On Bristol Street in Canandaigua, the Canandaigua Financial Group is an alliance of independent financial professionals dedicated to providing comprehensive financial services. Formed on the principle that clients benefit from a team of specialists working together, the group offers investment planning, financial planning, tax planning, and risk management through insurance. This interdisciplinary approach creates a framework for clients to achieve financial success. The group's team includes experienced professionals such as Wade Sarkis, a financial planner and investment advisor with over 30 years of experience in Canandaigua, and Rusty Barone, a CPA with over 20 years of service. The Canandaigua Financial Group's team has expanded to include Nathan Van Bortel, who brings a decade of experience as a financial advisor in the banking industry. As registered representatives with Commonwealth Financial Network, a highly regarded independent broker/dealer, the team provides personalized financial guidance without the influence of proprietary products. With their combined expertise and independent approach, the Canandaigua Financial Group aims to deliver tailored financial solutions to clients in the Finger Lakes region.

On Coach Street in Canandaigua, Edward Jones - Financial Advisor: Brent J Ascroft, AAMS™, provides financial planning and services to the local community. As part of a larger firm with a presence in 68 percent of U.S. counties, Edward Jones has a significant reach, with nearly 19,000 financial advisors serving over 8 million clients. The firm's purpose is to partner with clients to improve their lives and communities. With a total of $1.7 trillion in client assets under care, Edward Jones is a substantial financial services provider. In the Finger Lakes region, Edward Jones is committed to helping individuals achieve their financial goals, whether it's managing wealth, planning for retirement, or saving for education. The firm's approach is centered around a personal relationship with each client, with financial advisors working to understand what matters most to them and creating tailored strategies to support their goals. Through its network of financial advisors, Edward Jones aims to make a positive impact on the lives of its clients and the community at large.

On Red Fox Drive in Canandaigua, Kelly La Voie | LPL Financial offers financial planning and services to the Finger Lakes region. As a dedicated financial professional, Kelly La Voie provides personalized guidance and support to clients, helping them navigate complex financial decisions. With a strong commitment to superior client service, Kelly La Voie's practice is built on a foundation of trust, expertise, and responsiveness. The office serves as a local resource for individuals seeking tailored financial advice and planning. Kelly La Voie's expertise encompasses a range of financial services, including investment strategies and retirement planning, with a focus on helping clients achieve their long-term goals. The practice also offers access to informative resources, such as articles and interactive financial calculators, designed to educate and empower clients in managing their financial lives. By combining professional expertise with a personal approach, Kelly La Voie | LPL Financial has established itself as a trusted presence in the local community.

On State Route 332 in Canandaigua, Sheppard Mosher Independent Wealth Management provides financial planning and services to the Finger Lakes region. With a team that has combined experience of 60 years, the company has been serving professionals and retirees since 2005. Sheppard Mosher's approach focuses on creating, enhancing, and preserving wealth through a comprehensive advisory model, tailoring their services to each client's financial needs. The company's advisors prioritize building honest and responsive relationships with their clients, aiming to help them achieve financial confidence. By offering expertise in areas such as retirement strategy, investment, and estate planning, Sheppard Mosher supports individuals in making informed decisions about their financial futures. With a dedication to fostering independence through knowledge, the team at Sheppard Mosher works to empower their clients to take control of their financial lives.