Financial planning consultations in Webster, New York

ATAX Webster Ave. is a reputable accounting and finance institution located at 2499 Webster Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust ATAX Webster Ave. to help you achieve your financial goals with accuracy and efficiency.

EMERALD FINANCIAL SERVICES, INC. is a trusted accounting and finance institution located at 60 Barrett Drive in Webster, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Our personalized approach and dedication to client satisfaction set us apart as a leading financial institution in the area. Contact us today to schedule a consultation and see how we can help you secure a prosperous financial future.

Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States. With a team of experienced financial advisors, we provide a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Peter Wing, AAMS™ is a reputable finance institution located at 659 Ridge Road in Webster, New York, United States. Peter Wing, AAMS™ is a highly qualified and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial plan, Peter Wing and his team at Edward Jones are committed to providing personalized and professional service. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Peter Wing, AAMS™ is a trusted partner in helping clients secure their financial future.

Edward Jones - Financial Advisor: Matthew D Terp is a reputable finance institution located at 1027 Ridge Road in Webster, New York, United States. With a focus on providing personalized financial guidance to individuals, families, and businesses, Matthew D Terp offers a range of services including retirement planning, investment strategies, and wealth management. With a commitment to building long-term relationships based on trust and integrity, clients can feel confident in their financial future when working with Edward Jones - Financial Advisor: Matthew D Terp.

Edward Jones - Financial Advisor: Troy Gribnau is a trusted financial institution located at 1027 Ridge Road in Webster, New York, United States. As a dedicated financial advisor, Troy Gribnau provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Troy Gribnau is committed to providing expert guidance and support to individuals and families looking to secure their financial future.

Edward Jones - Financial Advisor: Rich Marlin is a trusted finance institution located at 1120 Crosspointe Lane in Webster, New York, United States. With a focus on personalized financial planning and investment strategies, Rich Marlin provides expert advice and guidance to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Rich Marlin is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Webster & Lunn is a reputable accounting and finance institution located at 17 Glen Pond Drive in Red Hook, 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 Webster & Lunn to provide accurate and reliable financial advice tailored to their individual needs. Whether you are a small business owner or an individual looking to manage your finances, Webster & Lunn is committed to helping you achieve your financial goals.

Welcome to Webster Bank, your trusted partner in banking and finance located at 35 East Grassy Sprain Road, Yonkers, New York. At Webster Bank, we are committed to providing exceptional financial services tailored to meet your individual and business needs. Our experienced team is dedicated to helping you achieve your financial goals with a wide range of services, including personal and business banking, loans, mortgages, and investment solutions. We pride ourselves on delivering personalized customer service and innovative financial solutions in a friendly and welcoming environment. Visit us today and discover why Webster Bank is the preferred choice for banking and finance in Yonkers, New York. Your financial success is our priority!

Welcome to Webster Bank, your trusted financial partner located conveniently at 60-20 Woodside Avenue, Queens, New York. At Webster Bank, we are committed to providing exceptional banking and financial services to meet the diverse needs of our community. Whether you are looking to open a new account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized service tailored to your individual financial goals. Our comprehensive range of services includes personal and business banking, mortgage solutions, wealth management, and more. With a focus on innovation and customer satisfaction, Webster Bank combines the latest technology with a friendly, community-oriented approach.

M P Tax Services is a reputable accounting and finance institution located at 1210 Webster Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to financial consulting, we strive to help our clients achieve their financial goals. With a commitment to excellence and personalized service, M P Tax Services is your trusted partner for all your accounting and finance needs.

Tax Imm Corp. Wilson Feliz is a reputable accounting and finance institution located at 1713 Webster Avenue in New York, United States. With a team of experienced professionals led by Wilson Feliz, the institution offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and bookkeeping, Tax Imm Corp. Wilson Feliz is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, you can trust Tax Imm Corp. Wilson Feliz to deliver reliable and efficient solutions.

Feliz Income Tax is a reputable accounting and finance institution located at 1910 Webster Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, planning, or filing, Feliz Income Tax is here to help you maximize your financial potential. Contact us today to schedule a consultation and let us take the stress out of tax season for you.

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.

Davies Agency Inc. is a health insurance agency located at 6541 Webster Road in Orchard Park, New York, United States. They specialize in helping individuals navigate the complex process of applying for Medicare and finding the best coverage to suit their personal needs. They offer Medicare Advantage, Medicare Supplement, and stand-alone Part D prescription drug plans. Additionally, they assist individuals under the age of 65 in obtaining health insurance through the NYSOH Marketplace and can help determine eligibility for financial assistance. Davies Agency Inc. also provides assistance in finding final expense, term, or whole life insurance policies to complete your insurance portfolio. With years of experience and a dedication to understanding each individual's needs, they work with various carriers in Western New York to find the best plan for you. Consultations are free and can be conducted in person, over the phone, or through an online platform. Whether you are approaching Medicare eligibility or looking for coverage before turning 65, Davies Agency Inc. can help you explore all available options to lower costs and find the right coverage for you. Contact them for a free, no-obligation consultation at their Orchard Park office location.

