The 30 Best Financial planning services usa in Rochester, New York

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.

Rita Prince - State Farm Insurance Agent is a trusted insurance agency located at 137 North Main Street in Fairport, New York. With over a decade of insurance experience, Rita Prince and her team are dedicated to serving the residents of Fairport and the surrounding areas, including Rochester, Pittsford, and East Rochester. They offer a wide range of insurance services including homeowners, renter's, auto, boat, and life insurance, as well as business insurance and financial services. Rita Prince and her team pride themselves on providing personalized and comprehensive insurance plans tailored to each customer's specific needs. They strive to make insurance simple and enjoyable, and are always available to help with any questions or concerns. In addition to their insurance services, they also participate in community events and programs to make a positive impact in the local area.

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.

Relph Benefit Advisors is a reputable insurance agency located at 800 Parker Hill Drive in Rochester, New York, United States. With a team of experienced advisors, they specialize in providing tailored insurance solutions to meet the unique needs of their clients. Whether you are seeking health, life, or disability insurance, Relph Benefit Advisors is committed to helping you find the best coverage options to protect you and your loved ones. Their personalized approach and dedication to customer service set them apart as a trusted partner in the insurance industry. Contact them today to discuss your insurance needs and secure your financial future.

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.

George Larry - State Farm Insurance Agent is an insurance agency located at 2199 East Henrietta Road in Rochester, New York. With over 30 years of experience at State Farm, George is dedicated to assisting you and your family with all your insurance and financial service needs. The agency offers Auto, Home, and Life Insurance, as well as select Banking Products. Located in Town Center Plaza, George's agency services Henrietta, Rush, Brighton, Rochester, and the surrounding areas. George, an avid boater and recreational angler, also assists families with their insurance needs on their cabins, boats, and recreational vehicles in the 1000 Islands of New York. The agency provides personalized quotes for all insurance needs and aims to offer a no-nonsense, straightforward approach to protecting the things most valuable to you and your family. Whether you need information on COVID testing coverage, writing an effective rental ad, or tips on DIY auto maintenance, George Larry - State Farm Insurance Agent is here to help. Their mission is to help people manage risks, recover from the unexpected, and realize their dreams.

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.

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.

Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.

Penn Mutual Life Insurance Co, located at 400 Andrews Street in Rochester, New York, is a trusted insurance agency that has been providing great life insurance for over 175 years. They believe in the power of mutual support and offer robust and versatile solutions for all your financial needs. Whether you are an individual, family, or business, Penn Mutual has the right solutions to help you feel stronger today and tomorrow. Their team of financial professionals is dedicated to helping you achieve your dreams and providing support when you need it most. Penn Mutual is committed to helping communities get stronger as well, showing their dedication to making a positive impact beyond just their clients.

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.

David Schwab is a renowned health institution located at 95 Allens Creek Road in Rochester, New York, United States. With a focus on providing top-quality healthcare services to its patients, David Schwab offers a wide range of medical treatments and therapies to promote overall well-being. The institution is staffed with highly skilled healthcare professionals who are dedicated to delivering personalized care and support to each individual. Whether you are in need of routine check-ups, specialized treatments, or emergency care, David Schwab is committed to ensuring that you receive the best possible medical attention. Visit us today and experience the difference that our exceptional healthcare services can make in your life.

The American College of Tax Counsel is a prestigious institution located at 2604 Elmwood Avenue in Rochester, New York, United States. It is a leading organization dedicated to promoting excellence and professionalism in the field of taxation. The college offers top-notch education and resources for tax professionals, including attorneys and accountants, to stay current with the ever-changing tax laws and regulations. With a strong emphasis on ethics and integrity, the American College of Tax Counsel is a trusted resource for individuals and businesses seeking expert tax advice and representation.

The UPS Store at 620 Park Avenue in Rochester, New York is a convenient one-stop shop for all your shipping, printing, and business needs. Whether you need to send a package, print documents, or access other financial services, The UPS Store has you covered. With friendly staff and a wide range of services, this institution is your go-to destination for all things business-related.

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.

The Fresenius Medical Care at Highland Hospital Finance Office is a vital part of the healthcare services provided at Highland Hospital in Rochester, New York. This office is responsible for managing the financial aspects of the hospital's operations, ensuring that patients receive high-quality care while also maintaining the organization's fiscal health. Located at 1000 South Avenue, this institution plays a crucial role in supporting the hospital's mission to provide exceptional medical care to the community.

MFDA is a premier furniture and home goods store located at 55 Railroad Street in Rochester, New York. Our store offers a wide selection of high-quality furniture, home decor, and accessories to help you create the perfect living space. From stylish sofas and dining sets to luxurious bedding and accent pieces, MFDA has everything you need to make your house feel like a home. Our knowledgeable staff is dedicated to providing exceptional customer service and helping you find the perfect pieces to suit your style and budget. Visit us today and discover why MFDA is the go-to destination for all your home furnishing needs.

South Avenue Treasures is a one-stop shop located in the heart of Rochester, New York, offering a unique blend of finance services, high-quality furniture, and home goods. Our store at 1992 South Avenue is a treasure trove of carefully curated items that will elevate your living space and help you achieve your financial goals. Whether you're looking for a new sofa, a statement piece for your home, or financial advice, South Avenue Treasures has something for everyone. Visit us today and discover the hidden gems that await you.

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.

Carol Rodriguez, MD is a renowned institution located at 3131 Kings Highway in New York, United States. Dr. Carol Rodriguez is a highly skilled doctor who is board certified in Obstetrics & Gynecology and is a NAMS Certified Menopause Practitioner. She specializes in robotic and minimally invasive surgeries, menopause, obstetrics, family planning, and reducing primary cesarean section rates. Dr. Rodriguez has a strong background in medical education and has a special interest in women's health. Previously, Dr. Rodriguez served as the Medical Director of Women's Health at Rochester Regional Health and as a physician at the Anthony L. Jordan Health Center in Rochester, NY. She also held a clinical assistant professor appointment at Lake Erie College of Osteopathic Medicine. Dr. Rodriguez received her medical degree from the University of Illinois at Chicago and completed her residency in obstetrics and gynecology at Detroit Medical Center/Wayne State University.

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.

Bianchi & Associates, LLC is a reputable accounting and finance institution located at 1749 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing personalized solutions and exceptional customer service sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Bianchi & Associates, LLC is the trusted partner you can rely on.

ROC Tax & Accounting is a reputable institution located at 3313 Chili Avenue in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized attention, ROC Tax & Accounting is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you achieve your financial goals.

Coccia Daniel L is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust Coccia Daniel L for all your accounting and finance needs.

The New York Notary Alliance, LLC is a reputable institution located at 250 Mill Street in Rochester, New York, United States. Specializing in loan signing services, this establishment is known for their professionalism and expertise in notarizing important documents. Whether you need a document notarized for personal or business purposes, the New York Notary Alliance, LLC is a trusted choice in the Rochester area.

Burgos Income Tax Inc is a trusted accounting and finance institution located at 1816 North Clinton Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide expert income tax services to individuals and businesses. Our services include tax preparation, filing, planning, and consulting to ensure our clients maximize their financial potential. Whether you need assistance with personal tax returns or complex business finances, Burgos Income Tax Inc is here to help you navigate the ever-changing tax laws and regulations. Visit us today to experience our personalized and reliable financial services.