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TOP 30 Best business plan services in Pittsford, NY
84 results found
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Heritage Financial Services LLC
Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, Heritage Financial Services LLC is here to assist you every step of the way. Trust us to provide you with the tools and resources needed to secure your financial future.
Cudlipp Financial Services, Inc
Cudlipp Financial Services, Inc is a reputable finance institution located at 125 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, wealth management, and more. Trust Cudlipp Financial Services, Inc to provide you with personalized financial solutions tailored to your specific needs.
Rochester Financial Services
Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.
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.
Waterstone Financial Services
Waterstone Financial Services is a leading finance institution located at 55 Sully's Trail in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Waterstone is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Waterstone Financial Services is here to help. Trustworthy, reliable, and committed to excellence, Waterstone is the go-to institution for all your financial needs.
21st Century Financial Services
21st Century Financial Services is a leading finance institution located at 672 Marsh Road in Pittsford, New York, United States. With a focus on providing cutting-edge financial solutions for individuals and businesses in the modern era, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we offer a wide range of services tailored to meet your specific needs. Trust 21st Century Financial Services to provide you with expert guidance and personalized strategies to secure your financial future.
Lifetime Planning
Lifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.
Rochester Financial Services
Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.
Upstate Professional Planning
Upstate Professional Planning is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer expert financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Upstate Professional Planning can provide personalized solutions to meet your needs. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in financial planning. Contact them today to start planning for a secure financial future.
Temco Service Industries Inc
Temco Service Industries Inc is a reputable institution located at 7374 Pittsford Palmyra Road in Fairport, New York, United States. This institution specializes in providing top-notch services in various industries, including facility management, janitorial services, and maintenance solutions. With a commitment to excellence and customer satisfaction, Temco Service Industries Inc has built a strong reputation for delivering high-quality services tailored to meet the unique needs of each client. Their team of skilled professionals is dedicated to ensuring that every project is completed efficiently and effectively. Whether you are looking for facility maintenance, cleaning services, or other specialized solutions, Temco Service Industries Inc is the go-to institution for all your needs.
Pittsford Federal Credit Union
Pittsford Federal Credit Union is a trusted financial institution located at 20 Tobey Village Road in Pittsford, New York. As a full-service credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience personalized service and competitive rates for all your financial needs.
Van C. Travis III, ChFC - State Farm Insurance Agent
Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.
Nationwide Insurance: Gleichauf Agency, LLC
Nationwide Insurance: Gleichauf Agency, LLC is an insurance agency located at 7700 Pittsford Palmyra Road in Fairport, New York, United States. They offer a wide range of insurance coverage options, including auto, home, commercial, life, and more. Their team specializes in Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, and Renters insurance. Whether you need to protect your vehicle, home, or business, Nationwide Insurance: Gleichauf Agency, LLC has you covered. They can help you find the right insurance plan that fits your needs and budget. Their dedicated agents will work with you to ensure you have the proper coverage to protect your assets and loved ones. Contact them at (585) 465-1726 or visit their office to learn more about their insurance products and services.
closed
Closed is a health institution located at 170 Office Park Way in Pittsford, New York, United States. This facility provides a wide range of medical services to patients in need. Unfortunately, the institution is currently closed and not accepting any new patients. Please check back for updates on when the facility will reopen.
Rita Prince - State Farm Insurance Agent
Rita Prince - State Farm Insurance Agent is a trusted insurance agency located at 137 North Main Street in Fairport, New York. With over a decade of insurance experience, Rita Prince and her team are dedicated to serving the residents of Fairport and the surrounding areas, including Rochester, Pittsford, and East Rochester. They offer a wide range of insurance services including homeowners, renter's, auto, boat, and life insurance, as well as business insurance and financial services. Rita Prince and her team pride themselves on providing personalized and comprehensive insurance plans tailored to each customer's specific needs. They strive to make insurance simple and enjoyable, and are always available to help with any questions or concerns. In addition to their insurance services, they also participate in community events and programs to make a positive impact in the local area.
Pullano & Company
Pullano & Company is a reputable health insurance agency located in the heart of Pittsford, New York. With a commitment to providing personalized service and expert advice, our team of professionals is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Whether you are looking for health insurance for yourself, your family, or your business, Pullano & Company is here to help. Visit us at 15 Schoen Place to learn more about our services and how we can assist you in securing the right insurance plan.
