Patricia Dunn - Morgan Stanley

Located in Rochester, NY, William Nannen, AGT - Morgan Stanley, offers a range of financial services. With a focus on investment banking, wealth management, and investment management, this establishment caters to corporations, governments, institutions, and individuals alike. Utilizing a team of experts and cutting-edge technology, William Nannen, AGT - Morgan Stanley, strives to provide integrated financial solutions that span global markets. Emphasizing client service, innovation, and sustainable practices, William Nannen, AGT - Morgan Stanley, stands out for its commitment to excellence. Whether you're seeking tailored investment strategies or comprehensive wealth management, this establishment combines expertise and advanced resources to meet the diverse financial needs of its clientele. Generated using this brand's available information

Crossbridge Financial is a reputable financial services firm with offices in Pittsford, New York, and various locations in North Carolina. Their team of experienced advisors and staff provide comprehensive financial planning and investment management services to clients, ensuring personalized solutions tailored to their unique needs and goals. With a focus on professionalism and expertise, Crossbridge Financial offers a wide range of resources, including articles of interest and financial calculators, to empower individuals in making informed financial decisions. As a registered investment adviser and broker-dealer, they are committed to maintaining the highest standards of integrity and transparency in their operations.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.