TOP 30 Financial needs in Rochester, New York

514 results found

Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations. We offer a range of services including financial planning, investment management, estate planning, and tax strategies. At Family Wealth & Legacy, LLC, we understand the importance of preserving your family's legacy and are committed to providing personalized solutions to meet your specific needs. Contact us today to learn more about how we can help secure your family's financial future.

Caruso and Tills Wealth Advisory Group of Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Caruso and Tills Wealth Advisory Group can provide expert guidance and tailored solutions to meet your needs. Trust in their expertise and dedication to help you secure a prosperous financial future.

The Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. Specializing in retirement planning and optimization, our team of experts is dedicated to helping individuals achieve their financial goals for retirement. With a focus on personalized strategies and comprehensive financial planning, we strive to provide our clients with the tools and resources they need to secure a comfortable and fulfilling retirement. Contact us today to learn more about how we can help you plan for a successful future.

Tessera Wealth Management is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Tessera Wealth Management provides comprehensive financial solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.

William Warren Associates is a renowned finance institution located at 2000 South Winton Road in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, William Warren Associates offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at William Warren Associates is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, William Warren Associates is the go-to institution for all your financial needs.

Empire Valuation Consultants is a leading finance institution located at 777 Canal View Boulevard in Rochester, New York, United States. Specializing in valuation services, they provide expert advice and analysis to help clients make informed financial decisions. With a team of experienced professionals, Empire Valuation Consultants offers a wide range of services to meet the diverse needs of their clients. Whether you are looking to value a business, intellectual property, or other assets, Empire Valuation Consultants is dedicated to providing accurate and reliable valuation services to help you achieve your financial goals.

Jeff Wolk - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing expert financial services and advice, the institution is committed to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, Jeff Wolk - Raymond James offers personalized solutions tailored to each client's unique needs. With a team of experienced professionals and a reputation for excellence, clients can trust in the expertise and dedication of Jeff Wolk - Raymond James to help secure their financial future.

Young and Company CPAs LLP is a reputable accounting and finance institution located at 1425 Jefferson Road in Rochester, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Young and Company CPAs LLP is the trusted partner you can rely on.

Rimkus Marciano & Associates Inc is a reputable insurance agency located at 3136 South Winton Road in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of insurance services to individuals and businesses, including property, casualty, and liability coverage. Their commitment to personalized service and attention to detail sets them apart in the industry, ensuring that clients receive the best coverage options tailored to their specific needs. Contact Rimkus Marciano & Associates Inc today for all your insurance needs.

Thaney & Associates CPAs, P.C. is a reputable accounting and finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. At Thaney & Associates CPAs, P.C., we believe in providing more than just a list of services to our clients. Our team of professionals offers a personal approach, friendly professionalism, and a caring style that sets us apart as true partners in driving your continued success. We understand that taxes and accounting can be overwhelming, which is why we strive to make the process as stress-free as possible for our clients. With our collaborative and protective approach, we guarantee substantial tax savings for you. Trust Thaney & Associates CPAs, P.C. to handle all of your accounting and finance needs with expertise and care.

Welker & Co CPA's is a leading accounting and finance institution located at 1200 Jefferson Road in Rochester, New York. Our team of certified public accountants is dedicated to providing top-quality financial services to individuals and businesses alike. With years of experience and a commitment to excellence, we offer a wide range of accounting services including tax preparation, auditing, and financial consulting. Trust Welker & Co CPA's for all your financial needs and experience the difference that professional expertise can make.

Ufini Educational Technologies, Inc. is located at 4050 West Ridge Road in Rochester, New York, United States. Our mission is to help individuals finish the degree they need to obtain the job they desire. With over 36 million adult Americans who never completed college, we are here to provide a path to success and fulfillment. At Ufini, we understand that you are not starting from scratch, but rather from where you are now. Our expert team will assess your goals, review your educational history, evaluate your work-life experiences, and match your credits and skills with top Colleges and Universities for degree completion. We provide one-on-one counseling and simplify the financial aid process to ensure there are no barriers in achieving your goals.

EFPR Solutions is a leading accounting and finance institution located at 100 South Clinton Avenue in Rochester, New York. With a team of experienced professionals, EFPR Solutions offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses seeking reliable financial solutions. Whether you need help with taxes, financial statements, or strategic planning, EFPR Solutions is dedicated to helping you achieve your financial goals.

Block Advisors is a trusted institution located at 1100 Long Pond Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters with ease. Whether you need help with tax preparation, financial planning, or business consulting, Block Advisors is here to provide personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support to help you achieve your financial goals.

South Park Advisors is a leading institution specializing in business valuation services. Located at 95 Allens Creek Road in Rochester, New York, our team of experts offers comprehensive and accurate valuations for businesses of all sizes. With a focus on finance, we provide clients with the information they need to make informed decisions regarding their business investments. Trust South Park Advisors for reliable and professional business valuation services.

