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Accounting and financial planning in Rochester, New York

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  • #1

    LeClairRyan - Rochester, NY

    ● Closed

    LeClairRyan in Rochester, NY is a prestigious institution located at 70 Linden Oaks, offering top-notch services in accounting, finance, and legal matters. With a team of highly skilled professionals, they provide expert advice and assistance to clients in various industries. Whether you need help with tax planning, financial consulting, or legal representation, LeClairRyan is dedicated to helping you achieve your goals. Their commitment to excellence and client satisfaction sets them apart as a trusted resource in the Rochester area.

    70 Linden Oaks Suite 210, Rochester, NY 14610, United States
    585-270-2100
    Details
  • 5 5
    #2

    WP and Associates CPAs PC

    ● Closed

    WP and Associates CPAs PC is a reputable accounting and finance institution located at 687 Lee Road in Rochester, New York, United States. With a team of highly experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, WP and Associates CPAs PC is here to help you achieve your financial goals.

    687 Lee Rd a205, Rochester, NY 14606, United States
    585-426-3540
    wheelerpepper.com
    WP and Associates CPAs PC
    Details
  • 4.2 5
    #3

    Roberts Accounting, CPAs, P.C.

    ● Closed

    Roberts Accounting, CPAs, P.C. is a reputable accounting firm located in Rochester, New York. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of accounting and finance services to individuals and businesses. From tax preparation and planning to financial statement analysis and auditing, we are committed to helping our clients achieve their financial goals. With a focus on professionalism and personalized service, Roberts Accounting, CPAs, P.C. is dedicated to delivering high-quality financial solutions to meet the unique needs of each client.

    15 Regency Oaks Blvd, Rochester, NY 14624, United States
    585-454-8780
    rac-co.com
    Details
  • #4

    Vargas Financial Services

    ● Open

    Vargas Financial Services is a reputable accounting and finance institution located at 1401 Stone Road in Rochester, New York. Our team of experienced professionals offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. We are dedicated to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.

    1401 Stone Rd Ste 304, Rochester, NY 14615, United States
    585-355-4290
    vargasfinancialservices.com
    Vargas Financial Services
    Details
  • 4.3 6
    #5

    Erb Financial

    ● Closed

    Erb Financial is a reputable accounting and finance institution located at 2243 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, Erb Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Erb Financial is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

    2243 Lyell Ave, Rochester, NY 14606, United States
    585-426-8190
    erbfinancial.com
    Erb Financial Erb Financial Erb Financial
    Details
  • 4.7 13
    #6

    Conlon & Company, Certified Public Accountants, P.L.L.C.

    ● Closed

    Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

    1635 Brooks Ave, Rochester, NY 14624, United States
    585-328-4990
    conlonandcompany.com
    Conlon & Company, Certified Public Accountants, P.L.L.C. Conlon & Company, Certified Public Accountants, P.L.L.C. Conlon & Company, Certified Public Accountants, P.L.L.C.
    Details
  • 5 1
    #7

    Opira Tax & Financial Services

    ● Closed

    Opira Tax & Financial Services is a trusted accounting and finance institution located at 484 Brooks Avenue in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how we can assist you with all of your accounting and finance needs.

    484 Brooks Ave #1, Rochester, NY 14619, United States
    585-328-9650
    opira-tax-financial-services.business.site
    Details
  • 5 24
    #8

    SHELTON FINANCIAL MANAGEMENT LLC

    ● Closed

    Shelton Financial Management LLC is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax planning, investment management, or retirement planning, Shelton Financial Management LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

    1200A Scottsville Rd Suite 490g, Rochester, NY 14624, United States
    585-328-5999
    sheltonfinancialmanagementllc.com
    SHELTON FINANCIAL MANAGEMENT LLC SHELTON FINANCIAL MANAGEMENT LLC SHELTON FINANCIAL MANAGEMENT LLC
    Details
  • 4.4 13
    #9

    Angelo Planning Group, LLC

    ● Closed

    Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.

    2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623, United States
    585-568-6900
    angeloplanninggroup.com
    Details
  • #10

    Allied Financial Partners

    ● Closed

    Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax planning, accounting, auditing, and financial consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you navigate the complex world of finance.

    150 State St Suite 301A, Rochester, NY 14614, United States
    585-410-6733
    alliedfp.com
    Allied Financial Partners Allied Financial Partners Allied Financial Partners
    Details
  • 5 3
    #11

    DeSain Financial Services

    ● Closed

    DeSain Financial Services is a leading accounting and finance institution located at 900 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are an individual looking for tax planning services or a business in need of financial consulting, we are here to help. With a commitment to excellence and integrity, DeSain Financial Services is your trusted partner in achieving your financial goals.

