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Top 30 financial advisors of 34 near 14456
Out of 400,000+ nationwide
William D
Series 63, Series 66
Geneva, NY
Fidelity
Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.
Adam R
Series 66
Geneva, NY
Edward Jones
Joseph O
Series 63, Series 65
Newark, NY
O'Haver Wealth Management, LLC
James F
Series 63, Series 65
Newark, NY
Citizens Securities, Inc.
Austin A
Series 63, Series 66
Phelps, NY
Empower Advisory Group
James D
Series 63, Series 65
Waterloo, NY
Blackridge Asset Management, LLC
Joseph D
Series 63, Series 65
Clifton Springs, NY
Primerica Advisors
Sara O
Series 63, Series 65
Clifton Springs, NY
&PARTNERS
Joseph H
Series 66
Geneva, NY
Principal Financial Services
Pamela T
Series 63
Geneva, NY
Primerica Advisors
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Finding advisors...
Top 30 financial advisors of 34 near 14456
Out of 400,000+ nationwide