Estate planning in Rochester, New York

Danielle Clement Homes at TruAgent Real Estate is a top-notch real estate agency located at 350 East Avenue, Rochester, New York, United States. Specializing in selling homes for the most amount of money in the least amount of time, hassle-free, this agency offers a free marketing plan tailored to your needs. The experienced team, led by Danielle and Lisa, goes above and beyond to ensure a smooth and successful home buying or selling process. Clients rave about the professionalism, expertise, and personalized touch provided by the DCH TruAgent team. Whether you're looking to buy or sell a home, this agency comes highly recommended for their outstanding service. Create an account with them to save properties, receive alerts, view comparables, and stay updated with monthly market reports. Each office is independently owned and operated, ensuring the highest level of service and commitment to clients.

Welcome to Holly Kane Real Estate at Coldwell Banker Prime Properties, where your real estate dreams become a reality. Conveniently located at 8233 Park Ridge Path, New York 13090, we are dedicated to providing exceptional service for all your real estate needs. Whether you're a first-time home buyer, relocating for work, or searching for the perfect retirement home, Holly Kane is here to guide you every step of the way. With over a decade of experience since beginning her journey in real estate in 2010, Holly has consistently demonstrated her commitment to her clients, earning numerous accolades such as Top Producer, Rising Star, Platinum Pinnacle, and recognition in the International President's Elite & Circle.

The Bortnick Agency in Rochester, New York, is a trusted insurance agency offering a wide range of insurance and financial services to meet the needs of individuals and businesses. Located at 95 Allens Creek Road, their team of experienced professionals is dedicated to providing personalized solutions to help clients protect their assets and plan for the future. Whether you're looking for home, auto, life, or business insurance, The Bortnick Agency is committed to helping you find the right coverage at the right price. Contact them today to learn more about how they can help you secure your financial future.

Burdick Estates Apartments is a luxurious residential community located at 3333 Rochester Road in the picturesque town of Lakeville, New York. These upscale apartments offer spacious floor plans, modern amenities, and breathtaking views of the surrounding countryside. Residents can enjoy a variety of on-site facilities including a fitness center, swimming pool, and community clubhouse. With easy access to shopping, dining, and outdoor recreation, Burdick Estates Apartments provides the perfect blend of comfort and convenience in a serene setting.

Phillips Lytle LLP is a prestigious law firm located in Rochester, New York. Our firm's culture, commitment, and credo, known as "The Phillips Lytle Way," sets us apart in the legal industry. We approach sophisticated legal matters efficiently and creatively, going above and beyond for our clients. Our team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep knowledge of various industries. At Phillips Lytle, we promote diversity, equity, and inclusion within the legal profession and our firm, valuing the unique perspectives and experiences of every colleague. Our world-class talent ensures ultra-responsive service and absolute subject matter expertise. We have strong relationships with outside organizations, ensuring success for our clients by knowing the right phone calls to make and how to navigate through red tape.

Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Woodland Estates is a residential institution located at 340 Gleason Circle in East Rochester, New York, United States. Our apartments offer a range of floor plans to suit your needs. Enjoy the peaceful surroundings and convenient location of Woodland Estates. Come visit us today and see why our residents love calling this community home.

RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our professionals are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

Accu-Vest Planning Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States. Specializing in investment planning and financial services, Accu-Vest Planning Inc offers expert advice and personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, Accu-Vest Planning Inc is dedicated to providing top-notch financial planning services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Accu-Vest Planning Inc is here to help you every step of the way.

The Resource Group of Rochester is a leading finance institution located at 200 Meridian Centre Boulevard in Rochester, New York, United States. With a strong focus on providing comprehensive financial services and solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Visit us today to learn more about how we can help you secure your financial future.

The Estate, Legacy and Long-Term Care Planning Center of Western NY is a finance institution located at 3445 Winton Place in Rochester, New York. Our center specializes in helping individuals and families plan for their future by providing expert advice on estate planning, legacy management, and long-term care options. Our team of experienced financial professionals is dedicated to helping our clients secure their financial future and protect their assets for generations to come. Whether you are looking to create a will, establish a trust, or explore long-term care insurance options, our center is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure future.

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.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

MassMutual New York State - Rochester Satellite Office is a finance and insurance agency located at 700 Bausch and Lomb Place in Rochester, New York. As a satellite office of MassMutual, we provide a wide range of financial services and insurance products to individuals and businesses in the Rochester area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to help. Visit us at our convenient location to learn more about how we can assist you with your financial needs.

The Legacy and Long-Term Care Planning Center is a finance institution located at 1880 South Winton Road in Rochester, New York, United States. This center specializes in helping individuals and families plan for their future by providing expert advice and guidance on legacy planning and long-term care. Whether you are looking to protect your assets for future generations or ensure you have the necessary resources for your own care as you age, the Legacy and Long-Term Care Planning Center is dedicated to helping you achieve your financial goals. With a team of experienced professionals, this institution offers personalized solutions to help you secure your financial future and leave a lasting legacy for your loved ones.

