TOP 30 Family first financial in Rochester, New York

17 results found

The Financial Guys is a reputable finance and insurance agency located at 3445 Winton Place in Rochester, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

Dan Cuccia - TIAA Financial Consultant is a trusted finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a TIAA Financial Consultant, Dan Cuccia provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on retirement planning, investment management, and wealth preservation, Dan Cuccia is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Paul Beck - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Paul Beck offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can expect expert guidance and tailored solutions to meet their unique needs. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Paul Beck and his team are dedicated to providing exceptional service and support. Contact them today to schedule a consultation and take the first step towards financial success.

Family First Credit Union is a trusted financial institution located at 1110 Long Pond Road in Rochester, New York, United States. As a member-owned credit union, we are dedicated to putting our members and their families first by offering a wide range of financial services including savings accounts, loans, and convenient ATM access. Our mission is to help our members achieve their financial goals and provide them with the tools and resources they need to secure their financial future. Visit us today to experience the difference of banking with a credit union that truly cares about you and your family.

Family First Credit Union is a trusted financial institution located at 2520 Browncroft Boulevard in Rochester, New York. As a member-owned credit union, we prioritize the financial well-being of our members and their families. Our services include ATM access and a wide range of financial products to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts your family first.

Family First Credit Union is a trusted financial institution located at 375 Fairport Road in East Rochester, New York, United States. As a credit union, we prioritize the financial well-being of our members and their families above all else. Our services include convenient ATM access and a wide range of financial products to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts family first.

Family First Credit Union is a trusted financial institution located at 1225 Jefferson Road in Rochester, New York. As a credit union, we prioritize the financial well-being of our members and their families above all else. Our convenient location offers easy access to our ATM services, where members can securely manage their finances. Whether you're looking to save, borrow, or invest, Family First Credit Union is here to help you achieve your financial goals. Join us today and experience the benefits of being part of a community-focused institution that puts family first.

Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.

Deborah Whitt - State Farm Insurance Agent is located at 3953 Dewey Avenue in Rochester, New York. This insurance agency serves the entire state of New York, with a focus on relocations and out-of-state transfers to Monroe County. They also serve various areas in Rochester including Greece, Irondequoit, Hamlin, Hilton, Spencerport, Webster, Gates, and surrounding regions. With over 44 years of combined insurance experience, Deborah Whitt and her team offer a range of insurance products such as Car/Auto Insurance, Home Insurance, Business/Commercial Insurance, Renters Insurance, Boat, Life, and Health Insurance. Deborah Whitt became a State Farm Agent with the goal of making a difference in how people purchase insurance products to protect what matters most to them. She is actively involved in various organizations and has received recognition for her business achievements. The team at Deborah Whitt - State Farm Insurance Agency is dedicated to providing personalized service and helping clients protect their families through all stages of life. Whether you are buying your first car, moving into a new home, or planning for retirement, they are committed to offering quality customer care. Contact them for a free insurance quote and experience their top-notch service today.

Duke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters. Serving nine counties in Upstate New York including Livingston, Monroe, Steuben, and more, their team of experienced attorneys is dedicated to helping individuals navigate through challenging legal situations such as divorce, child custody, and other family law matters. With a commitment to ethics, honesty, and proactive strategies, Duke Law Firm, P.C. puts the needs of their clients first from start to finish. Their personalized approach ensures that clients receive the support and guidance they need to protect their interests and achieve their goals.

Boylan Code LLP is a leading full-service legal firm located at 145 Culver Road in Rochester, New York. Specializing in accounting, finance, and legal services, Boylan Code Attorneys at Law have a client-first attitude that informs everything they do. With over four decades of heritage and hundreds of years of collective experience, their team of attorneys help individuals and companies navigate complex transaction processes. With three offices to conveniently serve clients in Rochester and surrounding areas, Boylan Code LLP is big enough to provide the team and resources needed, yet small enough to give each client the personal attention they deserve. Whether you need legal services for personal or business matters, Boylan Code LLP has the expertise and resources to fulfill your needs.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

St Pius X Church Federal Credit Union, located at 2998 Chili Avenue in Rochester, New York, is a full-service financial institution offering ATM services and a variety of financial products. With Shared Branching, members have access to over 30 branches in the local community for withdrawals, deposits, and loan payments. Participating credit unions include Summit, Reliant, Advantage, and Family First, as well as over 5,000 national branch locations. What sets St Pius X Church Federal Credit Union apart is their commitment to providing friendly and convenient support to the local community. Open on Sundays to accommodate busy members, the credit union strives to be a one-stop destination for all financial needs. Members praise the personalized service, fair practices, and supportive atmosphere at SPX, describing it as a place where everyone is treated like family.

### Welcome to Lipsitz, Ponterio & Comerford, LLC Located at 605 West Genesee Street, Syracuse, New York, Lipsitz, Ponterio & Comerford, LLC is not just a law firm—it's a passionate advocate for justice. Our dedicated team of attorneys is committed to putting relationships first, whether we are fighting for justice for your family or partnering with the victim of a catastrophic personal injury.

Welcome to Lipsitz, Ponterio & Comerford, LLC At Lipsitz, Ponterio & Comerford, LLC, located at 616 Niagara Street, Niagara Falls, New York, our dedication to the law extends far beyond a profession—it's our passion. We are committed to putting relationships first, whether we're fighting for justice for your family or partnering with victims of catastrophic personal injuries. Our experienced legal team is driven by a deep-seated commitment to securing the best possible outcomes for our clients.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.