Financial goals in Penfield, New York

Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States. With a team of experienced financial advisors, we provide a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Resource Financial Services is a finance institution located at 481 Penbrooke Drive in Penfield, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Resource Financial Services is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

OneMain Financial is a finance institution located at 1900 Empire Boulevard in Webster, New York. With a focus on providing personalized loan solutions to individuals in need of financial assistance, OneMain Financial aims to help customers achieve their financial goals. Whether you're looking for a personal loan, debt consolidation, or other financial services, OneMain Financial offers a range of options to meet your needs. Visit their branch in Webster to speak with a knowledgeable representative and get started on your path to financial stability.

Prudential | June Giffen | Life Insurance & Financial Services is a trusted finance and insurance agency located at 1758 Penfield Road in Penfield, New York. Our team is dedicated to providing top-notch financial planning and life insurance services to help our clients secure their financial future. With a focus on personalized solutions and expert guidance, we strive to help individuals and families achieve their financial goals and protect what matters most to them. Contact us today to learn more about how we can help you plan for a secure and prosperous future.

Commonwealth Financial Network, located in Rochester, New York, United States, is a leading finance institution that prioritizes independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network helps advisors reach their full potential. In 2023, the institution recruited $15.9 billion in assets, showcasing their commitment to success. As the economy and markets evolve in 2024, Commonwealth Financial Network offers insight through their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies for a competitive advantage. With personalized consulting, operations, and compliance, advisors can optimize their business and achieve their goals. The institution also offers valuable resources for independent business owners, guiding them through entrepreneurship and marketing strategies. Commonwealth Financial Network empowers advisors to take control of their growth path, whether affiliating as their own RIA or through the corporate RIA. With a focus on client experience and high-touch service, Commonwealth Financial Network helps advisors navigate unpredictability and achieve growth. The institution's emphasis on investment management, financial planning, and a supportive culture make it a top choice for advisors looking to build a successful enterprise. Through personalized stories and insights, Commonwealth Financial Network showcases their dedication to helping advisors succeed and making a positive impact on their clients' lives.

Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 1790 Penfield Road in Penfield, New York, United States. Geoff Glanville, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), leads the team of experienced professionals who are dedicated to providing personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ strives to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Patrick E Caufield is a reputable finance institution located at 2160 Penfield Road in Penfield, New York. As a trusted financial advisor, Patrick E Caufield provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is committed to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Patrick E Caufield and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial market.

Retire In Time is a finance institution located at 604 Embury Road in Rochester, New York, United States. Our mission is to help individuals plan and achieve a comfortable and secure retirement. Our team of financial experts provides personalized guidance and strategies to help clients save and invest wisely, ensuring they can retire in time and enjoy their golden years worry-free. Whether you are just starting to plan for retirement or are already close to retiring, Retire In Time is here to help you reach your financial goals.

Pellittiere & Jonsson PLLC is a professional institution offering a range of accounting, finance, and legal services. Located at 441 Penbrooke Drive in Penfield, New York, this firm is dedicated to providing expert guidance and support to individuals and businesses in need of financial and legal assistance. With a team of experienced professionals, Pellittiere & Jonsson PLLC strives to deliver personalized solutions tailored to each client's unique needs. Whether you require assistance with tax preparation, financial planning, or legal representation, this institution is committed to helping you achieve your goals.

Block Advisors is a trusted institution located at 2160 Penfield Road in Penfield, New York, offering expert accounting and finance services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help you navigate complex financial matters with ease. Whether you need help with tax preparation, financial planning, or other accounting services, Block Advisors is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all your financial needs.

H&R Block is a trusted accounting and finance institution located at 1900 Empire Boulevard in Webster, 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 small business accounting. Whether you are an individual looking to maximize your tax return or a business owner in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.

Family First Credit Union is a trusted financial institution located at 2520 Browncroft Boulevard in Rochester, New York. As a member-owned credit union, we prioritize the financial well-being of our members and their families. Our services include ATM access and a wide range of financial products to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts your family first.

FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Our team of experienced financial advisors specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, FocalPoint Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.

