focus on providing personalized guidance and support, Primerica in Canandaigua aims to help clients navigate the complexities of the financial world with confidence. By offering tailored solutions, they strive to assist individuals in securing their financial future. Generated from their website's infomation

Canandaigua Financial Group is an alliance of independent financial professionals based in Canandaigua, NY, dedicated to providing investment planning, financial planning, tax planning, and risk management services to clients. With a team led by experienced professionals like Wade Sarkis, CFP, AIF, and Rusty Barone, CPA, MBA, the firm offers personalized financial experiences tailored to individual needs. Founded on the philosophy of collaboration and specialized knowledge, Canandaigua Financial Group partners with Commonwealth Financial Network to deliver award-winning independent broker dealer services. Clients benefit from a comprehensive framework for financial success, supported by a team of trusted experts committed to helping them achieve their financial goals.Generated from the website