TOP 30 Financial needs in Monroe, New York

83 results found

Allstate Life Insurance Specialist Kenneth Stein is a trusted insurance agency located at 1 Strelisk Court in Monroe, New York, United States. With a focus on providing comprehensive life insurance solutions, Kenneth Stein offers personalized guidance and expertise to help clients protect their loved ones and secure their financial future. Whether you are looking for term life insurance, whole life insurance, or universal life insurance, Kenneth Stein is dedicated to finding the right policy to meet your unique needs and goals. Contact Allstate Life Insurance Specialist Kenneth Stein today to discuss your insurance options and start planning for tomorrow.

Columbia Insurance Co is a reputable insurance agency located at 383 Monroe Street in New York, United States. With a strong commitment to providing excellent customer service and comprehensive insurance solutions, Columbia Insurance Co is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, their experienced team of agents is ready to assist you in finding the perfect coverage for your unique needs. Trust Columbia Insurance Co to be your partner in peace of mind and financial security.

Joel Smith CPA is a reputable accounting and finance institution located at 581 New York 17M in Monroe, New York, United States. With years of experience in the industry, our team of skilled professionals provides a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation and planning to financial consulting and bookkeeping, we are dedicated to delivering top-notch solutions tailored to meet our clients' unique needs. Trust Joel Smith CPA for all your accounting and finance needs.

The Center for Tax Solutions is a premier accounting and finance institution located at 9 Lakes Road in Monroe, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax solutions for individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, our experts are here to assist you every step of the way. Trust the Center for Tax Solutions to handle all of your financial needs with precision and expertise.

Accurate Accountant, CPA, LLC is a reputable accounting and finance institution located in Monroe, New York, United States. Our team of certified public accountants is dedicated to providing accurate and reliable financial services to individuals and businesses. With years of experience in the industry, we offer a wide range of accounting services including tax preparation, bookkeeping, and financial planning. At Accurate Accountant, CPA, LLC, our mission is to help our clients achieve their financial goals with precision and expertise. Contact us today to learn more about how we can assist you with your accounting needs.

Klein & Klein is a reputable accounting and finance institution located at 1 Stage Road in Monroe, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Klein & Klein is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to meet your specific needs. Contact Klein & Klein today for all your accounting and finance needs.

Jacob Reich PC is a reputable accounting and finance institution located at 39 Satmar Drive in Monroe, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Jacob Reich PC is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Yoel Porgesz CPA PC is a reputable accounting and finance institution located at 8 Premishlan Way in Monroe, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Yoel Porgesz CPA PC for accurate and reliable financial advice tailored to their specific needs.

Fisch & Associates CPA's PLLC is a reputable accounting and finance institution located at 105 Schunnemunk Road in Monroe, New York, United States. Our team of certified public accountants offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With years of experience and expertise, we are committed to providing our clients with top-notch financial solutions tailored to their specific needs. Whether you are an individual, a small business, or a large corporation, you can trust Fisch & Associates CPA's PLLC to help you navigate the complexities of accounting and finance with ease and precision. Contact us today to learn more about how we can assist you in achieving your financial goals.

ASM Services is a reputable accounting and finance institution located at 38 Raywood Drive in Monroe, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and attention to detail sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit ASM Services today to experience top-notch financial services tailored to meet your specific needs.

Steller Management is a renowned accounting and finance institution located at 308 Museum Village Road in Monroe, New York, United States. With a track record of excellence and expertise in financial management, Steller Management provides top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our team of professionals is dedicated to helping you achieve your financial goals. Trust Steller Management for all your accounting and finance needs.

Schwartz and Company is a reputable institution located in Kiryas Joel, New York, United States. Our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Lynn Maxwell is a renowned health institution located at 745 New York 17M in Monroe, New York, United States. With a focus on providing top-notch healthcare services to the community, Lynn Maxwell offers a wide range of medical treatments and wellness programs. Their team of skilled professionals is dedicated to ensuring the well-being of their patients and providing personalized care. Whether you're in need of medical treatment, preventive care, or wellness services, Lynn Maxwell is committed to helping you achieve optimal health and wellness.

Chip Raines - State Farm Insurance Agent is a reputable insurance agency located at 11 North Main Street in Honeoye Falls, New York. We are easily recognizable by our pink facade next to the yellow Mason's building, across from Critics. Serving Monroe County, Livingston County, Ontario County, and all of New York, our dedicated team has been providing personalized insurance solutions since 2012. Specializing in Home Insurance, Auto Insurance, Life Insurance, Business Insurance, Boat Insurance, ATV Insurance, and Financial Services, we are committed to helping families protect what matters most. As active members of the Honeoye Falls Mendon Rotary, we are deeply involved in community efforts to make a positive impact. Whether you need insurance advice or assistance with financial planning, our caring professionals are here to help. Contact us today for all your insurance needs.

