Accounting and financial advice in Victor, New York
30 results found
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Evolution Financial Advisors
Evolution Financial Advisors is a leading financial institution located at 580 Fishers Station Drive in Victor, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized strategies to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Evolution Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you evolve your finances.
Summers Financial Services
Summers Financial Services is a trusted finance institution located at 6591 Cherry Street in Victor, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Summers Financial Services can help you secure a sound financial future.
Alex Neri, CERTIFIED FINANCIAL PLANNER
Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.
Victor J Cannistra PC: Cannistra Victor J CPA
Victor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.
Victor's Income Tax and Real Estate
Victor's Income Tax and Real Estate is a trusted institution located at 56 East Kingsbridge Road in New York, United States. Specializing in accounting and finance services, Victor's offers expert assistance with income tax preparation and real estate transactions. With a team of experienced professionals, clients can expect personalized attention and reliable guidance to help navigate the complexities of financial matters. Whether you are looking to file your taxes accurately or invest in property, Victor's Income Tax and Real Estate is here to provide top-notch service and support.
Northwestern Mutual Financial: Ayers James R
Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.
Merrill Lynch Financial Advisor Karen E Andrushko
Merrill Lynch Financial Advisor Karen E Andrushko is a distinguished financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial advice and services, Karen E Andrushko and her team offer personalized financial planning solutions tailored to each client's unique needs and goals. With a commitment to excellence and a wealth of experience in the finance industry, Merrill Lynch Financial Advisor Karen E Andrushko is dedicated to helping clients achieve their financial objectives and secure a prosperous future.
Merrill Lynch Financial Advisor Don Theodorou
Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
Merrill Lynch Financial Advisor Gary M Fitch
Merrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.
Freedom Financial Planning
Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer personalized financial planning services tailored to each client's unique needs and circumstances. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide guidance and support every step of the way. Trust Freedom Financial Planning to help you navigate the complexities of the financial world and make informed decisions for a brighter tomorrow.
Merrill Lynch Financial Advisor Edward A Conklin
Merrill Lynch Financial Advisor Edward A Conklin is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York. With a focus on providing expert financial advice and services, clients can trust Edward A Conklin to help them navigate their financial goals and investments. With years of experience and a dedication to personalized service, Merrill Lynch Financial Advisor Edward A Conklin is a trusted partner in achieving financial success.
Merrill Lynch Financial Advisor William P McCarthy
Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement. With a commitment to clients' best interests and a reputation for consistent wealth management, the team focuses on understanding long-term retirement goals to ensure income lasts, cover healthcare costs, and preserve wealth. By emphasizing the role of Investor Behavior, the institution employs a Disciplined Allocation strategy to guide emotion in the investment process and maximize successful outcomes. Advisors work collaboratively with clients to develop personalized investment strategies aligned with their goals, taking into account risk tolerance, time horizon, and investment style. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch is supported by global resources and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Through tools like Merrill Personal Wealth Analysis™, clients can create and adapt financial plans centered on their goals and aspirations. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors offer tailored investment approaches to address individual needs and pursue financial goals.
Merrill Lynch Financial Advisor Matthew A. Kilmer
Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.
Merrill Lynch Financial Advisor Richard A Glaser
Merrill Lynch Financial Advisor Richard A Glaser is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing personalized financial advice and services, Richard A Glaser and his team offer comprehensive wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Merrill Lynch Financial Advisor Richard A Glaser is dedicated to helping you achieve financial success.
Merrill Lynch Financial Advisor Bradley Richard
Merrill Lynch Financial Advisor Bradley Richard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them achieve their goals. Our mission is to understand each client's unique needs and priorities, offering personalized advice and guidance to help them navigate the financial landscape. With access to the global resources of Merrill, our experienced team is dedicated to building strong client relationships based on trust and personalized service. We believe in putting our clients first, providing them with the tools and insights they need to pursue their long-term objectives. Contact us today to learn more about how we can help you achieve your financial goals.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 1600 Moseley Road in Victor, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services can provide expert guidance and personalized advice to help you make informed decisions. Trust in Raymond James to help you navigate the complexities of the financial world and create a customized plan tailored to your individual needs.
Victor W. Vaccaro, Jr.
