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TOP 30 Financial audit services in East Rochester, NY
42 results found
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Rochester Wealth Management Group
Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.
Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC
Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes' Best-in-State Wealth Management Teams for 2024, Cadence is dedicated to providing tailored financial guidance to help clients achieve their goals. With a focus on building lasting relationships based on trust and understanding, Cadence offers innovative thinking and deep-rooted experience to guide clients on their financial journey. The institution offers complimentary initial consultations and emphasizes personalized advice to help individuals reach their financial goals. Clients can rest assured knowing that their sensitive documents are securely destroyed and recycled at the institution's drive-through shredding events. As a member of Ameriprise Financial Services, LLC, Cadence Wealth Management Solutions adheres to strict regulations and prioritizes the privacy and security of its clients. Contact Cadence today to start a conversation about your financial future.
Priem Financial Group
Priem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States. With a strong focus on providing personalized financial solutions and expert guidance, Priem Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Priem Financial Group is committed to delivering exceptional service and tailored strategies to meet your unique needs. Contact Priem Financial Group today to start building a secure financial future.
MassMutual Financial Group
MassMutual Financial Group is a reputable finance institution located at 305R West Commercial Street in East Rochester, New York, United States. With a strong presence in the financial industry, MassMutual offers a wide range of services including insurance, retirement planning, investment management, and more. Known for their commitment to helping individuals and businesses achieve their financial goals, MassMutual is a trusted partner for those seeking expert financial guidance and support.
J. Curtis Wealth Advisory Services
J. Curtis Wealth Advisory Services is a leading finance institution located at 260 East Main Street in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC
Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Mathew Hill are highly qualified to assist individuals with their financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating their commitment to excellence in personal financial planning. With a focus on advanced knowledge in various areas of finance, Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to their clients.
Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC
Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution provides comprehensive training and education for financial professionals to better serve their clients' needs.
Edward Jones - Financial Advisor: Tom Kasper Jr
Edward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States. With a focus on providing personalized and comprehensive financial planning services, Tom Kasper Jr is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Tom Kasper Jr will work closely with you to develop a customized financial strategy tailored to your specific needs and objectives. Trust in Edward Jones - Financial Advisor: Tom Kasper Jr to guide you towards a more secure financial future.
Thomas F Ward - Ameriprise Financial Services, Inc.
Thomas F Ward - Ameriprise Financial Services, Inc. is a finance institution located at 2280 East Avenue in Rochester, New York, United States. The institution offers a variety of certifications and designations for financial professionals, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a range of topics including asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized programs for advisors working with seniors, individuals with special needs, and those in the military. With a focus on education and expertise, Thomas F Ward - Ameriprise Financial Services, Inc. provides comprehensive financial planning services for a diverse range of clients.
Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC
Christopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. Mark W Stone holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized programs such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and comprehensive financial planning, Mark W Stone is dedicated to providing top-notch services to clients seeking financial guidance and support.
Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Kathryn Castro - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue, Rochester, New York, United States. Kathryn Castro holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Kathryn Castro specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, and investment strategies. Kathryn Castro is dedicated to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.
Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC
Charles Sawyer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a highly qualified financial advisor, Charles is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Trust Charles Sawyer at Ameriprise Financial Services, LLC for all your financial planning needs.
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.
Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC
Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we strive to provide personalized financial solutions for our clients. Our services are regulated by FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC for your financial needs.
E Z Income Tax Services
E Z Income Tax Services is a reputable accounting and finance institution located at 824 East Ridge Road in Rochester, New York. With a team of experienced professionals, they specialize in providing comprehensive tax services to individuals and businesses. Their expertise includes tax preparation, filing, and planning to ensure clients maximize their returns and minimize their liabilities. Whether you need assistance with personal taxes or complex business finances, E Z Income Tax Services is dedicated to providing efficient and reliable financial solutions.
Supporting Strategies | Rochester
Supporting Strategies | Rochester is a reputable accounting and finance institution located at 2024 East Henrietta Road in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial services to help businesses manage their accounting needs effectively. From bookkeeping to financial analysis, tax planning, and payroll services, Supporting Strategies | Rochester is dedicated to providing top-notch financial support to ensure the success and growth of their clients.
Joe Civiletti, Accounting Services
Joe Civiletti, Accounting Services is a reputable accounting and finance institution located at 104 East Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Joe Civiletti, Accounting Services is the go-to institution for all your accounting needs.
Skye Financial Services
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.
Brighton Securities
Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 100 Riley Street in East Aurora, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide tailored solutions for every engagement. As problem solvers and industry experts, we are trusted partners to our clients. We are committed to finding the best solution for each individual client because we understand that one size does not fit all. Our clients rely on us as strategic, community-oriented partners with a deep knowledge of their businesses and priorities.
Davie Kaplan C.P.A.
Davie Kaplan C.P.A. is a reputable accounting and finance institution located at 28 East Main Street in Rochester, New York, United States. With a team of experienced certified public accountants, Davie Kaplan C.P.A. provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs.
Prentice Wealth Management LLC
Prentice Wealth Management LLC is a premier financial institution located at 693 East Avenue in Rochester, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and tailored financial solutions, Prentice Wealth Management LLC is committed to helping our clients build and preserve their wealth for generations to come.
Excel Securities & Associates
Excel Securities & Associates is a reputable finance institution located at 28 East Main Street in Rochester, New York. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to assist you every step of the way. Trust Excel Securities & Associates for all your financial needs.
Smola Consulting LLC
Smola Consulting LLC is a reputable consulting firm located at 260 East Main Street in Rochester, New York. Our team of experienced professionals specializes in providing top-notch consulting services to businesses of all sizes. Whether you need help with strategic planning, market research, or financial analysis, we have the expertise to guide you towards success. Contact us today to learn more about how we can help your business thrive.
CompitaGroup
CompitaGroup is a leading institution located at 31 East Main Street in Rochester, New York, United States. We specialize in providing top-notch consulting services in various industries such as technology, finance, and healthcare. Our team of experts is dedicated to helping businesses achieve their goals and maximize their potential. With a proven track record of success, CompitaGroup is the go-to choice for companies looking to enhance their operations and drive growth. Contact us today to learn more about how we can help your business thrive.
DeJoy & Co.
DeJoy & Co. is a reputable accounting and finance institution located at 280 East Broad Street in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to accuracy and efficiency has earned them a strong reputation in the industry. Whether you are an individual or a business, DeJoy & Co. is committed to helping you achieve your financial goals.
Keystone Capital Partners Group
Keystone Capital Partners Group is a leading finance institution located at 349 West Commercial Street in East Rochester, New York. With a strong focus on providing comprehensive financial solutions, Keystone Capital Partners Group offers a wide range of services including investment banking, asset management, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Contact us today to learn more about how Keystone Capital Partners Group can help you secure your financial future.
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