TOP 30 Financial management in Canandaigua, New York

13 results found

Sheppard Mosher Independent Wealth Management is a renowned finance institution located at 2525 New York 332 in Canandaigua, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. With a commitment to transparency, integrity, and excellence, Sheppard Mosher Independent Wealth Management is dedicated to helping clients build and preserve their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Canandaigua National Bank & Trust is a trusted financial institution located at 8633 Main Street in Honeoye, New York, United States. As a full-service bank, CNB offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With their convenient ATM services, customers can easily access their accounts and manage their finances. With a reputation for excellent customer service and a commitment to community involvement, Canandaigua National Bank & Trust is a top choice for all your banking needs in the Honeoye area.

Canandaigua National Bank & Trust is a trusted financial institution located at 99 West North Main Street in Honeoye Falls, New York. Offering a wide range of banking services, including ATMs for convenient access to cash, this bank is committed to providing exceptional customer service and financial solutions to individuals and businesses in the local community. With a strong reputation for reliability and integrity, Canandaigua National Bank & Trust is a go-to destination for all your banking and financial needs.

Canandaigua National Bank & Trust is a trusted financial institution located at 72 South Main Street in Canandaigua, New York. As a full-service bank, it offers a range of financial services including personal and business banking, loans, investment options, and more. With a convenient ATM on site, customers can easily access their accounts and manage their finances. The institution is dedicated to providing excellent customer service and helping individuals and businesses achieve their financial goals.

OneMain Financial is a finance institution located at 2375 New York 332 in Canandaigua, New York. They offer a variety of financial services such as personal loans, debt consolidation, and credit rebuilding. With a focus on providing personalized solutions to meet individual financial needs, OneMain Financial is committed to helping customers achieve their financial goals. Whether you need assistance with managing debt or funding a major purchase, OneMain Financial is dedicated to providing reliable and transparent financial solutions.

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.

Foster & Wheeler Insurance Agency, LLC is a reputable insurance agency located at 1880 Rochester Road in Canandaigua, New York. With a strong commitment to providing personalized insurance solutions to meet the unique needs of their clients, the agency offers a wide range of insurance products including auto, home, life, and business insurance. With a team of experienced agents, Foster & Wheeler Insurance Agency, LLC strives to provide excellent customer service and guidance to ensure their clients are properly protected. Whether you are looking for insurance coverage for your personal or business needs, Foster & Wheeler Insurance Agency, LLC is dedicated to helping you find the right policy at a competitive rate.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.

Wise Accounting, LLC is a trusted accounting and finance institution located at 1427 Canandaigua Road in Macedon, New York, United States. We specialize in providing a wide range of services to individuals and small businesses, including income tax preparation, sales and quarterly taxes, business setup, personal and business budgeting, and bookkeeping services. With a focus on personalized attention and tailored services, we ensure that each client receives the best possible results and maximized returns. Our team stays up-to-date on the latest tax laws and financial trends to provide accurate and efficient service.

Wheeler, Pepper and Associates Inc is a reputable accounting and finance firm located at 2525 New York 332 in Canandaigua, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Wheeler, Pepper and Associates Inc for their expertise and commitment to delivering personalized solutions to meet their financial needs.

Five Star Bank is a reputable financial institution located at 2425 Rochester Road in Canandaigua, New York, United States. As a premier bank, Five Star Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Five Star Bank is dedicated to providing top-notch service and innovative solutions to help customers achieve their financial goals. Whether you're looking for personal banking services, business loans, or investment opportunities, Five Star Bank is here to help you every step of the way. Trust Five Star Bank for all your banking and financial needs.

Reliant Credit Union, located at 3255 County Road 10 in Canandaigua, New York, is more than just a financial institution. We understand that everyone's financial journey is unique, and we celebrate that diversity. As a member-owned and community-driven credit union, we prioritize your needs and aspirations above all else. Whether you're looking for a Health Savings Account, a mortgage expert to guide you through the homebuying process, or simply a better banking experience, Reliant has you covered. Our commitment to providing better service, better rates, and a better banking experience sets us apart from traditional banks. We offer a range of banking products and services, including checking accounts, savings accounts, auto loans, mortgages, personal loans, credit cards, and more. Our goal is to help our members live their best lives by providing the tools and resources they need to succeed financially. At Reliant Credit Union, your financial well-being is our top priority.

Woodforest National Bank is a trusted financial institution located at 4238 Recreation Drive in Canandaigua, New York. As a full-service bank, Woodforest offers a wide range of financial products and services to meet the needs of individuals and businesses in the local community. With a commitment to providing exceptional customer service and innovative banking solutions, Woodforest National Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Woodforest National Bank has you covered. Visit us today to experience the convenience and reliability of banking with Woodforest.