TOP 10 Financial security planning in Monroe, New York

Terry Monroe State Farm Insurance Agent is a reputable insurance agency located at 3135 Victory Boulevard in New York, United States. Specializing in health insurance, they offer a wide range of coverage options to meet the needs of individuals and families. With a dedicated team of professionals, Terry Monroe State Farm Insurance Agent provides personalized service and expert guidance to help clients find the right insurance plan for their specific needs. Trustworthy and reliable, they are committed to helping clients protect their health and financial well-being.

TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Calandra Financial Services is a leading finance institution located at 581 New York 17M in Monroe, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From financial planning to investment management, we offer a wide range of services tailored to meet our clients' unique needs. Trust Calandra Financial Services to help you achieve your financial goals and secure your future.

Kepecs Financial Group is a reputable finance institution located at 505 New York 208 in Monroe, New York, United States. With a team of experienced professionals, Kepecs Financial Group provides a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, Kepecs Financial Group is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in navigating the complexities of the financial world.

Brooklyn Financial Group is a reputable finance and insurance agency located at 48 Bakertown Road in Monroe, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement savings, and insurance coverage. Our goal is to help our clients achieve their financial goals and protect their assets for the future. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Simon Kepecs, Registered Representative at Kepecs Financial Group, is a trusted finance and insurance agency located at 505 New York 208 in Monroe, New York, United States. With years of experience and a commitment to providing personalized service, Simon Kepecs and his team offer a wide range of financial and insurance products to help clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Simon Kepecs and his team are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for tomorrow.

Provident Bank - Monroe Financial Center is a trusted banking institution located at 591 New York 17M in Monroe, New York. As a full-service bank, they offer a wide range of financial services to meet the needs of individuals and businesses in the community. Whether you're looking for personal banking solutions, mortgage options, or business loans, Provident Bank is committed to providing exceptional customer service and tailored financial solutions. Visit their branch in Monroe to experience their dedication to helping you achieve your financial goals.

Brighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.

The Rochester and Monroe County Employee's Federal Credit Union, located at 460 North Goodman Street in Rochester, New York, offers a variety of financial services to its members. With a focus on providing competitive rates and personalized service, the credit union is committed to helping individuals achieve their financial goals. In addition to traditional banking services, such as savings accounts and loans, the institution also offers a special 11-month CD option with a high interest rate of 4.50%. Members can also take advantage of partnerships with ESL and Summit Federal Credit Unions, allowing them to access ATMs at no additional charge. As a federally insured institution, members can feel confident that their funds are protected up to $250,000 by the United States Government Agency, National Credit Union Administration. While the credit union prioritizes privacy and security, it is important for members to be aware that by visiting external websites, they may be subject to different policies. Overall, the Rochester and Monroe County Employee's Federal Credit Union strives to provide a trustworthy and reliable financial experience for its members.

O&R Utilities Employees Federal Credit Union is a financial institution located at 14 Talmadge in Monroe, New York, United States. This credit union serves employees of O&R Utilities and their families, providing a range of financial services including savings accounts, loans, and online banking. With a focus on personalized service and competitive rates, O&R Utilities Employees Federal Credit Union is dedicated to helping its members achieve their financial goals.

Wise Insurance Agency is a trusted insurance agency located at 8 Stage Road in Monroe, New York, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored to meet the unique needs of each client. With a wide range of insurance products and services available, we strive to offer comprehensive coverage and peace of mind to individuals and businesses alike. Contact us today to learn more about how Wise Insurance Agency can protect what matters most to you.

Farmers Insurance is an insurance agency located at 400 New York 17M in Monroe, New York, United States. With a focus on providing quality insurance products and excellent customer service, Farmers Insurance is dedicated to protecting individuals, families, and businesses from unexpected events. Whether you're in need of auto, home, life, or commercial insurance, Farmers Insurance has a range of customizable options to suit your specific needs. Trust in Farmers Insurance to provide you with peace of mind and financial security for the future.

The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.

Shem Tov Consulting Inc. is a reputable finance institution located at 48 Future Industrial Rd in Monroe, New York, United States. With a team of experienced financial experts, we offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investment strategies, or financial planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Shem Tov Consulting Inc. to guide you towards a secure financial future.