    900 Jefferson Road #201 Genesee Valley Regional Market Administrative Bldg, Rochester, NY 14623, United States
    585-272-9229
    desainfinancial.com
    Details
  • 4.9 15
    #12

    Young and Company CPAs LLP

    ● Closed

    Young and Company CPAs LLP is a reputable accounting and finance institution located at 1425 Jefferson Road in Rochester, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Young and Company CPAs LLP is the trusted partner you can rely on.

    1425 Jefferson Rd, Rochester, NY 14623, United States
    585-427-0210
    youngandcompany.net
    Young and Company CPAs LLP Young and Company CPAs LLP Young and Company CPAs LLP
    Details
  • 5 63
    #13

    Muchard Financial Income Tax Services

    ● Closed

    Muchard Financial Income Tax Services, located at 1100 Long Pond Road in Rochester, New York, is a trusted institution specializing in accounting and finance services. With a focus on tax investment, financial planning, and retirement options such as 401k, 403b, and Roth IRA, our team of experts is dedicated to helping individuals and businesses navigate the complexities of state and federal income tax regulations. Whether you are a corporate entity, partnership, or individual in Monroe County, our experienced consultants are here to assist you with electronic filing, IRS returns, and refunds. With over 60 years of experience, Muchard Financial is committed to providing top-quality tax preparation services to clients in the Rochester area and beyond.

    1100 Long Pond Rd Suite 108, Rochester, NY 14626, United States
    585-225-8780
    muchardfinancial.net
    Muchard Financial Income Tax Services Muchard Financial Income Tax Services Muchard Financial Income Tax Services
    Details
  • #14

    Ransom Accounting

    ● Open

    Ransom Accounting is a reputable financial institution located at 89 Stonecrest Drive in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Ransom Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.

    89 Stonecrest Dr, Rochester, NY 14615, United States
    585-865-1625
    ransomaccounting.com
    Details
  • #15

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC

    ● Closed

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    585-565-6267
    ameripriseadvisors.com
    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC
    Details
  • 5 7
    #16

    Norris Financial Group, Inc.

    ● Closed

    Norris Financial Group, Inc. is a well-established accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, Norris Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, investment management, and more. Clients can trust Norris Financial Group to provide expert guidance and personalized solutions to help them achieve their financial goals.

    986 Long Pond Rd, Rochester, NY 14626, United States
    585-723-8430
    Norris Financial Group, Inc. Norris Financial Group, Inc. Norris Financial Group, Inc.
    Details
  • 5 1
    #17

    NLS FINANCIAL SOLUTIONS

    ● Open

    NLS Financial Solutions is a leading accounting and finance institution located at 2292 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, NLS Financial Solutions offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, NLS Financial Solutions is here to provide expert guidance and support. Trust in NLS Financial Solutions for all your accounting and finance needs.

    2292 Lyell Ave, Rochester, NY 14606, United States
    585-426-0200
    neerajfinancial.com
    Details
  • 5 1
    #18

    Bryant Accounting Services

    ● Closed

    Bryant Accounting Services is a reputable accounting and finance institution located at 4 Commercial Street in Rochester, New York, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and excellence, Bryant Accounting Services is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.

    4 Commercial St Suite 101, Rochester, NY 14614, United States
    585-441-9907
    Bryant Accounting Services Bryant Accounting Services Bryant Accounting Services
    Details
  • #19

    Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Krystal Lang, a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Krystal provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. By regularly reviewing and adjusting your plan as needed, she helps you track your progress and stay on course. As a registered advisor, Krystal Lang can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can access their accounts and track their progress online, securely sharing information and receiving updates from Krystal. To get started, schedule a complimentary initial consultation to discuss your financial goals and learn more about the services offered.

    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    585-461-2280
    ameripriseadvisors.com
    Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #20

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.

    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    585-461-2280
    ameripriseadvisors.com
    Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #21

    Zaroczynski and Associates

    ● Closed

    Zaroczynski and Associates is a reputable accounting and finance institution located at 465 Stone Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

    465 Stone Rd, Rochester, NY 14616, United States
    585-227-2230
    zaro1040.com
    Zaroczynski and Associates
    Details
  • 4 4
    #22

    Singla Accounting & Tax Services

    ● Open

    Singla Accounting & Tax Services is a reputable institution located at 712 Elmgrove Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Singla Accounting & Tax Services is here to meet your needs with personalized and reliable service.

