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Top 20 Best Estate and tax planning in Penfield, New York

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  • 1
  • 5 350
    #1

    Shah CPA Firm, PLLC and Shah Law Firm, PLLC

    ● Closed
    2033 Penfield Rd, Penfield, NY 14526, United States
    (585) 388-8388
    penfieldtax.com

    Shah CPA Firm, PLLC and Shah Law Firm, PLLC are two professional institutions located at 2033 Penfield Road in Penfield, New York.

    Photo of Shah CPA Firm, PLLC and Shah Law Firm, PLLC - 2033 Penfield Road, Penfield, NY 14526, USA Photo of Shah CPA Firm, PLLC and Shah Law Firm, PLLC - 2033 Penfield Road, Penfield, NY 14526, USA Photo of Shah CPA Firm, PLLC and Shah Law Firm, PLLC - 2033 Penfield Road, Penfield, NY 14526, USA
    Accounting Service Financial Service Legal Service
    Details
  • 5 1
    #2

    Integrated Tax and Wealth Group

    ● Open
    2200 Penfield Rd, Penfield, NY 14526, United States
    (833) 568-7829
    integratedtaxandwealthgroup.com

    Integrated Tax and Wealth Group is a finance institution located at 2200 Penfield Road in Penfield, New York, United States. Our mission is to help clients maximize their business value, lower taxes, and build wealth.

    Photo of Integrated Tax and Wealth Group - 2200 Penfield Road, Penfield, NY 14526, USA
    Financial Service
    Details
  • 5 89
    #3

    Van C. Travis III, ChFC - State Farm Insurance Agent

    ● Open
    1978 Monroe Ave, Rochester, NY 14618, United States
    (585) 461-5240
    vantravis.com

    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.

    Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618, USA Photo of Van C. Travis III, ChFC - State Farm Insurance Agent - 1978 Monroe Avenue, Rochester, NY 14618, USA
    Financial Service Insurance Agency
    Details
  • 5 41
    #4

    Militello Law Firm

    ● Open
    2480 Browncroft Blvd, Rochester, NY 14625, United States
    (585) 485-0025
    rochesternydwi.lawyer

    Militello Law Firm is a reputable legal institution located at 2480 Browncroft Boulevard in Rochester, New York. Specializing in various areas of law, the firm is committed to providing expert legal services to clients in need.

    Photo of Militello Law Firm - 2480 Browncroft Boulevard, Rochester, NY 14625, USA Photo of Militello Law Firm - 2480 Browncroft Boulevard, Rochester, NY 14625, USA Photo of Militello Law Firm - 2480 Browncroft Boulevard, Rochester, NY 14625, USA
    Legal Service
    Details
  • 5 27
    #5

    Commonwealth Financial Group

    ● Open
    1633 Empire Blvd, Webster, NY 14580, United States
    (585) 248-5150
    cfgplanners.com

    Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States.

    Financial Service
    Details
  • 4.8 24
    #6

    Pellittiere & Jonsson PLLC

    ● Open
    441 Penbrooke Dr Suite 12, Penfield, NY 14526, United States
    (585) 347-2840
    pjestatelaw.com

    Pellittiere & Jonsson PLLC is a professional institution offering a range of accounting, finance, and legal services.

    Photo of Pellittiere & Jonsson PLLC - 441 Penbrooke Drive, Penfield, NY 14526, USA Photo of Pellittiere & Jonsson PLLC - 441 Penbrooke Drive, Penfield, NY 14526, USA Photo of Pellittiere & Jonsson PLLC - 441 Penbrooke Drive, Penfield, NY 14526, USA
    Accounting Service Financial Service Legal Service
    Details
  • 4.7 110
    #7

    Block Advisors

    ● Open
    Parkside Commons, 2160 Penfield Rd, Penfield, NY 14526, United States
    (585) 388-1295
    blockadvisors.com

    Block Advisors is a trusted institution located at 2160 Penfield Road in Penfield, New York, offering expert accounting and finance services to individuals and businesses.

    Photo of Block Advisors - 2160 Penfield Road, Penfield, NY 14526, USA Photo of Block Advisors - 2160 Penfield Road, Penfield, NY 14526, USA Photo of Block Advisors - 2160 Penfield Road, Penfield, NY 14526, USA
    Accounting Service Financial Service
    Details
  • 4.3 87
    #8

    H&R Block

    ● Open
    1900 Empire Blvd, Webster, NY 14580, United States
    (585) 671-1411
    hrblock.com

    H&R Block is a trusted accounting and finance institution located at 1900 Empire Boulevard in Webster, New York, United States.

    Photo of H&R Block - 1900 Empire Boulevard, Webster, NY 14580, USA Photo of H&R Block - 1900 Empire Boulevard, Webster, NY 14580, USA Photo of H&R Block - 1900 Empire Boulevard, Webster, NY 14580, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #9

    Gray & Feldman LLP

    ● Open
    625 Panorama Trail # 1240, Rochester, NY 14625, United States
    (585) 218-8620
    gfrllp.com

    Gray & Feldman LLP is a prominent law firm located in Rochester, New York. Specializing in various legal services, the experienced team at Gray & Feldman LLP is dedicated to providing top-notch representation to their clients.

