TOP 30 Expert financial guidance in Rochester, New York

145 results found

Eric Cook - RBC Wealth Management Financial Advisor is a renowned financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Eric Cook provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Eric Cook and his team strive to provide top-notch financial advice and guidance to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Eric Cook - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Philip Serafine - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Philip Serafine provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, clients can trust in Philip Serafine's expertise and dedication to helping them secure their financial future.

Kathryn Castro - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States. Kathryn Castro 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Kathryn Castro specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, and investment strategies. Kathryn Castro is dedicated to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.

Michael Spogli - TIAA Financial Consultant is a reputable finance institution located at 35 Celebration Drive in Rochester, New York. As a trusted TIAA financial consultant, Michael Spogli offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong focus on personalized financial planning and wealth management, clients can expect top-notch guidance and support from Michael Spogli and his team. Whether you are looking to invest, plan for retirement, or secure your financial future, Michael Spogli - TIAA Financial Consultant is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kathryn Castro is a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Allens Creek Road in Rochester, New York, United States. Kathryn holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Kathryn is dedicated to helping individuals with their financial needs and providing them with comprehensive and personalized financial advice. She is committed to upholding the highest standards of ethics and professionalism in her practice. Contact Kathryn Castro for all your financial planning needs.

Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.

Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.

John Wade is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. John 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 John's expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. John is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring they make informed decisions for their financial future. Contact John Wade at Ameriprise Financial Services, LLC for expert financial guidance and support.

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. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized service and expert advice to help clients navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Katie Titus - UBS Financial Services Inc. is here to help you every step of the way.

Tom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.

Retire In Time is a finance institution located at 604 Embury Road in Rochester, New York, United States. Our mission is to help individuals plan and achieve a comfortable and secure retirement. Our team of financial experts provides personalized guidance and strategies to help clients save and invest wisely, ensuring they can retire in time and enjoy their golden years worry-free. Whether you are just starting to plan for retirement or are already close to retiring, Retire In Time is here to help you reach your financial goals.

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. With a focus on wealth management, Susan offers expert advice and guidance to help individuals and families achieve their financial goals. Located at 400 Linden Oaks, UBS Financial Services Inc. is a reputable finance institution known for its commitment to excellence and client satisfaction. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Susan Halpern and her team at UBS Financial Services Inc. are here to help you every step of the way.

Andrew Ward - Financial Advisor, 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. With a focus on retirement planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.

Horton Financial Management Services is a leading accounting and finance institution located at 1171 Titus Avenue in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized service sets us apart from the competition, making us the top choice for individuals and businesses looking for expert financial guidance. Contact us today to schedule a consultation and see how Horton Financial Management Services can help you achieve your financial goals.

Homestead Funding Corp. – Rochester is a finance institution located at 3445 Winton Place in Rochester, New York, United States. Specializing in mortgage lending and financial services, Homestead Funding Corp. offers personalized solutions to help individuals and families achieve their homeownership goals. With a team of experienced professionals, they provide expert guidance and support throughout the loan process, ensuring a smooth and efficient experience for their clients. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other financial options, Homestead Funding Corp. – Rochester is committed to helping you secure the best possible outcome for your unique financial needs.

The Tax Opposer is a finance institution located at 530 Titus Avenue in Rochester, New York, United States. Our mission is to help individuals and businesses navigate the complexities of the tax system and find ways to minimize their tax liabilities. Our team of experienced professionals offers personalized tax planning and consulting services to help our clients achieve their financial goals. Whether you are looking to reduce your tax burden, maximize deductions, or resolve tax disputes, The Tax Opposer is here to provide expert guidance and support. Contact us today to learn more about how we can help you with your tax needs.

Flanagan Mills Insurance Agency, located at 448 Titus Avenue in Rochester, New York, is dedicated to helping clients understand their insurance coverage. Founded by Megan, the agency focuses on providing honest and trustworthy customer service to ensure clients have the protection they need. As an independent agency, Flanagan Mills works with top-rated insurance carriers to offer personalized solutions for individuals and businesses. Reviews praise Megan and her team for their dedication and hard work in finding the best coverage options. The agency offers advice and solutions to protect what matters most, including coverage for personal property, additional living expenses, and liability. They also emphasize the importance of flood insurance in areas not typically prone to flooding. With a focus on education and customer service, Flanagan Mills Insurance Agency is committed to providing peace of mind for their clients.

Cara Sharkey - State Farm Insurance Agent is a trusted insurance agency located at 558 Elmgrove Road in Rochester, New York. As a State Farm agent, Cara Sharkey provides personalized insurance solutions to meet the needs of individuals and families in the area. With a focus on customer service and building long-lasting relationships, Cara and her team are dedicated to helping clients protect what matters most. Whether you're looking for auto, home, life, or business insurance, Cara Sharkey is committed to providing expert guidance and support every step of the way. Visit the office today to learn more about how they can help you with your insurance needs.

