TOP 30 Financial services near my location in Penfield, New York

38 results found

Warrior Salute Veteran Services is a health institution located at 441 Penbrooke Drive in Penfield, New York, United States. This institution provides specialized services for veterans, focusing on their physical and mental well-being. With a dedicated team of healthcare professionals, Warrior Salute offers personalized care and support to help veterans transition back into civilian life. Their comprehensive services include medical treatment, counseling, and rehabilitation programs tailored to meet the unique needs of each individual. At Warrior Salute Veteran Services, veterans can receive the care and assistance they deserve to lead healthy and fulfilling lives after their service to our country.

Prudential | June Giffen | Life Insurance & Financial Services is a trusted finance and insurance agency located at 1758 Penfield Road in Penfield, New York. Our team is dedicated to providing top-notch financial planning and life insurance services to help our clients secure their financial future. With a focus on personalized solutions and expert guidance, we strive to help individuals and families achieve their financial goals and protect what matters most to them. Contact us today to learn more about how we can help you plan for a secure and prosperous future.

Resource Financial Services is a finance institution located at 481 Penbrooke Drive in Penfield, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Resource Financial Services is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 1790 Penfield Road in Penfield, New York, United States. Geoff Glanville, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), leads the team of experienced professionals who are dedicated to providing personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™ strives to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Patrick E Caufield is a reputable finance institution located at 2160 Penfield Road in Penfield, New York. As a trusted financial advisor, Patrick E Caufield provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is committed to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Patrick E Caufield and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial market.

Fasino's Tax & Financial Services is a trusted institution located at 15 Glendonwood Drive in Penfield, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping services, Fasino's Tax & Financial Services is here to help. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Tim Jones - State Farm Insurance Agent is a trusted insurance agency located at 111 Marsh Road in Pittsford, New York. Conveniently situated next to Powers Farm Market, our team is dedicated to providing personalized insurance plans to meet your needs. As spring approaches in Western New York, it's the perfect time to review your insurance policies. Whether you need auto, life, home, or health insurance, we are here to help. With over 15 years of experience, we are committed to serving the Rochester, NY community and surrounding areas. Tim Jones, a graduate of Penfield High and Kent State University, leads our team in providing exceptional service and protecting all of your insurance needs. Contact us today for a free insurance consultation and let us help you with all of your insurance and financial needs. Please note that we do not collect sensitive personal information online for your protection.

Jerry Christopher - State Farm Insurance Agent is a well-established insurance agency located at 1778 Empire Boulevard in Webster, New York. With over 40 years of experience, Jerry Christopher offers personalized insurance quotes for auto, motorcycles, boats, jet skis, recreational vehicles, home, renters, condo, townhouse, rental/landlord, business, life, and pet insurance. He is actively involved in the Penfield and Webster communities, and is a member of various organizations including Penfield Rotary, Penfield Chamber of Commerce, Webster Chamber of Commerce, and Genesee Orchid Society. In addition to insurance services, Jerry Christopher also provides financial services to his clients. He is committed to providing exceptional customer service without any hassle. Whether you are in Rochester, Penfield, Chili, Wheatland, or any other nearby area, Jerry Christopher is dedicated to meeting your insurance needs.

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.

Hanson MoneyMax Group, LLC is a reputable insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, Hanson MoneyMax Group, LLC is dedicated to helping clients protect their assets and plan for the future. Their team of experienced professionals offers personalized service and tailored insurance packages to meet the unique needs of each client. Trust Hanson MoneyMax Group, LLC to provide reliable insurance coverage and peace of mind.

Salon Enza is a multi-faceted institution located at 1784 Penfield Road in Penfield, New York. This unique establishment offers a variety of services including ATM access, beauty salon treatments, financial assistance, and hair care services. Whether you need to withdraw cash, pamper yourself with a makeover, manage your finances, or update your hairstyle, Salon Enza has you covered. Visit us today for all your beauty, finance, and hair care needs in one convenient location.

Met Life Auto & Home Insurance, located at 1777 Penfield Road in Penfield, New York, is your one-stop shop for all your insurance needs. We prioritize protecting your information and offer a wide range of benefits to keep you and your family covered. From dental and vision insurance to legal plans and pet insurance, we have you covered. Our services also include health savings accounts, reimbursements for vet visits, and coverage for unexpected accidents. We offer financial protection in case of illness or injury, as well as assistance for cancer treatments. Our auto and home insurance, offered by Farmers GroupSelectSM, comes with 24/7 claim service. Consider enhancing your coverage with employee benefits like accident & health insurance, health savings accounts, and more. Federal employees and military members can enroll in vision and dental insurance and access legal plans. Contact us today for all your insurance needs.

