Advisory services in Monroe, New York

Light Strategic Advisors is a leading finance institution located in Rochester, New York. Our team of expert advisors provides strategic financial guidance to individuals and businesses looking to optimize their financial goals. With a focus on personalized service and innovative solutions, we help our clients navigate the complexities of the financial world with confidence and clarity. Visit us at 3445 Winton Place to learn how Light Strategic Advisors can help you achieve your financial objectives.

Keystone Capital Partners Group is a leading finance institution located at 349 West Commercial Street in East Rochester, New York. With a strong focus on providing comprehensive financial solutions, Keystone Capital Partners Group offers a wide range of services including investment banking, asset management, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Contact us today to learn more about how Keystone Capital Partners Group can help you secure your financial future.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Chaim S. Baum CPA PLLC is a reputable accounting and finance institution located at 52 Bakertown Road in Monroe, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Chaim S. Baum CPA PLLC for their expertise and dedication to providing top-notch financial solutions.

E J. Dalton, PhD is a prestigious health institution located at 760 Perinton Hills Office Park in Fairport, New York, United States. Led by the renowned Dr. E J. Dalton, this institution specializes in providing top-quality healthcare services and cutting-edge treatments to patients in need. With a focus on research, education, and patient care, E J. Dalton, PhD is dedicated to improving the health and well-being of individuals in the community and beyond. Whether you are seeking medical advice, treatment, or simply looking to learn more about health and wellness, E J. Dalton, PhD is the place to go.

Myra Mathis-Uwanogho is a reputable doctor located at 2613 West Henrietta Road in Rochester, New York. With a focus on health and wellness, this institution offers top-notch medical services to patients in the area. Dr. Mathis-Uwanogho is known for her expertise, compassion, and dedication to providing personalized care to each individual. Whether you are in need of a routine check-up or specialized treatment, you can trust Myra Mathis-Uwanogho to provide exceptional healthcare services.

Technology Transfer at the University of Rochester is dedicated to bridging the gap between research and commercialization. Located at 601 Elmwood Avenue in Rochester, New York, our institution facilitates the transfer of innovative technologies developed by our faculty and researchers to the marketplace. We provide support and resources to help bring cutting-edge ideas to life, driving economic growth and fostering collaboration between academia and industry. Join us in shaping the future of technology innovation.

Upstate Alliance Insurance Brokerage, located at 600 Park Avenue in Rochester, New York, is a trusted insurance agency that specializes in helping financial professionals grow their practice and increase their income. With a focus on trust, honesty, and integrity, we offer tailored strategies to meet your client's needs and goals, allowing you to consistently grow your book of business. With years of experience, we are prepared to guide you through life's transitions to help you achieve your full income and growth potential. As the brokerage arm of Alliance Advisory Group, an Agency of The Guardian Life Insurance Company of America, we provide securities products and advisory services through Park Avenue Securities LLC (PAS), member FINRA, SIPC.

Marsh is an insurance agency located at 70 Linden Oaks in Rochester, New York, United States. At Marsh, we offer a unique blend of industry expertise, intellectual capital, and global experience to help you manage the range of risks you face. Our services include consulting, brokerage, and claims advocacy, utilizing data, technology, and analytics to help you quantify and mitigate risk effectively. With over 150 years of experience, our purpose at Marsh is to explore the possibilities that lie within the world of risk and complexity. We provide essential resources such as the Political Risk Report 2024, insights on global insurance markets, and top risks for 2024 and beyond from over 1,400 global experts.

Ryan Sforza is a leading health institution located at 300 Hylan Drive in Rochester, New York. Our dedicated team of healthcare professionals is committed to providing top-notch medical care and personalized treatment to all our patients. With state-of-the-art facilities and a focus on holistic wellness, Ryan Sforza is your trusted partner in achieving optimal health and well-being. Visit us today and experience the difference in healthcare excellence.

Frank C. Johnston, PhD is a renowned health institution located at 160 Allens Creek Road in Rochester, New York, United States. Led by the esteemed Dr. Frank C. Johnston, this institution offers top-notch healthcare services and cutting-edge research in the field of health. With a focus on providing personalized care and innovative treatment options, Frank C. Johnston, PhD is committed to improving the health and well-being of all its patients.

Dan-Thanh Nguyen, MD, FAAP is a reputable medical institution located at 919 Westfall Road in Rochester, New York. Dr. Nguyen is a board-certified pediatrician who specializes in providing comprehensive healthcare for children of all ages. With a focus on preventive care and promoting overall wellness, Dr. Nguyen is dedicated to ensuring the health and well-being of his young patients. Patients can expect personalized and compassionate care at this trusted medical practice.

Sigrun Miller is a health and pharmacy institution located at 4374 Buffalo Road in North Chili, New York. This establishment offers a wide range of pharmaceutical products and health-related services to cater to the needs of the local community. With a focus on providing quality care and exceptional customer service, Sigrun Miller is a trusted destination for all your health and wellness needs. Visit us today for all your pharmacy and healthcare needs.

