Evolution Financial Planning

Indiano Capital Management is a registered investment adviser based in Rochester, NY, offering specialized services to meet the investment needs of individuals, corporations, and non-profit organizations. With over 59 years of combined experience, they create tailored investment plans that consider clients' goals, time horizons, and risk tolerances. The firm employs a multi-capitalization and multi-sector strategy for equities, focusing on undervalued stocks and those with sustainable dividends. Their fixed income strategies include both taxable and non-taxable bonds, emphasizing investment-grade municipal bonds and opportunities for capital appreciation. Generated from the website

As a veteran-owned and operated business, Thomas Risk Management Group is dedicated to excellence and consistency. We're determined to ensure satisfaction of our clients. Each Team member has years of experience in the industry...

Morgan Stanley Wealth Management in Rochester, NY is a financial services firm that provides investment advice and wealth management services to individuals and businesses. With a focus on helping clients achieve their financial goals, the firm offers a range of investment options and personalized financial planning solutions. Specializing in wealth management, retirement planning, and investment strategies, Morgan Stanley Wealth Management aims to help clients navigate the complexities of the financial markets and make informed decisions about their money. With a team of experienced financial advisors, the firm strives to provide tailored solutions to meet each client's unique needs and objectives. Generated from their business information