Barion Mills - State Farm Insurance Agent is a trusted insurance agency located at 1597 West Ridge Road in Greece, New York. With over 40 years of experience in the area, we specialize in providing free auto insurance quotes and focusing on relocation to the Greater Rochester Area. Our team is led by a professional with a BA in Communications from Rutgers College and certifications in General Insurance. We are proud members of the President's Club Lifetime and have received numerous accolades for our excellence in the industry. At Barion Mills, we understand the importance of having a will to ensure your wishes are followed. We also provide valuable tips for safe rural road driving and offer tools to help you compare insurance costs for motorcycles. Our services include life insurance and annuities, as well as pet insurance products underwritten by reputable companies.

Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.

Bobby Insurance Agency, Inc. is a reputable insurance agency located at 69 Empire Boulevard in Rochester, New York, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced agents are dedicated to providing personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today for expert guidance and peace of mind when it comes to your insurance needs.

Your Medicare Advisers is a trusted health insurance agency located at 2024 West Henrietta Road in Rochester, New York. Our team of experienced advisers is dedicated to helping individuals navigate the complexities of Medicare and find the best coverage options to suit their needs. Whether you are new to Medicare or looking to make changes to your current plan, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your health and financial future.

Foster & Wheeler Insurance Agency, LLC is a reputable insurance agency located at 1880 Rochester Road in Canandaigua, New York. With a strong commitment to providing personalized insurance solutions to meet the unique needs of their clients, the agency offers a wide range of insurance products including auto, home, life, and business insurance. With a team of experienced agents, Foster & Wheeler Insurance Agency, LLC strives to provide excellent customer service and guidance to ensure their clients are properly protected. Whether you are looking for insurance coverage for your personal or business needs, Foster & Wheeler Insurance Agency, LLC is dedicated to helping you find the right policy at a competitive rate.

Noyer Tax Services™, located at 21 Goodway Drive in Rochester, New York, offers expert accounting and finance services tailored to meet the specific needs of small businesses and individuals. Our team of knowledgeable professionals stays up-to-date on the latest tax laws to provide customized tax preparation services that maximize refunds and optimize financial outcomes. We believe in building lasting relationships with our clients, working closely with them to understand their financial goals and provide personalized tax support. From handling complex tax situations to advising on potential tax-saving opportunities, we deliver tailored tax solutions with our clients' best interests in mind. Trust Noyer Tax Services™ for individualized tax guidance that aligns with your personal and business needs, delivering a comprehensive approach to tax efficiency and compliance. Operating exclusively by appointment, we value personalized service and dedicated time with each client.

Upstate Tax Services is a reputable accounting and finance institution located at 900 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Upstate Tax Services to handle all of your financial needs with precision and expertise. Contact us today to schedule a consultation.

Clark Peshkin is a reputable law firm located at 80 Linden Oaks in Rochester, New York, United States. Specializing in divorce cases, the institution offers expert legal advice and representation to clients going through the challenging process of ending a marriage. The team at Clark Peshkin is dedicated to helping clients understand the costs associated with divorce and providing tips for controlling expenses. Tune in to their #DivorcePodcast to gain valuable insights and guidance on navigating the financial aspects of divorce.

Divorce Solutions is a reputable law firm located at 722 Weiland Road in Rochester, New York. Our team of experienced lawyers specializes in providing expert legal advice and representation for individuals going through the challenging process of divorce. We are dedicated to helping our clients navigate the complexities of divorce proceedings with compassion and professionalism. Whether you are seeking guidance on child custody, division of assets, or spousal support, Divorce Solutions is here to provide you with the support and guidance you need during this difficult time. Contact us today to schedule a consultation and take the first step towards a brighter future.

File Bankruptcy is a professional institution located at 3896 Dewey Avenue in Rochester, New York, United States. Our team of experienced bankruptcy attorneys and lawyers are here to provide you with the help and guidance you need to navigate the complex process of filing for bankruptcy. Whether you are an individual or a business facing financial difficulties, our experts are dedicated to helping you find the best solution for your situation. Contact us today to schedule a consultation and take the first step towards a fresh financial start.

Dibble & Miller, P.C. is a reputable institution located at 55 Canterbury Road in Rochester, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch service to our clients. Whether you need assistance with tax preparation, financial planning, or legal advice, you can trust Dibble & Miller, P.C. to deliver expert guidance and support. Contact us today to learn more about how we can help you achieve your financial and legal goals.

Dollinger Associates is a reputable institution located at 2170 Monroe Avenue in Rochester, New York. We specialize in providing top-notch consulting services for businesses looking to improve their operations and achieve their goals. Our team of experienced professionals offers expert advice and guidance in areas such as strategic planning, financial management, marketing, and more. With a proven track record of success, Dollinger Associates is committed to helping our clients thrive in today's competitive business environment. Contact us today to learn how we can help your organization succeed.