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Christmas without Cash Canandaigua NY

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Canandaigua, NY. We have compiled a list of businesses and services around Canandaigua, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Curt Fey
Fey Asset Management LTD
(585) 244-0152
25 Esternay Lane
Pittsford, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, PhD

Jeffrey Feldman
Rochester Financial Services
(585) 442-7580
7 Hastings Circle
Pittsford, NY
Expertises
Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, College/Education Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mrs. Donna L. Cator, CFP®
(315) 781-2700
72 S Main St
Canandaigua, NY
Firm
Canandaigua National Bank and Trust
Areas of Specialization
Asset Allocation, General Financial Planning, Social Security Planning, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Salvatore J. Pitti, CFP®
(585) 393-2000
3225 State Route 364 Ste 5
Canandaigua, NY
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Thomas H. Crawford, CFP®
(585) 394-8310
44 Bristol St
Canandaigua, NY
Firm
Thomas Crawford

Data Provided By:
Timothy Hayes
Landmark Financial Advisory Services, LLC
(585) 381-2390
11 State Street
Pittsford, NY
Expertises
College/Education Planning, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Michael D Schiller, CFP®
(585) 394-4260
72 S. Main St
Canandaigua, NY
Firm
Canandaigua National Bank & Trust
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. James P. Terwilliger, CFP®
(585) 419-0670
72 South Main Street
Canandaigua, NY
Firm
Canandaigua National Bank & Tr
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Adam R. Leszyk, CFP®
(585) 394-4260
72 S. Main Street
Canandaigua, NY
Firm
Canandaigua National Bank & Tr
Areas of Specialization
Banking, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Richard T. Bentley, CFP®
(585) 248-6400
1501 Pittsford-Victor Rd
Victor, NY
Firm
Cooper/Haims Advisors, LLC

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