The 30 Best Auditing and accounting in Rochester, New York
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Upstate Smartvestor
Upstate Smartvestor is a reputable finance institution located at 1425 Jefferson Road in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients make smart investment decisions and achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Upstate Smartvestor has the expertise and resources to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Focused Wealth Advisors
Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-notch customer service, Focused Wealth Advisors is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Five Star Bank
Five Star Bank is a reputable financial institution located at 3177 Chili Avenue in Rochester, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. Our commitment to providing exceptional customer service and innovative financial solutions has earned us a five-star reputation in the industry. Whether you're looking to open a checking account, apply for a mortgage, or invest in your future, Five Star Bank is here to help you achieve your financial goals. Visit us today to experience the five-star difference in banking.
S.P. Collins & Company
S.P. Collins & Company is a well-established accounting, finance, and insurance agency located at 1701 Chili Avenue in Rochester, New York, United States. With a dedicated team of professionals, we provide a wide range of services to help individuals and businesses manage their financial affairs efficiently. Whether you need assistance with tax preparation, financial planning, or insurance coverage, our experienced staff is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
Raymond James & Associates
Raymond James & Associates is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. They offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced financial advisors, Raymond James & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.
Five Star Bank
Five Star Bank is a trusted financial institution located at 2833 West Ridge Road in Rochester, New York. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team is dedicated to providing personalized service and helping our clients achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Five Star Bank is here to help. Visit us today to experience the convenience and reliability of banking with Five Star.
JAMES P. NORRIS, CFP, EA
JAMES P. NORRIS, CFP, EA is a reputable accounting and finance institution located at 1530 Dewey Avenue in Rochester, New York, United States. With a team of certified financial planners and enrolled agents, they offer expert advice and services to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES P. NORRIS, CFP, EA is dedicated to providing personalized solutions to meet your financial goals.
E C Koch & Co
E C Koch & Co is a reputable finance institution located at 55 Saint Paul Street in Rochester, New York, United States. With a strong focus on providing top-notch financial services, E C Koch & Co offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with ease. Whether you're looking for investment advice, wealth management services, or assistance with retirement planning, E C Koch & Co is committed to delivering personalized and reliable financial solutions.
David N. Long, AAMS™ - Raymond James
David N. Long, AAMS™ - Raymond James is a reputable finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing personalized financial services, David N. Long, AAMS™ - Raymond James offers expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at this institution is dedicated to helping you make informed decisions and secure your financial future.
Mass Mutual
Mass Mutual is a renowned finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York, United States. With a strong reputation for providing comprehensive financial solutions and insurance products, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mass Mutual's team of experienced professionals is committed to providing personalized service and tailored solutions to meet your specific needs. Trust Mass Mutual to guide you towards a secure financial future.
Clover Capital Management
Clover Capital Management is a leading finance institution located at 400 Meridian Centre Boulevard in Rochester, New York. Specializing in wealth management, investment strategies, and financial planning, Clover Capital Management offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, Clover Capital Management is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your investment portfolio or plan for retirement, Clover Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Tompkins Financial
Tompkins Financial is a finance institution located at 3140 Monroe Avenue in Rochester, New York, United States. Offering a range of financial services, including banking, investment, and insurance products, Tompkins Financial is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, Tompkins Financial strives to provide its customers with the tools and resources they need to make informed financial decisions. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Tompkins Financial is here to help you every step of the way.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.
The CLK Group
The CLK Group is a finance institution located at 80 Linden Oaks in Rochester, New York, United States. With expertise in financial services, the institution offers a wide range of financial solutions to meet the needs of individuals and businesses. From investment management to retirement planning, The CLK Group strives to provide top-notch financial guidance and support to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized services and tailored solutions to ensure the success and security of their clients' financial futures.
John Wade - Financial Advisor, Ameriprise Financial Services, LLC
John Wade is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. John is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring they make informed decisions for their financial future. Contact John Wade at Ameriprise Financial Services, LLC for expert financial guidance and support.
Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC
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.
Julie A Prinzi - Morgan Stanley
Julie A Prinzi - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Julie A Prinzi - Morgan Stanley has the expertise and resources to assist you every step of the way. Trust in their experience and commitment to excellence for all your financial needs.
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
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.
Michael Cooper - UBS Financial Services Inc.
Michael Cooper - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The team at Michael Cooper - UBS Financial Services Inc. is dedicated to providing personalized and professional service to each client, ensuring they receive the best possible advice and guidance for their financial needs. Trustworthy and reliable, Michael Cooper - UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
Vision Tax Payroll
Vision Tax Payroll is a leading institution located at 3000 Mount Read Boulevard in Rochester, New York, United States. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, payroll processing, or real estate transactions, Vision Tax Payroll is here to assist you every step of the way. Trust us to handle your financial needs with professionalism and precision.
Tax Insights, LLC
Tax Insights, LLC is a leading accounting and finance institution located at 2300 Buffalo Road in Rochester, New York, United States. With a team of experienced professionals, we provide expert tax advice and financial insights to help individuals and businesses navigate the complexities of tax laws and regulations. Our services include tax preparation, planning, and consulting to ensure our clients maximize their financial opportunities and minimize their tax liabilities. Trust Tax Insights, LLC to be your partner in achieving financial success.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1649 Howard Road in Rochester, New York, United States. With a team of skilled professionals, H&R Block provides expert tax preparation services, financial planning, and investment advice to individuals and businesses. Whether you need assistance with filing your taxes or managing your finances, H&R Block is committed to helping you achieve your financial goals with precision and efficiency.
George Peter Klee CPA, LLC
George Peter Klee CPA, LLC is a reputable accounting and finance institution located at 53 Canterbury Road in Rochester, New York, United States. With over 55 years of combined experience, our dedicated team provides top-quality accounting, tax, and payroll services in a timely and personable manner. We are a small city firm that prides itself on delivering expert accounting, consulting, and financial planning services all under one roof. Our firm has recently merged with PayIt Payroll to offer the best accounting and payroll services in the region. From preparing taxes to managing business bookkeeping and payroll, we have you covered. Our clients have praised our professionalism, timeliness, and knowledge in handling their accounting needs.
Status Advisors
Status Advisors is a leading accounting and finance institution located at 2117 Buffalo Road in Rochester, New York, United States. Our team of experienced advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, investment strategies, or financial reporting, Status Advisors is here to help. Trust us to help you navigate the complexities of the financial world and achieve your goals. Contact us today to schedule a consultation.
Accu Tax
Accu Tax is a reputable accounting and finance institution located at 1880 East Ridge Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the United States. 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 planning, bookkeeping, or financial consulting, Accu Tax is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you succeed.
H&R Block
H&R Block is a leading accounting and finance institution located at 1512 West Ridge Road in Rochester, 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 business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting advice, H&R Block is dedicated to providing top-notch service and helping you achieve your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2300 West Ridge Road in Rochester, New York, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a go-to destination for individuals and businesses looking to navigate the complex world of taxes and finances. Their knowledgeable professionals are dedicated to helping clients maximize their returns and minimize their liabilities, making the process of managing finances as seamless and stress-free as possible. Whether you need assistance with tax planning, bookkeeping, or any other financial services, H&R Block is here to help.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1354 Lyell Avenue in Rochester, New York, United States. With a team of experienced and knowledgeable professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 755 West Main Street in Rochester, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you're an individual or a business owner, H&R Block is dedicated to helping you navigate through complex financial matters with ease and confidence. Visit us today to see how we can help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 268 Waring Road in Rochester, 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 investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial solutions to help you achieve your goals. Visit us today to experience top-notch accounting services in a welcoming and professional environment.
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