Stifel I SZK Wealth Advisory Group

Raymond James, situated in Fairport, NY, is a distinguished financial services company that excels in providing personalized wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer a comprehensive range of financial planning services, portfolio advisory strategies, and investment research to align with each client's unique objectives. Boasting a wealth of experience, their approach involves navigating clients through intricate financial scenarios with a keen focus on detailed analysis and individualized support. With a global presence and a community-centric ethos, Raymond James places a strong emphasis on prudent risk management to empower their clients to grow, safeguard, and efficiently transfer their financial assets. By delivering tailored, meaningful, and objective-driven solutions, the company remains steadfast in its commitment to providing attentive and relevant financial guidance. Through a blend of expertise and personalized attention, Raymond James stands out as a trusted partner in helping clients achieve their financial goals with confidence and clarity. Generated using this brand's available information

Innovative Financial Services is a reputable financial firm based in Fairport, NY, specializing in providing a range of financial solutions to individuals and businesses. With a focus on personalized service and strategic financial planning, the company helps clients navigate complex financial landscapes and achieve their long-term financial goals. Generated from their business information

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP professionals, we provide highly tailored guidance to individuals, families, and businesses.Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.