The 30 Best Company financial planning in Pittsford, New York

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.

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.

Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing reliable financial guidance and insurance solutions, Joseph Lamanna and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can count on Joseph Lamanna - Prudential Financial to provide personalized services tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

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.

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.

Bouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States. This institution offers securities-related services to residents of specific states, including California, Florida, Georgia, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Please consult with the financial advisor for information on registration in other states. For parties residing outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), with Wells Fargo Advisors as the trade name used by Wells Fargo Clearing Services, LLC and WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & 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.

Tompkins Financial Advisors is a leading finance institution located at 99 Garnsey Road in Pittsford, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, we are dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our comprehensive financial planning services.

Merrill Lynch Financial Advisor Richard A Glaser is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing personalized financial advice and services, Richard A Glaser and his team offer comprehensive wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Merrill Lynch Financial Advisor Richard A Glaser is dedicated to helping you achieve financial success.

Jay R. Gelb & Company, P.C. is a reputable accounting and finance firm located at 180 Office Park Way in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and high-quality services to their clients sets them apart in the industry. Whether you are an individual or a business owner, Jay R. Gelb & Company, P.C. is dedicated to helping you achieve your financial goals.

CNB Mortgage Company is a leading finance institution located at 63 Monroe Avenue in Pittsford, New York, United States. We specialize in providing personalized mortgage solutions to help our clients achieve their homeownership goals. Our team of experienced professionals is dedicated to guiding you through the mortgage process with expert advice and exceptional customer service. Whether you are a first-time homebuyer or looking to refinance, CNB Mortgage Company is here to help you every step of the way. Contact us today to learn more about our competitive rates and flexible loan options.

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.

Lino Reale - State Farm Insurance Agent is a reputable insurance agency located at 98 West Main Street in Victor, New York, United States. With over 30 years of experience, Lino Reale and his team of licensed professionals offer a wide range of insurance products including auto, home, renters, life, pet, boat, ATV, and motorcycle insurance, as well as banking products and financial services. The team is dedicated to providing personalized quotes and top-quality service to meet all of your insurance needs. Lino Reale holds professional designations such as MBA, ChFC, and LUTC, and has received numerous awards for outstanding service. Whether you are in Victor, Farmington, Canandaigua, Pittsford, Fairport, or any surrounding areas in New York State, the Lino Reale State Farm office is here to help you protect your assets and plan for the future. Contact the office today for a no-obligation analysis of your insurance and financial products.

Tim Jones - State Farm Insurance Agent is a trusted insurance agency located at 111 Marsh Road in Pittsford, New York. Conveniently situated next to Powers Farm Market, our team is dedicated to providing personalized insurance plans to meet your needs. As spring approaches in Western New York, it's the perfect time to review your insurance policies. Whether you need auto, life, home, or health insurance, we are here to help. With over 15 years of experience, we are committed to serving the Rochester, NY community and surrounding areas. Tim Jones, a graduate of Penfield High and Kent State University, leads our team in providing exceptional service and protecting all of your insurance needs. Contact us today for a free insurance consultation and let us help you with all of your insurance and financial needs. Please note that we do not collect sensitive personal information online for your protection.

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 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 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.

Guardian Life Insurance Co-America is an insurance agency located at 1451 Pittsford Victor Road in Fairport, New York, United States. They offer a range of insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized and reliable coverage, Guardian Life Insurance Co-America is committed to helping clients find the right insurance solutions for their needs. Contact them today to learn more about their offerings and how they can help you secure peace of mind for the future.

Your's Health Insurance is a trusted insurance agency located at 1120 Pittsford Victor Road in Pittsford, New York. Our dedicated team is committed to providing top-notch health insurance services to individuals and families in the United States. With a focus on personalized care and comprehensive coverage options, we strive to help our clients secure the best insurance plans that meet their specific needs. Contact us today to learn more about our services and how we can help you protect your health and well-being.

ILIC Senior Solutions is a leading insurance agency located at 141 Sully's Trail in Pittsford, New York. Specializing in providing insurance solutions for seniors, ILIC Senior Solutions offers a wide range of products and services tailored to meet the unique needs of older adults. With a team of experienced professionals, ILIC Senior Solutions is dedicated to helping seniors navigate the complexities of insurance coverage and find the best policies to protect their health and financial well-being. Whether you are looking for Medicare supplement plans, long-term care insurance, or final expense coverage, ILIC Senior Solutions is committed to providing personalized assistance and expert guidance every step of the way. Visit us today to discover how we can help you secure your future with peace of mind.

Richard Mount, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road, Pittsford, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, including Nabil Al-Zaid, Tina Allie, and many others, Richard Mount, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or investment advice, the team at Richard Mount, Bankers Life Agent is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Brandon Martinez, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of dedicated professionals, including Joshua Adkison, Nichole Andrews, Michael Bame, and many more, are here to help you with all of your insurance needs. Whether you're looking for life insurance, retirement planning, or financial advice, our experienced agents are here to assist you every step of the way. Contact us today to schedule a consultation and start securing your future with Brandon Martinez, Bankers Life Agent.

Elizabeth Scott, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a Bankers Life Agent, Elizabeth Scott offers a wide range of insurance products and services tailored to meet the individual needs of her clients. With a commitment to providing personalized and comprehensive insurance solutions, Elizabeth Scott strives to help her clients protect their financial well-being and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, Elizabeth Scott, Bankers Life Agent is dedicated to helping you secure your financial future.

Nicholas Difilippo, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States. As a Bankers Life Agent, Nicholas Difilippo offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, clients can trust in Nicholas Difilippo to provide expert guidance and support. Whether it's life insurance, long-term care insurance, or retirement planning, Nicholas Difilippo is committed to helping clients find the right coverage to meet their needs.

Joshua Knapp, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a representative of Bankers Life, Joshua Knapp offers a range of insurance products and services to individuals and families in the United States. With a commitment to providing personalized and tailored insurance solutions, Joshua Knapp is dedicated to helping clients protect their financial security and plan for the future. Contact Joshua Knapp, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in achieving your insurance goals.

Paul Monagan, Bankers Life Agent is a leading insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York. As a trusted Bankers Life Agent, we specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through personalized insurance solutions. Whether you are looking for life insurance, retirement planning, long-term care coverage, or investment options, we are here to help you every step of the way. Contact us today to schedule a consultation and learn more about how we can help you secure your financial well-being.

Sytejia Matthews, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a trusted representative of Bankers Life, Sytejia Matthews offers a wide range of insurance products and services to help clients protect their financial future. With a commitment to providing personalized and tailored solutions, Sytejia Matthews helps individuals and families navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Sytejia Matthews is dedicated to helping you find the right policy to meet your needs. Contact Sytejia Matthews, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing your financial well-being.

Robert Deane, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York, United States. As a Bankers Life Agent, Robert Deane offers a range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and tailored insurance solutions, Robert Deane is dedicated to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Robert Deane is committed to providing exceptional customer service and expert guidance. Contact Robert Deane, Bankers Life Agent today to learn more about how they can help you secure your financial future.

Melissa Crisafulli, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a dedicated Bankers Life agent, Melissa Crisafulli helps individuals and families navigate the complexities of insurance coverage to ensure they are protected for the future. With a focus on providing personalized service and tailored solutions, Melissa Crisafulli is committed to helping clients find the right insurance products to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Melissa Crisafulli, Bankers Life Agent is here to help you secure your financial future.