The 30 Best Estate planning and management in Rochester, New York

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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.

Geraci Law Offices is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. With a team of experienced attorneys, they specialize in providing expert legal services in the areas of bankruptcy, debt relief, and financial restructuring. Clients can expect personalized attention and dedicated representation to help navigate through complex legal matters. The firm is known for its professionalism, integrity, and commitment to achieving the best possible outcome for their clients. Whether facing financial challenges or seeking legal advice, Geraci Law Offices is a trusted partner in finding effective solutions.

Lawrence Baker Lawyer is a trusted legal institution located at 250 Mill Street in Rochester, New York, United States. Specializing in various areas of law, Lawrence Baker offers expert legal services to clients in need of professional representation. With a commitment to providing personalized attention and achieving favorable outcomes for their clients, Lawrence Baker Lawyer is dedicated to upholding the highest standards of legal excellence. Whether you are facing a complex legal issue or seeking guidance on a legal matter, Lawrence Baker Lawyer is here to help navigate you through the legal process with skill and expertise.

Solomon Thomas J is a reputable law firm located at 400 West Metro Park in Rochester, New York. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to individuals and businesses in various areas of law. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Solomon Thomas J is dedicated to helping clients achieve the best possible outcome. Their commitment to professionalism, integrity, and client satisfaction sets them apart as a trusted institution in the legal community. Contact Solomon Thomas J today for expert legal guidance and representation.

Marcus W. Kroll, Esq. is a reputable law firm located at 2425 Clover Street in Rochester, New York. Specializing in various legal services, Marcus W. Kroll, Esq. is dedicated to providing expert legal advice and representation to clients in need. With a focus on professionalism and integrity, the firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Marcus W. Kroll, Esq. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Abrams Fensterman, LLP is a prestigious law firm located in Rochester, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in various areas of law, including but not limited to business law, family law, and estate planning, Abrams Fensterman, LLP is committed to delivering personalized and effective solutions to meet their clients' needs. Whether you are in need of legal representation for a complex business matter or seeking guidance on estate planning, Abrams Fensterman, LLP is the firm you can trust. Visit their office at 2280 East Avenue to schedule a consultation and learn more about how they can assist you with your legal needs.

Marro Nicole M is a boutique law firm located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in trust and estate legal services, the Torres Law Office offers personalized and expert advice to clients. With a philosophy centered on ensuring the comfort and satisfaction of their clients during the planning or administration process, Marro Nicole M is dedicated to providing top-notch legal services in a compassionate and understanding manner.

peace of mind. Trusts are versatile tools that can be tailored to your specific needs, whether you want to provide for minor children, protect assets from creditors, or plan for incapacity. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and creating various types of trusts to meet our clients' individual needs. We take the time to understand your unique situation and goals to recommend the most effective estate planning strategies for you.

The Torres Law Office, P.C. is a boutique law firm located at 132 Allens Creek Road in Rochester, New York. Specializing in trust and estate legal services, our team of experienced professionals is dedicated to serving as your trusted advisor. With a focus on personalized service, we prioritize your comfort and satisfaction throughout the planning or administration process. Trust The Torres Law Office to provide expert guidance and support for your most personal legal matters.

Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.

Edward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York. As a trusted financial advisor, Ron Ciminelli offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Ron Ciminelli is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Ron Ciminelli and his team are here to provide expert advice and support every step of the way.

Derrick Spatorico is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, the experienced team at Derrick Spatorico is dedicated to providing top-notch legal services to clients in the United States. With a commitment to excellence and a track record of success, Derrick Spatorico is a trusted institution for all your legal needs.

Fein, Such & Crane, LLP is a reputable law firm located at 28 East Main Street in Rochester, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including real estate law, estate planning, business law, and more. Known for their dedication to providing high-quality legal representation and personalized attention to each client, Fein, Such & Crane, LLP is committed to helping individuals and businesses navigate the complexities of the legal system with confidence and ease.

Trevett Law Firm is a reputable legal institution located at 2 State Street in Rochester, New York. With a team of experienced attorneys, the firm specializes in various areas of law including personal injury, family law, criminal defense, and estate planning. Known for their dedication to providing high-quality legal representation, Trevett Law Firm is committed to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a legal dispute or seeking guidance on legal matters, the attorneys at Trevett Law Firm are here to provide expert advice and advocacy.

Philip DiPasquale - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Philip DiPasquale - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.

DB Wealth Enterprises LLC is a finance and real estate agency located at 250 Mill Street in Rochester, New York. Our team of experts is dedicated to helping clients achieve their financial goals and make smart real estate investments. With a focus on wealth management and property acquisitions, we strive to provide top-notch services and personalized solutions to meet the needs of each individual client. Whether you are looking to grow your portfolio or find your dream home, DB Wealth Enterprises LLC is here to guide you every step of the way.

Vargas Financial Services is a reputable accounting and finance institution located at 1401 Stone Road in Rochester, New York. Our team of experienced professionals offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. We are dedicated to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.

David A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A. Younis, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in the institution's expertise and dedication to providing top-notch financial services. Whether you are planning for retirement, investing for the future, or seeking guidance on tax planning, David A. Younis, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Brighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.

Courier Capital, LLC is a finance institution located at 100 Chestnut Street in Rochester, New York, United States. Specializing in investment management and financial advisory services, Courier Capital, LLC helps individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Courier Capital, LLC is committed to delivering top-notch financial services with integrity and excellence.

Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.

TIAA Financial Services is a reputable institution located at 35 Celebration Drive in Rochester, New York, United States. Specializing in banking, finance, and insurance services, TIAA is committed to providing top-notch financial solutions to its clients. With a strong emphasis on customer satisfaction and financial stability, TIAA Financial Services is a trusted partner for individuals and businesses looking to manage their finances effectively. Visit us today to learn more about our comprehensive range of financial services.

Christian Reynolds is a finance institution located at 2833 West Ridge Road in Rochester, New York. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients. From investment advice to retirement planning, we offer a wide range of services to help individuals and businesses achieve their financial goals. With a focus on integrity and customer service, Christian Reynolds is committed to helping our clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Erb Financial is a reputable accounting and finance institution located at 2243 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, Erb Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Erb Financial is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

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.

Tax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York. With a team of experienced professionals, we offer a wide range of services including tax preparation, investment management, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized strategies and expert advice. Contact us today to learn how we can assist you in navigating the complexities of taxes and investments.

Charleton Financial, located at 277 Alexander Street in Rochester, New York, is a finance institution specializing in helping individuals navigate the complexities of retirement planning. If you are feeling a mix of excitement and anxiety about your upcoming retirement, you may be experiencing what they refer to as the "retirement conundrum." The experienced team at Charleton Financial is dedicated to helping you confidently transition into retirement by addressing your concerns and providing personalized financial solutions. Securities are offered through American Portfolios Financial Services, Inc. (APFS) and investment advisory services are offered through American Portfolios Advisors, Inc. (APA). Rest assured that any other entities mentioned are not affiliated with APFS and APA. Trust Charleton Financial to guide you towards a secure and fulfilling retirement.

Opira Tax & Financial Services is a trusted accounting and finance institution located at 484 Brooks Avenue in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how we can assist you with all of your accounting and finance needs.

Ferron Michael P CPA is a reputable accounting and finance institution located at 95 Canal Landing Boulevard in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Ferron Michael P CPA is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.