Financial advisory consultancy in Victor, NY
15 results found
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Victor J Cannistra PC: Cannistra Victor J CPA
● ClosedVictor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.
43 Kensico Dr, Mt Kisco, NY 10549, United States -
Merrill Lynch Financial Advisor Don Theodorou
● ClosedMerrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Allied Financial Partners
● ClosedAllied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
6536 Anthony Dr b, Victor, NY 14564, United States -
Prosperity Advisory Group LLC
● ClosedProsperity Advisory Group LLC is a finance institution located at 50 Square Drive in Victor, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide personalized and comprehensive financial planning services to meet your individual needs. Trust Prosperity Advisory Group LLC to guide you towards prosperity and financial success.
50 Square Dr, Victor, NY 14564, United States -
Armbruster Capital Management, Inc. - Fee Only Financial Advisors
● ClosedArmbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
1250 Pittsford Victor Rd Bldg 100, Suite 180, Pittsford, NY 14534, United States -
Dream Mutual A Summers Financial Partner
● ClosedDream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
10 E Main St Suite 200, Victor, NY 14564, United States -
JC Jones Advisory Services
● ClosedJC Jones Advisory Services is a renowned institution located at 1595 Moseley Road in Victor, New York, United States. Our team of award-winning professionals is dedicated to helping you identify opportunities, design creative solutions, and deliver tangible results. We take a business-first approach to compliance, focusing on cost effectiveness and risk management. With expertise in data analytics, cybersecurity, financial reporting, internal controls, and business processes, our team has years of experience in business operations.
1595 Moseley Rd, Victor, NY 14564, United States -
Merrill Lynch Financial Advisor Colin Worden
● ClosedMerrill Lynch Financial Advisor Colin Worden, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. The institution offers personalized financial strategies tailored to your unique needs and goals, helping you achieve what matters most to you. With a focus on collaboration and understanding your personality and preferences, the team at Merrill Lynch is committed to helping you reach your financial goals and navigate market fluctuations. Get the latest investment insights and strategies to live your best financial life with the help of a dedicated Merrill advisor.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Victor W. Vaccaro, Jr.
● OpenWelcome to Victor W. Vaccaro, Jr., your trusted partner in accounting and finance located at 221 South Warren Street, Syracuse, New York. Our firm is proud to be part of the esteemed Dannible & McKee team, offering a unique blend of knowledge, expertise, and dedication to deliver reliable financial solutions tailored to your needs. As members of the GGI Global Alliance, we extend our reach to provide you with the best possible advice on a global scale. Our comprehensive services are designed to help you make sound financial decisions, whether you are navigating the complexities of financial ratios in manufacturing or safeguarding your construction company from potential cyberattacks. With employee theft on the rise, our expert team is here to help you protect your business interests. Trust Victor W. Vaccaro, Jr. to guide you through the financial landscape with confidence and precision. Learn more about how we can support your business today.
221 South Warren Street, Syracuse, New York 13202, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.
1040 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Echelon Wealth Advisors, LLC
● ClosedEchelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, United States -
Primetime Wealth Management
● ClosedPrimetime Wealth Management is a finance institution located at 716 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing wealth advisory and investment services, we have the experience to offer informed ideas for managing your money. Our team works closely with clients to provide easy-to-understand recommendations and help implement them to achieve financial freedom and security. Trust Primetime Wealth Management to help you make the most of your financial assets.
716 Pittsford Victor Rd, Pittsford, NY 14534, United States -
The Pelican Bay Group Wealth Management - Morgan Stanley
● OpenThe Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
1250 Pittsford Victor Rd Building 200, Suite 350, Pittsford, NY 14534, United States -
Peregrine Capital Partners
● ClosedPeregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.
732 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Blue Million Tax Professionals Inc
● OpenBlue Million Tax Professionals Inc is a leading Tax Firm located at 33 Paerdegat 9th Street, New York, United States. Specializing in accounting and finance, our professionals stay up to date with the ever-changing tax laws and legislation to ensure that you receive all your tax deductions and credits efficiently. We offer accurate payroll preparation and tax reporting services at an affordable rate, allowing you to focus on running your business while we handle government dealings. Our team helps clients understand the tax consequences of their decisions and advises on the best tax strategies to achieve their financial goals. With a full range of Tax & Financial Services available locally in Brooklyn and throughout all 50 States, we promise to work closely with you to ensure you receive every credit and deduction legally permissible. Our reputation is built on preparing timely and accurate returns, and our experienced professionals specialize in state and local tax returns preparation. Founder and Tax Director Alain Victor, a Baruch Accounting Graduate specializing in Taxation & Advisory Services, leads our team in providing personalized attention and expert assistance. Testimonials from satisfied clients highlight our professionalism, knowledge, and affordability. Trust Blue Million Tax Professionals Inc for all your tax needs.
33 Paerdegat 9th St, Brooklyn, NY 11236, United States
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