TOP 30 Best Finance management companies in Rochester, New York

The Gregory L. Schaffer Companies is a comprehensive financial services institution located at 3205 Mount Read Boulevard in Rochester, New York. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide our clients with the knowledge and resources they need to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States. At Whitney & Company, we are dedicated to helping every client achieve their aspirations and live their best life by providing personalized portfolio management that takes the emotion and worry out of finances. We understand that your goals are unique to you, and we prioritize building relationships based on trust and transparency. As a Registered Investment Advisor (RIA) firm, we offer a level of expertise and fiduciary duty that sets us apart from traditional Financial Advisors (FAs). In our 2022 year-end letter, we emphasized the importance of looking to the future and staying optimistic in uncertain times. With a strong start to the new year for both stocks and bonds, we are committed to helping you navigate the ever-changing financial landscape. Contact us today and see how we can help you achieve your financial goals.

Torres Turn Key Property Management LLC is a finance and real estate agency located at 645 Norton Street in Rochester, New York, United States. With over 15 years of experience in the Rochester property management scene, we are dedicated to helping investors maximize their investments and ensuring that renters enjoy their properties. Whether you are a property owner looking for investment advice or a tenant seeking a rental property, we are here to assist you. Voted one of the Top 3 Rochester NY Property Management Companies by Three Best Rated®, we prioritize your property while providing hands-on, proactive services to match quality residents with your building. Our team offers full-service stewardship or a range of a la carte services to manage the day-to-day upkeep of rental contracts. From advertising rental units to conducting background checks and organizing repairs, we are committed to ensuring a smooth and successful property management experience for both landlords and tenants. Trust Torres Turn Key Property Management LLC to transform Rochester real estate and unleash the power of professional property management. Contact us today for expert guidance and support in managing your investment property.

Heveron & Company CPAs is a reputable accounting and finance institution located at 260 South Plymouth Avenue in Rochester, New York, United States. Specializing in tax planning and preparation for individuals and small businesses, as well as providing expert nonprofit compliance audits, the firm is known for its care, competence, and common sense approach to serving clients. With a history dating back to 1972, Heveron & Company CPAs is dedicated to meeting the unique needs of each client with a personal and professional touch. As a certified women-owned business and licensed provider of continuing education for CPAs in New York State, the firm continually expands its knowledge to better serve its clients.

Young and Company CPAs LLP is a reputable accounting and finance institution located at 1425 Jefferson Road in Rochester, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Young and Company CPAs LLP is the trusted partner you can rely on.

Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

East Avenue Management is a reputable real estate agency located at 1803 East Avenue in Rochester, New York. With a strong focus on providing top-notch services to both property owners and tenants, our team of experienced professionals is dedicated to helping clients navigate the complexities of the real estate market. Whether you are looking to buy, sell, rent, or manage a property, East Avenue Management is committed to delivering personalized and efficient solutions to meet your needs. Contact us today to learn more about how we can assist you with all your real estate endeavors.

Stokes, Visca, & Company, LLP is a reputable accounting and finance institution located at 29 Goodway Drive in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of services to meet the financial needs of their clients. Whether you are a business owner looking for expert financial advice or an individual in need of tax preparation services, Stokes, Visca, & Company, LLP is dedicated to providing top-notch solutions tailored to your specific needs. Their commitment to excellence and attention to detail make them a trusted partner in helping you achieve your financial goals.

L&W Supply in Rochester, NY is a trusted store located at 55 Vantage Point Drive, offering a wide range of building materials and construction supplies. With a commitment to quality and customer service, this institution serves contractors, builders, and homeowners in the Rochester area. Whether you're working on a small renovation project or a large construction job, L&W Supply has everything you need to get the job done right. Visit their store in Rochester, New York for all your building supply needs.

Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.

Hamilton & Ruiz Company, Inc. is a reputable accounting and finance institution located at 1511 South Avenue in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Hamilton & Ruiz Company, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Trust Hamilton & Ruiz Company, Inc. for all your accounting and finance needs.

Fidelis Care - Rochester Regional Office is a health insurance agency located in Fairport, New York. Our dedicated team of professionals is committed to providing quality healthcare coverage and support to individuals and families in the Rochester area. With a focus on customer service and community outreach, we strive to ensure that our members have access to the care they need to lead healthy and fulfilling lives. Visit us at 100 Willowbrook Office Park to learn more about our services and how we can help you navigate the complex world of healthcare insurance.

First American Title Insurance Company, located at 16 West Main Street in Rochester, New York, is a reputable finance and insurance agency specializing in title insurance services. With a strong commitment to protecting real estate investments, this institution provides comprehensive title insurance policies to safeguard property owners against any potential risks or disputes related to their ownership rights. With a team of experienced professionals and a proven track record of excellence, First American Title Insurance Company is a trusted partner for individuals and businesses seeking reliable and secure title insurance solutions.

Rochester Management Inc, located at 1400 South Plymouth Avenue in Rochester, New York, has been making a positive impact on the lives of residents and the community since 1949. As a nonprofit real estate management firm, Rochester Management has been a leader in providing affordable housing for seniors and families for over seven decades. With over 3,700 units managed in Rochester, Canandaigua, and Syracuse, Rochester Management continues to prioritize integrity, respect, and service in all that they do. Testimonials from residents highlight the exceptional service and care provided by the dedicated team of professionals at Rochester Management. Whether it's affordable senior housing at Zion Hill Senior Housing or well-maintained apartments at Plymouth Gardens, residents appreciate the convenience, cleanliness, and quality of living provided by Rochester Management. With a focus on employee and resident satisfaction, Rochester Management continues to be a trusted and reliable housing provider in the community.

