Business planning and strategy advisory in Rochester, New York

Phillips Lytle LLP is a prestigious law firm located in Rochester, New York. Our firm's culture, commitment, and credo, known as "The Phillips Lytle Way," sets us apart in the legal industry. We approach sophisticated legal matters efficiently and creatively, going above and beyond for our clients. Our team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep knowledge of various industries. At Phillips Lytle, we promote diversity, equity, and inclusion within the legal profession and our firm, valuing the unique perspectives and experiences of every colleague. Our world-class talent ensures ultra-responsive service and absolute subject matter expertise. We have strong relationships with outside organizations, ensuring success for our clients by knowing the right phone calls to make and how to navigate through red tape.

Lakelet Advisory Group LLC is a financial advisory firm located at 510 Clinton Square in Rochester, New York. Our team of experienced professionals provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Lakelet Advisory Group LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Flower City Advisory is a renowned finance institution located in Rochester, New York. With a prime location at 400 Meridian Centre Boulevard, Flower City Advisory offers expert financial advice and services to individuals and businesses in the area. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment guidance, retirement planning, or wealth management, Flower City Advisory is committed to providing personalized solutions tailored to your specific needs. Trust Flower City Advisory to be your partner in financial success.

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.

Business Brokers New York LLC is a reputable finance institution located at 30 Erie Canal Drive in Rochester, New York. Our team of experienced professionals specialize in connecting buyers and sellers of businesses, providing expert guidance throughout the entire process. Whether you are looking to buy or sell a business, our dedicated team is here to help you achieve your goals. Trust Business Brokers New York LLC to provide personalized service and top-notch expertise in the world of business transactions.

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Pathfinder Financial Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. Clients can expect privacy and security measures to protect their information. The institution aims to help clients achieve their financial goals and offers a positive backdrop for stock prices. Clients can refer friends or family members to receive financial guidance as well. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Council Rock Wealth Advisory Group Mary Beth Fairchild is a finance institution located at 2280 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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 cover a variety of financial planning and wealth management topics, ensuring that advisors are well-equipped to provide expert advice to clients. The institution is committed to upholding ethical standards and providing comprehensive financial planning services to individuals and businesses.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we strive to provide personalized financial solutions for our clients. Our services are regulated by FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC for your financial needs.

Harvest Tax Preparation Rochester NY is a reputable finance institution located at 722 Weiland Road in Rochester, New York, United States. Specializing in tax preparation services, their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to accuracy and efficiency, Harvest Tax Preparation ensures that their clients receive the maximum return possible while adhering to all legal requirements. Trustworthy and reliable, Harvest Tax Preparation is the go-to destination for all your tax needs in Rochester.

First Capital Business Solutions is a leading financial institution located at 150 State Street in Rochester, New York. Our team of experts specializes in providing tailored financial solutions to help businesses thrive and grow. From accounting services to business consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, First Capital Business Solutions is the partner you can trust for all your financial needs. Contact us today to learn more about how we can help your business succeed.

Dynamex - Rochester is a leading institution located at 55 Vantage Point Drive in Rochester, New York. We offer a wide range of services and programs designed to help individuals achieve their personal and professional goals. Our experienced team is dedicated to providing top-quality education and support to all our students. Whether you are looking to advance your career or pursue a new passion, Dynamex - Rochester is the place to be. Join us and take the first step towards a brighter future!

Welcome to Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC, where your financial future is our priority. Located at 21 Main Street, Lockport, New York, we specialize in providing personalized financial guidance tailored to your unique needs. Our team of Ameriprise financial advisors is committed to helping you achieve your financial goals, offering expertise in various financial planning concepts. Please note that our advisors are individually registered to conduct business in specific U.S. states. We encourage you to visit the advisor's personal website or consult FINRA’s BrokerCheck for more information. During your initial consultation, you will gain insights into financial planning, although no written analysis or recommendations will be provided at this stage.

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.

Cicero Holding Group is a strategic consulting firm located at 1858 Pleasantville Road, Briarcliff Manor, New York, United States. With a deep functional understanding of industries and a vast network of business leaders, we assist companies in making crucial decisions regarding strategy, operations, marketing, and technology. Our tailored approach focuses on practical actions and strategic decisions that are unique to each client's situation. Our experienced management team works closely with clients to help them achieve competitive advantages and become high-performance businesses. We challenge companies to reach new levels of success while providing access to industry leaders who serve as experts across various business platforms. With over 30 years of industry experience, our managing members have a proven track record of building and selling successful businesses.

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.

The Gregory L. Schaffer Companies is a comprehensive financial services institution located at 3205 Mount Read Boulevard in Rochester, New York. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide our clients with the knowledge and resources they need to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Andrew Olbrich - Prudential Financial is a reputable finance and insurance agency located at 3313 Chili Avenue in Rochester, New York. With a focus on providing top-notch financial planning and insurance services, our dedicated team is committed to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Trust Andrew Olbrich - Prudential Financial to provide you with personalized solutions and expert advice to meet your financial needs.

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.

Bianchi & Associates, LLC is a reputable accounting and finance institution located at 1749 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing personalized solutions and exceptional customer service sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Bianchi & Associates, LLC is the trusted partner you can rely on.

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.

Duke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters. Serving nine counties in Upstate New York including Livingston, Monroe, Steuben, and more, their team of experienced attorneys is dedicated to helping individuals navigate through challenging legal situations such as divorce, child custody, and other family law matters. With a commitment to ethics, honesty, and proactive strategies, Duke Law Firm, P.C. puts the needs of their clients first from start to finish. Their personalized approach ensures that clients receive the support and guidance they need to protect their interests and achieve their goals.

Petrella Phillips LLP is a reputable accounting and finance institution located at 28 Clara Barton Street in Dansville, New York. With additional offices in Rochester and Geneva, we are dedicated to providing top-notch services to individuals and businesses in need of tax preparation, planning, and representation. At Petrella Phillips LLP, we understand the importance of timely tax filing, which is why we are still accepting tax returns past the deadline at all our locations. Our experienced staff can accurately and efficiently prepare tax returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also offer tax planning services to help clients take advantage of new tax laws and pending legislation.

Lee Consultants is a multi-faceted institution located at 262 Boston Road in Ontario, New York, United States. Specializing in custom cabinetry and design, Lee Consultants is your go-to destination in the greater Rochester area for high-quality custom-built cabinets, vanity tops, and granite countertops. Using cutting-edge technology, they can bring your ideas to life with a color photo preview before finalizing the project. With a reputation as one of Rochester's most trusted makers of custom-built cabinets, Lee Consultants offers personalized service for kitchen, bath, and other projects. Customers have praised their attention to detail, creativity, and ability to bring sketches or abstract ideas to reality. From matching new cabinets with existing ones to creating unique floating vanities, Lee Consultants excels in woodworking craftsmanship.

Fein, Such & Crane, LLP is a reputable law firm located at 28 East Main Street in Rochester, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including real estate law, estate planning, business law, and more. Known for their dedication to providing high-quality legal representation and personalized attention to each client, Fein, Such & Crane, LLP is committed to helping individuals and businesses navigate the complexities of the legal system with confidence and ease.