TOP 10 Financial planning company in Monroe, New York

Terry Monroe State Farm Insurance Agent is a reputable insurance agency located at 3135 Victory Boulevard in New York, United States. Specializing in health insurance, they offer a wide range of coverage options to meet the needs of individuals and families. With a dedicated team of professionals, Terry Monroe State Farm Insurance Agent provides personalized service and expert guidance to help clients find the right insurance plan for their specific needs. Trustworthy and reliable, they are committed to helping clients protect their health and financial well-being.

TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Schwartz & Company CPAs is a reputable accounting and finance institution located at 110 Acres Road in Monroe, New York, United States. With a team of highly skilled and experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Schwartz & Company CPAs to provide accurate and reliable financial guidance to help them achieve their goals.

Brooklyn Financial Group is a reputable finance and insurance agency located at 48 Bakertown Road in Monroe, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement savings, and insurance coverage. Our goal is to help our clients achieve their financial goals and protect their assets for the future. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Simon Kepecs, Registered Representative at Kepecs Financial Group, is a trusted finance and insurance agency located at 505 New York 208 in Monroe, New York, United States. With years of experience and a commitment to providing personalized service, Simon Kepecs and his team offer a wide range of financial and insurance products to help clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Simon Kepecs and his team are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for tomorrow.

Musa Financial Group is a reputable finance and insurance agency located at 1 William Corrie Drive in Monroe, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, Musa Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or retirement planning, Musa Financial Group is here to assist you every step of the way. Trust in Musa Financial Group for all your financial and insurance 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.

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.

CNB Mortgage Company is a leading finance institution located at 63 Monroe Avenue in Pittsford, New York, United States. We specialize in providing personalized mortgage solutions to help our clients achieve their homeownership goals. Our team of experienced professionals is dedicated to guiding you through the mortgage process with expert advice and exceptional customer service. Whether you are a first-time homebuyer or looking to refinance, CNB Mortgage Company is here to help you every step of the way. Contact us today to learn more about our competitive rates and flexible loan options.

Rick Bongiorno Insurance is a reputable insurance agency located at 1309 Monroe Street in Endicott, New York. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their knowledgeable agents are here to help you find the right coverage at the best possible rates. Trust Rick Bongiorno Insurance to protect what matters most to you.

New York Life is an insurance agency located at 505 New York 208, Monroe, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and managing investments with potential market gains. They also offer bundled investments with low fees, college savings options, and income solutions. New York Life provides guidance on investment strategies, estate planning, and various insurance options for individuals, small businesses, and employees. With a diverse and welcoming workplace, they aim to help families protect their financial futures and thrive. The company has been in operation since 1845 and is committed to giving back to communities through charitable donations and volunteer efforts. With high financial ratings and a focus on customer service, New York Life is dedicated to making the world a better place for all.

Scott Ross Agency Life & Health Insurance is a leading insurance agency located at 383 Monroe Street in New York, United States. We specialize in providing comprehensive life and health insurance solutions to individuals and families. Our team of experienced agents is dedicated to helping clients find the right coverage to protect their loved ones and secure their financial future. With a commitment to excellent customer service and personalized attention, we strive to make the insurance process as seamless and stress-free as possible. Contact us today to learn more about our services and how we can help you find the perfect insurance plan for your needs.

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.

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.

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.

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.

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.

Dollinger Associates is a reputable institution located at 2170 Monroe Avenue in Rochester, New York. We specialize in providing top-notch consulting services for businesses looking to improve their operations and achieve their goals. Our team of experienced professionals offers expert advice and guidance in areas such as strategic planning, financial management, marketing, and more. With a proven track record of success, Dollinger Associates is committed to helping our clients thrive in today's competitive business environment. Contact us today to learn how we can help your organization succeed.

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.