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TOP 30 Best financial tips in Rochester, NY
13 results found
A convenient service for searching for businesses, places and services
Research Financial Group
Research Financial Group is a leading finance institution located at 525 University Avenue in Rochester, New York, United States. Specializing in providing expert financial research and advisory services, Research Financial Group is committed to helping clients make informed investment decisions and achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Research Financial Group is a trusted partner for individuals and businesses seeking comprehensive financial solutions.
Chris Leonardi - State Farm Insurance Agent
Chris Leonardi - State Farm Insurance Agent is a reputable insurance agency located at 3047 West Henrietta Road in Rochester, New York. With over 55 years of experience, Chris Leonardi has been serving the Greater Rochester NY area with car insurance, boat insurance, homeowners insurance, life insurance, and financial services. As a State Farm Agent, Chris has received numerous awards, including the President's Club & Chairman Circle award. Chris Leonardi is a lifelong Rochesterian, a graduate of St John Fisher with a Bachelors of Business Management, and a former Cardinal Mooney HS graduate. He is also a triathlete and Lake Placid Ironman Finisher, as well as the founder of the Pittsford United Soccer Club.
Tom Gervais - State Farm Insurance Agent
Tom Gervais - State Farm Insurance Agent is located at 4124 West Henrietta Road, Rochester, New York, United States. This insurance agency offers free onsite parking and is conveniently located one mile south of Marketplace Mall. Whether you need renters insurance for your off-campus apartment or are looking for auto, home, or life insurance quotes, Tom Gervais and his team are here to provide exceptional customer service. With over 15 years of experience as a State Farm Agent, Tom Gervais is a Chartered Life Underwriter and a graduate of Rensselaer Polytechnic Institute. The office serves Rochester, Henrietta, West Henrietta, Rush, Avon, Caledonia, and surrounding communities with personalized attention and a commitment to helping customers protect their assets and achieve their financial goals. From rural road driving safety tips to retirement investment advice, Tom Gervais - State Farm Insurance Agent is dedicated to providing valuable information and well-designed insurance products to meet the needs of each individual customer. Contact the office for a free quote today and experience the remarkable customer service that sets Tom Gervais apart from the rest.
Jackie Ortiz - State Farm Insurance Agent
Jackie Ortiz - State Farm Insurance Agent is an insurance agency located at 225 Alexander Street in Rochester, New York. Situated across the street from the old Genesee Hospital, at the corner of Bixby and Alexander, this agency is dedicated to providing custom, comprehensive insurance and financial plans to meet the needs of the community. Jackie and her team take pride in helping individuals achieve their long-term goals and strive to make insurance simple and fun. They are always available to assist with any questions or concerns that may arise. As a Rochester native and graduate of Cornell University, Jackie has been serving the community since 2005. She and her team are actively involved in local events and programs, making a positive impact in the area. Whether you are new to the Rochester area or a long-time resident, Jackie Ortiz - State Farm Insurance Agent is ready to help you find the right insurance coverage for your needs, including home, renters, auto, life, business insurance, and financial services.
Ed Tasker - State Farm Insurance Agent
Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your 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.
Jerry Christopher - State Farm Insurance Agent
Jerry Christopher - State Farm Insurance Agent is a well-established insurance agency located at 1778 Empire Boulevard in Webster, New York. With over 40 years of experience, Jerry Christopher offers personalized insurance quotes for auto, motorcycles, boats, jet skis, recreational vehicles, home, renters, condo, townhouse, rental/landlord, business, life, and pet insurance. He is actively involved in the Penfield and Webster communities, and is a member of various organizations including Penfield Rotary, Penfield Chamber of Commerce, Webster Chamber of Commerce, and Genesee Orchid Society. In addition to insurance services, Jerry Christopher also provides financial services to his clients. He is committed to providing exceptional customer service without any hassle. Whether you are in Rochester, Penfield, Chili, Wheatland, or any other nearby area, Jerry Christopher is dedicated to meeting your insurance needs.
George Larry - State Farm Insurance Agent
George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.
Christopher Marmo - State Farm Insurance Agent
Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.
Clark Peshkin
Clark Peshkin is a reputable law firm located at 80 Linden Oaks in Rochester, New York, United States. Specializing in divorce cases, the institution offers expert legal advice and representation to clients going through the challenging process of ending a marriage. The team at Clark Peshkin is dedicated to helping clients understand the costs associated with divorce and providing tips for controlling expenses. Tune in to their #DivorcePodcast to gain valuable insights and guidance on navigating the financial aspects of divorce.
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.
AAA East Central
AAA East Central is a reputable insurance agency located at 7135 Rochester Road in Lockport, New York. As a trusted provider of insurance services, AAA East Central offers a wide range of coverage options to meet the needs of individuals and families in the local community. With a commitment to excellent customer service and a dedication to helping clients find the right insurance solutions, AAA East Central is a reliable choice for all insurance needs. Contact them today to learn more about their services and how they can assist you in protecting what matters most.
Elisa Plan
Elisa Plan is a finance institution located at 2509 Browncroft Boulevard in Rochester, New York, United States. Our mission is to help eradicate the poverty-mindset through financial education and coaching. Our services include credit strategy, debt management, introduction to investments, and budget analysis. We cater to individuals who are looking to make a complete change in their financial habits, increase their credit score, refinance or obtain a new auto loan, or need a savings and investment strategy that works best for their household. We also focus on making a positive impact on the community by assisting low to moderate income families with resources and tools in areas such as health, wellness, organization, and financial literacy. We strive to make job and wellness opportunities visible and equitable to underrepresented communities. With a track record of assisting over 2,000 families with credit and budgeting, and disputing over $250k in inaccurate items on credit reports, Elisa Plan is dedicated to providing simple, practical, and easy-to-implement personal finance tips. If you are looking to improve your financial situation and make a positive impact on your community, Elisa Plan is here to help.
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