The 30 Best Financial planning expertise in Canandaigua, New York

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.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.

Wise Accounting, LLC is a trusted accounting and finance institution located at 1427 Canandaigua Road in Macedon, New York, United States. We specialize in providing a wide range of services to individuals and small businesses, including income tax preparation, sales and quarterly taxes, business setup, personal and business budgeting, and bookkeeping services. With a focus on personalized attention and tailored services, we ensure that each client receives the best possible results and maximized returns. Our team stays up-to-date on the latest tax laws and financial trends to provide accurate and efficient service.

Wheeler, Pepper and Associates Inc is a reputable accounting and finance firm located at 2525 New York 332 in Canandaigua, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Wheeler, Pepper and Associates Inc for their expertise and commitment to delivering personalized solutions to meet their financial needs.

Underberg & Kessler LLP is a renowned law firm located at 285 Delaware Avenue in Buffalo, New York. With offices in various locations throughout Western New York, including Rochester, Buffalo, Canandaigua, and Geneseo, our team of experienced attorneys is always close by to assist you with your legal needs. Our attorneys offer a practical, creative, and results-oriented approach to handling a wide range of legal matters. With diverse backgrounds and expertise, we are able to provide comprehensive legal representation to our clients. One of our attorneys, Patrick L. Cusato, was recently featured in the Rochester Business Journal for his exceptional work. Whether you need assistance with a constructive trust or any other legal issue, you can trust Underberg & Kessler LLP to provide you with top-notch legal services.