Financial services near my location in Rochester, New York

Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.

Ransom Accounting is a reputable financial institution located at 89 Stonecrest Drive in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Ransom Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.

Forensic Economics, Inc. is a leading finance institution located at 95 Allens Creek Road in Rochester, New York, United States. Specializing in forensic economics, the institution offers expert analysis and consultation services for legal cases involving complex financial matters. With a team of experienced economists and financial experts, Forensic Economics, Inc. provides thorough and accurate assessments to support litigation and dispute resolution. Trust in their expertise to navigate the intricate world of finance and economics in the legal arena.

DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including financial planning, investment management, estate planning, and retirement planning. At DeVitto Wealth Management Group, we prioritize building long-lasting relationships with our clients based on trust, integrity, and personalized service. Contact us today to see how we can help you grow and protect your wealth.

ESOP Plus: Schatz Brown Glassman LLP is a prestigious law firm specializing in Employee Stock Ownership Plans (ESOPs). Located at 250 Mill Street in Rochester, New York, our team of experienced attorneys is dedicated to providing expert legal advice and representation to businesses looking to establish or maintain ESOPs. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complex legal landscape surrounding ESOPs. Whether you are a small business or a large corporation, ESOP Plus is here to help you achieve your goals and protect your interests.

Peiffer Wolf Carr Kane Conway & Wise, LLP is a prestigious institution located at 95 Allens Creek Road in Rochester, New York, United States. Specializing in representing individual investors who have lost their savings due to broker misconduct or fraud, the firm also handles securities litigation and FINRA arbitration cases. With a track record of helping thousands of investors nationwide and internationally, Peiffer Wolf has the expertise and resources to prosecute complex cases against brokers and major corporations. Led by Responsible Attorney Joe Peiffer, the dedicated team at Peiffer Wolf is committed to seeking justice for their clients who have been victims of negligence, fraud, or misconduct. With a reputation for producing top-quality work and achieving successful results, Peiffer Wolf Carr Kane Conway & Wise, LLP is a trusted choice for those seeking legal representation in investment-related matters.

The ATM located at 4424 Lake Ontario State Parkway in Rochester, New York, is a convenient financial service institution that allows customers to withdraw cash, check account balances, and perform other banking transactions. With its easy accessibility and 24/7 availability, this ATM provides a quick and secure way for individuals to manage their finances on the go. Whether you need cash for shopping, dining, or other expenses, this ATM is a reliable option for meeting your financial needs.

Marissa Longo: Allstate Insurance is a reputable insurance agency located at 2510 Chili Avenue in Rochester, New York. With a commitment to providing excellent customer service and comprehensive insurance coverage, Marissa Longo and her team strive to help individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust Marissa Longo: Allstate Insurance to provide personalized solutions to meet your specific needs. Contact them today to discuss your insurance options and secure peace of mind for the future.

The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.

rCPA is a renowned accounting and finance institution located on Saint Paul Boulevard in Rochester, New York, United States. With a strong reputation for excellence in the field, rCPA offers a wide range of services including tax preparation, auditing, financial planning, and consulting. The institution boasts a team of highly skilled professionals who are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you are looking for assistance with your personal finances or seeking expert advice for your company, rCPA is the go-to institution for all your accounting and finance needs.

Steadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.

Elisa Plan is a finance institution located at 2509 Browncroft Boulevard in Rochester, New York, United States. Our mission is to help eradicate the poverty-mindset through financial education and coaching. Our services include credit strategy, debt management, introduction to investments, and budget analysis. We cater to individuals who are looking to make a complete change in their financial habits, increase their credit score, refinance or obtain a new auto loan, or need a savings and investment strategy that works best for their household. We also focus on making a positive impact on the community by assisting low to moderate income families with resources and tools in areas such as health, wellness, organization, and financial literacy. We strive to make job and wellness opportunities visible and equitable to underrepresented communities. With a track record of assisting over 2,000 families with credit and budgeting, and disputing over $250k in inaccurate items on credit reports, Elisa Plan is dedicated to providing simple, practical, and easy-to-implement personal finance tips. If you are looking to improve your financial situation and make a positive impact on your community, Elisa Plan is here to help.

