TOP 30 Family office management in Victor, New York

11 results found

The Law Office of Thomas M. Splain is a reputable legal institution located at 121 West Main Street in Victor, New York, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Thomas M. Splain provides expert legal representation and guidance to clients in need. With a strong track record of success and a commitment to client satisfaction, the Law Office of Thomas M. Splain is dedicated to advocating for the rights and interests of individuals facing legal challenges. Contact us today to schedule a consultation and learn how we can help you navigate the complexities of the legal system.

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.

Welcome to Tenenbaum Victor MD, your trusted healthcare provider located in the heart of Brooklyn, New York. Situated at 1995 Rockaway Parkway, our practice is dedicated to offering comprehensive medical care tailored to meet the needs of our diverse community. Dr. Victor Tenenbaum, a highly experienced and compassionate physician, is committed to ensuring the health and well-being of every patient. At Tenenbaum Victor MD, we prioritize personalized care, focusing on building long-term relationships with our patients to better understand their unique health needs. Our services encompass a wide range of medical care, from preventive health check-ups and routine examinations to the management of chronic conditions. We strive to create a welcoming and supportive environment where every patient feels heard and valued.

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.

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.

The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. 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, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.

Edward Jones - Financial Advisor: Anthony M DeJohn is a reputable finance institution located at 49 West Main Street in Victor, New York, United States. As a trusted financial advisor, Anthony M DeJohn provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial stability and growth, clients can rely on Edward Jones for expert advice and guidance in investment strategies, retirement planning, and wealth management. Visit Edward Jones - Financial Advisor: Anthony M DeJohn today to start securing your financial future.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Welcome to Group Tours, your premier travel agency located at 668 Phillips Rd, Victor, NY 14564, United States. At Group Tours, we specialize in crafting unforgettable travel experiences tailored to meet the unique needs and interests of groups of all sizes. Whether you're planning an educational trip for students, a corporate retreat, a family reunion, or a leisure getaway with friends, our dedicated team of travel experts is here to ensure every detail is meticulously planned and executed. Our services include customized itineraries, exclusive group discounts, transportation arrangements, guided tours, and comprehensive travel support from start to finish. With a wealth of experience and a passion for travel, we pride ourselves on delivering exceptional service and creating memorable journeys that leave lasting impressions.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.