TOP 30 Financial planning for corporations in Victor, New York

Victor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.

Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.

Merrill Lynch Financial Advisor Clayton L Millard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The team, supported by the global resources of Merrill, includes talented and experienced individuals who focus on helping clients achieve their personal financial goals. They offer personalized investment strategies tailored to each client's needs, goals, risk tolerance, and priorities. The team aims to simplify the complexities of investing and guide clients on their financial journey towards reaching their goals.

Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in working with individuals and families who are preparing for or entering into retirement. We are committed to our clients' best interests and have a reputation for maintaining a consistent approach to wealth management. By developing a deep understanding of our clients' long-term retirement goals, we help ensure that income lasts in retirement, cover potential health care costs, and preserve wealth. We believe that successful wealth management outcomes are primarily determined by Investor Behavior. Therefore, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while guiding the emotions intrinsic to the investment process. Our focus is on helping clients navigate the extremes of Fear and Fear of Missing Out to close the gap between investment returns and the historically lower returns earned by investors. We emphasize that successful investment outcomes are not based on predicting future events, but on executing a proper response to market events guided by a disciplined investment process.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

H&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.

Welcome to Mr. Victor Tax Corporation, your trusted partner for comprehensive accounting and financial services in Coram, New York. Conveniently located at 11 West Denis Lane, we are dedicated to serving the financial needs of individuals and businesses in our community and beyond. At Mr. Victor Tax Corporation, we understand that navigating the complexities of taxes and financial planning can be daunting. Our team of experienced professionals is here to provide personalized solutions tailored to your unique circumstances. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial consulting, we are committed to delivering exceptional service and insightful guidance.

LynnLeigh & Company is a reputable finance institution located at 1160A Pittsford Victor Road in Pittsford, New York, United States. With a commitment to providing top-notch financial services, LynnLeigh & Company caters to individuals and businesses seeking expert advice on investments, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit LynnLeigh & Company today for personalized financial solutions tailored to your specific needs.

Peregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.

H&R Block is a trusted accounting and finance institution located at 407 Commerce Drive in Victor, 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 bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with ease and confidence.

Jeffrey M. Praino - Morgan Stanley is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Jeffrey M. Praino - Morgan Stanley is a trusted partner for all your financial needs.

University Accounting-Tax Services is a premier institution located at 7500 Main Street Fishers, Victor, New York, United States. Specializing in accounting and finance, our experienced team provides top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our experts are here to help. Trust University Accounting-Tax Services for all your financial needs.

NA Tax & Business Services is a reputable accounting and finance institution located at 1800B Victor Street in New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Their commitment to accuracy, efficiency, and personalized attention sets them apart in the industry. Whether you need help with tax filing or financial planning, NA Tax & Business Services is the go-to destination for all your accounting needs.

Jaufmann and Centola is a reputable accounting and finance institution located at 1000 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Jaufmann and Centola for all your accounting and finance needs in the United States.