The Spencer Group - Morgan Stanley is a leading finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, The Spencer Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, The Spencer Group - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Fulcrum Consulting Inc is a leading management consulting firm located at 154 Commonwealth Road in Rochester, New York, United States. With a team of experienced consultants, we specialize in providing strategic solutions to help businesses optimize their operations, improve efficiency, and achieve their goals. Our services range from project management and process improvement to organizational restructuring and change management. Trust Fulcrum Consulting Inc to be your partner in success.

Fuller CPA, PLLC is a reputable accounting and finance institution located at 4515 Culver Road in Rochester, New York, United States. With a team of experienced and knowledgeable professionals, Fuller CPA, PLLC offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other financial matter, Fuller CPA, PLLC is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Fuller CPA, PLLC for all your accounting and finance needs.

Standard Integrity Wealth Management is a reputable finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Standard Integrity Wealth Management to help you secure your financial future with integrity and professionalism.

Mercer is a prestigious finance institution located at 70 Linden Oaks in Rochester, New York, United States. With a reputation for excellence in financial services, Mercer offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Mercer is committed to delivering expert advice and exceptional service.

Bryan M. Gray, CPA P.C. is a reputable accounting and finance institution located at 160 Linden Oaks in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Whether you are an individual or a business owner, Bryan M. Gray, CPA P.C. is dedicated to helping you achieve your financial goals.

The Establishment is a dynamic and innovative institution located at 350 East Avenue in Rochester, New York. We are dedicated to providing a unique and immersive educational experience for students of all backgrounds. Our state-of-the-art facilities and experienced faculty members ensure that students receive a top-notch education that prepares them for success in their chosen fields. Whether you're interested in business, technology, or the arts, The Establishment offers a wide range of programs to help you achieve your academic and career goals. Come join us and be a part of our vibrant and diverse community!

Brian M. Pauley - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. With a team of experienced advisors, they offer a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Brian M. Pauley - Wilmington Advisors @ M&T can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help secure your financial future.

Joseph Muratore is a reputable finance institution located at 2833 West Ridge Road in Rochester, New York, United States. With a focus on providing expert financial services and advice, Joseph Muratore is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Joseph Muratore is committed to delivering personalized solutions tailored to your specific needs. Trust Joseph Muratore to provide you with the financial expertise and guidance you need to secure a stable financial future.

Benjamin Messmer - Wilmington Advisors @ M&T is a finance institution located at 1955 Buffalo Road in Rochester, New York, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's specific needs. Whether you are looking to invest, plan for retirement, or manage your assets, Benjamin Messmer - Wilmington Advisors @ M&T is dedicated to helping you navigate the complexities of the financial world with confidence.

William Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York. With a strong background in finance, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for education expenses, William Nelkin is dedicated to helping you navigate the complex world of finance and make informed decisions. Contact William Nelkin at TIAA Wealth Management Advisor for expert financial guidance tailored to your individual needs.

Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.

Jonathan LaRue - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor in wealth management, Jonathan LaRue offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on providing sound investment advice and strategic financial solutions, Jonathan LaRue is dedicated to helping individuals and families build and preserve wealth. Contact Jonathan LaRue - TIAA Wealth Management Advisor today to start planning for a more secure financial future.

Michael A Masiello & Associates is a finance institution located at 1081 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your unique needs. Trust Michael A Masiello & Associates to guide you towards a secure financial future.

O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.

Jesse Leonardo - Wilmington Advisors @ M&T is a finance institution located at 3175 Chili Avenue in Rochester, New York. Our team of experienced advisors at M&T Bank are dedicated to providing personalized financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our professionals are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Nicholas Caracci is a reputable finance institution located at 589 Jefferson Road in Rochester, New York, United States. With a strong focus on providing expert financial services and guidance, Nicholas Caracci is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Nicholas Caracci is here to help. Trust in their expertise and personalized approach to financial management to secure a stable and prosperous future for yourself and your loved ones.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.