Estate planning for families in Pittsford, New York

Freedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer personalized financial planning services tailored to each client's unique needs and circumstances. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide guidance and support every step of the way. Trust Freedom Financial Planning to help you navigate the complexities of the financial world and make informed decisions for a brighter tomorrow.

Lifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.

The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

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.

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.

Ryan Sargent, Bankers Life Agent is a reputable insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a licensed Bankers Life agent, Ryan Sargent offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Ryan Sargent is dedicated to helping clients protect their financial future and achieve peace of mind. Contact Ryan Sargent, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing the right coverage for your needs.

Creary Law Group, PC is a reputable law firm located at 18 North Main Street in Pittsford, New York. Specializing in various legal matters, the experienced team of lawyers at Creary Law Group, PC are dedicated to providing top-notch legal services to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Creary Law Group, PC is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation and discuss your legal needs.

Betsy L Album Attorney is a reputable law firm located at 100 Office Park Way in Pittsford, New York. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Betsy L Album Attorney is dedicated to providing expert legal advice and representation to clients in the United States. With a track record of success and a commitment to client satisfaction, this institution is known for its professionalism, integrity, and personalized approach to every case. Whether you are facing a legal issue or simply need legal guidance, Betsy L Album Attorney is here to help.

Perotto Law LLP is a trusted law firm located in Pittsford, New York, specializing in providing expert legal services. Our team of experienced lawyers is dedicated to providing personalized solutions for a wide range of legal matters. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. With a commitment to excellence and a focus on client satisfaction, Perotto Law LLP is the go-to choice for all your legal needs. Contact us today at 121 Sully's Trail to schedule a consultation.

Dan C. Fulmer, Attorney at Law is a reputable legal institution located at 1 Grove Street in Pittsford, New York, United States. Specializing in providing expert legal services, Dan C. Fulmer offers personalized representation in various areas of law including family law, criminal defense, estate planning, and more. With a commitment to excellence and a dedication to serving clients with integrity, Dan C. Fulmer, Attorney at Law is a trusted and reliable choice for all your legal needs.

Lacy Katzen LLP is a well-established law firm located at 1175 Pittsford Victor Road in Pittsford, New York. With a team of experienced and dedicated lawyers, Lacy Katzen LLP offers a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as real estate, family law, estate planning, and business law, the firm is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, Lacy Katzen LLP is here to help.

The Law Firm of Janice M Iati is a reputable legal institution located at 100 Office Park Way in Pittsford, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Janice M Iati and her team are dedicated to providing top-notch legal representation and guidance to their clients. With years of experience and a strong track record of success, this law firm is committed to advocating for their clients' rights and achieving favorable outcomes in their cases. Contact the Law Firm of Janice M Iati today for expert legal assistance.

William P. Fletcher, Attorney is a reputable law firm located at 90 Office Park Way in Pittsford, New York, United States. Our team of experienced attorneys is dedicated to assisting individuals with a wide range of legal matters. Whether you are dealing with a personal injury case, need help with estate planning, or require representation in a criminal matter, we are here to help. Our services are designed to guide you towards the best possible outcome for your situation. Contact us today to learn more about how William P. Fletcher, Attorney can assist you.

Shanahan Paul is a reputable law firm located at 101 Sully's Trail in Pittsford, New York, United States. With a team of experienced and dedicated lawyers, Shanahan Paul specializes in providing expert legal services to individuals and businesses in a wide range of practice areas. Clients can trust in the firm's professionalism, integrity, and commitment to achieving the best possible outcomes for their legal matters. Whether you are in need of legal advice, representation, or advocacy, Shanahan Paul is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

The Pearl Law Firm, P.A. is a reputable law firm located at 1163 Pittsford Victor Road in Pittsford, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal counsel and representation to clients throughout the United States. With a dedication to excellence and a track record of success, The Pearl Law Firm, P.A. is committed to advocating for their clients' best interests and achieving favorable outcomes in their cases. Whether you are in need of assistance with a personal injury claim, family law matter, or criminal defense case, The Pearl Law Firm, P.A. is here to help. Contact them today to schedule a consultation.

Burns & Schultz LLP is a reputable law firm located at 179 Sully's Trail in Pittsford, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to their clients, including personal injury, family law, estate planning, and business law. Their dedication to providing high-quality legal representation and personalized service sets them apart from other firms in the area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Burns & Schultz LLP is here to help. Contact them today to schedule a consultation.

Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.

Wealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.

Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.

Compass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced financial advisors, Compass Wealth, LLC offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Compass Wealth, LLC provides expert guidance and strategies to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Lutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced professionals, we specialize in creating personalized wealth management strategies to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Lutz & Associates Wealth Strategists to help you secure a prosperous financial future.

Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.

Echelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.

Thorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States. With a team of experienced financial advisors, Thorley Wealth Management specializes in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Thorley Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.

The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.

Marshal Scheidt is a renowned finance institution located at 1169 Pittsford Victor Road in Pittsford, New York. With a strong reputation for providing top-tier financial services, Marshal Scheidt is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Marshal Scheidt are here to provide expert guidance and support. Trust Marshal Scheidt to help you navigate the complex world of finance and secure a prosperous future.

Hamilton Wealth Management is a leading finance institution located at 20 101 Sully's Trail, Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Hamilton Wealth Management to help you secure your financial future.

Edward Jones is a renowned financial institution located at 121 Sully's Trail in Pittsford, New York, United States. With a commitment to providing personalized financial services and advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, the experienced professionals at Edward Jones are here to assist you every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure a more stable financial future.