NFP
NFP is an insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York. As a leading provider of insurance solutions, NFP offers a wide range of services to meet the needs of individuals and businesses alike. With a team of experienced professionals, NFP is dedicated to helping clients protect what matters most through personalized insurance plans and expert guidance. Whether you are looking for coverage for your home, auto, business, or health, NFP is committed to providing exceptional service and peace of mind. Contact NFP today to learn more about how they can help you with your insurance needs.
Maria Melnik - State Farm Insurance Agent
Maria Melnik - State Farm Insurance Agent is an insurance agency located at 10 Grove Street in Pittsford, New York, United States. We offer a variety of insurance services to meet the needs of New York State residents, including Life Insurance, Business Insurance, Homeowners Insurance, Renters Insurance, Auto Insurance, Personal Articles Insurance, Pet Insurance, and Condo Insurance. Our team has years of combined experience in the insurance industry and is dedicated to helping customers feel confident in their future plans. We are committed to serving the local community and providing personalized insurance coverage. Our office will be closed on certain holidays, and we prioritize the protection of sensitive personal information. Stop by our office or give us a call to learn more about how we can assist you with your insurance needs. Our team speaks English, Ukrainian, Russian, Spanish, and Hindi to better serve our diverse customer base. Contact us today to discuss your insurance coverage options and protect what matters most to you.
John Baughman: Allstate Insurance
John Baughman: Allstate Insurance is an insurance agency located at 647 Pittsford Victor Road in Pittsford, New York. As a trusted Allstate agent, John Baughman and his team are dedicated to helping individuals and families protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, they offer personalized coverage options to meet your specific needs. With a commitment to providing excellent customer service and expert advice, John Baughman: Allstate Insurance is a reliable choice for all your insurance needs in the Pittsford area.
Andrew Baron - Prudential Financial
Andrew Baron - Prudential Financial is a reputable finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Andrew Baron - Prudential Financial is here to help you secure a stable financial future.
Kittelberger Florist & Gifts
Kittelberger Florist & Gifts is a renowned floral shop located at 263 North Avenue in Webster, New York, United States. With over 90 years of experience, we have been delivering stunning flowers to the Rochester area, including Webster, Penfield, Ontario, Fairport, Pittsford, and more. As a member of Teleflora, we also provide flower delivery services worldwide. By providing us with the recipient's ZIP code, you can view the designs available for delivery in their area. Joining us earns you 50 reward points and exclusive savings on every order. Our shop offers a wide range of floral bouquets, plants, gift baskets, and fine gifts for any occasion. Whether you're celebrating a milestone, expressing sympathy, or planning a wedding, our expert florists will guide you through selecting the perfect arrangement. We have been recognized as Rochester's Choice Florist by the Democrat & Chronicle for three consecutive years, and we pride ourselves on upholding the values and expertise passed down through four generations of our family-owned business.
Creary Law Group, PC
Creary Law Group, PC is a reputable law firm located at 18 North Main Street in Pittsford, New York. Specializing in various legal matters, the experienced team of lawyers at Creary Law Group, PC are dedicated to providing top-notch legal services to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Creary Law Group, PC is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation and discuss your legal needs.
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.
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.
Lacy Katzen LLP
Lacy Katzen LLP is a well-established law firm located at 1175 Pittsford Victor Road in Pittsford, New York. With a team of experienced and dedicated lawyers, Lacy Katzen LLP offers a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as real estate, family law, estate planning, and business law, the firm is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, Lacy Katzen LLP is here to help.
Jain Rekha
Jain Rekha is a reputable law firm located at 18 Roxbury Lane in Pittsford, New York, United States. Specializing in various areas of law, the firm is known for its dedication to providing exceptional legal services to clients in need. With a team of experienced and knowledgeable attorneys, Jain Rekha is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Jain Rekha is the go-to institution for all your legal needs.
Parker Law Office, PLLC
Parker Law Office, PLLC is a reputable legal firm located at 3462 Monroe Avenue in Pittsford, New York, United States. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in need of representation in various areas of law. From personal injury cases to estate planning and business law, we are committed to advocating for our clients' best interests and achieving the best possible outcomes for their cases. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Burns & Schultz LLP
Burns & Schultz LLP is a reputable law firm located at 179 Sully's Trail in Pittsford, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to their clients, including personal injury, family law, estate planning, and business law. Their dedication to providing high-quality legal representation and personalized service sets them apart from other firms in the area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Burns & Schultz LLP is here to help. Contact them today to schedule a consultation.
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.
The Client Driven Practice
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.
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