The 30 Best Family office management in Pittsford, New York

Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.

Lake Tahoe Wealth Management, Inc. is a finance institution located at 11 Epping Wood Trail in Pittsford, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning and investment management services, we strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how Lake Tahoe Wealth Management, Inc. can help you secure your financial future.

Thorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States. With a team of experienced financial advisors, Thorley Wealth Management specializes in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Thorley Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Hamilton Wealth Management is a leading finance institution located at 20 101 Sully's Trail, Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Hamilton Wealth Management to help you secure your financial future.

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment strategies, the experienced advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach. As a client of Merrill Lynch, you will have access to industry-skilled advisors, personalized financial approaches, and a wide range of resources to support your financial needs. Whether you are a seasoned investor or just starting out, Merrill Lynch provides the tools and support to help you navigate the complexities of the financial market and plan for the future.

Occam Capital Management LLC is a finance institution located at 1303 Marsh Road in Pittsford, New York, United States. Specializing in investment management, Occam Capital Management LLC offers personalized financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth or plan for the future, Occam Capital Management LLC is dedicated to helping you make informed decisions and secure your financial future.

Elevatus Wealth Management is a premier financial institution located at 1501 Pittsford Victor Road in Victor, New York, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing tailored investment strategies, retirement planning, and estate planning services, Elevatus Wealth Management is committed to helping individuals and families make informed decisions to grow and protect their wealth. Contact us today to learn more about how we can help you elevate your financial success.

Antoinette W H Jakobi Md is a reputable medical institution located at 10 Office Park Way in Pittsford, New York, United States. Specializing in providing top-quality healthcare services, Dr. Antoinette W H Jakobi and her team are dedicated to ensuring the well-being and health of their patients. With a focus on personalized care and attention to detail, patients can trust in the expertise and professionalism of this esteemed medical practice. Whether you are in need of a routine check-up or specialized treatment, Antoinette W H Jakobi Md is committed to providing exceptional care for all your healthcare needs.

Dr. Todd Deneen is a trusted medical professional located at 20 Office Park Way in Pittsford, New York. Specializing in various aspects of health and wellness, Dr. Deneen provides top-notch medical care to patients in the local community. With a focus on personalized treatment plans and compassionate care, this institution is dedicated to improving the overall well-being of all patients. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Dr. Todd Deneen is here to help. Visit this local government office today for expert medical assistance in a welcoming and professional environment.

Dr. Christa Marshall is a Licensed Clinical Psychologist with a doctoral degree in clinical psychology, operating Marshall Psychological Services, LLC in Pittsford, New York. With a background in community mental health agencies and the Veterans Health Administration, Dr. Marshall specializes in mood and anxiety disorders, PTSD, and working with individuals and families adjusting to serious medical conditions. She also has a special interest in working with pregnant and postpartum women, as well as individuals experiencing pregnancy/infant loss. In addition to her clinical work, Dr. Marshall has experience teaching psychology courses at Roosevelt University in Chicago and has published research on best practices for teaching psychology and delivering mental health services via telehealth. The institution currently offers telehealth appointments only, ensuring confidentiality and convenience for patients. The staff includes Cassandra, who handles administrative tasks and scheduling.

Seeberg & Associates Inc is a well-established doctor's office located at 7 Tobey Brook in Pittsford, New York. Our team of experienced health professionals is dedicated to providing top-notch medical care and personalized treatment plans for our patients. Whether you are in need of a routine check-up or have a specific health concern, we are here to help. Visit us at Seeberg & Associates Inc for all your healthcare needs.

Ann Altoonian, Psy.D. Licensed Psychologist is a health institution located at 7174 State Fair Boulevard in Syracuse, New York, United States. Dr. Altoonian also has offices in the Rochester area (Pittsford) and Phelps, NY. As of August 8, 2022, the main office will be located in Basin Park at 1160 Pittsford Victor Road. The East Irondequoit office will be moving to Pittsford, NY. The Cicero (Syracuse) area office will be closing as of September 1, 2022, but current and previous patients are welcome to continue sessions via telehealth. A new physical office location will be available in Phelps, NY, with the same phone number as the former Syracuse location. Dr. Altoonian continues to provide services via telehealth during the COVID-19 pandemic. Most public and private insurance plans are accepted, and special pricing is available for cash-paying patients. Please note that new patients are not being accepted at this time.

Dr. Susan E. Dantoni, MD is a reputable medical institution located at 90 Office Park Way in Pittsford, New York. Dr. Dantoni is a highly skilled and experienced doctor specializing in providing top-notch healthcare services to patients of all ages. With a focus on patient care and well-being, Dr. Dantoni offers a wide range of medical services including preventive care, treatment for acute and chronic illnesses, and personalized health plans. Patients can expect compassionate and comprehensive care from Dr. Dantoni and her dedicated team. Visit Dr. Susan E. Dantoni, MD for all your healthcare needs in a welcoming and professional environment.

Diane Cunningham is a reputable health institution located at 175 Sully's Trail in Pittsford, New York, United States. As a trusted doctor's office, we provide high-quality healthcare services to our patients, focusing on personalized care and tailored treatment plans. Our dedicated team of healthcare professionals is committed to ensuring the well-being and health of all our patients. Visit Diane Cunningham for comprehensive medical care and compassionate support.

