TOP 10 Experienced tax advisor near me in Victor, New York
22 results found
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Evolution Financial Advisors
● OpenEvolution Financial Advisors is a leading financial institution located at 580 Fishers Station Drive in Victor, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized strategies to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Evolution Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you evolve your finances.
580 Fishers Station Dr, Victor, NY 14564, United States -
Cooper/Haims Advisors, LLC
● ClosedCooper/Haims Advisors, LLC is a leading financial institution located at 50 Square Drive in Victor, New York, United States. Specializing in providing expert financial advice and services, their team of experienced advisors work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Cooper/Haims Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. With a reputation for excellence and a commitment to client satisfaction, they are a trusted partner in helping you secure your financial future.
50 Square Dr Suite 210, Victor, NY 14564, United States -
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
● ClosedArmbruster 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.
1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, United States -
Echelon Wealth Advisors, LLC
● ClosedEchelon 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.
1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Colin Worden
● ClosedMerrill Lynch Financial Advisor Colin Worden, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. The institution offers personalized financial strategies tailored to your unique needs and goals, helping you achieve what matters most to you. With a focus on collaboration and understanding your personality and preferences, the team at Merrill Lynch is committed to helping you reach your financial goals and navigate market fluctuations. Get the latest investment insights and strategies to live your best financial life with the help of a dedicated Merrill advisor.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Stephen M Polizzi Agency
● ClosedThe Stephen M Polizzi Agency is a finance and insurance agency located at 61 School Street in Victor, New York, United States. With a focus on providing personalized financial services and comprehensive insurance solutions, our agency is committed to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to providing top-notch customer service and building long-lasting relationships with our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, the Stephen M Polizzi Agency is here to help you navigate the complexities of the financial world.
61 School St suite b, Victor, NY 14564, United States -
Finger Lakes Financial Services Inc
● ClosedFinger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.
29 Lasalle Pkwy, Victor, NY 14564, United States -
Ever Green Wealth Management
● ClosedEver Green Wealth Management is a leading financial institution located at 6534 Anthony Drive in Victor, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. At Ever Green Wealth Management, we are committed to providing personalized solutions tailored to each client's unique needs and objectives. Trust us to help you build and preserve your wealth for generations to come.
6534 Anthony Dr suite d, Victor, NY 14564, United States -
Wealth Enhancement Group
● ClosedWealth 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.
1040 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Dash Capital, LLC #MaxYourDash
● ClosedDash Capital, LLC #MaxYourDash is a leading finance and insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Our team of experienced professionals is dedicated to helping our clients maximize their financial potential and secure their future. Whether you are looking for investment opportunities, insurance coverage, or financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Dash Capital, LLC #MaxYourDash to help you navigate the complex world of finance and insurance with confidence and peace of mind.
7424 Victor Mendon Rd, Victor, NY 14564, United States -
Allied Financial Partners
● ClosedAllied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
6536 Anthony Dr b, Victor, NY 14564, United States -
Prosperity Advisory Group LLC
● ClosedProsperity Advisory Group LLC is a finance institution located at 50 Square Drive in Victor, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide personalized and comprehensive financial planning services to meet your individual needs. Trust Prosperity Advisory Group LLC to guide you towards prosperity and financial success.
50 Square Dr, Victor, NY 14564, United States -
Compass Wealth, LLC
● ClosedCompass 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.
1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, United States -
JD Financial
● ClosedJD Financial is a leading accounting and finance institution located at 10 East Main Street in Victor, New York, United States. With a team of experienced professionals, JD Financial offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, JD Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with all of your accounting and finance needs.
10 E Main St Suite 200, Victor, NY 14564, United States -
The Sartini Group - Morgan Stanley
● OpenThe Sartini Group at Morgan Stanley is a leading financial institution located at 1250 Pittsford Victor Road in Pittsford, New York. As a part of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Sartini Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Sartini Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.
1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, United States -
Marshal Scheidt
● ClosedMarshal 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.
1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Paul Byron Hill CFP
● OpenPaul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.
1159 Pittsford Victor Rd, Pittsford, NY 14534, United States -
SFG Wealth Management
● ClosedSFG Wealth Management is a leading financial institution located at 1162 Pittsford Victor Road in Pittsford, New York. As a premier wealth management firm, we specialize in providing personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of wealth management, offering tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for education, or building your investment portfolio, SFG Wealth Management is committed to helping you secure a prosperous financial future.
1162 Pittsford Victor Rd Suite 200, Pittsford, NY 14534, United States -
Robert Mike - Morgan Stanley
● OpenRobert Mike - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing top-notch financial services, Robert Mike - Morgan Stanley offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced team at Robert Mike - Morgan Stanley is dedicated to helping you achieve financial success. Their commitment to excellence and personalized approach sets them apart in the finance industry, making them a trusted partner for individuals and businesses alike.
1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 407 Commerce Drive in Victor, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with ease and confidence.
407 Commerce Dr, Victor, NY 14564, United States -
Casa De Mis Sueños
● ClosedWelcome to Casa De Mis Sueños, your premier real estate agency located at 35 West Main Street, Smithtown, New York. With over a decade of experience, we specialize in helping the Hispanic community achieve their dream of homeownership. Whether you have DACA, asylum, TPS, or any work permit, we have the expertise and resources to guide you every step of the way. Our dedicated team, including experienced lawyers, sales agents, and bankers, works in perfect harmony to ensure a smooth and successful buying or selling process. We are committed to understanding your vision and helping you make informed decisions about your property investment.
35 West Main Street, Smithtown, New York 11787, United States
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