Financial planning for families in Monroe, New York

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.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States. With a team of experienced professionals, FORTÉ CAPITAL LLC offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, FORTÉ CAPITAL LLC is dedicated to helping you achieve financial success.

Seaway Advisors Ltd is a financial advisory firm based in Fairport, New York, United States. With a team of experienced professionals, Seaway Advisors Ltd offers personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Seaway Advisors Ltd can provide tailored solutions to meet your needs. Trustworthy and reliable, Seaway Advisors Ltd is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Mahoney Wealth Strategies is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Mahoney Wealth Strategies to help you secure your financial future.

High Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York. Specializing in accounting, finance, and legal services, High Falls Advisors offers expert guidance and support to individuals and businesses seeking to navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to manage your investments, plan for retirement, or secure legal counsel, High Falls Advisors is committed to helping you achieve financial success and peace of mind.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Ellyn A. Schaefer CPA is a dedicated accounting and finance institution located at 1425 Jefferson Road in Rochester, New York. Specializing in small business and individual tax preparation services, Ellyn A. Schaefer and her team serve clients throughout Rochester NY and the surrounding areas including Pittsford, Penfield, and Fairport. With a focus on providing fast, thorough results at competitive prices, Ellyn A. Schaefer, CPA offers a range of services including accounting, bookkeeping, financial statement preparation, tax preparation, compliance issues, and consultations. Ellyn A. Schaefer, a Certified Public Accountant, has over 30 years of experience in the field. Graduating from St. John Fisher College in 1984, she received her CPA in 1987 and launched her own accounting firm in 1994. Specializing in tax, small business, and non-profit organizations, Ellyn is committed to staying up-to-date with new rules and regulations to ensure quality service for her clients. She has successfully undergone Peer Quality Reviews and is a member of the New York State Society of Certified Public Accountants.

Yazan Services Inc, TAX SERVICE is a reputable institution located at 136 Lyell Avenue in Rochester, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Yazan Services Inc for all your tax needs and experience the difference of working with a professional and reliable team.

Nationwide Insurance: Parisi J Assoc Inc, located at 1738 East Ridge Road in Rochester, New York, is an insurance agency offering a variety of insurance products such as auto, commercial, farm, financial, home, powersports, and human services insurance. They work with Nationwide to provide customers with quality insurance protection for their vehicles, homes, and businesses. Their knowledgeable agents are dedicated to helping clients find the right coverage that meets their needs and budget. In addition to insurance products, they also offer life insurance policies to protect your family's financial future. Business owners can also benefit from their tailored coverage options specific to various industries. With a focus on transparency, good service, and affordability, Parisi J Assoc Inc strives to provide comprehensive insurance solutions for their clients. Contact them at (585) 342-6790 or visit their office for personalized assistance in choosing the right insurance coverage for your protection and financial needs.

The Nationwide Insurance: Ryan Ferraro Agency Inc. is located at 1100 Long Pond Road in Rochester, New York, United States. This insurance agency specializes in providing auto, commercial, farm, financial, home, powersports, and human services insurance. They offer a variety of coverage options to fit any driver's needs, from liability coverage to collision insurance and comprehensive coverage. Their agents are knowledgeable and can help you find the right policy for your individual needs. For homeowners in Rochester, the Ryan Ferraro Agency, Inc. can provide insurance coverage to protect your house and personal property. They offer competitive rates and discounts to ensure affordable coverage, as well as the renowned On Your Side® Claims Service for immediate guidance on securing shelter and making repairs. Their agents understand local risks and can help you make sure your home is fully protected.

National Life Insurance Co is a reputable insurance agency located at 15 Prince Street in Rochester, New York, United States. With a focus on providing comprehensive life insurance policies to individuals and families, National Life Insurance Co is dedicated to helping clients protect their loved ones and secure their financial future. Their team of knowledgeable agents is committed to offering personalized service and guidance to ensure that each client gets the coverage that best fits their needs. Trust National Life Insurance Co to provide reliable and trustworthy insurance solutions for peace of mind.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

Genesee Regional Bank-Winton, located at 1850 South Winton Road in Rochester, New York, is a trusted financial institution that helps individuals and businesses achieve their professional and personal dreams. From supporting local businesses to helping families buy a home, GRB is dedicated to serving and strengthening the local community. Whether you are a dental specialist, a small business owner, or a homeowner, GRB offers a comprehensive range of products and services to meet your unique banking needs. With a focus on community building and support, GRB is committed to making its deposits available for the growth and prosperity of local businesses and individuals.

Michele Marciano: Allstate Insurance is a trusted insurance agency located at 2450 West Ridge Road in Rochester, New York. Our experienced team of professionals is dedicated to helping clients find the best insurance coverage to fit their needs and budget. Whether you're looking for auto, home, life, or business insurance, we are here to provide personalized service and guidance every step of the way. Contact us today for a free quote and see how we can help protect what matters most to you.

Clark Peshkin is a reputable law firm located at 1163 Pittsford Victor Road in Pittsford, New York, United States. Specializing in divorce law, the institution offers expert legal advice and guidance to clients navigating the complexities of divorce proceedings. The firm's experienced panel of lawyers provide valuable insights on understanding and managing the costs associated with divorce, ensuring that clients are well-informed and empowered throughout the process. Tune in to their #DivorcePodcast for insightful tips and strategies for controlling costs and achieving a successful outcome in divorce cases.

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.

