TOP 30 Financial planning professionals in Rochester, New York

375 results found

Seaway Insurance Associates is a trusted insurance agency located at 8645 Rochester Road in Gasport, New York. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. At Seaway Insurance Associates, we prioritize customer service and strive to build long-lasting relationships with our clients. Contact us today to learn more about how we can help protect what matters most to you.

Vanza McEntee Insurance Agency is a trusted insurance agency located at 782 Elmgrove Road in Rochester, New York. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping you find the right coverage at the best possible price. Whether you're in need of auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can protect what matters most to you.

Paris-Kirwan Associates, Inc is a reputable insurance agency located at 255 East Avenue in Rochester, New York. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing exceptional customer service and finding the best coverage options for their clients. Trust Paris-Kirwan Associates, Inc to protect what matters most to you.

Jessica Guay: Allstate Insurance is a reputable insurance agency located at 3366 Latta Road in Rochester, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, Jessica Guay and her team are dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, they have the knowledge and expertise to find the right coverage for your needs. Trust Jessica Guay: Allstate Insurance to be your trusted partner in safeguarding your assets and securing your future.

Jackie Ortiz - State Farm Insurance Agent is an insurance agency located at 225 Alexander Street in Rochester, New York. Situated across the street from the old Genesee Hospital, at the corner of Bixby and Alexander, this agency is dedicated to providing custom, comprehensive insurance and financial plans to meet the needs of the community. Jackie and her team take pride in helping individuals achieve their long-term goals and strive to make insurance simple and fun. They are always available to assist with any questions or concerns that may arise. As a Rochester native and graduate of Cornell University, Jackie has been serving the community since 2005. She and her team are actively involved in local events and programs, making a positive impact in the area. Whether you are new to the Rochester area or a long-time resident, Jackie Ortiz - State Farm Insurance Agent is ready to help you find the right insurance coverage for your needs, including home, renters, auto, life, business insurance, and financial services.

Welcome to Dominic Agostini - State Farm Insurance Agent, located at 3177 Latta Road in Rochester, New York. Our insurance agency is conveniently situated on the side of the Wegmans Plaza facing Latta Rd, next to the UPS store and ESL Financial. With over 25 years of State Farm experience, we are dedicated to helping New Yorkers understand their coverage options and protect what matters most to them. At Dominic Agostini State Farm, we offer a range of insurance plans including Home, Renters, and Business Insurance. Our team is committed to providing personalized service to our customers in Rochester and surrounding areas like Greece, Spencerport, and Hilton. We also offer Home, Life, and Pet Insurance plans to help you prepare for unexpected life events.

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.

Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.

Barion Mills - State Farm Insurance Agent is a trusted insurance agency located at 1597 West Ridge Road in Greece, New York. With over 40 years of experience in the area, we specialize in providing free auto insurance quotes and focusing on relocation to the Greater Rochester Area. Our team is led by a professional with a BA in Communications from Rutgers College and certifications in General Insurance. We are proud members of the President's Club Lifetime and have received numerous accolades for our excellence in the industry. At Barion Mills, we understand the importance of having a will to ensure your wishes are followed. We also provide valuable tips for safe rural road driving and offer tools to help you compare insurance costs for motorcycles. Our services include life insurance and annuities, as well as pet insurance products underwritten by reputable companies.

Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.

Christin Kirkwood - State Farm Insurance Agent is a reputable insurance agency located at 1833 Penfield Road in Penfield, New York. Our dedicated team is committed to providing high-quality insurance products at competitive prices, with a focus on exceptional customer service and attention to detail. We serve all of Monroe County and surrounding areas, including Penfield, Rochester, Fairport, and more. Contact us for a no-obligation insurance review and let us provide you with a quote to earn your business. We offer a range of insurance services, including auto insurance, home insurance, and life insurance, to help you prepare for the future. With over 42 years of combined experience in the industry, our team is well-connected to the community and strives to exceed your expectations. We are proud to support the communities of Penfield, East Rochester, Victor, and beyond.

Joanne Lim is a reputable dental institution located at 480 Genesee Street in Rochester, New York. As a trusted provider of dental health services, Joanne Lim offers a wide range of dental treatments and procedures to ensure the oral health and well-being of patients. With a team of experienced and knowledgeable professionals, Joanne Lim is dedicated to providing high-quality care in a comfortable and welcoming environment. Whether you are in need of a routine check-up, a cosmetic procedure, or emergency dental care, Joanne Lim is committed to helping you achieve a healthy and beautiful smile. Visit us today to experience top-notch dental care in Rochester, New York.

The TRIO Adult Educational Opportunity Center (AEOC) is located at 1 College Road in Batavia, New York, between Rochester and Buffalo. As a program funded by the U.S. Department of Education and sponsored by SUNY Genesee Community College (GCC), AEOC offers free support to community members seeking to further their education. The center is staffed by knowledgeable professionals who assist with high school equivalencies, college applications, financial aid, and scholarship opportunities at local, state, and national levels. AEOC is separate from SUNY GCC Admissions and does not recruit for the college. Participants are encouraged to apply to any college or school of their choice. The program aims to increase the number of adults enrolling in postsecondary education institutions by providing counseling on admissions, financial aid options, and basic financial planning skills.

RIT Part-time and Graduate Enrollment Services is a department within the Rochester Institute of Technology, located at 58 Lomb Memorial Drive in Rochester, New York, United States. This department specializes in assisting part-time and graduate students with the enrollment process, providing guidance on course selection, academic planning, and financial aid options. With a focus on flexibility and support for working professionals, RIT Part-time and Graduate Enrollment Services strives to make higher education accessible and attainable for all students.

