TOP 30 Financial planning firms in East Rochester, New York

22 results found

Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.

Thomas F Ward - Ameriprise Financial Services, Inc. is a finance institution located at 2280 East Avenue in Rochester, New York, United States. The institution offers a variety of certifications and designations for financial professionals, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a range of topics including asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized programs for advisors working with seniors, individuals with special needs, and those in the military. With a focus on education and expertise, Thomas F Ward - Ameriprise Financial Services, Inc. provides comprehensive financial planning services for a diverse range of clients.

Supporting Strategies | Rochester is a reputable accounting and finance institution located at 2024 East Henrietta Road in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial services to help businesses manage their accounting needs effectively. From bookkeeping to financial analysis, tax planning, and payroll services, Supporting Strategies | Rochester is dedicated to providing top-notch financial support to ensure the success and growth of their clients.

Lachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.

McLaud Law P.C. is a comprehensive legal institution located at 789 Linden Avenue in Rochester, New York. Our team of legal professionals specialize in accounting, finance, and law, providing a wide range of services to meet the diverse needs of our clients. We take a client-centered approach to legal representation, ensuring that each individual we represent receives the full support of our firm. Our collaborative work environment allows us to seamlessly navigate through various practice areas and departments to provide the best possible outcome for our clients.

Peter Grubea Attorneys is a well-established law firm located at 350 East Avenue in Rochester, New York. Specializing in finance and legal matters, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with financial planning, business transactions, or litigation, our firm is here to help. With a reputation for excellence and a commitment to client satisfaction, Peter Grubea Attorneys is your trusted partner in navigating the complex legal landscape. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.

Davie Kaplan C.P.A. is a reputable accounting and finance institution located at 28 East Main Street in Rochester, New York, United States. With a team of experienced certified public accountants, Davie Kaplan C.P.A. provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs.

Smola Consulting LLC is a reputable consulting firm located at 260 East Main Street in Rochester, New York. Our team of experienced professionals specializes in providing top-notch consulting services to businesses of all sizes. Whether you need help with strategic planning, market research, or financial analysis, we have the expertise to guide you towards success. Contact us today to learn more about how we can help your business thrive.

CompitaGroup is a leading institution located at 31 East Main Street in Rochester, New York, United States. We specialize in providing top-notch consulting services in various industries such as technology, finance, and healthcare. Our team of experts is dedicated to helping businesses achieve their goals and maximize their potential. With a proven track record of success, CompitaGroup is the go-to choice for companies looking to enhance their operations and drive growth. Contact us today to learn more about how we can help your business thrive.

DeJoy & Co. is a reputable accounting and finance institution located at 280 East Broad Street in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to accuracy and efficiency has earned them a strong reputation in the industry. Whether you are an individual or a business, DeJoy & Co. is committed to helping you achieve your financial goals.

Keystone Capital Partners Group is a leading finance institution located at 349 West Commercial Street in East Rochester, New York. With a strong focus on providing comprehensive financial solutions, Keystone Capital Partners Group offers a wide range of services including investment banking, asset management, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Contact us today to learn more about how Keystone Capital Partners Group can help you secure your financial future.

Steadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.

J. Curtis Wealth Advisory Services is a leading finance institution located at 260 East Main Street in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.

CNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.

Accu Tax is a reputable accounting and finance institution located at 1880 East Ridge Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Accu Tax is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you succeed.

ROCAccounting is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. We specialize in helping businesses understand their finances in order to facilitate growth. Our services include tax planning and preparation for personal, sales, and business taxes, as well as financial consulting services to support organizations' success. Our team at ROCAccounting takes the guesswork out of managing the books, becoming an extension of your team. We offer everything from bookkeeping to full tax preparation, with a focus on small businesses in need of additional resources in the finance department. We work closely with our partners to provide timely and accurate service, using the most advanced accounting technology and concepts available. Trust ROCAccounting to help your business thrive financially.

E Z Income Tax Services is a reputable accounting and finance institution located at 824 East Ridge Road in Rochester, New York. With a team of experienced professionals, they specialize in providing comprehensive tax services to individuals and businesses. Their expertise includes tax preparation, filing, and planning to ensure clients maximize their returns and minimize their liabilities. Whether you need assistance with personal taxes or complex business finances, E Z Income Tax Services is dedicated to providing efficient and reliable financial solutions.

Behan Accounting is a reputable institution located at 19 Harleston Lane in East Rochester, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized attention, Behan Accounting is your trusted partner in achieving your financial goals.

Marsh Jr John J CPA is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. They offer professional services in tax preparation, financial planning, and business consulting. With years of experience and expertise in the field, their team of Certified Public Accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or navigating complex tax laws, Marsh Jr John J CPA is here to provide top-notch service and support.

Joe Civiletti, Accounting Services is a reputable accounting and finance institution located at 104 East Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Joe Civiletti, Accounting Services is the go-to institution for all your accounting needs.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.