Tricia Zanon - Raymond James

Stifel is a global wealth management and investment banking company dedicated to assisting individuals, families, and organizations in pursuit of their financial objectives. With a focus on building lasting relationships, Stifel offers a range of services to help clients navigate complex financial landscapes. From retirement planning and investment advisory for individuals to aiding corporations in raising capital and strategic financial planning, Stifel's expertise spans various financial realms. The firm's commitment to leveraging market forces for the benefit of its clients is embodied in its iconic bull and bear imagery. With a team of dedicated professionals, Stifel aims to provide sound advice, innovative solutions, and unparalleled service to meet the diverse needs of their clientele. By fostering a culture of empowerment for financial advisors, Stifel ensures that clients receive personalized and comprehensive financial guidance. Generated from the website content

The Waddell & Reed Upstate NY branch office is located in Fairport.

Welcome to Merrill Lynch in Pittsford, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.