Financial investment guidance in Rochester, New York

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York. Our team of experienced advisors is dedicated to helping individuals and families achieve both financial prosperity and optimal health. Whether you are looking to secure your financial future, find the right insurance coverage, or improve your overall well-being, our knowledgeable staff is here to provide personalized guidance and support. Visit us today to start your journey towards a healthier and wealthier life.

McConville Considine Cooman & Morin, P.C. is a full-service law firm located in Rochester, New York, offering expertise in accounting, finance, and legal services. From assisting with startups to handling succession planning, purchasing a first home to drafting a last will, our firm is dedicated to providing comprehensive legal guidance tailored to each client's unique needs. Our team of experienced attorneys practices in a variety of areas to ensure that every legal issue is approached with the necessary expertise. We prioritize client relationships and customer service, striving to provide peace of mind at every stage of life. Whether you are a business owner, a municipality, or an individual seeking professional legal services, our firm is committed to delivering attentive, professional, and thorough representation. Contact us today to learn how we can assist you with your legal needs.

Monarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States. With a focus on personalized wealth management services, Monarch Wealth Management, LLC is dedicated to helping individuals and families achieve their financial goals through strategic investment planning, retirement planning, and asset management. Their team of experienced financial advisors provides expert guidance and tailored solutions to help clients navigate the complexities of the financial world and secure their financial future. Trust Monarch Wealth Management, LLC to provide you with the expertise and support you need to build and protect your wealth.

Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

Cobblestone Capital Advisors is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. Our comprehensive approach supports every aspect of your financial situation through a combination of planning services and independent financial guidance. We provide tailored investment strategies based on your near-term requirements and long-term objectives, aligning your wealth with your life goals. From retirement planning to preserving generational wealth, we help navigate life's important milestones and educate younger generations about financial responsibilities. As a fiduciary, we act in our clients' best interests, putting their needs ahead of our own. Explore the options available to simplify your financial life and achieve greater diversification and robust returns with Cobblestone Capital Advisors.

High Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York. Specializing in accounting, finance, and legal services, High Falls Advisors offers expert guidance and support to individuals and businesses seeking to navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to manage your investments, plan for retirement, or secure legal counsel, High Falls Advisors is committed to helping you achieve financial success and peace of mind.

Peter M. Knittle is a reputable finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York. With a strong emphasis on providing top-notch financial services to its clients, Peter M. Knittle is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. With a team of experienced professionals, Peter M. Knittle is dedicated to delivering exceptional service and guidance to its clients.

C.G. Professional Services Inc is a reputable institution located at 39 Tarrytown Drive in Rochester, New York. We are dedicated to providing top-notch professional services to our clients, including accounting, tax preparation, and financial consulting. Our team of experienced professionals is committed to delivering personalized solutions to meet the unique needs of each client. With a focus on excellence and integrity, C.G. Professional Services Inc is the trusted choice for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you achieve your financial goals.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Aegis Capital provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital raising services, Aegis Capital is dedicated to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.

The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.

Tax Insights, LLC is a leading accounting and finance institution located at 2300 Buffalo Road in Rochester, New York, United States. With a team of experienced professionals, we provide expert tax advice and financial insights to help individuals and businesses navigate the complexities of tax laws and regulations. Our services include tax preparation, planning, and consulting to ensure our clients maximize their financial opportunities and minimize their tax liabilities. Trust Tax Insights, LLC to be your partner in achieving financial success.

Thomas M. Giunta Tax Service, located at 1445 Creek Pointe in Farmington, New York, is a reputable institution specializing in tax return preparation, filing, and consulting services for individuals and small businesses in the Rochester area. With a focus on personalized service, they also offer accounting and financial services such as debt counseling, budgeting, retirement planning, and investment consulting. Known for their exceptional customer service, Thomas M. Giunta Tax Service provides mobile availability for easy scheduling, even on nights and weekends. Clients praise them for their fast, efficient, and detail-oriented approach. Contact them at 585-764-9918 to set up a free initial consultation and experience their top-notch services.

National Life Insurance Co is a reputable insurance agency located at 15 Prince Street in Rochester, New York, United States. With a focus on providing comprehensive life insurance policies to individuals and families, National Life Insurance Co is dedicated to helping clients protect their loved ones and secure their financial future. Their team of knowledgeable agents is committed to offering personalized service and guidance to ensure that each client gets the coverage that best fits their needs. Trust National Life Insurance Co to provide reliable and trustworthy insurance solutions for peace of mind.

Bobby Insurance Agency, Inc. is a reputable insurance agency located at 69 Empire Boulevard in Rochester, New York, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced agents are dedicated to providing personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today for expert guidance and peace of mind when it comes to your insurance needs.

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.

Wells Fargo Advisors is a renowned financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is committed to providing you with expert guidance and personalized solutions.

Transparent Wealth Consulting, LLC is a finance institution located at 3031 Rochester Road in Lakeville, New York, United States. Our team of experienced financial advisors is dedicated to providing transparent and 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 are here to provide expert guidance and support every step of the way. At Transparent Wealth Consulting, LLC, transparency is our priority, and we strive to build long-lasting relationships based on trust and integrity. Contact us today to schedule a consultation and start planning for a secure financial future.

Invessent LLC is a reputable finance institution located at One South Washington Street in Rochester, New York. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Invessent LLC is here to guide you every step of the way. Trust us to provide personalized, strategic advice and innovative financial solutions tailored to your unique needs. Contact us today to learn more about how we can help you reach your financial goals.

Cornerstone Advisory Group is a leading finance institution located at 200 Park Point Drive in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning, Cornerstone Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Raymond James & Associates is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. They offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced financial advisors, Raymond James & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Welcome 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.

Light Strategic Advisors is a leading finance institution located in Rochester, New York. Our team of expert advisors provides strategic financial guidance to individuals and businesses looking to optimize their financial goals. With a focus on personalized service and innovative solutions, we help our clients navigate the complexities of the financial world with confidence and clarity. Visit us at 3445 Winton Place to learn how Light Strategic Advisors can help you achieve your financial objectives.

L & M Wealth Management is a leading financial institution located at 1840 South Winton Road in Rochester, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust L & M Wealth Management to help you secure your financial future.

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.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Primerica is an insurance agency located at 3675 West Henrietta Road in Rochester, New York. They offer a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on providing affordable and customizable coverage options, Primerica is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica is committed to providing excellent customer service and guidance every step of the way. Visit their office in Rochester to learn more about their insurance offerings and how they can help you secure your financial well-being.