CESTM, Center for Emerging Science and Technology Management, is a cutting-edge institution located at 251 Fuller Road in Albany, New York. At CESTM, we believe in nurturing and developing innovative ideas to their full potential. Our thought leaders at NY CREATES are dedicated to helping individuals see their ideas come to life and grow into successful ventures. Visitors to our institution can experience the latest advancements in technology at our Albany and Rochester campuses, which serve as hubs for world-changing innovations. Through customized engagements, CESTM encourages collaboration between small and large companies, national labs, and academia, fostering a dynamic environment for creativity and progress. Join us at CESTM and be a part of the future of science and technology management.

W&S Management Services, Inc. is a finance institution located at 470 Long Pond Road in Rochester, New York, United States. We specialize in providing top-notch financial management services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, W&S Management Services, Inc. is your trusted partner in financial success.

Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, financial planning, retirement planning, and estate planning. At Prentice Wealth Management LLC, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

Morabito & Company, CPA's is a trusted accounting and finance institution located at 2 Dover Court in Rochester, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Morabito & Company, CPA's can assist you with all of your accounting and finance needs.

S.P. Collins & Company is a well-established accounting, finance, and insurance agency located at 1701 Chili Avenue in Rochester, New York, United States. With a dedicated team of professionals, we provide a wide range of services to help individuals and businesses manage their financial affairs efficiently. Whether you need assistance with tax preparation, financial planning, or insurance coverage, our experienced staff is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.

Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.

Simon Business School is a renowned institution located at 300 Wilson Boulevard in Rochester, New York, United States. As a prestigious university, Simon Business School offers a wide range of programs and degrees in business and management, preparing students for successful careers in various industries. With a strong emphasis on innovation, entrepreneurship, and leadership, the school provides a dynamic learning environment where students can develop their skills and knowledge to excel in the competitive business world. The faculty at Simon Business School are experts in their fields, providing students with valuable insights and real-world experience. With its prime location in Rochester, students have access to numerous networking opportunities and internships with top companies. Join Simon Business School and take the first step towards a successful and fulfilling career in business.

Ronald J. Axelrod & Associates is a reputable finance and legal institution located at 290 Linden Oaks in Rochester, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services in various legal and financial matters. Whether you need assistance with estate planning, business law, or investment strategies, Ronald J. Axelrod & Associates is dedicated to providing personalized and comprehensive solutions to meet your needs. Trust in their expertise and professionalism to guide you through any legal or financial challenge you may face.

Block Advisors is a leading accounting and finance institution located at 3349 Monroe Avenue in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. Trust Block Advisors to help you achieve your financial goals and secure a brighter financial future.

Welcome to Stellar Roofing - Buffalo, your trusted partner for all your roofing needs in Western New York. Located at 25 John Glenn Drive, Buffalo, New York 14228, we are a leading general and roofing contractor dedicated to building strong, stylish roofs for both commercial and residential properties. At Stellar Roofing, we understand the challenges of finding dependable roofing solutions. That's why we offer a comprehensive range of services, including professional gutter installation and modern roof upgrades, ensuring both durability and aesthetics exceed your expectations.

Optima Benefits & Payroll is a family-owned finance, health, and insurance agency located at 1465 Monroe Avenue in Rochester, New York. Specializing in group benefits, health insurance, HR services, and payroll services, our experienced team is dedicated to helping you manage your business efficiently. We offer a range of services including payroll management, tax payments, workers comp, and a variety of group benefits such as health, dental, vision, life insurance, 401K plans, and long term care. Since 2004, Optima Benefits & Payroll has been proudly serving the Upstate NY region. Our personalized approach to payroll and benefit support has been praised by our clients, who appreciate our responsiveness, attention to detail, and competitive rates. By choosing Optima, you can save and invest for your own retirement while receiving top-notch customer service from a local, smaller payroll company. Our independent status allows us to shop all providers, ensuring that we find the best solutions for your business needs.

Tully Rinckey PLLC is a prestigious law firm located in Rochester, New York. With a focus on providing high-quality legal services, the firm is dedicated to helping clients navigate complex legal issues with expertise and professionalism. Specializing in a wide range of practice areas, including business law, family law, and criminal defense, the attorneys at Tully Rinckey PLLC are committed to achieving the best possible outcomes for their clients. With a convenient location at 400 Linden Oaks, clients can trust in the firm's reputation for excellence and dedication to serving the Rochester community.

G & M Properties is a reputable finance and real estate agency located at 2024 West Henrietta Road in Rochester, New York. Specializing in property management, investment opportunities, and real estate transactions, our experienced team is dedicated to providing top-notch service to our clients. Whether you are looking to buy, sell, or rent a property, G & M Properties is here to help you navigate the complex world of real estate with ease. Contact us today to learn more about how we can assist you in achieving your real estate goals.

TAGeX Brands is a multifaceted institution located at 200 Canal View Boulevard in Rochester, New York. Specializing in finance, storage, and retail services, TAGeX Brands offers a wide range of solutions to meet the needs of businesses and individuals alike. Whether you are looking to store valuable assets, access financial services, or shop for unique items, TAGeX Brands has you covered. With a commitment to excellence and customer satisfaction, TAGeX Brands is a trusted partner for all your financial, storage, and retail needs.

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York. Our team of experienced advisors is dedicated to helping individuals and families achieve both financial prosperity and optimal health. Whether you are looking to secure your financial future, find the right insurance coverage, or improve your overall well-being, our knowledgeable staff is here to provide personalized guidance and support. Visit us today to start your journey towards a healthier and wealthier life.

Delise Whitfield: Primerica - Financial Services is a reputable finance and insurance agency located at 1577 West Ridge Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Delise Whitfield: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.