New York Life is an insurance agency located at 505 New York 208, Monroe, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and managing investments with potential market gains. They also offer bundled investments with low fees, college savings options, and income solutions. New York Life provides guidance on investment strategies, estate planning, and various insurance options for individuals, small businesses, and employees. With a diverse and welcoming workplace, they aim to help families protect their financial futures and thrive. The company has been in operation since 1845 and is committed to giving back to communities through charitable donations and volunteer efforts. With high financial ratings and a focus on customer service, New York Life is dedicated to making the world a better place for all.

Scott Ross Agency Life & Health Insurance is a leading insurance agency located at 383 Monroe Street in New York, United States. We specialize in providing comprehensive life and health insurance solutions to individuals and families. Our team of experienced agents is dedicated to helping clients find the right coverage to protect their loved ones and secure their financial future. With a commitment to excellent customer service and personalized attention, we strive to make the insurance process as seamless and stress-free as possible. Contact us today to learn more about our services and how we can help you find the perfect insurance plan for your needs.

Bizline Capital Group LLC is a financial institution located at 3 Toltchav Way in Monroe, New York, United States. Specializing in providing a wide range of financial services, Bizline Capital Group LLC helps clients achieve their financial goals through strategic investment planning, asset management, and financial consulting. With a team of experienced professionals, Bizline Capital Group LLC is committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, Bizline Capital Group LLC is dedicated to helping you navigate the complex world of finance with confidence.

Scott Lask Wealth Management Group is a leading finance institution located at 9 Colony Drive in Monroe, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we provide tailored solutions to meet your needs. Trust Scott Lask Wealth Management Group to guide you towards a secure financial future.

Allstate Life Insurance Specialist Kenneth Stein is a trusted insurance agency located at 1 Strelisk Court in Monroe, New York, United States. With a focus on providing comprehensive life insurance solutions, Kenneth Stein offers personalized guidance and expertise to help clients protect their loved ones and secure their financial future. Whether you are looking for term life insurance, whole life insurance, or universal life insurance, Kenneth Stein is dedicated to finding the right policy to meet your unique needs and goals. Contact Allstate Life Insurance Specialist Kenneth Stein today to discuss your insurance options and start planning for tomorrow.

Columbia Insurance Co is a reputable insurance agency located at 383 Monroe Street in New York, United States. With a strong commitment to providing excellent customer service and comprehensive insurance solutions, Columbia Insurance Co is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, their experienced team of agents is ready to assist you in finding the perfect coverage for your unique needs. Trust Columbia Insurance Co to be your partner in peace of mind and financial security.

Deborah Whitt - State Farm Insurance Agent is located at 3953 Dewey Avenue in Rochester, New York. This insurance agency serves the entire state of New York, with a focus on relocations and out-of-state transfers to Monroe County. They also serve various areas in Rochester including Greece, Irondequoit, Hamlin, Hilton, Spencerport, Webster, Gates, and surrounding regions. With over 44 years of combined insurance experience, Deborah Whitt and her team offer a range of insurance products such as Car/Auto Insurance, Home Insurance, Business/Commercial Insurance, Renters Insurance, Boat, Life, and Health Insurance. Deborah Whitt became a State Farm Agent with the goal of making a difference in how people purchase insurance products to protect what matters most to them. She is actively involved in various organizations and has received recognition for her business achievements. The team at Deborah Whitt - State Farm Insurance Agency is dedicated to providing personalized service and helping clients protect their families through all stages of life. Whether you are buying your first car, moving into a new home, or planning for retirement, they are committed to offering quality customer care. Contact them for a free insurance quote and experience their top-notch service today.

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.

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.

Monarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States. With a focus on personalized wealth management services, Monarch Wealth Management, LLC is dedicated to helping individuals and families achieve their financial goals through strategic investment planning, retirement planning, and asset management. Their team of experienced financial advisors provides expert guidance and tailored solutions to help clients navigate the complexities of the financial world and secure their financial future. Trust Monarch Wealth Management, LLC to provide you with the expertise and support you need to build and protect your wealth.

Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Asher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.

LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.

Lutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced professionals, we specialize in creating personalized wealth management strategies to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Lutz & Associates Wealth Strategists to help you secure a prosperous financial future.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.