Financial consulting services in Pittsford, NY
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H&M Financial Reporting, LLP
● ClosedH&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.
1151 Pittsford Victor Rd #217, Pittsford, NY 14534, United States -
three+one
● Closedthree one is a finance institution located at 180 Office Park Way in Pittsford, New York, United States. We specialize in analyzing banking services and fees to ensure fair relationships in any market cycle. Our services support credit ratings by providing advanced liquidity projections and cash-flow capacity assessments. We offer future liquidity forecasting, weekly cash balance projections, and cash management strategies to help you maximize the value of your taxpayer dollars. We identify cash as a valuable asset and provide oversight and regulatory compliance recommendations. Our institution offers a consolidated view of available cash and time-horizon analysis. We provide marketplace and peer-interest benchmarks to help you understand the value of your cash. We help manage and maximize every tax and tuition dollar spent. As a proud national partner of NACo Financial Services Corporation (FSC), a partner in BuyBoard®’s Cooperative, and a graduate of BNY Mellon’s Accelerator, we offer innovative FinTech solutions for responsible public sector procurement.
180 Office Park Way, Pittsford, NY 14534, United States -
Chris Leonardi - State Farm Insurance Agent
● ClosedChris Leonardi - State Farm Insurance Agent is a reputable insurance agency located at 3047 West Henrietta Road in Rochester, New York. With over 55 years of experience, Chris Leonardi has been serving the Greater Rochester NY area with car insurance, boat insurance, homeowners insurance, life insurance, and financial services. As a State Farm Agent, Chris has received numerous awards, including the President's Club & Chairman Circle award. Chris Leonardi is a lifelong Rochesterian, a graduate of St John Fisher with a Bachelors of Business Management, and a former Cardinal Mooney HS graduate. He is also a triathlete and Lake Placid Ironman Finisher, as well as the founder of the Pittsford United Soccer Club.
3047 W Henrietta Rd, Rochester, NY 14623, United States -
Van C. Travis III, ChFC - State Farm Insurance Agent
● ClosedVan 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.
1978 Monroe Ave, Rochester, NY 14618, United States -
Tim Jones - State Farm Insurance Agent
● ClosedTim Jones - State Farm Insurance Agent is a trusted insurance agency located at 111 Marsh Road in Pittsford, New York. Conveniently situated next to Powers Farm Market, our team is dedicated to providing personalized insurance plans to meet your needs. As spring approaches in Western New York, it's the perfect time to review your insurance policies. Whether you need auto, life, home, or health insurance, we are here to help. With over 15 years of experience, we are committed to serving the Rochester, NY community and surrounding areas. Tim Jones, a graduate of Penfield High and Kent State University, leads our team in providing exceptional service and protecting all of your insurance needs. Contact us today for a free insurance consultation and let us help you with all of your insurance and financial needs. Please note that we do not collect sensitive personal information online for your protection.
111 Marsh Rd Ste 10, Pittsford, NY 14534, United States -
Paul Monagan, Bankers Life Agent
● ClosedPaul Monagan, Bankers Life Agent is a leading insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York. As a trusted Bankers Life Agent, we specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through personalized insurance solutions. Whether you are looking for life insurance, retirement planning, long-term care coverage, or investment options, we are here to help you every step of the way. Contact us today to schedule a consultation and learn more about how we can help you secure your financial well-being.
1175 Pittsford Victor Rd Suite 140, Pittsford, NY 14534, United States -
Melissa Crisafulli, Bankers Life Agent
● OpenMelissa Crisafulli, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road in Pittsford, New York. As a dedicated Bankers Life agent, Melissa Crisafulli helps individuals and families navigate the complexities of insurance coverage to ensure they are protected for the future. With a focus on providing personalized service and tailored solutions, Melissa Crisafulli is committed to helping clients find the right insurance products to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Melissa Crisafulli, Bankers Life Agent is here to help you secure your financial future.
1250 Pittsford Victor Rd Bldg 100 Ste 100, Pittsford, NY 14534, United States -
Ryan Sargent, Bankers Life Agent
● ClosedRyan Sargent, Bankers Life Agent is a reputable insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a licensed Bankers Life agent, Ryan Sargent offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Ryan Sargent is dedicated to helping clients protect their financial future and achieve peace of mind. Contact Ryan Sargent, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing the right coverage for your needs.
1175 Pittsford Victor Rd Suite 140, Pittsford, NY 14534, United States -
Morgenstern DeVoesick PLLC
● ClosedMorgenstern DeVoesick PLLC is a prestigious accounting, finance, and legal institution located at 1080 Pittsford Victor Road in Pittsford, New York. With a team of highly skilled professionals, they provide top-notch services in accounting, finance, and legal matters. Whether you need assistance with tax planning, financial consulting, or legal representation, Morgenstern DeVoesick PLLC is dedicated to providing expert advice and personalized solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial and legal goals.
