Customized financial planning in Monroe, New York

The Rochester and Monroe County Employee's Federal Credit Union, located at 460 North Goodman Street in Rochester, New York, offers a variety of financial services to its members. With a focus on providing competitive rates and personalized service, the credit union is committed to helping individuals achieve their financial goals. In addition to traditional banking services, such as savings accounts and loans, the institution also offers a special 11-month CD option with a high interest rate of 4.50%. Members can also take advantage of partnerships with ESL and Summit Federal Credit Unions, allowing them to access ATMs at no additional charge. As a federally insured institution, members can feel confident that their funds are protected up to $250,000 by the United States Government Agency, National Credit Union Administration. While the credit union prioritizes privacy and security, it is important for members to be aware that by visiting external websites, they may be subject to different policies. Overall, the Rochester and Monroe County Employee's Federal Credit Union strives to provide a trustworthy and reliable financial experience for its members.

Provident Bank - Monroe Financial Center is a trusted banking institution located at 591 New York 17M in Monroe, New York. As a full-service bank, they offer a wide range of financial services to meet the needs of individuals and businesses in the community. Whether you're looking for personal banking solutions, mortgage options, or business loans, Provident Bank is committed to providing exceptional customer service and tailored financial solutions. Visit their branch in Monroe to experience their dedication to helping you achieve your financial goals.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Tompkins Financial is a finance institution located at 3140 Monroe Avenue in Rochester, New York, United States. Offering a range of financial services, including banking, investment, and insurance products, Tompkins Financial is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, Tompkins Financial strives to provide its customers with the tools and resources they need to make informed financial decisions. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Tompkins Financial is here to help you every step of the way.

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.

Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.

Elmwood Agency is an independent insurance agency located at 3400 Monroe Avenue in Rochester, New York. Our experienced agents specialize in home, auto, rental coverage, and more throughout NY and TX. Our mission is to simplify the process of shopping for insurance by offering a diverse selection of coverage lines and support from compassionate agents. With offices in Rochester and Buffalo, NY, our goal is to make obtaining insurance a smooth experience for our customers. Whether you need to protect your home, vehicles, or recreational toys, our team will listen to your needs and find the right insurance solution for you. We also offer assistance with finding a realtor, applying for a mortgage, and comparing neighborhoods for homebuyers.

Rick Bongiorno Insurance is a reputable insurance agency located at 1309 Monroe Street in Endicott, New York. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their knowledgeable agents are here to help you find the right coverage at the best possible rates. Trust Rick Bongiorno Insurance to protect what matters most to you.

Rich Voci - State Farm Insurance Agent is a reputable insurance agency located at 2394 Ridgeway Avenue in Greece, New York. With over 30 years of experience representing State Farm, Rich Voci and his team serve customers throughout Greater Rochester and Monroe County. They specialize in providing auto insurance, homeowner's insurance, life insurance, and renter's insurance tailored to meet the unique needs of each policyholder. Located just east of ESL Credit Union, between Long Pond and 390, the agency prides itself on offering exceptional service and accurate information to help clients make informed decisions about their insurance needs. Rich Voci, a graduate of St. Bonaventure University, leads a team with over 90 years of combined experience with State Farm.

Weed Ross is a reputable insurance agency located at 4 Monroe Street in Ellicottville, New York, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, Weed Ross is dedicated to helping individuals and businesses protect what matters most. Their team of experienced agents work diligently to find the best coverage options at competitive rates, ensuring peace of mind for their valued customers. Whether you are in need of auto, home, life, or business insurance, Weed Ross is committed to delivering exceptional service and reliable protection. Contact them today to learn more about their comprehensive insurance offerings.

Christin Kirkwood - State Farm Insurance Agent is a reputable insurance agency located at 1833 Penfield Road in Penfield, New York. Our dedicated team is committed to providing high-quality insurance products at competitive prices, with a focus on exceptional customer service and attention to detail. We serve all of Monroe County and surrounding areas, including Penfield, Rochester, Fairport, and more. Contact us for a no-obligation insurance review and let us provide you with a quote to earn your business. We offer a range of insurance services, including auto insurance, home insurance, and life insurance, to help you prepare for the future. With over 42 years of combined experience in the industry, our team is well-connected to the community and strives to exceed your expectations. We are proud to support the communities of Penfield, East Rochester, Victor, and beyond.

