Financial consulting services in East Rochester, NY
52 results found
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National Income Life - Durhon Oldham & Brett Gryska
● OpenNational 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.
1567 E Henrietta Rd, Rochester, NY 14623, United States -
Peter Grubea Attorneys
● ClosedPeter Grubea Attorneys is a well-established law firm located at 350 East Avenue in Rochester, New York. Specializing in finance and legal matters, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with financial planning, business transactions, or litigation, our firm is here to help. With a reputation for excellence and a commitment to client satisfaction, Peter Grubea Attorneys is your trusted partner in navigating the complex legal landscape. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
350 East Ave, Rochester, NY 14604, United States -
Brighton Securities
● ClosedBrighton 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.
212 E Main St, Batavia, NY 14020, United States -
The Bonadio Group
● ClosedThe 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.
100 Riley St, East Aurora, NY 14052, United States -
Davie Kaplan C.P.A.
● ClosedDavie 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.
28 E Main St #1000, Rochester, NY 14614, United States -
Prentice Wealth Management LLC
● OpenPrentice 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.
693 East Ave #101, Rochester, NY 14607, United States -
Excel Securities & Associates
● OpenExcel 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.
28 E Main St #1500, Rochester, NY 14614, United States -
CompitaGroup
● OpenCompitaGroup 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.
31 E Main St, Rochester, NY 14614, United States -
DeJoy & Co.
● OpenDeJoy & 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.
280 E Broad St #300, Rochester, NY 14604, United States -
Keystone Capital Partners Group
● ClosedKeystone 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.
349 W Commercial St Suite 2000, East Rochester, NY 14445, United States -
Steadfast City Economic & Community Partners
● ClosedSteadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.
350 East Ave Suite 3, Rochester, NY 14604, United States -
Waterford Group
● ClosedThe Waterford Group is a renowned finance institution located at 1657 East Avenue in Rochester, New York, United States. With a strong reputation for excellence in financial services, the Waterford Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to wealth planning, the Waterford Group is dedicated to helping clients achieve their financial goals with personalized and expert advice. Visit us at our Rochester location to learn more about how the Waterford Group can assist you in securing your financial future.
1657 East Ave Suite 200, Rochester, NY 14610, United States -
David E. Dangler - Wilmington Advisors @ M&T
● ClosedDavid E. Dangler - Wilmington Advisors @ M&T is a finance institution located at 1882 East Avenue in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or estate planning, they have the knowledge and expertise to assist you every step of the way. Trust David E. Dangler - Wilmington Advisors @ M&T to help you navigate the complex world of finance and secure a prosperous future.
1882 East Ave, Rochester, NY 14610, United States -
CNB Wealth Management
● ClosedCNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.
600 East Ave, Rochester, NY 14607, United States -
Council Rock Wealth Advisory Group Mary Beth Fairchild
● ClosedCouncil Rock Wealth Advisory Group Mary Beth Fairchild is a finance institution located at 2280 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and wealth management topics, ensuring that advisors are well-equipped to provide expert advice to clients. The institution is committed to upholding ethical standards and providing comprehensive financial planning services to individuals and businesses.
2280 East Ave, Rochester, NY 14610, United States -
Accu Tax
● ClosedAccu Tax is a reputable accounting and finance institution located at 1880 East Ridge Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Accu Tax is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you succeed.
1880 East Ridge Road #1a, Rochester, NY 14622, United States -
GSR & Associates
● OpenGSR & Associates is a reputable accounting and finance institution located at 166 West Commercial Street in East Rochester, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial consulting. With a commitment to excellence and personalized service, GSR & Associates is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
166 W Commercial St, East Rochester, NY 14445, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2255 East Ridge Road in Rochester, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of tax and financial management with expert advice and personalized solutions. Visit us today to see how we can assist you in achieving your financial goals.
2255 East Ridge Road, Rochester, NY 14622, United States -
ROCAccounting
● ClosedROCAccounting is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. We specialize in helping businesses understand their finances in order to facilitate growth. Our services include tax planning and preparation for personal, sales, and business taxes, as well as financial consulting services to support organizations' success. Our team at ROCAccounting takes the guesswork out of managing the books, becoming an extension of your team. We offer everything from bookkeeping to full tax preparation, with a focus on small businesses in need of additional resources in the finance department. We work closely with our partners to provide timely and accurate service, using the most advanced accounting technology and concepts available. Trust ROCAccounting to help your business thrive financially.
349 W Commercial St Suite 2495, East Rochester, NY 14445, United States -
Behan Accounting
● OpenBehan Accounting is a reputable institution located at 19 Harleston Lane in East Rochester, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized attention, Behan Accounting is your trusted partner in achieving your financial goals.
19 Harleston Ln, East Rochester, NY 14445, United States -
Marsh Jr John J CPA
● OpenMarsh Jr John J CPA is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. They offer professional services in tax preparation, financial planning, and business consulting. With years of experience and expertise in the field, their team of Certified Public Accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or navigating complex tax laws, Marsh Jr John J CPA is here to provide top-notch service and support.
349 W Commercial St # 2360, East Rochester, NY 14445, United States -
The Bonadio Group
● ClosedWelcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
432 North Franklin Street, Syracuse, New York 13204, United States
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