Top Rochester, NY Financial Services Companies (7)
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Howe & Rusling is a veteran- and woman-owned Registered Investment Advisor founded in 1930. Howe & Rusling provides professional investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. Please see this https://www.howeandrusling.com/legal-disclaimers for our legal disclosures.
Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (PMR29153 7-19-21)
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
Foundry was created to meet the institutional demand for better capital access, efficiency, and transparency in the digital currency mining and staking industry. As a Digital Currency Group company, Foundry taps unparalleled institutional expertise, capital, and market intelligence to provide North American bitcoin miners and global manufacturers with the resources to build, maintain, and secure decentralized networks. Foundry empowers miners with the tools they need to build tomorrow’s decentralized infrastructure. We are protocol-agnostic and seek to support like-minded blockchain entrepreneurs who share our mission to advance the industry.
Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport. Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios powered by Brighton Securities Capital Management. Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table. WEALTH MANAGEMENT YOU CAN TRUST We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert. Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way. Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.
Consumer Credit Counseling Service of Rochester (CCCS) is a non-profit community service agency dedicated to educating and empowering individuals and families to take control of their financial lives. Free, confidential budget and credit counseling, Group education programs, Debt management programs, Telephone or in person counseling, Interest education, Information on how to stop collection calls, Bankruptcy avoidance education, Realistic budget education. Student Loan counseling and Medicaid application service are also offered.
Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing toward closing. Call Center Agents, Collectors, and Loan Counselors When you join Planet Home Lending’s mortgage servicing center, you’re one of the team. Learn the mortgage business and help customers understand their home loans. Expand your career with training and move into another area, like operations, default management, or loan processing. You’re never limited to one position when you play for the Planet Home Lending team. Underwriters and Processors At Planet Home Lending, there’s always something new to learn. We’ll cross-train you to work with FHA, VA, USDA, jumbo, non-QM, and the next program our top-notch secondary marketing team comes up with. Who Is Planet Home Lending? Planet Home Lending is a privately held mortgage-banking firm with an $23 billion mortgage servicing portfolio and $12 billion in annual volume. We’re a top GNMA issuer, a Fannie and Freddie Seller/Servicer, and a Standard and Poor’s-rated special and prime residential servicer. Your next great job is waiting for you at our offices in Meriden, CT, Melville, NY, Tampa, FL, Columbia, MD, Irving, TX, Santa Ana, CA, or in one of our distributed retail branches throughout the United States.
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