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TOP 30 Estate planning in Pittsford, NY
42 results found
Search for local businesses, places and services near you
Melissa Crisafulli, Bankers Life Agent
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
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
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.
Marino Law Group
Marino Law Group is a reputable institution located at 60 Office Park Way in Pittsford, New York, United States. Specializing in accounting, finance, and legal services, Marino Law Group offers expert advice and guidance to individuals and businesses in need of professional assistance. With a team of experienced lawyers, accountants, and financial experts, Marino Law Group is dedicated to providing top-notch services to clients in a variety of legal and financial matters. Whether you need help with tax preparation, estate planning, or legal representation, Marino Law Group is here to help you navigate the complexities of the law and finance.
Betsy L Album Attorney
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.
Dan C. Fulmer, Attorney at Law
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
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.
Law Firm of Janice M Iati
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
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.
Larimer Law
Larimer Law is a reputable law firm located at 1371 Pittsford Mendon Road in Mendon, New York. Our dedicated team of experienced attorneys specializes in various areas of law, including family law, estate planning, and real estate. We are committed to providing our clients with personalized legal solutions tailored to their specific needs. Whether you are facing a divorce, need assistance with drafting a will, or require representation in a property dispute, Larimer Law is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal matters.
Jain Rekha
Jain Rekha is a reputable law firm located at 18 Roxbury Lane in Pittsford, New York, United States. Specializing in various areas of law, the firm is known for its dedication to providing exceptional legal services to clients in need. With a team of experienced and knowledgeable attorneys, Jain Rekha is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Jain Rekha is the go-to institution for all your legal needs.
Parker Law Office, PLLC
Parker Law Office, PLLC is a reputable legal firm located at 3462 Monroe Avenue in Pittsford, New York, United States. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in need of representation in various areas of law. From personal injury cases to estate planning and business law, we are committed to advocating for our clients' best interests and achieving the best possible outcomes for their cases. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Burns & Schultz LLP
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.
Dean Licata & Associates, LLC
Dean Licata & Associates, LLC is a finance institution located at 145 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Dean Licata & Associates, LLC can provide personalized solutions to meet your needs. Trustworthy and reliable, this institution is dedicated to helping clients secure their financial future.
Wealth Enhancement Group
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.
Candace Shira Associates
Candace Shira Associates is a reputable finance institution located at 115 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, Candace Shira Associates is dedicated to providing personalized and comprehensive financial solutions. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Asher Flint - Alliance Advisory Group
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
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.
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
Rochester Wealth Partners
Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
O'Grady & Associates, Inc.
O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
21st Century Financial Services
21st Century Financial Services is a leading finance institution located at 672 Marsh Road in Pittsford, New York, United States. With a focus on providing cutting-edge financial solutions for individuals and businesses in the modern era, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we offer a wide range of services tailored to meet your specific needs. Trust 21st Century Financial Services to provide you with expert guidance and personalized strategies to secure your financial future.
The Pelican Bay Group Wealth Management - Morgan Stanley
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.
Grover Financial Services
Grover Financial Services is a reputable finance institution located at 1 Fisher Road in Pittsford, New York, United States. Our dedicated team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how Grover Financial Services can help you take control of your finances.
The Mayeu Financial Group
The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
Jordan DiPalma PLLC
Jordan DiPalma PLLC is a reputable law firm located at 1 Fisher Road in Pittsford, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services in a wide range of practice areas, including family law, estate planning, real estate law, and more. We pride ourselves on our personalized approach to each case, ensuring that our clients receive the individual attention and care they deserve. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Jordan DiPalma PLLC is here to help. Contact us today to schedule a consultation.
Bouchard Financial Group
Bouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States. This institution offers securities-related services to residents of specific states, including California, Florida, Georgia, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Please consult with the financial advisor for information on registration in other states. For parties residing outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), with Wells Fargo Advisors as the trade name used by Wells Fargo Clearing Services, LLC and WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.
Henderson Wealth Management
Henderson Wealth Management is a leading finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Henderson Wealth Management, we prioritize building strong relationships with our clients based on trust, integrity, and expertise. Contact us today to learn how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.
Higgins Financial Advisors
Higgins Financial Advisors is a reputable finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment management services to help clients achieve their financial goals. Whether you need assistance with retirement planning, wealth management, or estate planning, Higgins Financial Advisors is dedicated to providing expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Higgins Financial Advisors is the go-to institution for all your financial needs.
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