Financial Advisor in Canandaigua

Financial Advisors in Canandaigua, New York

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Canandaigua area.

Talk with a Financial Advisor in Canandaigua

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Jim Horn

Director, Financial Planning


Lisa Benchaabane

Director, Financial Planning


See Profile >

Sam Mazzola

Director, Financial Planning


See Profile >

More Locations



11 North Street

Suite 200

Canandaigua, NY 14424

Appointment Only

Phone Number

(585) 244-3000

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