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Estate tax services in Pittsford, New York

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5 1
#1

Heritage Financial Services LLC

● Closed
179 Sully's Trail # 304, Pittsford, NY 14534, United States
585-419-8399
hfsplan.com

Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534 Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534
Financial Service
Details
5 1
#2

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
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5 3
#3

Ciccarelli Advisory Services

● Closed
110 Linden Oaks STE E, Rochester, NY 14625, United States
585-383-0060
casmoneymatters.com

Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York.

Financial Service
Details
5 1
#4

Park Central Tax Services, Inc.

● Closed
110 Linden Oaks, Rochester, NY 14625, United States
585-383-0091
parkcentraltax.com

Park Central Tax Services, Inc. is a reputable accounting and finance institution located at 110 Linden Oaks in Rochester, New York, United States.

Accounting Service Financial Service
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4.5 8
#5

Cudlipp Financial Services, Inc

● Closed
125 Sully's Trail #2, Pittsford, NY 14534, United States
585-383-6555
cudlippfinancial.com

Cudlipp Financial Services, Inc is a reputable finance institution located at 125 Sully's Trail in Pittsford, New York, United States.

Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534 Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534 Photo of Cudlipp Financial Services, Inc - 125 Sully's Trail, Pittsford, NY 14534
Financial Service
Details
4.3 3
#6

Rochester Financial Services

● Open
7 Hastings Cir, Pittsford, NY 14534, United States
585-442-7580
rochesterfinancial.com

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

Financial Service
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4.2 6
#7

OakWood Financial Services

● Closed
190 Linden Oaks suite a, Rochester, NY 14625, United States
585-787-6870
oakwoodaccess.com

OakWood Financial Services is a reputable finance institution located in Rochester, New York. With a prime location at 190 Linden Oaks, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike.

Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625 Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625 Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625
Financial Service
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#8

Philip DiPasquale - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4589
advisors.ubs.com

Philip DiPasquale - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#9

UBS Institutional Consulting- Upstate New York - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4558
advisors.ubs.com

UBS Institutional Consulting- Upstate New York is a branch of UBS Financial Services Inc. located at 400 Linden Oaks in Rochester, New York.

Financial Service
Details
#10

William L. Schoff - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4568
advisors.ubs.com

William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#11

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4543
advisors.ubs.com

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#12

James Merkley, CFP - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4525
advisors.ubs.com

James Merkley, CFP - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York.

Financial Service
Details
#13

Waterstone Financial Services

● Closed
55 Sully's Trail Suite F, Pittsford, NY 14534, United States
585-586-5640
waterstonefinancialservices.com

Waterstone Financial Services is a leading finance institution located at 55 Sully's Trail in Pittsford, New York, United States.

Photo of Waterstone Financial Services - 55 Sully's Trail, Pittsford, NY 14534 Photo of Waterstone Financial Services - 55 Sully's Trail, Pittsford, NY 14534 Photo of Waterstone Financial Services - 55 Sully's Trail, Pittsford, NY 14534
Financial Service
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#14

21st Century Financial Services

● Open
672 Marsh Rd, Pittsford, NY 14534, United States
585-249-9939

21st Century Financial Services is a leading finance institution located at 672 Marsh Road in Pittsford, New York, United States.

Financial Service
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#15

Grover Financial Services

● Closed
1 Fisher Rd #180, Pittsford, NY 14534, United States
585-586-5505
groverfinancialservices.com

Grover Financial Services is a reputable finance institution located at 1 Fisher Road in Pittsford, New York, United States.

Photo of Grover Financial Services - 1 Fisher Road, Pittsford, NY 14534 Photo of Grover Financial Services - 1 Fisher Road, Pittsford, NY 14534
Financial Service
Details
#16

Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States.

Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#17

Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States.

Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#18

Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-851-0304
ameripriseadvisors.com

Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States.

Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#19

Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-343-4551
ameripriseadvisors.com

Dylan Joy is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. Dylan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more.

Photo of Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#20

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States.

Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#21

Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
ameripriseadvisors.com

Alyssa Fox is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Alyssa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more.

Photo of Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
#22

Katie Titus - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4575
advisors.ubs.com

Katie Titus - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Katie Titus - UBS Financial Services Inc.

Financial Service
Details
#23

Steven Shemirani - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4514
advisors.ubs.com

Steven Shemirani - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#24

Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC

● Open
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Krystal Lang, a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance.

Photo of Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
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#25

Ron Buchanan - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4508
advisors.ubs.com

Ron Buchanan - UBS Financial Services Inc. is a well-established finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#26

Barbara Fraser, CFP, CRPC - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4579
advisors.ubs.com

Barbara Fraser, CFP, CRPC - UBS Financial Services Inc. is a reputable finance institution located in Rochester, New York, United States.

Financial Service
Details
#27

Susan Halpern, Vice President, Wealth Advisor - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4576
advisors.ubs.com

Susan Halpern, Vice President, Wealth Advisor at UBS Financial Services Inc. in Rochester, New York, is dedicated to providing personalized financial solutions for her clients.

Financial Service
Details
#28

The Chabalik Group - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4599
advisors.ubs.com

The Chabalik Group - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#29

The Schoff Group - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4568
advisors.ubs.com

The Schoff Group - UBS Financial Services Inc. is a renowned finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#30

Shemirani Rocca Wealth Management - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4514
advisors.ubs.com

Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
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