Piede Law LLP, located at 1100 Long Pond Road in Rochester, New York, is a dedicated law firm specializing in elder law, asset protection, probate, and estate planning. As time passes, our lives present us with new legal challenges that require careful planning and protection. Whether you need assistance with drafting a will, transferring assets to your children, or planning for long-term care costs, our experienced team is here to help. Our client-centered approach ensures that you and your loved ones are prepared for the future. We understand the importance of creating a comprehensive plan that meets your needs, and we are committed to helping you execute it effectively. With Piede Law LLP, you can focus on what matters most to you, knowing that your legal affairs are in capable hands.

Graham & Borgese, LLP is a law firm located at 1695 Empire Boulevard in Webster, New York, United States. Specializing in debt relief, their team of attorneys serves clients in New York, New Jersey, and Pennsylvania. They offer representation for debtors facing financial hardships, providing solutions for disputing debt, saving money, and creating affordable payment plans. With a focus on improving clients' quality of life and reducing the stress of debt issues, Graham & Borgese aims to help individuals overwhelmed by consumer debt. Their services include representation in debt-related court cases, answering questions about owed debt, and addressing various debt-related needs. Offering free consultations and low fees, the firm is committed to helping clients navigate challenging financial situations and find relief from debt. With a 98% success rate, Graham & Borgese has assisted thousands of clients in managing their debt problems and is ready to help you regain control of your finances and move forward with confidence.

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.

Xceed Wealth Management Group is a premier financial institution located at 189 West Main Street in Webster, New York, United States. As a leading finance firm, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. At Xceed Wealth Management Group, we are dedicated to helping our clients secure their financial future and build wealth for generations to come. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.

Yaeger Treviso & Associates Inc is a leading accounting and finance institution located at 661 Ridge Road in Webster, New York, United States. With a team of highly qualified professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, Yaeger Treviso & Associates Inc is dedicated to providing top-notch services to their clients. With their expertise and commitment to excellence, they have earned a reputation as a trusted partner in financial management.

Bernardi & Company CPA's LLP is a trusted accounting and finance institution located at 40 Barrett Drive in Webster, New York, United States. Our experienced accountants offer personalized one-on-one advice to help with your accounting, tax, and financial needs. One of the services we provide is assistance with the homeowner tax rebate credit, a program offering property tax relief to eligible homeowners in 2022. If you qualify, you will receive a check automatically based on your location, income, and STAR status.

American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services. Whether you are nearing retirement, managing an inheritance, starting a business, or simply seeking financial control, American Advisor can match you with the right advisor for your unique needs. Their one-of-a-kind algorithm matches clients with three flat fee financial advisors who are experts in various financial niches, such as student loans, tax optimization, retirement planning, and more. All advisors are fiduciary, independent, and offer transparent pricing structures. Fees can be monthly, quarterly, hourly, by project, or retainer, and are tailored to the complexity of each client's financial situation. American Advisor carefully selects advisors based on occupation, financial planning needs, age, income, savings sizes, and location. Services offered include cash flow planning, investment analysis, retirement planning, tax planning, estate planning, risk management, education planning, charitable planning, and portfolio guidance or management. Clients can rest assured that their information is kept private, and all advisors on the platform pay the same monthly fee to ensure the best interest of the clients. If you are looking for complete transparency and control over your finances, American Advisor is the right place for you.

Anchor Wealth Advisors is a leading financial institution located at 75 Barrett Drive in Webster, New York, United States. Our team of experienced advisors specializes in providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive and tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Anchor Wealth Advisors is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Edward Jones is a reputable financial institution located in New York, United States. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones offers a wide range of services to meet your needs. Trust in Edward Jones for expert financial advice and guidance to secure your financial future.

Emerald Tax & Accounting Services, LLC is a reputable accounting and finance institution located at 599 Ridge Road in Webster, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a small business owner, Emerald Tax & Accounting Services, LLC is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.

H&R Block is a trusted accounting and finance institution located at 1900 Empire Boulevard in Webster, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking to maximize your tax return or a business owner in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.

Tripi Tax is a reputable accounting and finance institution located at 1011 Gravel Road in Webster, New York, United States. With a team of experienced professionals, Tripi Tax specializes in providing comprehensive tax services, financial planning, and accounting solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, Tripi Tax is dedicated to helping clients achieve their financial goals. Visit us today to experience personalized service and expert advice from our knowledgeable staff.

Shawn B. Peer, EA PEER Accounting & Tax is a trusted institution located at 1011 Gravel Road in Webster, New York, United States. Specializing in accounting and finance, we understand that not all tax preparers are the same. Our team of experts excels in small business and individual taxation, working with owners to maximize tax savings for both business growth and future income. We take the complexity out of payroll, ensuring that your payroll and associated returns are completed accurately and on time, every time. Additionally, we offer bookkeeping services to keep your records in order, allowing you to focus on your business without the stress of managing financial tasks. With proper recordkeeping being more important than ever in today's everchanging business world, you can trust Shawn B. Peer, EA PEER Accounting & Tax to handle your financial needs with precision and expertise.

Jackson Hewitt Tax Service is a reputable accounting and finance institution located at 1900 Empire Boulevard in Webster, New York, United States. With a team of experienced professionals, they specialize in providing expert tax preparation services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Jackson Hewitt Tax Service is dedicated to delivering personalized and reliable financial solutions. Trustworthy and efficient, they are committed to helping clients navigate the complexities of the tax system and achieve financial success.