TOP 30 Financial partner in Monroe, New York

17 results found

Kepecs Financial Group is a reputable finance institution located at 505 New York 208 in Monroe, New York, United States. With a team of experienced professionals, Kepecs Financial Group provides a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, Kepecs Financial Group is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in navigating the complexities of the financial world.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.

Andrea Spector CPA is a reputable accounting and finance institution located at 100 Carpenter Place in Monroe, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or your business accounting needs, Andrea Spector CPA is dedicated to helping you achieve your financial goals.

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.

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.

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.

Rocky Martini - Alliance Advisory Group is a leading finance institution located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Rocky Martini - Alliance Advisory Group has the expertise to guide you through the process. Their personalized approach and commitment to excellence make them a trusted partner in financial matters. Visit them today to see how they can help you secure your financial future.

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.

H&R Block is a renowned accounting and finance institution located at 891 Monroe Avenue in Rochester, New York. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been serving individuals and businesses in the United States for years. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning, ensuring they maximize their returns and make sound financial decisions. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is a trusted partner you can rely on.

Diamond Banc, located at 2945 Monroe Avenue in Rochester, New York, is a premier jewelry store specializing in buying luxury items such as Rolex watches, diamonds, jewelry, and gold. With over 14 years of experience in the jewelry industry, Sicily, the Director of Diamond Banc in Kansas City, leads a team of experts who provide top-notch service and expertise to clients looking to sell their luxury items. Diamond Banc has partnered with Mann’s Jewelers, the leading retail jeweler in Rochester, to offer customers the best buying experience in the industry. Whether you are looking to sell a diamond ring, designer jewelry, estate jewelry, or a Rolex watch, Diamond Banc ensures maximum payout and exceptional service. With a nationwide network of locations, Diamond Banc offers industry-leading offers and a zero-pressure selling experience. Additionally, Diamond Banc offers jewelry-backed loans with flexible repayment plans and competitive interest rates. Schedule a private evaluation at your local Diamond Banc or use their online submission form to get started today.

Reliant Credit Union, located at 10 Benton Place in Sodus, New York, is not your typical 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. Our services include ATM access, savings accounts, auto loans, mortgages, personal loans, credit cards, and more. We also offer financial education presentations to help our members make informed decisions about their finances. Whether you're looking to save for the future with a Health Savings Account or purchase a home with a mortgage expert by your side, Reliant Credit Union is here to support you every step of the way.

Welcome to The Aegis Group of CNY, your trusted partner in comprehensive insurance solutions, conveniently located at 2700 New York 49, West Monroe, New York. As a premier insurance agency, we are dedicated to providing personalized and reliable insurance services to meet the diverse needs of our clients. Whether you are seeking coverage for your home, vehicle, business, or personal assets, our experienced team is here to guide you every step of the way. We pride ourselves on our commitment to exceptional customer service, ensuring that you receive the best coverage options tailored to your unique situation. At The Aegis Group of CNY, we protect what matters most to you, offering peace of mind and security for your future. Visit us today and discover how we can safeguard your world with our expert insurance solutions.

Welcome to ATM, your convenient financial partner located at 2634 New York 49, West Monroe, New York 13167. We specialize in providing secure, easy, and quick access to your funds whenever you need it. Whether you're withdrawing cash, checking your account balance, or managing your finances, our state-of-the-art ATM is designed to cater to all your banking needs with ease and efficiency. Our location ensures that you have access to financial services at your convenience, making your transactions smooth and hassle-free. Visit us today to experience reliable and user-friendly banking solutions right in your neighborhood.

Welcome to Howard Hanna Chautauqua, your premier real estate agency located at 79 West Lake Road, Mayville, New York. Our dedicated team at the Chautauqua (Mayville) office is committed to providing exceptional service, creativity, and expertise to meet all your real estate needs. We proudly collaborate with our offices in the Chautauqua Institute, Fredonia, Peek ‘n Peak, and Westfield to extend our services throughout western New York, including Chautauqua, Cattaraugus, Erie, Niagara, Orleans, Genesee, Wyoming, Monroe, Allegany County, and surrounding areas. At Howard Hanna Chautauqua, we understand the importance of finding the perfect home or investment property. Our team of knowledgeable sales associates is here to guide you through every step of the process, ensuring a seamless and rewarding experience. While we are not a mortgage lender, we work closely with Howard Hanna Mortgage Services to provide you with comprehensive financial solutions.

Welcome to Evans Bank at Westminster Commons, your trusted partner in financial services, conveniently located at 419 Monroe Street, Buffalo, New York 14212. As a proud member of the Buffalo community, we are committed to providing personalized banking solutions designed to meet the unique needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Evans Bank, we prioritize building long-lasting relationships with our clients by offering a wide range of financial products and services tailored to both individuals and businesses. Our commitment to excellent customer service ensures that you receive the attention and support you deserve. Visit us today at Westminster Commons and discover how we can help you achieve your financial goals with confidence and ease. Experience the difference of community-focused banking with Evans Bank.

Welcome to Mosaic Insurance, your trusted partner in navigating the complexities of the global insurance landscape. Located at 60 East 42nd Street, 42nd Floor, Manhattan, New York, our agency is dedicated to underwriting the world's most intricate risks with unmatched expertise and precision. At Mosaic, we pride ourselves on our world-class team of underwriters, analysts, technologists, and experts who are committed to providing innovative solutions tailored to meet the demands of a rapidly evolving world. Our unique insurtech operating model and strategic partnerships enable us to deliver seamless interactions with broker partners, ensuring a superior claims experience for our clients.