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.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

Nacca & Capizzi LLP, located at 2430 Ridgeway Avenue in Rochester, New York, is a leading accounting and finance firm that provides close personal and professional attention to each client. Specializing in assisting business owners with critical decisions, the firm offers expertise in analyzing operations, cash flow, reducing costs, improving efficiencies, and minimizing tax burdens. They also provide tax preparation and planning services for individuals and businesses, helping clients understand their options before making decisions. Additionally, Nacca & Capizzi LLP offers assistance with QuickBooks, providing training and reviews tailored to each client's needs. With a hands-on approach, the firm ensures clients receive the support they need every step of the way.

Padgett Business Services is a trusted institution located at 2450 West Ridge Road in Rochester, New York, United States. Specializing in accounting and finance services, Padgett Business Services offers expert financial guidance and support to businesses of all sizes. With a team of experienced professionals, they provide personalized solutions to help clients manage their finances effectively and make informed decisions for the future. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, Padgett Business Services is dedicated to helping you achieve your financial goals.

Morabito & Company, CPA's is a trusted accounting and finance institution located at 2 Dover Court in Rochester, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Morabito & Company, CPA's can assist you with all of your accounting and finance needs.

Flower City Tax & Accounting, located at 31 Erie Canal Drive in Rochester, New York, is a highly reputable and well-established institution that has been serving the tax and accounting needs of clients in Rochester and Western New York since 1983. Our dedicated team of accountants and tax professionals are committed to providing reliable, affordable, and highly-personable services to our clients. We offer a range of services including tax preparation, payroll, and accounting. Our office hours are Monday, Tuesday, and Thursday from 9:00 am to 7:30 pm, Wednesday and Friday from 9:00 am to 5:00 pm, and Saturday from 9:00 am to 3:00 pm. Trust Flower City Tax & Accounting for all your tax and accounting needs.

Conversance Business Solutions LLC is a leading consulting firm located at 30 West Broad Street in Rochester, New York. With a dedicated team of experts, we provide innovative solutions to help businesses achieve their goals and drive growth. Our services range from strategic planning and market research to technology implementation and process improvement. Whether you are a start-up looking to establish a strong foundation or an established company seeking to stay ahead of the competition, Conversance Business Solutions LLC is here to help you succeed. Contact us today to learn more about how we can support your business needs.

Barrett Wealth Management is a leading finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on strategic planning and investment strategies, we offer comprehensive services tailored to each individual's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barrett Wealth Management is dedicated to helping you secure a prosperous financial future.

InnerWeave Consulting is a leading accounting and finance institution located at 349 West Commercial Street in East Rochester, New York. Our team of experienced consultants specialize in providing strategic financial advice and solutions to help businesses achieve their goals. Whether you need help with tax planning, financial analysis, or budgeting, our experts are here to assist you every step of the way. Trust InnerWeave Consulting to weave together the financial threads of your business for success.

Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.

Ransom Accounting is a reputable financial institution located at 89 Stonecrest Drive in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Ransom Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.

The ATM located at 4424 Lake Ontario State Parkway in Rochester, New York, is a convenient financial service institution that allows customers to withdraw cash, check account balances, and perform other banking transactions. With its easy accessibility and 24/7 availability, this ATM provides a quick and secure way for individuals to manage their finances on the go. Whether you need cash for shopping, dining, or other expenses, this ATM is a reliable option for meeting your financial needs.

AAA East Central is a reputable insurance agency located at 7135 Rochester Road in Lockport, New York. As a trusted provider of insurance services, AAA East Central offers a wide range of coverage options to meet the needs of individuals and families in the local community. With a commitment to excellent customer service and a dedication to helping clients find the right insurance solutions, AAA East Central is a reliable choice for all insurance needs. Contact them today to learn more about their services and how they can assist you in protecting what matters most.

Aaron Casey Insurance is a reputable insurance agency located at 900 West Jefferson Road in Rochester, New York. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to meet the unique needs of our clients. With a focus on exceptional customer service and a wide range of insurance products, we strive to offer peace of mind and financial security to individuals and businesses alike. Contact us today to learn more about how we can help protect what matters most to you.

The McGuckin Agency, located at 722 Weiland Road in Rochester, New York, is a premier local insurance agency that specializes in personal lines insurance. They offer a variety of insurance options including Auto, Home, Collector car, ATV, Boat, and Motorcycle insurance. The agency prides itself on shopping current insurance rates with multiple competing markets to ensure their clients are getting the best rates available. At The McGuckin Agency, transparency is key. They believe in making the insurance process simple and stress-free for their clients. If they don't have what you're looking for, they have partnerships with financial advisors and realtors to provide a unique shopping experience.