Security Mutual Life Insurance Co-Ny is an insurance agency located at 421 Penbrooke Drive in Penfield, New York. This institution offers a variety of life insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized and reliable coverage, Security Mutual Life Insurance Co-Ny is committed to helping clients find the right insurance solutions to meet their needs. Visit their office today to learn more about their offerings and how they can help you secure your financial well-being.

Prudential | Steven Alexander | Life Insurance & Annuities is a reputable finance and insurance agency located at 1758 Penfield Road in Penfield, New York, United States. Specializing in providing comprehensive life insurance and annuity products, our experienced team is dedicated to helping clients secure their financial future and protect their loved ones. With a strong commitment to customer service and a wide range of customizable insurance options, Prudential | Steven Alexander is a trusted partner for individuals and families seeking peace of mind and financial stability. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Tops Friendly Markets is a one-stop destination for all your grocery and household needs. Located at 2140 Walworth Penfield Road in Walworth, New York, this supermarket offers a wide range of fresh produce, pantry staples, health and beauty products, and more. In addition to groceries, Tops Friendly Markets also features a pharmacy, ATM services, and a finance department for your convenience. Whether you're looking to stock up on essentials or grab a quick bite to eat, Tops Friendly Markets has everything you need in one convenient location.

Pellittiere & Jonsson PLLC is a professional institution offering a range of accounting, finance, and legal services. Located at 441 Penbrooke Drive in Penfield, New York, this firm is dedicated to providing expert guidance and support to individuals and businesses in need of financial and legal assistance. With a team of experienced professionals, Pellittiere & Jonsson PLLC strives to deliver personalized solutions tailored to each client's unique needs. Whether you require assistance with tax preparation, financial planning, or legal representation, this institution is committed to helping you achieve your goals.

Shah CPA Firm, PLLC and Shah Law Firm, PLLC are two professional institutions located at 2033 Penfield Road in Penfield, New York. Specializing in accounting, finance, and legal services, these firms offer a comprehensive range of expertise to meet the needs of individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Shah CPA Firm and Shah Law Firm provide top-notch services in tax preparation, financial planning, legal consultations, and more. Whether you require assistance with your finances or legal matters, you can trust the experienced professionals at these firms to provide expert guidance and support.

Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, financial planning, retirement planning, and estate planning. At Prentice Wealth Management LLC, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals and protect their assets. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.

Hartman Consulting, LLC is a finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Specializing in financial consulting services, Hartman Consulting, LLC offers expert advice and guidance to individuals and businesses looking to optimize their financial strategies. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Trust Hartman Consulting, LLC to provide top-notch financial services tailored to your specific needs.

FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Our team of experienced financial advisors specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, FocalPoint Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Integrated Tax and Wealth Group is a finance institution located at 2200 Penfield Road in Penfield, New York, United States. Our mission is to help clients maximize their business value, lower taxes, and build wealth. We are passionate about managing financial complexities and pride ourselves on providing superior client service. We offer an introduction meeting to discuss your situation and assess opportunities to accelerate company value and achieve business goals.

Block Advisors is a trusted institution located at 2160 Penfield Road in Penfield, New York, offering expert accounting and finance services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help you navigate complex financial matters with ease. Whether you need help with tax preparation, financial planning, or other accounting services, Block Advisors is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all your financial needs.

CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At CornerStone Wealth Management, we are committed to providing exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

Allen J. Thorogood - Wilmington Advisors @ M&T is a reputable finance institution located at 2201 Penfield Road in Penfield, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their investments and achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Allen J. Thorogood - Wilmington Advisors @ M&T can provide personalized advice and guidance to help you make informed decisions. Trustworthy and dedicated, they are committed to helping clients navigate the complexities of the financial world with confidence.

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch financial services and expertise, our team at Jeff Sharman - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust in Jeff Sharman - Raymond James for all your financial needs.

Majd Abuaitah is a reputable finance institution located at 2200 Penfield Road in Penfield, New York, United States. With a focus on providing top-notch financial services, Majd Abuaitah offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with investments, loans, or budgeting, the experienced team at Majd Abuaitah is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Majd Abuaitah to provide you with reliable and professional financial services tailored to your individual needs.

Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Finlocity is here to provide you with expert advice and personalized solutions. Visit us today to see how we can help you take control of your finances and plan for a successful future.

Weinberger Thomas CPA is a trusted accounting and finance institution located at 491 Whitney Road in Penfield, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Their dedication to accuracy and professionalism sets them apart in the industry, making them a top choice for individuals and businesses in need of financial expertise. Trust Weinberger Thomas CPA to handle all your accounting and finance needs with precision and care.