Harvest Tax Preparation Rochester NY is a reputable finance institution located at 722 Weiland Road in Rochester, New York, United States. Specializing in tax preparation services, their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to accuracy and efficiency, Harvest Tax Preparation ensures that their clients receive the maximum return possible while adhering to all legal requirements. Trustworthy and reliable, Harvest Tax Preparation is the go-to destination for all your tax needs in Rochester.

Welcome to HUNT Real Estate ERA, your trusted partner in navigating the dynamic world of real estate, finance, and insurance. Conveniently located at 601 Lakeport Road, Chittenango, New York, we proudly serve the community with a comprehensive range of services tailored to meet your homeownership needs. As a first-time homebuyer, you can benefit from our expert guidance to unlock the potential of owning your own home. In today's competitive market, hiring a real estate professional is crucial. Our team of experienced agents is your most valuable resource when buying or selling a home, ensuring you make informed decisions every step of the way. Beyond real estate, we offer a suite of services including HUNT Mortgage, HUNT Insurance, HUNT Commercial, and HUNT Property Solutions, all designed to maximize your success.

Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.

The Law Office of Matthew J Lester, PLLC is a trusted legal practice located at 5500 West Ridge Road in Spencerport, New York. Specializing in various areas of law, including criminal defense, family law, and estate planning, Attorney Matthew J Lester is dedicated to providing high-quality legal representation to his clients. With a commitment to personalized service and a strong track record of success, this law office is a go-to destination for individuals seeking experienced and knowledgeable legal counsel in the Spencerport area. Contact the Law Office of Matthew J Lester, PLLC today for expert legal assistance.

John Wright Law Firm, PLLC is a reputable legal institution located at 16 West Main Street in Rochester, New York. Specializing in various aspects of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, John Wright Law Firm, PLLC is dedicated to providing personalized and effective solutions to meet the needs of their clients. Whether you are facing a legal dispute or seeking legal advice, this firm is committed to delivering high-quality legal services to help you navigate through the complexities of the legal system. Contact John Wright Law Firm, PLLC today to schedule a consultation and learn more about how they can assist you with your legal needs.

James Egan Law is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance 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 commitment to excellence and a track record of success, James Egan Law is the firm you can trust for all your legal needs. Contact us today to schedule a consultation.

The Marasco Law Firm, located at 649 Park Avenue in Rochester, New York, is a reputable law firm specializing in providing top-notch legal services. With a team of experienced and dedicated lawyers, they offer expert representation in various areas of law including personal injury, business law, real estate law, and more. Clients can expect personalized attention, strategic legal solutions, and unwavering advocacy from the professionals at The Marasco Law Firm. Whether you are facing a complex legal matter or seeking guidance on a legal issue, you can trust the team at The Marasco Law Firm to provide you with the support and representation you need.

Militello Law Firm is a reputable legal institution located at 2480 Browncroft Boulevard in Rochester, New York. Specializing in various areas of law, the firm is committed to providing expert legal services to clients in need. With a team of experienced and dedicated lawyers, Militello Law Firm offers personalized and professional representation to help clients navigate through legal challenges. Whether you are facing a criminal case, family law matter, or need assistance with estate planning, Militello Law Firm is here to help you achieve a favorable outcome. Contact them today to schedule a consultation and discuss your legal needs.

Hashmi Law Firm is a distinguished legal institution located at 2280 East Avenue in Rochester, New York, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, criminal defense, family law matter, or any other legal issue, Hashmi Law Firm is here to help. With a commitment to excellence and a reputation for success, you can trust us to advocate for your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Shelton Financial Management LLC is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax planning, investment management, or retirement planning, Shelton Financial Management LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Muchard Financial Income Tax Services, located at 1100 Long Pond Road in Rochester, New York, is a trusted institution specializing in accounting and finance services. With a focus on tax investment, financial planning, and retirement options such as 401k, 403b, and Roth IRA, our team of experts is dedicated to helping individuals and businesses navigate the complexities of state and federal income tax regulations. Whether you are a corporate entity, partnership, or individual in Monroe County, our experienced consultants are here to assist you with electronic filing, IRS returns, and refunds. With over 60 years of experience, Muchard Financial is committed to providing top-quality tax preparation services to clients in the Rochester area and beyond.

Lake Front Cottages Fingerlakes is a premier real estate and travel agency located at 93 Seneca Park Ave, Rochester, NY. Nestled in the picturesque Finger Lakes region, this business specializes in offering charming and serene lakefront cottages that provide the perfect getaway for families, couples, and solo travelers alike. Whether you are looking to rent a cozy retreat for a weekend escape or interested in purchasing a dream lakeside property, their team of experienced professionals is dedicated to helping you find the ideal spot that meets your needs and preferences. With a deep understanding of the local real estate market and a passion for the natural beauty of the Finger Lakes, Lake Front Cottages Fingerlakes offers personalized services that ensure a seamless and enjoyable experience for every client. Their extensive portfolio features a variety of cottages, each with unique charm and modern amenities, ensuring a comfortable and memorable stay.