TOP 30 Corporate finance advisors in Rochester, New York

21 results found

LifeMark Securities Corporation is a leading finance institution located in Rochester, New York. With a prime location at 400 West Metro Park, this company offers a wide range of investment services and financial solutions to help clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, LifeMark Securities Corporation has the expertise and resources to guide you every step of the way. Trustworthy, reliable, and dedicated to client success, LifeMark Securities Corporation is committed to providing top-notch financial services to individuals and businesses in the United States.

Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

BlueMark Advisors is a reputable financial institution located at 2425 Clover Street in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, BlueMark Advisors is dedicated to providing personalized solutions to meet your needs. Trust BlueMark Advisors to guide you towards a secure financial future.

Status Advisors is a leading accounting and finance institution located at 2117 Buffalo Road in Rochester, New York, United States. Our team of experienced advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, investment strategies, or financial reporting, Status Advisors is here to help. Trust us to help you navigate the complexities of the financial world and achieve your goals. Contact us today to schedule a consultation.

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.

Rivent Partners is a leading financial institution located at 28 Lawrence Street in Rochester, New York, United States. With a team of experienced professionals, Rivent Partners offers a wide range of financial services including investment management, wealth planning, and risk management. Clients can trust Rivent Partners to provide personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rivent Partners is dedicated to helping you achieve financial success. Visit us today to learn more about how we can help you secure your financial future.

The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.

John C. Saunders, CPA P.C. is a reputable accounting and finance institution located at 99 Park Avenue in Rochester, New York. With a team of highly skilled and experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, John C. Saunders, CPA P.C. is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Visit their office today to see how they can help you with all your accounting and financial needs.

Commonwealth Financial Network, located in Rochester, New York, United States, is a leading finance institution that prioritizes independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network helps advisors reach their full potential. In 2023, the institution recruited $15.9 billion in assets, showcasing their commitment to success. As the economy and markets evolve in 2024, Commonwealth Financial Network offers insight through their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies for a competitive advantage. With personalized consulting, operations, and compliance, advisors can optimize their business and achieve their goals. The institution also offers valuable resources for independent business owners, guiding them through entrepreneurship and marketing strategies. Commonwealth Financial Network empowers advisors to take control of their growth path, whether affiliating as their own RIA or through the corporate RIA. With a focus on client experience and high-touch service, Commonwealth Financial Network helps advisors navigate unpredictability and achieve growth. The institution's emphasis on investment management, financial planning, and a supportive culture make it a top choice for advisors looking to build a successful enterprise. Through personalized stories and insights, Commonwealth Financial Network showcases their dedication to helping advisors succeed and making a positive impact on their clients' lives.

Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.

Indiano Capital Management is a finance institution located at 120 Linden Oaks in Rochester, New York, United States. As a registered investment adviser, we specialize in meeting the investment needs of individuals, corporations, and non-profit organizations. Our services include individual portfolio management, where we work closely with clients to create personalized investment plans tailored to their specific goals, time horizons, and risk tolerances. Trust Indiano Capital Management to help you navigate the complexities of the financial markets and achieve your investment objectives.

Petrella Phillips LLP is a reputable accounting and finance institution located at 1892 South Winton Road in Rochester, New York, United States. We specialize in tax preparation, planning, IRS representation, estate and trust tax preparation, business consulting, and financial planning. Our team of experienced professionals is dedicated to providing accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We offer extended hours at our main office in Rochester, as well as locations in Geneva and Dansville. Additionally, we have a 24-hour drop box for your convenience. Whether you are looking for assistance with tax preparation, planning for the future, or guidance on business matters, Petrella Phillips LLP is here to help you navigate through any financial challenge.

Zaroczynski and Associates is a reputable accounting and finance institution located at 465 Stone Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

Webber CPA is a renowned accounting and finance institution located at 200 Canal View Boulevard in Rochester, New York, United States. With a team of highly skilled professionals, Webber CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you are looking for help with your personal finances or need expert advice for your company, Webber CPA is the go-to institution for all your accounting and finance needs.

Delbert J. Smith CPA, P.C. is an accounting and finance institution located at 2680 West Ridge Road in Rochester, New York, United States. Our services include deep analysis and strategic guidance to help you make smart business decisions, payroll processing, cash flow management, tax season assistance, and practical insight into your financial numbers. We also offer online apps for easy business transactions. Let us take the stress out of running your business and help you focus on the wellness of your business, body, and mind. Our goal is to provide personalized, human-centric approaches to managing your business debt effectively and surviving supply chain disruptions. Contact us to learn more about how we can help your small business thrive.

Yazan Services Inc, TAX SERVICE is a reputable institution located at 136 Lyell Avenue in Rochester, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Yazan Services Inc for all your tax needs and experience the difference of working with a professional and reliable team.

Schwartz Morton S CPA is a well-established accounting and finance institution located at 85 Carol Drive in Rochester, New York, United States. With a team of experienced and dedicated Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or bookkeeping, Schwartz Morton S CPA is here to assist you with professionalism and expertise. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.

Kenneth E. Ingersoll, CPA is a reputable accounting and finance institution located at 150 State Street in Rochester, New York, United States. With years of experience and expertise, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at Kenneth E. Ingersoll, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with your personal finances or require assistance with complex business accounting, Kenneth E. Ingersoll, CPA is the go-to institution for all your financial needs.

William J. Head, CPA is a reputable accounting and finance institution located at 919 South Winton Road in Rochester, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we offer a wide range of services tailored to meet our clients' specific needs. Trust William J. Head, CPA to handle all of your accounting and finance needs with professionalism and expertise.