Integrated Tax and Wealth Group is a finance institution located at 2200 Penfield Road in Penfield, New York, United States. Our mission is to help clients maximize their business value, lower taxes, and build wealth. We are passionate about managing financial complexities and pride ourselves on providing superior client service. We offer an introduction meeting to discuss your situation and assess opportunities to accelerate company value and achieve business goals.

Kbala Tax & Accounting is a professional institution located at 4 Middleton Lane in Penfield, New York. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized service, Kbala Tax & Accounting is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and financial needs.

Bucci Rick J CPA is a reputable accounting and finance institution located at 2527 Baird Road in Penfield, New York, United States. With years of experience in the industry, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants ensures that clients receive personalized and professional assistance to help them achieve their financial goals. Whether you are an individual or a business owner, Bucci Rick J CPA is dedicated to providing expert financial solutions tailored to your specific needs.

Preferred Mortgage Corporation of New York, located at 1674 Empire Boulevard in Webster, New York, is a licensed mortgage broker serving clients in New York, Florida, and Pennsylvania. With NLMS #44812, we offer a wide range of personalized loan solutions including Conventional, Jumbo, FHA, VA, and USDA loans. Whether you are a first-time homebuyer or a seasoned investor, we are here to help you navigate the mortgage process smoothly in NY, FL, and PA. Our experienced team is dedicated to helping you find the perfect mortgage match for your specific needs. From purchasing your first home to refinancing for better rates, we offer a hassle-free experience with a variety of loan options tailored to your goals. We also provide innovative financing solutions such as DSCR, cashflow loans, renovation loans, and construction loans for those looking to expand their portfolios or start new projects.

Prudential | Steven Alexander | Life Insurance & Annuities is a reputable finance and insurance agency located at 1758 Penfield Road in Penfield, New York, United States. Specializing in providing comprehensive life insurance and annuity products, our experienced team is dedicated to helping clients secure their financial future and protect their loved ones. With a strong commitment to customer service and a wide range of customizable insurance options, Prudential | Steven Alexander is a trusted partner for individuals and families seeking peace of mind and financial stability. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Sandra L. Kobel, CFP, CLU, ChFC is a reputable finance and insurance agency located at 625 Panorama Trail in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance and investment strategies, Sandra L. Kobel, CFP, CLU, ChFC is dedicated to providing personalized solutions to meet the unique needs of each client. Contact them today to start securing your financial future.

Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, financial planning, retirement planning, and estate planning. At Prentice Wealth Management LLC, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals and protect their assets. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.

Hartman Consulting, LLC is a finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Specializing in financial consulting services, Hartman Consulting, LLC offers expert advice and guidance to individuals and businesses looking to optimize their financial strategies. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Trust Hartman Consulting, LLC to provide top-notch financial services tailored to your specific needs.

Jacob Boyce - Wilmington Advisors @ M&T is a finance institution located at 625 Panorama Trail in Rochester, New York, United States. With a team of experienced advisors, they provide comprehensive financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Jacob Boyce - Wilmington Advisors @ M&T is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they strive to be your go-to source for all your financial needs.

CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At CornerStone Wealth Management, we are committed to providing exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

Allen J. Thorogood - Wilmington Advisors @ M&T is a reputable finance institution located at 2201 Penfield Road in Penfield, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their investments and achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Allen J. Thorogood - Wilmington Advisors @ M&T can provide personalized advice and guidance to help you make informed decisions. Trustworthy and dedicated, they are committed to helping clients navigate the complexities of the financial world with confidence.

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch financial services and expertise, our team at Jeff Sharman - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust in Jeff Sharman - Raymond James for all your financial needs.

Majd Abuaitah is a reputable finance institution located at 2200 Penfield Road in Penfield, New York, United States. With a focus on providing top-notch financial services, Majd Abuaitah offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with investments, loans, or budgeting, the experienced team at Majd Abuaitah is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Majd Abuaitah to provide you with reliable and professional financial services tailored to your individual needs.

Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Finlocity is here to provide you with expert advice and personalized solutions. Visit us today to see how we can help you take control of your finances and plan for a successful future.

ERTC Experts is a leading finance institution located at 1601 Penfield Road in Rochester, New York, United States. Our team of expert financial advisors provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. Contact ERTC Experts today to schedule a consultation and take the first step towards securing your financial future.