Lewis Forest is a premier health institution located at 1815 South Clinton Avenue in Rochester, New York. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced professionals is committed to promoting wellness and improving the overall health of our patients. With state-of-the-art facilities and a patient-centered approach, Lewis Forest is the go-to destination for all your health needs. Visit us today and experience the difference in care that sets us apart from the rest.

Benefit Resource, LLC is an insurance agency located at 245 Kenneth Drive in Rochester, New York, United States. They specialize in providing a wide range of insurance services to individuals and businesses, helping them protect their assets and manage risk effectively. With a team of experienced professionals, Benefit Resource, LLC is dedicated to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of each client. Whether you are looking for health, life, auto, or property insurance, they are committed to helping you find the right coverage at the best possible rates. Contact Benefit Resource, LLC today to learn more about how they can help you secure your financial future.

Guard Insurance Service is a reputable insurance agency located at 217 Olde Harbour Trail in Rochester, New York. With a commitment to providing top-notch insurance services to individuals and businesses, our team of experienced agents works tirelessly to find the best coverage options for our clients. Whether you are in need of auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and protect what matters most to you. Visit us today to discover how Guard Insurance Service can provide you with peace of mind and financial security.

Ameritas is a financial institution located at 27 Chestnut Street in Rochester, New York, United States. They specialize in helping individuals and businesses create long-term financial plans to achieve their goals and feel confident about the future. Ameritas offers a range of insurance products, investment services, and dental, vision, and hearing care plans to ensure that you and your loved ones are prepared for whatever life brings. Their team of qualified professionals work together with clients to develop personalized strategies that meet their unique needs. Ameritas is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including Ameritas Life Insurance Corp. in Nebraska and Ameritas Life Insurance Corp. of New York. They do not provide tax or legal advice, but can assist in creating a comprehensive financial strategy. The institution is committed to transparency and confidentiality, and offers resources for victims of domestic violence in New York. Additionally, they comply with Health Care Transparency Rules to provide information on in-network and out-of-network provider rates and drug pricing. Overall, Ameritas is dedicated to helping individuals and businesses achieve financial security and peace of mind.

HIS Foundation is an insurance agency located at 110 Linden Oaks in Rochester, New York. We are dedicated to providing our clients with comprehensive insurance solutions to protect their assets and financial well-being. Our team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each individual and business. Contact us today to learn more about how we can help you secure the coverage you need.

Gallagher Insurance, Risk Management & Consulting is a leading insurance agency located at 100 Meridian Centre Boulevard in Rochester, New York. With a team of experienced professionals, they specialize in providing comprehensive insurance solutions and expert risk management services to individuals and businesses. Whether you are looking for personal insurance coverage or seeking to protect your business assets, Gallagher Insurance is committed to helping you navigate the complexities of the insurance industry and find the right coverage for your needs. Trust Gallagher Insurance, Risk Management & Consulting to provide you with the peace of mind and security you deserve.

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.

Leading Senior Benefit is a reputable health insurance agency located at 1880 East Ridge Road in Rochester, New York. Our institution specializes in providing comprehensive and cost-effective insurance solutions tailored specifically for seniors. With a team of experienced professionals, we strive to ensure that our clients receive the best coverage and support in managing their healthcare needs. Contact us today to learn more about our services and how we can help you secure your health and well-being in your golden years.

Lauren Williams: Allstate Insurance is an insurance agency located at 794 Spencerport Road in Rochester, New York. We provide a wide range of insurance products and services to meet the needs of our clients, including auto, home, life, and business insurance. Our dedicated team of insurance professionals is committed to helping customers find the best coverage options at competitive rates. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our clients and provide them with peace of mind knowing they are protected. Contact us today for a free quote and see how we can help you with your insurance needs.

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.

William Crandall - State Farm Insurance Agent is located at 1100 University Avenue in Rochester, New York. As an insurance agency, we offer a variety of services including auto insurance, homeowners' insurance, renters' insurance, life and health insurance, as well as financial services. Our agency has modernized the insurance process by leveraging technology to make it simple and convenient for our customers. We prioritize personalized service and strive to meet the unique needs of each individual or family. Our agency is led by William Crandall, a dedicated father and husband who is passionate about serving the Rochester community. With a background in family dynamics and financial planning, William brings a unique perspective to the insurance industry. He is committed to providing exceptional care to customers and ensuring they have the protection they need for the future.

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.

Lattimore Primary Care Medicine is a trusted healthcare institution located at 560 White Spruce Boulevard in Rochester, New York. Our dedicated team of doctors and health professionals are committed to providing comprehensive primary care services to patients of all ages. From routine check-ups to managing chronic conditions, we prioritize the health and well-being of our patients. Visit Lattimore Primary Care Medicine for personalized and compassionate medical care in a welcoming environment.

Fastrac is a multi-functional institution located at 291 West Jefferson Road in Rochester, New York, United States. Offering a variety of services including ATM access, a cafe, convenience store, financial services, food options, a gas station, meal takeaway, a restaurant, and a store, Fastrac is a one-stop destination for all your needs. Whether you need to grab a quick bite to eat, fill up your gas tank, or take care of your banking needs, Fastrac has you covered. The convenient location and range of services make Fastrac a go-to spot for locals and travelers alike.

Notary Life, LLC is a finance institution located at 250 Mill Street in Rochester, New York, United States. We specialize in providing notary services to individuals and businesses in need of official document verification. Our team of experienced notaries are dedicated to ensuring the accuracy and legality of all transactions. Whether you need a document notarized for real estate, legal, or financial purposes, Notary Life, LLC is here to assist you with professionalism and efficiency. Trust us to handle all your notary needs with precision and care.

Upstate Tax Services is a reputable accounting and finance institution located at 900 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Upstate Tax Services to handle all of your financial needs with precision and expertise. Contact us today to schedule a consultation.