Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Investment Management

          Showing: 4,170 results for Investment Management
          near Bloomfield, NY

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Sheppard Mosher

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

          BBB Rating: A+
          not BBB accredited
          (585) 396-0926

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

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 362-8040

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

          Get a Quote

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 362-8040

          8728 Main St.,
          Honeoye, NY 14471

          Get a Quote

          Manning & Napier

          Investment Management

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

          290 Woodcliff Drive,
          Fairport, NY 14450

          Bankers Life Securities

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          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
          Accredited BusinessAccredited Business
          (844) 553-9083

          1250 Pittsford Victor Rd Ste 100,
          Pittsford, NY 14534-9543

          Get a Quote

          Professional Financial Strategies Inc.

          Financial Planning Consultants, Investment Advisory Services, Financial Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 218-9080

          1159 Pittsford Victor Rd Ste 120,
          Pittsford, NY 14534-3827

          Get a Quote

          Karpus Investment Management

          Investment Management

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

          183 Sullys Trl,
          Pittsford, NY 14534-4559

          United Professional Advisors

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

          BBB Rating: A+
          not BBB accredited
          (315) 986-3765

          1025 Brixton Drive,
          Macedon, NY 14502

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 568-6900

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

          Get a Quote

          UBS Financial Services, Inc.

          Investment Management, Financial Services

          BBB Rating: D-

          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
          (212) 821-3000

          400 Linden Oaks,
          Rochester, NY 14625

          Vespoke

          Wealth Management, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A
          Accredited BusinessAccredited Business
          (585) 673-7331

          120 Allens Creek Rd,
          Rochester, NY 14618-3306

          Get a Quote

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 362-8040

          100 White Spruce Blvd,
          Rochester, NY 14623-1507

          Get a Quote

          AA & K Worldwide LLC

          Investment Management, Investment Advisory Services, Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • MONROE County, NY
          • Adams Basin, NY
          • Brighton, NY
          • Brighton, NY
          • Brockport, NY
          • Churchville, NY
          • Clarkson, NY
          • Clifton, NY
          • East Rochester, NY
          • Fairport, NY
          • Gates, NY
          • Gates, NY
          • Greece, NY
          • Greece, NY
          • Greece, NY
          • Greece, NY
          • Hamlin, NY
          • Henrietta, NY
          • Hilton, NY
          • Honeoye Falls, NY
          Accredited BusinessAccredited Business
          (585) 542-5775

          75 S Clinton Avenue, Clinton Square Suite 510,
          Rochester, NY 14604

          Get a Quote

          Willink Asset Management, LLC dba Willink Services

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (716) 655-0097

          75 S. Clinton Ave. / 510 Clinton Sq.,
          Rochester, NY 14604

          Get a Quote

          Ipool

          Investment Management

          BBB Rating: NR
          not BBB accredited
          (585) 635-8669

          92 Albemarle St,
          Rochester, NY 14613-1402

          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.