Dr. Jeffrey R. Fichter, MD is a reputable medical institution located at 1000 Pittsford Victor Road in Pittsford, New York, United States. Specializing in general medicine and healthcare, Dr. Fichter provides top-notch medical services to patients of all ages. With a focus on personalized care and a commitment to patient well-being, Dr. Fichter and his team strive to deliver comprehensive and compassionate healthcare services. Whether you are in need of a routine check-up or treatment for a specific medical condition, Dr. Jeffrey R. Fichter, MD is dedicated to providing exceptional medical care to help you achieve and maintain optimal health.

Flower City Therapy is a leading health institution located at 100 Office Park Way in Pittsford, New York, United States. Our team of experienced therapists and healthcare professionals provide a wide range of therapy services to help individuals improve their physical, mental, and emotional well-being. From physical therapy to mental health counseling, we offer personalized treatment plans to meet the unique needs of each patient. At Flower City Therapy, we are committed to helping our clients achieve their health and wellness goals in a welcoming and supportive environment.

Ernesto Michelucci, PHD is a renowned doctor located at 20 Office Park Way in Pittsford, New York, United States. With a specialization in health, Dr. Michelucci offers top-notch medical care and expertise to his patients. His institution is dedicated to providing personalized and comprehensive healthcare services, ensuring the well-being and satisfaction of all those who seek his help. With a wealth of knowledge and experience, Dr. Michelucci is committed to delivering high-quality care and improving the health and lives of his patients.

Ann Altoonian, Psy.D., Licensed Psychologist is a reputable institution located at 1160 Pittsford Victor Road in Pittsford, New York. Dr. Altoonian offers psychological services to individuals in the Rochester area, with additional offices in Phelps, NY. As of August 8, 2022, the main office will be located in Basin Park, Suite 18. The East Irondequoit office will be moving to Pittsford, NY. The Cicero (Syracuse) office will be closing on September 1, 2022, but telehealth sessions will still be available for current and previous patients. A new physical office location will also be available in Phelps, NY. The institution accepts most public and private insurance plans, as well as offering special pricing for cash-paying patients. Please note that due to COVID-19, new patients are not currently being accepted.

Myriam Farkouh Bauer is a renowned doctor's office located at 1000 Pittsford Victor Road in Pittsford, New York. Specializing in health and wellness, the institution offers top-notch medical care and personalized treatment plans for patients of all ages. With a team of highly skilled professionals, Myriam Farkouh Bauer is dedicated to providing compassionate and comprehensive healthcare services to help individuals achieve optimal health and well-being. Visit us today for expert medical care in a warm and welcoming environment.

Kelly M. Hint, Licensed Mental Health Counselor, located at 20 Office Park Way in Pittsford, New York, is a trusted institution providing mental health counseling services. With a commitment to prompt communication, Kelly strives to respond to all inquiries within 24 hours. Additionally, the institution offers Telehealth services, allowing patients in New York State to access counseling through video sessions. Trust Kelly M. Hint to provide compassionate and effective mental health support.

Horn Robert E MD is a reputable medical institution located at 24 Grove Street in Pittsford, New York, United States. Dr. Horn specializes in providing high-quality healthcare services to patients in the area. With a focus on promoting overall health and well-being, Dr. Horn offers personalized treatment plans and compassionate care to individuals of all ages. Whether you are in need of a routine check-up or treatment for a specific medical condition, Horn Robert E MD is dedicated to helping you achieve optimal health outcomes. Contact the institution today to schedule an appointment and experience top-notch medical care.

Betsy L Album Attorney is a reputable law firm located at 100 Office Park Way in Pittsford, New York. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Betsy L Album Attorney is dedicated to providing expert legal advice and representation to clients in the United States. With a track record of success and a commitment to client satisfaction, this institution is known for its professionalism, integrity, and personalized approach to every case. Whether you are facing a legal issue or simply need legal guidance, Betsy L Album Attorney is here to help.

Clark Peshkin is a reputable law firm located at 1163 Pittsford Victor Road in Pittsford, New York, United States. Specializing in divorce law, the institution offers expert legal advice and guidance to clients navigating the complexities of divorce proceedings. The firm's experienced panel of lawyers provide valuable insights on understanding and managing the costs associated with divorce, ensuring that clients are well-informed and empowered throughout the process. Tune in to their #DivorcePodcast for insightful tips and strategies for controlling costs and achieving a successful outcome in divorce cases.

Encompass Advisors, Inc. is a finance institution located at 10 Office Park Way in Pittsford, New York, United States. Our team of experienced advisors provides comprehensive financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. Trust Encompass Advisors, Inc. to guide you towards a secure financial future.

Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, Heritage Financial Services LLC is here to assist you every step of the way. Trust us to provide you with the tools and resources needed to secure your financial future.

Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.

Compass 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.

Lutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced professionals, we specialize in creating personalized wealth management strategies to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Lutz & Associates Wealth Strategists to help you secure a prosperous financial future.

Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.

Grover Financial Services is a reputable finance institution located at 1 Fisher Road in Pittsford, New York, United States. Our dedicated team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how Grover Financial Services can help you take control of your finances.