Lima Financial Planning Services Directory
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Found: 25 Financial Planners serving Lima, NY
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Financial Planners in Lima NY

1 – 15 of 25   >>  
Respond's Directory features Lima Financial Planners committed to providing timely responses and professional services to our members. Review their business profile, FAQs and credentials. Select the Financial Planning Service in Lima who suits your needs the most. Call the Financial Planners directly or click on their website link to learn more about their business.
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P S & E, Llc phone  (585) 672-7254  ::  website  Website
Rochester NY ... also serves: Lima NY
Are your investments working for you? PS&E has expertise in estate, business, investment and retirement planning. We create custom plans for individuals, and specialize in family-owned... more
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High Falls Advisors, LLC phone  (585) 563-4537  ::  website  Website
Rochester NY ... also serves: Lima NY
High Falls Advisors, LLC is a locally owned financial planning and investment firm located in Rochester, NY. We currently manage and advise on over $500 Million of client assets. Our... more
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Polaris Financial Strategies phone  (888) 293-9268  ::  website  Website
Clayton MO ... also serves: Lima NY
Polaris Financial Strategies is a group of Investment Professionals dedicated to providing a superior selection of products and a high quality of service to Walnut Street Securities... more
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Steuben Trust Company
Hornell NY ... also serves: Lima NY
For decades, Steuben Trust Company has been helping people just like you reach their financial goals and make the transfer of their assets much easier. We can do the same for you.
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Ewpc, Llc
Rochester NY ... also serves: Lima NY
Our goal is to provide personalized financial and estate planning services and products to assist successful people in seeking to accumulate wealth, preserve wealth and provide for... more
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Wells Fargo Financial Advisors
Saint Louis MO ... also serves: Lima NY
Wells Fargo Financial Advisors. Wells Fargo Financial Advisors. Wells Fargo Financial Advisors.
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Roohi Haroon Agency
Rochester NY ... also serves: Lima NY
Life Insurance. Retirement and education planning. Long Term care. Allstate Insurance Company agent.
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Wealth Design Services Inc
Rochester NY ... also serves: Lima NY
Wealth Design Services is a NAPFA registered firm providing integrated investment, tax and financial planning to individual clients. We are located in Rochester New York. We are fee... more
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George W. Laub & Associates, LLC
Buffalo NY ... also serves: Lima NY
Superior service for a limited number of clients with a performance goal of equaling or exceeding the S&P 500. Monthly information to clients includes: proprietary Month-End Statement... more
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Waddell & Reed, Inc
Rochester NY ... also serves: Lima NY
An overriding commitment to providing personalized professional investment advice to my clients through the Waddell & Reed consultative and comprehensive financial planning process--emphasizing... more
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West Pass - Canada Immigration
Ottawa ON ... also serves: Lima NY
West Pass Immigration Consultants provides professional, cost-effective legal services for all aspects of Canada immigration and we can assist you no matter where you decide to live... more
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Mianoins
Adams Basin NY ... also serves: Lima NY
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D'alessandro Associates
West Hempstead NY ... also serves: Lima NY
For all your insurance and financial planning needs please call me.
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MA Neal Financial Services
Elmira NY ... also serves: Lima NY
For all your financial service, retirement and investment needs please call us.
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WorldWide Financial Resources
Staten Island NY ... also serves: Lima NY
Mr. James Flanagan EVP for WorldWide Financial Resources is a National Mortgage Lender with Branches throughout the country Specializing in ALL TRANSACTIONS AND CREDIT TYPES, call for... more
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