Wells Fargo Advisors

O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.

LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisor serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first...

Encompass Advisors is a financial services firm located in Pittsford, NY. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our team of experienced professionals is dedicated to providing our clients with the best possible service. We understand that each client is unique and have the experience and knowledge to help you reach your financial goals. We offer a variety of services to meet your needs, including: * Investments: We can help you invest your money in a way that is appropriate for your goals and risk tolerance. We offer a wide range of investment options, including stocks, bonds, mutual funds, and annuities.