    Legal Service
    Details
  • 5 4
    #10

    FocalPoint Wealth Management

    ● Open
    441 Penbrooke Dr Suite 8, Penfield, NY 14526, United States
    (585) 626-1258
    focalpointwealth.com

    FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States.

    Photo of FocalPoint Wealth Management - 441 Penbrooke Drive, Penfield, NY 14526, USA
    Financial Service
    Details
  • 5 2
    #11

    Hastings Law Office, P.C.

    ● Open
    1150 Penfield Rd, Rochester, NY 14625, United States
    (585) 672-5078
    hastingslawofficepc.com

    Hastings Law Office, P.C. is a reputable legal firm located at 1150 Penfield Road in Rochester, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States.

    Details
  • 5 2
    #12

    Conroy Wealth Management

    ● Open
    1717 Empire Blvd, Webster, NY 14580, United States
    (585) 347-4838
    conroywm.com

    Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs.

    Photo of Conroy Wealth Management - 1717 Empire Boulevard, Webster, NY 14580, USA
    Financial Service
    Details
  • 4.6 9
    #13

    Vigneri Law, PC

    ● Open
    1828 Penfield Rd, Penfield, NY 14526, United States
    (585) 455-6938
    vignerilaw.com

    Vigneri Law, PC is a reputable law firm located at 1828 Penfield Road in Penfield, New York. Specializing in various areas of law, the skilled attorneys at Vigneri Law, PC provide top-notch legal services to clients in the United States.

    Photo of Vigneri Law, PC - 1828 Penfield Road, Penfield, NY 14526, USA
    Legal Service
    Details
  • #14

    Tumminelli Law

    ● Open
    1680 Empire Blvd Suite 400, Webster, NY 14580, United States
    (585) 401-7222
    tumminellilaw.com

    Tumminelli Law, located at 1680 Empire Boulevard in Webster, New York, is a trusted institution specializing in real estate law.

    Legal Service
    Details
  • #15

    Sandra L. Kobel, CFP , CLU , ChFC

    ● Open
    625 Panorama Trail bldg 1 suite 107, Rochester, NY 14625, United States
    (585) 381-8100
    kobelplanning.com

    Sandra L. Kobel, CFP, CLU, ChFC is a reputable finance and insurance agency located at 625 Panorama Trail in Rochester, New York.

    Photo of Sandra L. Kobel, CFP , CLU , ChFC - 625 Panorama Trail, Rochester, NY 14625, USA
    Financial Service Insurance Agency
    Details
  • #16

    A.M. Ginsberg Advisory Group

    ● Open
    421 Penbrooke Dr # 4, Penfield, NY 14526, United States
    (585) 377-4720
    amginsbergadvisorygroup.com

    A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States.

    Financial Service Insurance Agency
    Details
  • #17

    Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™

    ● Open
    1790 Penfield Rd Suite 3, Penfield, NY 14526, United States
    (585) 381-8440
    edwardjones.com

    Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 1790 Penfield Road in Penfield, New York, United States.

    Photo of Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ - 1790 Penfield Road, Penfield, NY 14526, USA
    Financial Service
    Details
  • #18

    American Advisor

    ● Open
    335 Wexford Pl, Webster, NY 14580, United States
    (315) 573-1404
    americanadvisor.us

    American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services.

    Financial Service
    Details
  • #19

    Edward Jones - Financial Advisor: Patrick E Caufield

    ● Open
    2160 Penfield Rd Suite 8, Penfield, NY 14526, United States
    (585) 377-4668
    edwardjones.com

    Edward Jones - Financial Advisor: Patrick E Caufield is a reputable finance institution located at 2160 Penfield Road in Penfield, New York.

    Photo of Edward Jones - Financial Advisor: Patrick E Caufield - 2160 Penfield Road, Penfield, NY 14526, USA Photo of Edward Jones - Financial Advisor: Patrick E Caufield - 2160 Penfield Road, Penfield, NY 14526, USA
    Financial Service
    Details
  • #20

    CornerStone Wealth Managment

    ● Open
    1640 Penfield Rd, Rochester, NY 14625, United States
    (585) 454-8210
    thecornerstonewealthmanagement.com

    CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York.

    Photo of CornerStone Wealth Managment - 1640 Penfield Road, Rochester, NY 14625, USA
    Financial Service
    Details
  • #21

    Jeff Sharman - Raymond James

    ● Open
    421 Penbrooke Dr Suite 11A, Penfield, NY 14526, United States
    (585) 364-3249
    raymondjames.com

    Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States.

    Financial Service
    Details
  • #22

    Majd Abuaitah

    ● Open
    2200 Penfield Rd, Penfield, NY 14526, United States
    (585) 292-4113
    pcrm.citizensbank.com

    Majd Abuaitah is a reputable finance institution located at 2200 Penfield Road in Penfield, New York, United States.

    Financial Service
    Details
  • #23

    Finlocity

    ● Open
    2080 Fairport Nine Mile Point Rd, Penfield, NY 14526, United States
    (646) 923-2500
    finlocity.com

    Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance.

    Details
  • #24

    ERTC Experts

    ● Open
    1601 Penfield Rd #575, Rochester, NY 14625, United States
    (585) 469-0681
    ercguides.com

    ERTC Experts is a leading finance institution located at 1601 Penfield Road in Rochester, New York, United States.

    Financial Service
    Details
  • 1

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