TOP 30 Business planning services in Pittsford, New York

122 results found

Top Insurance Service NY is a leading insurance agency located in Fairport, New York. We are dedicated to providing our clients with the best insurance services tailored to their individual needs. Our team of experienced professionals is committed to helping you find the right coverage at the best rates. Whether you need auto, home, life, or business insurance, we have you covered. Visit us at 6843 Pittsford Palmyra Road to learn more about how we can help protect what matters most to you.

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 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, 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 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 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 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 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, 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 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 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.

Pelletier Accounting & Tax Services is a reputable accounting and finance institution located at 6605 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can trust Pelletier Accounting & Tax Services to handle all of their financial needs with precision and expertise.

The Pittsford Branch is a finance institution located at 3225 Monroe Avenue in Rochester, New York. Our branch offers a wide range of financial services, including banking, loans, and investment opportunities. Our experienced staff is dedicated to providing personalized and professional service to help our customers achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

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.

Wegmans Meals 2GO is a convenient meal delivery service located at 6600 Pittsford Palmyra Road in Fairport, New York. Offering a wide selection of delicious and freshly prepared meals, Wegmans Meals 2GO is the perfect solution for busy individuals and families looking for a quick and easy dining option. From gourmet entrees to healthy salads and sides, customers can enjoy restaurant-quality meals delivered straight to their door. With Wegmans Meals 2GO, you can skip the cooking and cleaning and enjoy a delicious meal in the comfort of your own home.

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.

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 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.

Marie Molnar - State Farm Insurance Agent is a trusted insurance agency located at 672 Pittsford Victor Road in Pittsford, New York. As a State Farm agent, Marie Molnar offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the community. With a commitment to providing personalized and attentive customer service, Marie Molnar helps her clients find the right coverage options to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, Marie Molnar is dedicated to helping you navigate the complexities of insurance and make informed decisions. Visit Marie Molnar - State Farm Insurance Agent today to discuss your insurance needs and get the peace of mind you deserve.

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.

Jean Soleille is a renowned health institution located at 32 South Main Street in Pittsford, New York. Our team of experienced healthcare professionals is dedicated to providing top-notch medical care and personalized treatment plans to our patients. From routine check-ups to specialized treatments, we strive to ensure the well-being and comfort of all individuals who walk through our doors. Visit Jean Soleille for compassionate and comprehensive healthcare services in a welcoming and modern facility.

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.

Bankers Conseco Life Insurance Company, located at 1175 Pittsford Victor Road in Pittsford, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our knowledgeable agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. With people living longer and healthcare costs on the rise, planning for long-term care is essential. Our team is here to help you start the conversation and prepare for the future. Contact us today to begin planning your next steps.

Bond Benefits Consulting is a leading insurance agency located at 71 Monroe Avenue, Pittsford, New York. We specialize in providing comprehensive benefit solutions to individuals and businesses, helping them navigate the complex world of insurance. Our team of experienced professionals is dedicated to finding the best coverage options tailored to meet our clients' needs. Whether you are looking for health, life, or disability insurance, we are here to help you protect what matters most. Contact us today to learn more about how Bond Benefits Consulting can help you secure your future.

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 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.

John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.

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.

Freemantle Insurance Agency, LLC is a reputable insurance agency located at 642 Kreag Road in Pittsford, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, they strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to finding the right coverage for your individual needs. Trust Freemantle Insurance Agency, LLC to safeguard what matters most to you.

State Farm Insurance is a trusted insurance agency located at 237 Pittsford Palmyra Road in Macedon, New York. With a focus on providing reliable coverage and exceptional customer service, State Farm offers a wide range of insurance products including auto, home, life, and health insurance. Their knowledgeable agents are dedicated to helping clients find the best policies to meet their individual needs and budget. Whether you're in need of protection for your car, home, or loved ones, State Farm Insurance is committed to helping you protect what matters most.