    712 Elmgrove Rd, Rochester, NY 14606, United States
    585-247-4050
    singlatax.com
    Details
  • 4.5 8
    #23

    Affordable Accounting & Tax

    ● Open

    Affordable Accounting & Tax is a trusted institution located at 333 Metro Park in Rochester, New York, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing affordable and reliable solutions for all your financial needs. Whether you're a small business owner or an individual looking for tax assistance, we are here to help. With years of experience and a commitment to exceptional customer service, Affordable Accounting & Tax is the go-to choice for all your accounting and tax needs. Contact us today to learn more about our services and how we can support your financial goals.

    333 Metro Park, Rochester, NY 14623, United States
    585-359-1040
    Details
  • 5 2
    #24

    Friganorris Financial

    ● Open

    Friganorris Financial is a reputable accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. At Friganorris Financial, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.

    986 Long Pond Rd, Rochester, NY 14626, United States
    585-723-3534
    Details
  • #25

    Beacon of Light Financial Services, Inc.

    ● Closed

    Beacon of Light Financial Services, Inc. is a trusted accounting and finance institution located at 3205 Mount Read Boulevard in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to guide you towards a brighter financial future. Visit us today and let Beacon of Light Financial Services, Inc. illuminate the path to financial success for you.

    3205 Mt Read Blvd Suite 101, Rochester, NY 14616, United States
    585-621-3300
    gregoryschaffer.com
    Beacon of Light Financial Services, Inc. Beacon of Light Financial Services, Inc. Beacon of Light Financial Services, Inc.
    Details
  • 5 6
    #26

    Dinehart, Roth and Associates Accounting for Small Businesses, Inc.

    ● Closed

    Dinehart, Roth and Associates Accounting for Small Businesses, Inc. is a reputable accounting and finance institution located at 3300 Monroe Avenue in Rochester, New York, United States. With a focus on serving small businesses, their team of skilled professionals provides a wide range of accounting services to help clients manage their finances effectively. From bookkeeping and tax preparation to financial planning and consulting, Dinehart, Roth and Associates is dedicated to helping small businesses thrive financially. Contact them today to see how they can assist with your accounting needs.

    3300 Monroe Ave # 314, Rochester, NY 14618, United States
    585-249-9330
    accountingforsmallbiz.com
    Details
  • 5 14
    #27

    Budget Accounting Service Inc

    ● Closed

    Budget Accounting Service Inc is a reputable accounting and finance institution located at 3327 Lake Avenue in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of services including budgeting, financial planning, tax preparation, and bookkeeping. Whether you are an individual or a business owner, Budget Accounting Service Inc is dedicated to providing personalized and efficient solutions to help you achieve your financial goals. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of financial management with ease and confidence.

    3327 Lake Ave, Rochester, NY 14612, United States
    585-621-2036
    budgetaccountingservice.com
    Budget Accounting Service Inc
    Details
  • #28

    Pinnacle Forest Accounting Group

    ● Open

    Pinnacle Forest Accounting Group is a leading accounting and finance institution located at 34 Buckman Road in Rochester, New York, United States. Our team of experienced professionals provides comprehensive financial services to individuals and businesses, helping them navigate the complexities of tax laws, financial planning, and budgeting. With a commitment to excellence and personalized service, Pinnacle Forest Accounting Group is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.

    34 Buckman Rd, Rochester, NY 14615, United States
    585-364-6510
    Details
  • #29

    Horton Financial Management Services

    ● Closed

    Horton Financial Management Services is a leading accounting and finance institution located at 1171 Titus Avenue in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized service sets us apart from the competition, making us the top choice for individuals and businesses looking for expert financial guidance. Contact us today to schedule a consultation and see how Horton Financial Management Services can help you achieve your financial goals.

    Second Floor, 4139, 1171 Titus Ave, Rochester, NY 14617, United States
    585-342-6070
    horton-financial-management-services.business.site
    Horton Financial Management Services Horton Financial Management Services
    Details
  • 5 1
    #30

    Supporting Strategies | Rochester

    ● Closed

    Supporting Strategies | Rochester is a reputable accounting and finance institution located at 2024 East Henrietta Road in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial services to help businesses manage their accounting needs effectively. From bookkeeping to financial analysis, tax planning, and payroll services, Supporting Strategies | Rochester is dedicated to providing top-notch financial support to ensure the success and growth of their clients.

    4B, 2024 E Henrietta Rd #1, Rochester, NY 14623, United States
    Supporting Strategies | Rochester Supporting Strategies | Rochester Supporting Strategies | Rochester
    Details
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