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TOP 30 Estate planning in Rochester, NY
241 results found
Search for local businesses, places and services near you
Financial Strategies Group
The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
DeVitto Wealth Management Group
DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including financial planning, investment management, estate planning, and retirement planning. At DeVitto Wealth Management Group, we prioritize building long-lasting relationships with our clients based on trust, integrity, and personalized service. Contact us today to see how we can help you grow and protect your wealth.
Grodensky & Partners, LP
Grodensky & Partners, LP is a prestigious law firm located at 2171 Monroe Avenue in Rochester, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, and estate planning. Their commitment to providing high-quality legal representation and personalized service sets them apart from other firms in the area. Whether you are in need of legal advice for your business or personal matters, Grodensky & Partners, LP is dedicated to helping you navigate the complexities of the legal system with confidence and ease. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States. Nannette P Nocon offers a range of financial services and expertise to help individuals manage their wealth and plan for the future. Nannette P Nocon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their commitment to providing top-notch financial advice and solutions. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Nannette P Nocon can help you navigate the complexities of financial planning. Contact them today to start building a solid financial foundation for your future.
Wealth Strategies & Solutions, Ltd.
Wealth Strategies & Solutions, Ltd. is a finance institution located at 900 Jefferson Road in Rochester, New York, United States. We specialize in providing personalized wealth management strategies and solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a range of services including investment management, retirement planning, estate planning, and more. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Craig Lochner - Financial Advisor, Ameriprise Financial Services, LLC
Craig Lochner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, United States. Craig Lochner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. Craig Lochner is dedicated to providing comprehensive financial advice and personalized solutions to help individuals achieve their financial goals. With a focus on ethical practices and continuing education, Craig Lochner is committed to serving his clients with the highest level of professionalism and expertise.
Paul Stack - Financial Advisor, Ameriprise Financial Services, LLC
Paul Stack is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Paul Stack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management, including retirement planning, estate planning, investment strategies, risk management, and more. Paul Stack is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.
Barnaby Law PLLC
Barnaby Law PLLC is a reputable law firm located at 4515 Culver Road in Rochester, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. We specialize in various areas of law, including personal injury, family law, estate planning, and more. With a focus on personalized attention and excellent communication, we strive to achieve the best possible outcome for each of our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Rosenhouse Law Office
Rosenhouse Law Office is a reputable legal institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced attorneys is dedicated to providing high-quality legal services in various areas of law, 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 attention and representation they deserve. With a track record of success and satisfied clients, Rosenhouse Law Office is a trusted choice for all your legal needs. Contact us today to schedule a consultation.
Osborn Reed & Burke, LLP Law Firm
Osborn Reed & Burke, LLP Law Firm is a prestigious legal institution located at 120 Allens Creek Road in Rochester, New York, United States. With a team of highly skilled and experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, litigation, and estate planning. Known for their dedication to providing top-notch legal representation and personalized service to each client, Osborn Reed & Burke, LLP Law Firm is a trusted name in the legal community. Whether you are in need of legal advice for your business or personal matters, you can rely on the expertise and professionalism of the attorneys at this esteemed law firm.
The Law Office of Victoria Lagoe
The Law Office of Victoria Lagoe is a reputable legal firm located at 130 Winton Road in Rochester, New York. Led by experienced attorney Victoria Lagoe, the firm specializes in a wide range of legal services including family law, estate planning, and criminal defense. With a dedication to providing personalized and professional representation, clients can expect top-notch legal advice and advocacy. Whether you are facing a difficult family matter or navigating a complex criminal case, The Law Office of Victoria Lagoe is committed to delivering exceptional legal services tailored to meet your individual needs. Contact them today for a consultation.
Lamb Law Offices
Lamb Law Offices is a reputable legal institution located at 160 Linden Oaks in Rochester, New York. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. With a focus on personalized attention and professional expertise, Lamb Law Offices is committed to achieving the best possible outcome for each of our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Hastings Law Office, P.C.
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. Specializing in various areas of law, including family law, real estate law, and estate planning, Hastings Law Office, P.C. is dedicated to providing personalized and professional representation to meet the needs of their clients. With a commitment to excellence and a track record of success, they are a trusted choice for individuals seeking legal assistance in the Rochester area.
The Four Corners Group - Morgan Stanley
The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.
Steadfast City Economic & Community Partners
Steadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.
Centra Financial Group, Inc.
Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Centra Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Centra Financial Group, Inc. is committed to helping clients secure their financial future.
Michael Roorda - TIAA Wealth Management Advisor
Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.
Michael A Masiello & Associates
Michael A Masiello & Associates is a finance institution located at 1081 Long Pond Road in Rochester, 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 help with investments, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your unique needs. Trust Michael A Masiello & Associates to guide you towards a secure financial future.
O'Keefe Stevens Advisory, Inc.
O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.
Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas D'Angelo - Financial Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, United States, is a finance institution specializing in providing comprehensive financial planning services. Nicholas D'Angelo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approach, Nicholas D'Angelo is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Additionally, Nicholas D'Angelo is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, and long-term care planning. With a commitment to ongoing education and professional development, Nicholas D'Angelo ensures that he stays current with industry trends and best practices to provide the highest level of service to his clients.
Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC
Mark Palazzolo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mark's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and ongoing education, Mark Palazzolo is committed to helping clients achieve their financial goals.
Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC
Ricci Elnicki is a financial advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Ricci Elnicki holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ricci Elnicki's expertise in various areas of finance including asset management, estate planning, retirement planning, investment strategies, risk management, and more. As a financial advisor, Ricci Elnicki is committed to providing comprehensive and personalized financial advice to clients, including veterans and military personnel.
Sage Rutty & Co., Inc.
Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.
Mike Sellars - Financial Advisor, Ameriprise Financial Services, LLC
Mike Sellars is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mike Sellars holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Mike Sellars is dedicated to providing expert financial advice and guidance to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.
Leah White - Financial Advisor, Ameriprise Financial Services, LLC
Leah White is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road, Rochester, New York, United States. Leah White holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Leah White's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™ (CFP®), Leah White adheres to a high standard of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Leah White is also a Certified Kingdom Advisor®. Whether you are a retiree, small business owner, or high net worth individual, Leah White can provide expert financial guidance tailored to your specific needs. Contact Leah White at Ameriprise Financial Services for comprehensive financial planning services."
Wells Fargo Advisors
Wells Fargo Advisors is a renowned financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is committed to providing you with expert guidance and personalized solutions.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Mike Keys holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Mike Keys is dedicated to providing specialized services such as behavioral financial advising, philanthropic advising, and divorce financial analysis. With a focus on professionalism and ethical practices, Mike Keys aims to help clients achieve their financial goals and secure their financial future.
Zachary M Wagner - Associate Financial Advisor, Ameriprise Financial Services, LLC
Zachary M Wagner is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Zachary M Wagner is equipped to provide expert financial advice and services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Zachary M Wagner is committed to upholding the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Zachary M Wagner can help you navigate the complex world of finance with confidence and clarity. Contact Zachary M Wagner today to start planning for a secure financial future.
John W. Wagner - Wilmington Advisors @ M&T
John W. Wagner - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. Specializing in financial advisory services, the team at John W. Wagner - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
David Kleeman - TIAA Wealth Management Advisor
David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.
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