Rich Voci - State Farm Insurance Agent is a reputable insurance agency located at 2394 Ridgeway Avenue in Greece, New York. With over 30 years of experience representing State Farm, Rich Voci and his team serve customers throughout Greater Rochester and Monroe County. They specialize in providing auto insurance, homeowner's insurance, life insurance, and renter's insurance tailored to meet the unique needs of each policyholder. Located just east of ESL Credit Union, between Long Pond and 390, the agency prides itself on offering exceptional service and accurate information to help clients make informed decisions about their insurance needs. Rich Voci, a graduate of St. Bonaventure University, leads a team with over 90 years of combined experience with State Farm.

Van 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.

Elmwood Agency is an independent insurance agency located at 3400 Monroe Avenue in Rochester, New York. Our experienced agents specialize in home, auto, rental coverage, and more throughout NY and TX. Our mission is to simplify the process of shopping for insurance by offering a diverse selection of coverage lines and support from compassionate agents. With offices in Rochester and Buffalo, NY, our goal is to make obtaining insurance a smooth experience for our customers. Whether you need to protect your home, vehicles, or recreational toys, our team will listen to your needs and find the right insurance solution for you. We also offer assistance with finding a realtor, applying for a mortgage, and comparing neighborhoods for homebuyers.

Weed Ross is a reputable insurance agency located at 4 Monroe Street in Ellicottville, New York, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, Weed Ross is dedicated to helping individuals and businesses protect what matters most. Their team of experienced agents work diligently to find the best coverage options at competitive rates, ensuring peace of mind for their valued customers. Whether you are in need of auto, home, life, or business insurance, Weed Ross is committed to delivering exceptional service and reliable protection. Contact them today to learn more about their comprehensive insurance offerings.

The Holistic Wellness Center located at 26 Monroe Street in Ellicottville, New York is a comprehensive health facility that offers a range of services to promote overall well-being. Our team of doctors, fitness trainers, and health experts work together to provide personalized care and support for each individual's unique needs. Whether you are looking to improve your physical fitness, manage chronic conditions, or simply enhance your overall health, our center offers a holistic approach to wellness. Come visit us and take the first step towards a healthier and happier life.

Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.

The UPS Store in Rochester, New York, United States is a convenient one-stop shop for all your shipping, printing, and small business needs. With a wide range of services including packing and shipping, printing and copying, mailbox services, and more, The UPS Store is your go-to destination for all things related to finance and store services. Whether you need to send a package, print important documents, or set up a mailbox for your business, The UPS Store has you covered with friendly and knowledgeable staff ready to assist you. Visit us today for reliable and efficient service that you can trust.

Trillium Health Harm Reduction Services, located at 39 Delevan Street in Rochester, New York, is a compassionate healthcare institution that provides support for individuals who use drugs, their families, and the community as a whole. With a focus on building relationships and connecting individuals to care when they are ready, the institution offers free walk-in testing for HIV, Hepatitis C, and Sexually Transmitted Infections. Additionally, they provide essential supplies, such as food and clothing, to those in need and help individuals struggling with substance use get connected to treatment, regardless of financial barriers. Harm Reduction Services also offers free NARCAN® training to counteract the effects of an opioid overdose, both online and in-person. While NARCAN may not be provided to out-of-state registrants, individuals can still attend trainings to receive a Certificate of Completion and Information Packet. The institution emphasizes safe disposal of used needles and syringes, providing guidance on how to pick them up safely and where to dispose of them properly.

Duke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters. Serving nine counties in Upstate New York including Livingston, Monroe, Steuben, and more, their team of experienced attorneys is dedicated to helping individuals navigate through challenging legal situations such as divorce, child custody, and other family law matters. With a commitment to ethics, honesty, and proactive strategies, Duke Law Firm, P.C. puts the needs of their clients first from start to finish. Their personalized approach ensures that clients receive the support and guidance they need to protect their interests and achieve their goals.

Duke Law Firm, P.C. is a reputable institution located at 780 Blossom Road in Rochester, New York. Specializing in family law, their team of experienced attorneys serves clients in nine counties in Upstate New York, including Livingston, Monroe, Steuben, Wyoming, Ontario, Wayne, Genesee, Allegany, and Orleans. The firm is dedicated to helping individuals overcome family and financial difficulties, providing quality legal services with a focus on ethics, honesty, and proactive strategies. Whether you are facing a divorce, child custody issues, or other family law matters, Duke Law Firm, P.C. is committed to protecting your rights and best interests. Their attorneys will listen to your story, answer your questions honestly, and work with you to develop a plan of action that can help you move forward from this challenging time.

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.

Conlon & 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.

Asher 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.

LVW 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.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

Sports Consulting Group is a leading finance institution located at 65 Monroe Avenue in Pittsford, New York. We specialize in providing expert financial advice and services to clients in the sports industry. Our team of experienced consultants offers personalized solutions to help athletes, teams, and organizations manage their finances effectively. Whether you need assistance with budgeting, investments, or strategic planning, our dedicated professionals are here to help you achieve your financial goals. Trust Sports Consulting Group to be your partner in success.