Welcome to Victor W. Vaccaro, Jr., your trusted partner in accounting and finance located at 221 South Warren Street, Syracuse, New York. Our firm is proud to be part of the esteemed Dannible & McKee team, offering a unique blend of knowledge, expertise, and dedication to deliver reliable financial solutions tailored to your needs. As members of the GGI Global Alliance, we extend our reach to provide you with the best possible advice on a global scale. Our comprehensive services are designed to help you make sound financial decisions, whether you are navigating the complexities of financial ratios in manufacturing or safeguarding your construction company from potential cyberattacks. With employee theft on the rise, our expert team is here to help you protect your business interests. Trust Victor W. Vaccaro, Jr. to guide you through the financial landscape with confidence and precision. Learn more about how we can support your business today.
H&R Block
H&R Block is a trusted accounting and finance institution located at 407 Commerce Drive in Victor, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with ease and confidence.
Post Resch Tallon Group
The Post Resch Tallon Group is a leading finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to wealth management, the Post Resch Tallon Group is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are trusted advisors in the world of finance.
Ford Jay CPA
Ford Jay CPA is a reputable accounting and finance institution located at 355 Fisher Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Ford Jay CPA for reliable and accurate financial advice to help them achieve their financial goals.
Blue Million Tax Professionals Inc
Blue Million Tax Professionals Inc is a leading Tax Firm located at 33 Paerdegat 9th Street, New York, United States. Specializing in accounting and finance, our professionals stay up to date with the ever-changing tax laws and legislation to ensure that you receive all your tax deductions and credits efficiently. We offer accurate payroll preparation and tax reporting services at an affordable rate, allowing you to focus on running your business while we handle government dealings. Our team helps clients understand the tax consequences of their decisions and advises on the best tax strategies to achieve their financial goals. With a full range of Tax & Financial Services available locally in Brooklyn and throughout all 50 States, we promise to work closely with you to ensure you receive every credit and deduction legally permissible. Our reputation is built on preparing timely and accurate returns, and our experienced professionals specialize in state and local tax returns preparation. Founder and Tax Director Alain Victor, a Baruch Accounting Graduate specializing in Taxation & Advisory Services, leads our team in providing personalized attention and expert assistance. Testimonials from satisfied clients highlight our professionalism, knowledge, and affordability. Trust Blue Million Tax Professionals Inc for all your tax needs.
Charles Schwab
Charles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.
Morgenstern DeVoesick PLLC
Morgenstern DeVoesick PLLC is a prestigious accounting, finance, and legal institution located at 1080 Pittsford Victor Road in Pittsford, New York. With a team of highly skilled professionals, they provide top-notch services in accounting, finance, and legal matters. Whether you need assistance with tax planning, financial consulting, or legal representation, Morgenstern DeVoesick PLLC is dedicated to providing expert advice and personalized solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial and legal goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment strategies, the experienced advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach. As a client of Merrill Lynch, you will have access to industry-skilled advisors, personalized financial approaches, and a wide range of resources to support your financial needs. Whether you are a seasoned investor or just starting out, Merrill Lynch provides the tools and support to help you navigate the complexities of the financial market and plan for the future.
Kickstand Wealth Advisors
Kickstand Wealth Advisors is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our mission is to provide clarity, perspective, and direction to your financial life. With over 30 years of experience on Wall Street, our professional team is here to assist you with organizing your finances and providing straightforward advice for your journey ahead. Whether you need help tidying up your accounts, updating your will, or simply earning more from your cash, Kickstand is here to support you. As an SEC registered investment adviser, we strive to bring confidence to your decision making and help you navigate the complexities of wealth management. Visit our website at kickstandwealth.com for more information and to learn how we can assist you on your financial journey.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.
Anthony M Gallea - Morgan Stanley
Anthony M Gallea - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and solutions to its clients. With a team of experienced professionals, Anthony M Gallea - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, you can trust Anthony M Gallea - Morgan Stanley to provide expert guidance and personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can assist you in securing your financial future.
Thomas H. Green, CPA, PC
Thomas H. Green, CPA, PC is a reputable accounting and finance institution located at 1600 Moseley Road in Victor, New York, United States. With a team of experienced professionals led by Thomas H. Green, this institution provides a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, Thomas H. Green, CPA, PC offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you need help with bookkeeping, auditing, or investment management, you can trust Thomas H. Green, CPA, PC to provide top-notch service with a commitment to excellence.
Joseph P. Grymin CPA PLLC
Joseph P. Grymin CPA PLLC is a reputable accounting and finance institution located at 1173 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Joseph P. Grymin CPA PLLC is committed to providing top-notch accounting services to meet your needs.
Chapman & Co., P.C.
Chapman & Co., P.C. is a reputable accounting and finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Chapman & Co., P.C. for accurate and reliable financial advice to help them achieve their financial goals.
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