Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Better Business Bureau®
For Businesses
Category: Investment Management

Showing: 95 results for Investment Management
near Andover, NY

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Best Match
  • Distance
  • Rating
  • A-Z
  • Z-A

United Professional Advisors

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(585) 728-9191

101 East Naples Street,
Wayland, NY 14572

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

8728 Main St.,
Honeoye, NY 14471

Get a Quote

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

266 Boughton Hill Rd,
Honeoye Falls, NY 14472-9706

Get a Quote

Sheppard Mosher

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Erie County, NY
  • Genesee County, NY
  • Livingston County, NY
  • Monroe County, NY
  • Niagara County, NY
  • Orleans County, NY
  • Seneca County, NY
  • Wayne County, NY
  • Wyoming County, NY
  • Yates County, NY
  • 14424
not BBB accredited
(585) 396-0926

23 North St, Suite D,
Canandaigua, NY 14424-1053

Willink Asset Management, LLC dba Willink Services

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
not BBB accredited
(716) 687-0648

484 Main St,
East Aurora, NY 14052

Omni Mediation

Collections Agencies, Investment Management, Holding Company

not BBB accredited
(888) 551-5070

7705 Boston State Rd,
Hamburg, NY 14075-7326

Manning & Napier

Investment Management

BBB Rating: A+
not BBB accredited
(800) 551-0224

290 Woodcliff Drive,
Fairport, NY 14450

United Professional Advisors

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(716) 337-3460

2377 Wilcox Road,
Lawtons, NY 14091

Karpus Investment Management

Investment Management

BBB Rating: A+
not BBB accredited
(585) 586-4680

183 Sullys Trl,
Pittsford, NY 14534-4559

Moldenhauer & Associates

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
Accredited BusinessAccredited Business
(716) 662-4361

6195 W Quaker St,
Orchard Park, NY 14127-2674

Get a Quote

Three + One

Investment Management, Financial Services, Data Analytics

BBB Rating: A+
Service Area

Serving the following areas:

  • East Palmyra, NY
  • Pittsford, NY
  • Rochester, NY
  • USA
Accredited BusinessAccredited Business
(585) 484-0311

180 Office Park Way,
Pittsford, NY 14534-1762

Get a Quote

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

2590 Brighton Henrietta Town Line Rd,
Rochester, NY 14623-2791

Get a Quote

Omni Mediation

Collections Agencies, Investment Management, Holding Company

not BBB accredited
(716) 312-1820

8408 North Main Street,
Eden, NY 14057-7326

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

100 White Spruce Blvd,
Rochester, NY 14623-1507

Get a Quote

Flower City Advisory

Financial Planning Consultants, Life Insurance, Investment Management ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 14604
not BBB accredited
(585) 399-8365

400 Meridian Centre Blvd Ste 101,
Loehmanns Plz, NY 14618-3991

Join Trusted Businesses

Become BBB Accredited

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.