Accounting and tax advice in Pittsford, New York
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Conlon & Company, Certified Public Accountants, P.L.L.C.
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.
Pelletier Accounting & Tax Services
Pelletier Accounting & Tax Services is a reputable accounting and finance institution located at 6605 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can trust Pelletier Accounting & Tax Services to handle all of their financial needs with precision and expertise.
Dean Licata & Associates, LLC
Dean Licata & Associates, LLC is a finance institution located at 145 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, they 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 estate planning, Dean Licata & Associates, LLC can provide personalized solutions to meet your needs. Trustworthy and reliable, this institution is dedicated to helping clients secure their financial future.
LaFountain Financial Services
LaFountain Financial Services is a leading finance institution located at 1 Fisher Road in Pittsford, New York, United States. We specialize in providing comprehensive financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you need assistance with investments, retirement planning, insurance, or wealth management, LaFountain Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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.
The Bonadio Group
The Bonadio Group, located at 171 Sully's Trail in Pittsford, New York, is a top 50 CPA firm offering a wide range of accounting and finance services. With a focus on diving deep into each industry they serve, they provide tailored solutions to help clients overcome financial and business challenges. Known for being problem solvers, industry experts, and trusted partners, The Bonadio Group is committed to finding the best solutions for each individual client. As members of the Moore North America, Inc. Association, they offer knowledgeable commentary on industry trends through various platforms such as written articles, seminars, webinars, and thought leadership. Clients rely on The Bonadio Group for their deep knowledge of their businesses and priorities, making them strategic partners in their success. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is dedicated to helping clients thrive in their respective industries.
Marathon Financial-Layer Gregg D
Marathon Financial-Layer Gregg D is a finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a focus on providing top-notch financial services, this institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you're looking to invest, save for the future, or secure a loan, Marathon Financial-Layer Gregg D is dedicated to helping you navigate the complexities of the financial world with confidence and ease.
Robert W Dunbar & Associates
Robert W. Dunbar & Associates is a reputable accounting and finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Robert W. Dunbar & Associates to provide expert advice and guidance to help them achieve their financial goals.
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.
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.
Walter Lee CPA
Walter Lee CPA is a reputable accounting and finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. With a team of experienced and knowledgeable CPAs, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Walter Lee CPA for reliable and professional financial guidance to help them achieve their financial goals.
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.
Marino Law Group
Marino Law Group is a reputable institution located at 60 Office Park Way in Pittsford, New York, United States. Specializing in accounting, finance, and legal services, Marino Law Group offers expert advice and guidance to individuals and businesses in need of professional assistance. With a team of experienced lawyers, accountants, and financial experts, Marino Law Group is dedicated to providing top-notch services to clients in a variety of legal and financial matters. Whether you need help with tax preparation, estate planning, or legal representation, Marino Law Group is here to help you navigate the complexities of the law and finance.
Geer CPA, P.C.
Geer CPA, P.C. is a reputable accounting and finance institution located at 125 Sully's Trail in Pittsford, New York. With a team of experienced and knowledgeable professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our services include tax preparation, financial planning, audit assistance, and more. We are dedicated to helping our clients achieve their financial goals and strive to provide excellent customer service. Contact us today to learn more about how Geer CPA, P.C. can assist you with your accounting needs.
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.
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.
O'Grady & Associates, Inc.
O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue 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 retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
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.
Grover Financial Services
Grover Financial Services is a reputable finance institution located at 1 Fisher Road in Pittsford, New York, United States. Our dedicated team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how Grover Financial Services can help you take control of your finances.
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.
Hamilton Wealth Management
Hamilton Wealth Management is a leading finance institution located at 20 101 Sully's Trail, Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Hamilton Wealth Management to help you secure your financial future.
Marathon Financial
Marathon Financial is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Marathon Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Marathon Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
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 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.
Edward Jones - Financial Advisor: Jim Sandlas
Edward Jones - Financial Advisor: Jim Sandlas is a reputable financial institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in finance, this institution offers expert financial advice and guidance to individuals looking to secure their financial future. With the help of experienced financial advisor Jim Sandlas, clients can expect personalized financial planning services tailored to their specific needs and goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Jim Sandlas is committed to helping you achieve financial success.
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is a reputable finance institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in providing personalized financial advice and solutions, John Pascucci, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored financial plans, Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is dedicated to helping individuals and families secure their financial future.
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.
Rocky Martini - Alliance Advisory Group
Rocky Martini - Alliance Advisory Group is a leading finance institution located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Rocky Martini - Alliance Advisory Group has the expertise to guide you through the process. Their personalized approach and commitment to excellence make them a trusted partner in financial matters. Visit them today to see how they can help you secure your financial future.
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