Deborah Whitt - State Farm Insurance Agent is located at 3953 Dewey Avenue in Rochester, New York. This insurance agency serves the entire state of New York, with a focus on relocations and out-of-state transfers to Monroe County. They also serve various areas in Rochester including Greece, Irondequoit, Hamlin, Hilton, Spencerport, Webster, Gates, and surrounding regions. With over 44 years of combined insurance experience, Deborah Whitt and her team offer a range of insurance products such as Car/Auto Insurance, Home Insurance, Business/Commercial Insurance, Renters Insurance, Boat, Life, and Health Insurance. Deborah Whitt became a State Farm Agent with the goal of making a difference in how people purchase insurance products to protect what matters most to them. She is actively involved in various organizations and has received recognition for her business achievements. The team at Deborah Whitt - State Farm Insurance Agency is dedicated to providing personalized service and helping clients protect their families through all stages of life. Whether you are buying your first car, moving into a new home, or planning for retirement, they are committed to offering quality customer care. Contact them for a free insurance quote and experience their top-notch service today.

Wise Insurance Agency is a trusted insurance agency located at 8 Stage Road in Monroe, New York, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored to meet the unique needs of each client. With a wide range of insurance products and services available, we strive to offer comprehensive coverage and peace of mind to individuals and businesses alike. Contact us today to learn more about how Wise Insurance Agency can protect what matters most to you.

Polarus Agency is a dynamic and innovative institution located at 27 Lake Street in Monroe, New York. Specializing in both finance and travel services, Polarus Agency offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking to plan your next vacation or seeking expert financial advice, our team of experienced professionals is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, Polarus Agency is your one-stop destination for all your finance and travel needs.

New York Life is an insurance agency located at 505 New York 208, Monroe, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and managing investments with potential market gains. They also offer bundled investments with low fees, college savings options, and income solutions. New York Life provides guidance on investment strategies, estate planning, and various insurance options for individuals, small businesses, and employees. With a diverse and welcoming workplace, they aim to help families protect their financial futures and thrive. The company has been in operation since 1845 and is committed to giving back to communities through charitable donations and volunteer efforts. With high financial ratings and a focus on customer service, New York Life is dedicated to making the world a better place for all.

Scott Ross Agency Life & Health Insurance is a leading insurance agency located at 383 Monroe Street in New York, United States. We specialize in providing comprehensive life and health insurance solutions to individuals and families. Our team of experienced agents is dedicated to helping clients find the right coverage to protect their loved ones and secure their financial future. With a commitment to excellent customer service and personalized attention, we strive to make the insurance process as seamless and stress-free as possible. Contact us today to learn more about our services and how we can help you find the perfect insurance plan for your needs.

Diamond Banc, located at 2945 Monroe Avenue in Rochester, New York, is a premier jewelry store specializing in buying luxury items such as Rolex watches, diamonds, jewelry, and gold. With over 14 years of experience in the jewelry industry, Sicily, the Director of Diamond Banc in Kansas City, leads a team of experts who provide top-notch service and expertise to clients looking to sell their luxury items. Diamond Banc has partnered with Mann’s Jewelers, the leading retail jeweler in Rochester, to offer customers the best buying experience in the industry. Whether you are looking to sell a diamond ring, designer jewelry, estate jewelry, or a Rolex watch, Diamond Banc ensures maximum payout and exceptional service. With a nationwide network of locations, Diamond Banc offers industry-leading offers and a zero-pressure selling experience. Additionally, Diamond Banc offers jewelry-backed loans with flexible repayment plans and competitive interest rates. Schedule a private evaluation at your local Diamond Banc or use their online submission form to get started today.

SD is a premier store located at 14 Lakes Road in Monroe, New York, United States. Offering a wide range of products and services, SD is your one-stop shop for all your shopping needs. With a convenient location and a friendly staff, SD strives to provide top-notch customer service and a pleasant shopping experience for all visitors. Whether you're looking for clothing, electronics, home goods, or gifts, SD has something for everyone. Visit us today and discover the endless possibilities at SD!