Aaryn Maharaj - State Farm Insurance Agent is a trusted insurance agency located at 1425 Jefferson Road, Rochester, New York. With seven years of experience as a State Farm agent, Aaryn is dedicated to helping individuals and families in the Rochester area with their insurance needs. From homeowners and auto insurance to life and health insurance, Aaryn offers a wide range of insurance products to meet the unique needs of each customer. Aaryn holds a finance degree from Ithaca College, which has equipped him with the knowledge and expertise to assist clients in creating financial plans to achieve their goals. He is committed to providing reliable service and building personal relationships with his customers. Aaryn is actively involved in the community, volunteering at the local YMCA and supporting various programs to make Rochester a better place to live.

Pittsford Sutherland High School is a prestigious secondary school located at 55 Sutherland Street in Pittsford, New York, United States. Known for its strong academic programs and dedicated faculty, Pittsford Sutherland High School provides students with a well-rounded education that prepares them for success in college and beyond. The school offers a wide range of extracurricular activities, sports teams, and clubs to enrich the student experience. With a focus on excellence and a commitment to fostering a supportive learning environment, Pittsford Sutherland High School is a top choice for families seeking a high-quality education for their children.

National Income Life - Durhon Oldham & Brett Gryska is a reputable finance and insurance agency located at 1567 East Henrietta Road in Rochester, New York, United States. With a strong focus on providing quality insurance products and financial services to individuals and families, this institution is dedicated to helping clients protect their assets and plan for a secure financial future. The experienced team at National Income Life - Durhon Oldham & Brett Gryska is committed to providing personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, this institution is here to help you achieve your financial goals.

Bera Jurado - State Farm Insurance Agent, located at 2511 Browncroft Boulevard in Rochester, New York, is your go-to insurance agency for all your insurance needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, small business insurance, life insurance, or health insurance, Bera Jurado can help you customize a coverage plan that fits your needs and budget. With State Farm, you can enjoy safe driving rewards, bundling options, and discounts to help you save money. Their experienced agents can help you create a Personal Price Plan that protects what's important to you - your family, your belongings, and your financial security.

The Szatkowski Agency Inc is a reputable insurance agency located at 21 Goodway Dr in Rochester, New York, United States. With a commitment to providing top-notch insurance services to individuals and businesses, our agency offers a wide range of insurance products to meet the diverse needs of our clients. Our experienced team of insurance professionals is dedicated to helping customers find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, The Szatkowski Agency Inc is here to help you protect what matters most. Contact us today for personalized insurance solutions tailored to your specific needs.

Boylan Code LLP is a leading full-service legal firm located at 145 Culver Road in Rochester, New York. Specializing in accounting, finance, and legal services, Boylan Code Attorneys at Law have a client-first attitude that informs everything they do. With over four decades of heritage and hundreds of years of collective experience, their team of attorneys help individuals and companies navigate complex transaction processes. With three offices to conveniently serve clients in Rochester and surrounding areas, Boylan Code LLP is big enough to provide the team and resources needed, yet small enough to give each client the personal attention they deserve. Whether you need legal services for personal or business matters, Boylan Code LLP has the expertise and resources to fulfill your needs.

Spencerport Federal Credit Union is a trusted financial institution located at 2775 Spencerport Road in Spencerport, New York. As a credit union, they provide a range of financial services to their members, including savings accounts, loans, and other banking products. With a focus on member satisfaction and community involvement, Spencerport Federal Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit their branch today to learn more about the benefits of banking with a credit union.

Homestead Funding Corp. – Rochester is a finance institution located at 3445 Winton Place in Rochester, New York, United States. Specializing in mortgage lending and financial services, Homestead Funding Corp. offers personalized solutions to help individuals and families achieve their homeownership goals. With a team of experienced professionals, they provide expert guidance and support throughout the loan process, ensuring a smooth and efficient experience for their clients. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other financial options, Homestead Funding Corp. – Rochester is committed to helping you secure the best possible outcome for your unique financial needs.

RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our professionals are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.

Brendan McCarthy - Aflac Insurance Agent is a trusted insurance agency located at 39 Saginaw Drive in Rochester, New York, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help ease the financial burden. Our coverage includes assistance with deductibles, co-pays, hospital stays, dental care, and vision care. We also offer flexible options for employers to provide quality insurance products to their employees. If you're interested in a career as an Aflac insurance agent, we provide unlimited potential and flexibility. Contact us today to learn more about how Aflac can help you and your loved ones feel more confident and secure.

Steinbrenner Law Offices, LLC is a reputable law firm located at 104 Troup Street in Rochester, New York. Specializing in various legal services, their team of experienced lawyers are dedicated to providing top-notch representation and personalized solutions for their clients. Whether you are in need of assistance with family law, estate planning, business law, or any other legal matter, Steinbrenner Law Offices, LLC is committed to guiding you through the legal process with professionalism and expertise. Contact them today for expert legal advice and representation.

Met Life Auto & Home Insurance: Kemp Ryan is an insurance agency located at 248 West Commercial Street, East Rochester, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family, all in one place. The institution provides various insurance options, including dental programs and health savings accounts (HSAs) for employee retention and financial well-being. They also offer disability insurance and paid leave options to demonstrate employee care. MetLife is committed to helping individuals build a more confident future and shares insights on retirement savings and longevity risk. Customers can access and manage their MetLife benefits online through MyBenefits. Additionally, the institution offers legal plans with an average monthly rate of $25 and access to attorneys with an average hourly rate of $391.