Business tax plan development in Pittsford, New York
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Village of Pittsford Office
The Village of Pittsford Office is a local government office located at 21 North Main Street in Pittsford, New York, United States. This institution serves as the administrative hub for the village, providing a wide range of services and resources to residents and businesses in the area. From issuing permits and licenses to managing community events and projects, the Village of Pittsford Office plays a crucial role in maintaining the smooth operation of the village and ensuring the well-being of its residents. Visitors can expect to find friendly and knowledgeable staff ready to assist with any inquiries or needs they may have.
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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.
Encompass Advisors, Inc.
Encompass Advisors, Inc. is a finance institution located at 10 Office Park Way in Pittsford, New York, United States. Our team of experienced advisors provides comprehensive financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. Trust Encompass Advisors, Inc. to guide you towards a secure financial future.
Caritas Consulting
Caritas Consulting is a leading finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Our team of financial experts provides a wide range of consulting services to individuals and businesses looking to manage their finances effectively. With a commitment to integrity and professionalism, Caritas Consulting strives to help clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Asher Flint - Alliance Advisory Group
Asher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
Montage Wealth Management
Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
Echelon Wealth Advisors, LLC
Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Kenton Gregory Hines
Merrill Lynch Financial Advisor Kenton Gregory Hines is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Kenton joined Merrill Lynch Wealth Management and The Hines Group in 2016 as a Financial Advisor, bringing with him a background in engineering, product management, and data analysis. His focus is on developing goals-based financial strategies for new and existing clients, as well as assisting with multigenerational wealth transfer. Kenton holds certifications including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor®, and Retirement Accredited Financial Advisor. He is dedicated to helping clients achieve their financial goals by providing personalized plans centered on their aspirations. With a commitment to understanding each client's unique needs and priorities, Kenton works to create a financial approach that reflects their personality and helps them navigate market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kenton ensures that clients receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. With a focus on building a strong one-on-one relationship with each client, Kenton is dedicated to helping them achieve their financial objectives.
Sports Consulting Group
Sports Consulting Group is a leading finance institution located at 65 Monroe Avenue in Pittsford, New York. We specialize in providing expert financial advice and services to clients in the sports industry. Our team of experienced consultants offers personalized solutions to help athletes, teams, and organizations manage their finances effectively. Whether you need assistance with budgeting, investments, or strategic planning, our dedicated professionals are here to help you achieve your financial goals. Trust Sports Consulting Group to be your partner in success.
Merrill Lynch Financial Advisor Samuel Yeager
Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.
LynnLeigh & Company
LynnLeigh & Company is a reputable finance institution located at 1160A Pittsford Victor Road in Pittsford, New York, United States. With a commitment to providing top-notch financial services, LynnLeigh & Company caters to individuals and businesses seeking expert advice on investments, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit LynnLeigh & Company today for personalized financial solutions tailored to your specific needs.
Merrill Lynch Financial Advisor Agostino Coccia
Merrill Lynch Financial Advisor Agostino Coccia is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. With over 20 years of experience in the legal and financial services industries, Agostino focuses on serving families, business owners, and high net worth individuals. He received his bachelor's degree in Psychology and Sociology from the University of Tulsa and his Juris Doctorate from University of Tulsa College of Law. Agostino offers a comprehensive approach to managing wealth, providing access to the investment insights of Merrill and banking convenience of Bank of America. He believes in delivering excellent service and helping clients pursue their financial goals. The institution offers personalized financial planning centered on your goals and priorities, with a focus on what you want to achieve. By understanding your unique needs and financial situation, Agostino can help you create a customized wealth management approach that adapts to changes in the market. With access to the investment insights of Merrill and banking solutions from Bank of America, Agostino works with you to develop an approach designed to address your financial needs. Whether it's planning for retirement, saving for a home, or funding education, Agostino can help you make informed investment decisions and trade-offs to reach your goals. The institution offers tools to help you track changes in your life and financial approach, ensuring that you stay on track to achieve what's most important to you. By working together, Agostino can help you create a financial approach that reflects your personality and priorities, helping you address fluctuations in the market and changes in your life. As a Merrill Lynch Wealth Management Advisor, Agostino can help you build a customized investment approach to pursue your goals and navigate the complexities of your financial life. With a dedication to putting you first and providing personalized investment strategies, working with Merrill Lynch Financial Advisor Agostino Coccia can help you live your best financial life.
Merrill Lynch Financial Advisor Matthew A. Kilmer
Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.
Merrill Lynch Financial Advisor William Fiorica
Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.
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