Canandaigua National Bank & Trust is a trusted financial institution located at 2075 Monroe Avenue in Rochester, New York. As a full-service bank, we offer a range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services provide easy access to your funds 24/7. With a commitment to excellence and personalized customer service, Canandaigua National Bank & Trust is dedicated to helping our clients achieve their financial goals.

Greenebaum Saiger & Kasdin, P.C. is a trusted accounting and finance institution located at 190 Office Park Way in Pittsford, New York. Our firm's main focus is to assist clients with their tax and business needs, prioritizing personal relationships and providing excellent technical service. We strive to understand each client's unique situation and create customized solutions for both current and future financial goals. Our services include assistance with the Internal Revenue Service, Social Security Administration, NY State Department of Taxation, NY State Department of State, and Monroe County. Additionally, we offer resources such as the Salvation Army donation valuation guide, Kelly Blue Book, Savings Bond Calculator, Record Retention Schedule, and Identity Theft protection. Trust Greenebaum Saiger & Kasdin, P.C. for all your accounting and finance needs from 2020 to 2024.

Columbia Insurance Co is a reputable insurance agency located at 383 Monroe Street in New York, United States. With a strong commitment to providing excellent customer service and comprehensive insurance solutions, Columbia Insurance Co is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, their experienced team of agents is ready to assist you in finding the perfect coverage for your unique needs. Trust Columbia Insurance Co to be your partner in peace of mind and financial security.

Welcome to The Aegis Group of CNY, your trusted partner in comprehensive insurance solutions, conveniently located at 2700 New York 49, West Monroe, New York. As a premier insurance agency, we are dedicated to providing personalized and reliable insurance services to meet the diverse needs of our clients. Whether you are seeking coverage for your home, vehicle, business, or personal assets, our experienced team is here to guide you every step of the way. We pride ourselves on our commitment to exceptional customer service, ensuring that you receive the best coverage options tailored to your unique situation. At The Aegis Group of CNY, we protect what matters most to you, offering peace of mind and security for your future. Visit us today and discover how we can safeguard your world with our expert insurance solutions.

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.

Welcome to Evans Bank at Westminster Commons, your trusted partner in financial services, conveniently located at 419 Monroe Street, Buffalo, New York 14212. As a proud member of the Buffalo community, we are committed to providing personalized banking solutions designed to meet the unique needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Evans Bank, we prioritize building long-lasting relationships with our clients by offering a wide range of financial products and services tailored to both individuals and businesses. Our commitment to excellent customer service ensures that you receive the attention and support you deserve. Visit us today at Westminster Commons and discover how we can help you achieve your financial goals with confidence and ease. Experience the difference of community-focused banking with Evans Bank.

Welcome to Mosaic Insurance, your trusted partner in navigating the complexities of the global insurance landscape. Located at 60 East 42nd Street, 42nd Floor, Manhattan, New York, our agency is dedicated to underwriting the world's most intricate risks with unmatched expertise and precision. At Mosaic, we pride ourselves on our world-class team of underwriters, analysts, technologists, and experts who are committed to providing innovative solutions tailored to meet the demands of a rapidly evolving world. Our unique insurtech operating model and strategic partnerships enable us to deliver seamless interactions with broker partners, ensuring a superior claims experience for our clients.

Farmers Insurance is an insurance agency located at 400 New York 17M in Monroe, New York, United States. With a focus on providing quality insurance products and excellent customer service, Farmers Insurance is dedicated to protecting individuals, families, and businesses from unexpected events. Whether you're in need of auto, home, life, or commercial insurance, Farmers Insurance has a range of customizable options to suit your specific needs. Trust in Farmers Insurance to provide you with peace of mind and financial security for the future.

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.

LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.

Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.

Convergent Wealth Advisors is a leading financial institution located at 67 Monroe Avenue in Pittsford, New York. Specializing in wealth management and financial planning, Convergent Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced advisors is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how Convergent Wealth Advisors can help you secure a prosperous financial future.