1080 Pittsford Victor Rd #200, Pittsford, NY 14534, United States -
Harris Beach PLLC
● ClosedHarris Beach PLLC is a legal institution located at 99 Garnsey Road in Pittsford, New York. Partner Tom Garry has recently been appointed as Chairman of the NY 2nd Department Judicial Screening Committee. The institution focuses on various legal issues, including those related to hiring in the labor and employment sector. They also offer consulting services for organizations in both the public and private sectors, helping them navigate regulatory compliance and other legal challenges. Harris Beach Energy Industry Team Leader Bill Flynn has been featured in the Albany Times Union for his work in New York's energy production. The institution also provides fully-integrated, comprehensive nonlegal consulting services to help clients secure a competitive advantage. Their services include streamlining compliance programs, clarifying data privacy and security mandates, and translating legal obligations into actionable steps.
99 Garnsey Rd, Pittsford, NY 14534, United States -
Dean Licata & Associates, LLC
● ClosedDean Licata & Associates, LLC is a finance institution located at 145 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Dean Licata & Associates, LLC can provide personalized solutions to meet your needs. Trustworthy and reliable, this institution is dedicated to helping clients secure their financial future.
145 Sully's Trail Suite 4, Pittsford, NY 14534, United States -
Conlon & Company, Certified Public Accountants, P.L.L.C.
● ClosedConlon & 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.
1635 Brooks Ave, Rochester, NY 14624, United States -
The Client Driven Practice
● OpenThe Client Driven Practice, located in Pittsford, New York, is a premier consulting firm specializing in facilitating client advisory boards for professional service firms. With over 34 years of experience and as a Storybrand Certified Guide, we are experts in translating client feedback into actionable strategies for success. Our team has conducted more client advisory boards for Financial Advisors than any other firm in the country, making us the go-to choice for those looking to elevate their business. By scheduling a client advisory board meeting with The Client Driven Practice, you open up the possibility of becoming the most successful and highly referred financial advisory firm. Our payment plans are flexible, and no matter which option you choose, you will gain access to valuable insider information that can transform your business.
10 Office Parkway, Pittsford, NY 14534, United States -
Alesco Advisors LLC
● ClosedAlesco Advisors LLC is a finance institution located at 120 Office Park Way in Pittsford, New York. With a team of experienced financial advisors, Alesco Advisors LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Alesco Advisors LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust Alesco Advisors LLC to help you navigate the complexities of the financial world and secure a prosperous future.
120 Office Park Way, Pittsford, NY 14534, United States -
Encompass Advisors, Inc.
● ClosedEncompass Advisors, Inc. is a finance institution located at 10 Office Park Way in Pittsford, New York, United States. Our team of experienced advisors provides comprehensive financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. Trust Encompass Advisors, Inc. to guide you towards a secure financial future.
10 Office Park Way, Pittsford, NY 14534, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.
1250 Pittsford Victor Rd bldg 200 suite 190, Pittsford, NY 14534, 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 -
Alliance Advisory Group
● ClosedAlliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
69 Monroe Ave, Pittsford, NY 14534, United States -
Candace Shira Associates
● ClosedCandace Shira Associates is a reputable finance institution located at 115 Sully's Trail in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, Candace Shira Associates is dedicated to providing personalized and comprehensive financial solutions. Contact them today to schedule a consultation and take the first step towards securing your financial future.
115 Sully's Trail Suite 8, Pittsford, NY 14534, United States -
Asher Flint - Alliance Advisory Group
● ClosedAsher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
69 Monroe Ave, Pittsford, NY 14534, United States -
LVW Advisors
● ClosedLVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
67 Monroe Ave, Pittsford, NY 14534, United States -
Compass Wealth, LLC
● ClosedCompass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced financial advisors, Compass Wealth, LLC offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Compass Wealth, LLC provides expert guidance and strategies to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
1163 Pittsford Victor Rd Suite 130, Pittsford, NY 14534, United States -
Montage Wealth Management
● ClosedMontage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
179 Sully's Trail Suite 302, Pittsford, NY 14534, United States -
Rochester Wealth Partners
● ClosedRochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
10 Office Park Way #200, 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 -
Lake Tahoe Wealth Management, Inc.
● ClosedLake Tahoe Wealth Management, Inc. is a finance institution located at 11 Epping Wood Trail in Pittsford, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning and investment management services, we strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how Lake Tahoe Wealth Management, Inc. can help you secure your financial future.
11 Epping Wood Trail #9796, Pittsford, NY 14534, United States -
Finger Lakes Investments Corporation
● ClosedFinger Lakes Investments Corporation is a finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. We provide a range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Finger Lakes Investments Corporation is here to help you every step of the way.
65 Monroe Ave, Pittsford, NY 14534, United States -
Thorley Wealth Management, Inc.
● ClosedThorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States. With a team of experienced financial advisors, Thorley Wealth Management specializes in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Thorley Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1478 Marsh Rd, 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 -
O'Grady & Associates, Inc.
● ClosedO'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
65-b Monroe Ave, Pittsford, NY 14534, United States
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