Van Winkle Lisa M is a leading health institution located at 1000 South Avenue, Rochester, New York, United States. For almost a century, we have been at the forefront of medical advancements, providing world-class care, conducting groundbreaking research, and offering top-notch education to our community and beyond. Our dedicated team of over 250 healthcare professionals recently performed a 14-hour surgery, successfully transplanting two new organs for a busy mother from Chili, giving her a new lease on life. As the only academic medical center in the region, our treatments are informed by the latest research, ensuring that we continue to change lives today and in the future.

John Connors is a reputable healthcare institution located at 175 Humboldt Street in Rochester, New York, United States. Specializing in providing top-notch medical services, Dr. John Connors and his team are dedicated to delivering personalized care and treatment to their patients. With a focus on promoting overall health and well-being, John Connors offers a wide range of medical services to address various health concerns. Patients can trust in the expertise and compassion of the staff at John Connors for all their healthcare needs.

Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Thomas M Janosky is a trusted partner in helping individuals and businesses navigate the complex world of finance.

Layline Advisors, LLC is a registered investment adviser located at 17 Prince Street in Rochester, New York, United States. As a registered investment adviser with the SEC, Layline Advisors provides financial services and advice to clients. Please note that the information provided on their website is for informational purposes only and should not be considered as investment, tax, accounting, or legal advice. Layline Advisors disclaims all warranties and does not guarantee the accuracy of the information provided on their website. Clients should use the information at their own risk and should consult with a professional before making any financial decisions. Additionally, Layline Advisors is not liable for any damages that may result from using their services or information on their website. Please be aware that solicitation of investment advisory services may be subject to jurisdictional restrictions.

Courier Capital, LLC is a finance institution located at 100 Chestnut Street in Rochester, New York, United States. Specializing in investment management and financial advisory services, Courier Capital, LLC helps individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Courier Capital, LLC is committed to delivering top-notch financial services with integrity and excellence.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Hayes Asset Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. We specialize in providing expert financial management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized and comprehensive investment strategies tailored to each client's unique needs. With a commitment to excellence and a focus on long-term success, Hayes Asset Management LLC is your trusted partner in financial planning and wealth management.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

Charleton Financial, located at 277 Alexander Street in Rochester, New York, is a finance institution specializing in helping individuals navigate the complexities of retirement planning. If you are feeling a mix of excitement and anxiety about your upcoming retirement, you may be experiencing what they refer to as the "retirement conundrum." The experienced team at Charleton Financial is dedicated to helping you confidently transition into retirement by addressing your concerns and providing personalized financial solutions. Securities are offered through American Portfolios Financial Services, Inc. (APFS) and investment advisory services are offered through American Portfolios Advisors, Inc. (APA). Rest assured that any other entities mentioned are not affiliated with APFS and APA. Trust Charleton Financial to guide you towards a secure and fulfilling retirement.

AIO Fee Only Financial Advisors is a finance institution located at 140-A Metro Park in Rochester, New York, United States. They provide fee-only financial advisory services to individuals and businesses, focusing on personalized financial planning and investment management. With a commitment to transparency and putting clients' best interests first, AIO Fee Only Financial Advisors offers unbiased advice and guidance to help clients reach their financial goals. Their team of experienced advisors is dedicated to providing high-quality, comprehensive financial solutions tailored to each client's unique needs and objectives. Trust AIO Fee Only Financial Advisors to help you navigate the complexities of the financial world with confidence and peace of mind.

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.

Mantione Financial is a reputable finance institution located at 444 White Spruce Boulevard in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Mantione 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 loans and mortgages, Mantione Financial has a team of experienced professionals ready to help you achieve your financial goals. Trust Mantione Financial to provide you with personalized and reliable financial guidance to secure your financial future.

Empire Valuation Consultants is a leading finance institution located at 777 Canal View Boulevard in Rochester, New York, United States. Specializing in valuation services, they provide expert advice and analysis to help clients make informed financial decisions. With a team of experienced professionals, Empire Valuation Consultants offers a wide range of services to meet the diverse needs of their clients. Whether you are looking to value a business, intellectual property, or other assets, Empire Valuation Consultants is dedicated to providing accurate and reliable valuation services to help you achieve your financial goals.

The Client Driven Practice, located in Pittsford, New York, is a premier consulting firm specializing in facilitating client advisory boards for professional service firms. With over 34 years of experience and as a Storybrand Certified Guide, we are experts in translating client feedback into actionable strategies for success. Our team has conducted more client advisory boards for Financial Advisors than any other firm in the country, making us the go-to choice for those looking to elevate their business. By scheduling a client advisory board meeting with The Client Driven Practice, you open up the possibility of becoming the most successful and highly referred financial advisory firm. Our payment plans are flexible, and no matter which option you choose, you will gain access to valuable insider information that can transform your business.

EFPR Solutions is a leading accounting and finance institution located at 100 South Clinton Avenue in Rochester, New York. With a team of experienced professionals, EFPR Solutions offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses seeking reliable financial solutions. Whether you need help with taxes, financial statements, or strategic planning, EFPR Solutions is dedicated to helping you achieve your financial goals.

South Park Advisors is a leading institution specializing in business valuation services. Located at 95 Allens Creek Road in Rochester, New York, our team of experts offers comprehensive and accurate valuations for businesses of all sizes. With a focus on finance, we provide clients with the information they need to make informed decisions regarding their business investments. Trust South Park Advisors for reliable and professional business valuation services.