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TOP 30 Financial consulting services in East Rochester, NY
50 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.
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.
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.
Lachman & Gorton Law Office
Lachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.
Ryan Sanz - State Farm Insurance Agent
Ryan Sanz - State Farm Insurance Agent is an insurance agency located at 1555 East Henrietta Road, Rochester, New York, United States. Ryan Sanz and his team are dedicated to helping customers protect what matters most to them and achieve their financial goals. With over 100 years of experience, State Farm has a strong reputation for outstanding financial strength and superior claims service. Ryan Sanz is passionate about educating the community on insurance and financial literacy. He wants his customers to fully understand their coverage and make informed decisions for themselves and their loved ones. The agency serves customers in New York, Pennsylvania, and beyond, providing auto insurance, home insurance, life insurance, and more.
Paris-Kirwan Associates, Inc
Paris-Kirwan Associates, Inc is a reputable insurance agency located at 255 East Avenue in Rochester, New York. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing exceptional customer service and finding the best coverage options for their clients. Trust Paris-Kirwan Associates, Inc to protect what matters most to you.
Lawley
Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.
Van C. Travis III, ChFC - State Farm Insurance Agent
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.
Sean Davern - State Farm Insurance Agent
Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.
Leading Senior Benefit
Leading Senior Benefit is a reputable health insurance agency located at 1880 East Ridge Road in Rochester, New York. Our institution specializes in providing comprehensive and cost-effective insurance solutions tailored specifically for seniors. With a team of experienced professionals, we strive to ensure that our clients receive the best coverage and support in managing their healthcare needs. Contact us today to learn more about our services and how we can help you secure your health and well-being in your golden years.
George Larry - State Farm Insurance Agent
George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.
National Income Life - Durhon Oldham & Brett Gryska
National Income Life - Durhon Oldham & Brett Gryska is a reputable finance and insurance agency located at 1567 East Henrietta Road in Rochester, New York, United States. With a strong focus on providing quality insurance products and financial services to individuals and families, this institution is dedicated to helping clients protect their assets and plan for a secure financial future. The experienced team at National Income Life - Durhon Oldham & Brett Gryska is committed to providing personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, this institution is here to help you achieve your financial goals.
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