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Accounting and financial planning in Victor, New York

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  • 1
  • 3.7 3
    #1

    Victor J Cannistra PC: Cannistra Victor J CPA

    ● Closed

    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.

    43 Kensico Dr, Mt Kisco, NY 10549, United States
    914-241-3605
    cannistracpa.com
    Details
  • #2

    Merrill Lynch Financial Advisor Don Theodorou

    ● Closed

    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.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2575
    fa.ml.com
    Merrill Lynch Financial Advisor Don Theodorou
    Details
  • 5 2
    #3

    Allied Financial Partners

    ● Closed

    Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.

    6536 Anthony Dr b, Victor, NY 14564, United States
    585-410-6733
    alliedfp.com
    Allied Financial Partners Allied Financial Partners Allied Financial Partners
    Details
  • 5 5
    #4

    JD Financial

    ● Closed

    JD Financial is a leading accounting and finance institution located at 10 East Main Street in Victor, New York, United States. With a team of experienced professionals, JD Financial offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, JD Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with all of your accounting and finance needs.

    10 E Main St Suite 200, Victor, NY 14564, United States
    585-435-6873
    jdfinancialny.com
    Details
  • #5

    Merrill Lynch Financial Advisor William P McCarthy

    ● Closed

    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.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2524
    fa.ml.com
    Merrill Lynch Financial Advisor William P McCarthy Merrill Lynch Financial Advisor William P McCarthy
    Details
  • #6

    University Accounting-Tax Services

    ● Closed

    University Accounting-Tax Services is a premier institution located at 7500 Main Street Fishers, Victor, New York, United States. Specializing in accounting and finance, our experienced team provides top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our experts are here to help. Trust University Accounting-Tax Services for all your financial needs.

    7500 Main St Fishers, Victor, NY 14564, United States
    585-924-8170
    uatstax.com
    Details
  • 5 1
    #7

    H&M Financial Reporting, LLP

    ● Closed

    H&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.

    1151 Pittsford Victor Rd #217, Pittsford, NY 14534, United States
    585-203-0356
    hmfrs.com
    Details
  • 5 1
    #8

    Jaufmann and Centola

    ● Open

    Jaufmann and Centola is a reputable accounting and finance institution located at 1000 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Jaufmann and Centola for all your accounting and finance needs in the United States.

    1000 Pittsford Victor Rd #6, Pittsford, NY 14534, United States
    585-248-3630
    j-ccpa.com
    Jaufmann and Centola Jaufmann and Centola Jaufmann and Centola
    Details
  • 5 5
    #9

    Mr Victor Tax Corporation

    ● Open

    Welcome to Mr. Victor Tax Corporation, your trusted partner for comprehensive accounting and financial services in Coram, New York. Conveniently located at 11 West Denis Lane, we are dedicated to serving the financial needs of individuals and businesses in our community and beyond. At Mr. Victor Tax Corporation, we understand that navigating the complexities of taxes and financial planning can be daunting. Our team of experienced professionals is here to provide personalized solutions tailored to your unique circumstances. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial consulting, we are committed to delivering exceptional service and insightful guidance.

    11 West Denis Lane, Coram, New York 11727, United States
    631-698-7722
    Details
  • 4.5 10
    #10

    Morgenstern DeVoesick PLLC

    ● Closed

    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.

    1080 Pittsford Victor Rd #200, Pittsford, NY 14534, United States
    585-672-5500
    morgdevo.com
    Morgenstern DeVoesick PLLC Morgenstern DeVoesick PLLC
    Details
  • #11

    Merrill Lynch Wealth Management

    ● Closed

    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.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-383-5764
    local.ml.com
    Details
  • 4.7 60
    #12

    H&R Block

    ● Closed

    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.

    407 Commerce Dr, Victor, NY 14564, United States
    585-742-1035
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
  • #13

    Thomas H. Green, CPA, PC

    ● Closed

    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.

    1600 Moseley Rd #200, Victor, NY 14564, United States
    585-586-0650
    thgreencpa.com
    Details
  • #14

    Joseph P. Grymin CPA PLLC

    ● Open

    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.

    1173 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-286-3819
    grymincpa.com
    Details
  • #15

    NA TAX & BUSINESS SERVICES

    ● Closed

    NA Tax & Business Services is a reputable accounting and finance institution located at 1800B Victor Street in New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Their commitment to accuracy, efficiency, and personalized attention sets them apart in the industry. Whether you need help with tax filing or financial planning, NA Tax & Business Services is the go-to destination for all your accounting needs.

    1800B Victor St, Bronx, NY 10462, United States
    929-452-6843
    NA TAX & BUSINESS SERVICES NA TAX & BUSINESS SERVICES NA TAX & BUSINESS SERVICES
    Details
  • #16

    Chapman & Co., P.C.

    ● Closed

    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.

    1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, United States
    585-249-5060
    Chapman & Co., P.C.
    Details
  • 1
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