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TOP 30 Financial planning in Canandaigua, NY
8 results found
Search for local businesses, places and services near you
Lino Reale - State Farm Insurance Agent
Lino Reale - State Farm Insurance Agent is a reputable insurance agency located at 98 West Main Street in Victor, New York, United States. With over 30 years of experience, Lino Reale and his team of licensed professionals offer a wide range of insurance products including auto, home, renters, life, pet, boat, ATV, and motorcycle insurance, as well as banking products and financial services. The team is dedicated to providing personalized quotes and top-quality service to meet all of your insurance needs. Lino Reale holds professional designations such as MBA, ChFC, and LUTC, and has received numerous awards for outstanding service. Whether you are in Victor, Farmington, Canandaigua, Pittsford, Fairport, or any surrounding areas in New York State, the Lino Reale State Farm office is here to help you protect your assets and plan for the future. Contact the office today for a no-obligation analysis of your insurance and financial products.
Foster & Wheeler Insurance Agency, LLC
Foster & Wheeler Insurance Agency, LLC is a reputable insurance agency located at 1880 Rochester Road in Canandaigua, New York. With a strong commitment to providing personalized insurance solutions to meet the unique needs of their clients, the agency offers a wide range of insurance products including auto, home, life, and business insurance. With a team of experienced agents, Foster & Wheeler Insurance Agency, LLC strives to provide excellent customer service and guidance to ensure their clients are properly protected. Whether you are looking for insurance coverage for your personal or business needs, Foster & Wheeler Insurance Agency, LLC is dedicated to helping you find the right policy at a competitive rate.
Sheppard Mosher Independent Wealth Management
Sheppard Mosher Independent Wealth Management is a renowned finance institution located at 2525 New York 332 in Canandaigua, New York, United States. Our team of experienced financial advisors provides personalized wealth 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 investments, we are here to help. With a commitment to transparency, integrity, and excellence, Sheppard Mosher Independent Wealth Management is dedicated to helping clients build and preserve their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.
Morgan Stanley
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.
Wheeler, Pepper and Associates Inc
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.
H&R Block
H&R Block is a trusted accounting and finance institution located at 79 Eastern Boulevard in Canandaigua, 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 or a business owner, H&R Block is dedicated to providing personalized and comprehensive financial solutions to help you achieve your goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
Five Star Bank
Five Star Bank is a reputable financial institution located at 2425 Rochester Road in Canandaigua, New York, United States. As a premier bank, Five Star Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Five Star Bank is dedicated to providing top-notch service and innovative solutions to help customers achieve their financial goals. Whether you're looking for personal banking services, business loans, or investment opportunities, Five Star Bank is here to help you every step of the way. Trust Five Star Bank for all your banking and financial needs.
Woodforest National Bank
Woodforest National Bank is a trusted financial institution located at 4238 Recreation Drive in Canandaigua, New York. As a full-service bank, Woodforest offers a wide range of financial products and services to meet the needs of individuals and businesses in the local community. With a commitment to providing exceptional customer service and innovative banking solutions, Woodforest National Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Woodforest National Bank has you covered. Visit us today to experience the convenience and reliability of banking with Woodforest.
List of local businesses, places and services in New York
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