TOP 30 Individual financial planning in Rochester, New York

418 results found

PricewaterhouseCoopers LLP is a renowned accounting and finance institution located at 1 Bausch and Lomb Place in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, PricewaterhouseCoopers LLP offers a wide range of accounting and financial solutions to businesses and individuals. Their team of skilled professionals provides tailored services to help clients navigate complex financial challenges and achieve their goals.

EDP Systems Associates is a reputable institution located at 561 Titus Avenue in Rochester, New York, United States. Specializing in accounting and finance, EDP Systems Associates offers a wide range of services to help individuals and businesses manage their financial needs effectively. With a team of experienced professionals, the institution provides expert advice and solutions tailored to each client's unique requirements. Whether you need assistance with tax preparation, financial planning, or bookkeeping, EDP Systems Associates is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help you achieve your financial goals.

Insero & Co. CPAs, LLP is a renowned accounting and finance institution located at 300 Clinton Square in Rochester, New York, United States. From privately-held family businesses to multi-national corporations, they offer expertise with a service model that clients love. For nonprofit organizations, foundations, colleges, universities, government agencies, municipalities, and school districts, Insero provides audit services and expertise beyond their own staff. Their dedicated team of auditors versed in GASB standards can assist with compliance and internal audit services.

Joe Civiletti, Accounting Services is a reputable accounting and finance institution located at 104 East Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Joe Civiletti, Accounting Services is the go-to institution for all your accounting needs.

McGrath Richard W CPA is a reputable accounting and finance institution located at 20 Grove Place in Rochester, New York, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, McGrath Richard W CPA is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.

Charles J. Young CPA is a reputable institution located at 4077 Walworth-Ontario Road in Walworth, New York, United States. Specializing in accounting and finance, Charles Young, a licensed CPA with over 24 years of experience, is dedicated to helping individuals and businesses navigate through complex tax issues with the IRS and state tax matters. Are you feeling overwhelmed by tax problems? Charles Young, CPA is here to provide expert guidance and support. From IRS tax debt relief programs to tax return filings, Charles Young CPA offers personalized solutions to address your specific tax concerns.

INL Group is a prominent finance institution located at 747 Maiden Lane in Rochester, New York, United States. With a strong reputation for providing top-tier financial services, INL Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the expert team at INL Group is dedicated to helping you achieve your financial goals. With a commitment to excellence and a focus on customer satisfaction, INL Group is a trusted partner for all your financial needs.

Hancock Tax Service is a reputable finance institution located at 1729 Norton Street in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or filing, we are here to help. Trust Hancock Tax Service for all your financial needs.

Thomas Strutt - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a branch of the prestigious Morgan Stanley brand, Thomas Strutt offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and analysts, clients can expect personalized investment strategies, wealth management solutions, and expert financial advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Thomas Strutt - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kenper W Miller - Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a reputation for excellence, they offer a wide range of financial services to help clients achieve their financial goals. Whether it's investment advice, wealth management, or retirement planning, the experienced professionals at Kenper W Miller - Morgan Stanley are dedicated to providing top-notch service and guidance to their clients. Trustworthy and reliable, this institution is committed to helping individuals and businesses make informed financial decisions for a secure future.

Genesee Regional Bank-Winton, located at 1850 South Winton Road in Rochester, New York, is a trusted financial institution that helps individuals and businesses achieve their professional and personal dreams. From supporting local businesses to helping families buy a home, GRB is dedicated to serving and strengthening the local community. Whether you are a dental specialist, a small business owner, or a homeowner, GRB offers a comprehensive range of products and services to meet your unique banking needs. With a focus on community building and support, GRB is committed to making its deposits available for the growth and prosperity of local businesses and individuals.

ESL Federal Credit Union, located at 3169 Chili Avenue in Rochester, New York, is a trusted financial institution offering a wide range of services including savings accounts, loans, mortgages, and retirement planning. With a focus on providing exceptional customer service and competitive rates, ESL Federal Credit Union is dedicated to helping individuals and businesses achieve their financial goals. Whether you need access to an ATM or personalized financial advice, ESL Federal Credit Union is here to assist you every step of the way.

Bank of America is a well-known financial institution located at 3333 West Henrietta Road in Rochester, New York. This branch offers a convenient drive-thru ATM service for customers on the go. As a full-service bank, Bank of America provides a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. Whether you're looking to open a checking account, apply for a loan, or speak with a financial advisor, the friendly and knowledgeable staff at Bank of America are ready to assist you with all of your banking needs.

Mariner Finance is a reputable finance institution located at 2496 West Ridge Road in Rochester, New York, United States. Specializing in providing personalized loan solutions to individuals in need of financial assistance, Mariner Finance offers a wide range of loan options to suit various needs and preferences. With a team of experienced professionals, Mariner Finance is committed to helping clients achieve their financial goals and navigate through challenging financial situations. Whether you need a personal loan, auto loan, or debt consolidation, Mariner Finance is dedicated to providing exceptional service and support to help you secure the financial assistance you need.

Gateway Funding Diversified Mortgage Services is a finance institution located at 1425 Mount Read Boulevard South Service Road in Rochester, New York. We specialize in providing a wide range of mortgage services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Gateway Funding Diversified Mortgage Services is here to help you every step of the way. Contact us today to learn more about how we can assist you with your mortgage needs.

Lexington Avenue Federal Credit Union is a trusted financial institution located at 1275 Lexington Avenue in Rochester, New York. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our members. Our goal is to help our members achieve their financial goals and secure their financial future. Visit us today to learn more about our competitive rates, convenient services, and friendly staff. Join Lexington Avenue Federal Credit Union and experience the benefits of membership.

Greece Community Federal Credit Union is a financial institution located at 1795 English Road in Rochester, New York, United States. As a credit union, we are dedicated to serving the financial needs of our members and the local community. Our services include savings accounts, checking accounts, loans, and other financial products to help our members achieve their financial goals. With a commitment to excellent customer service and competitive rates, Greece Community Federal Credit Union is here to help you manage your finances and plan for a secure financial future.

Genesee Co-Op Federal Credit Union is a trusted financial institution located at 395 Gregory Street in Rochester, New York. As a member-owned cooperative, we prioritize the financial well-being of our members by offering a range of services including ATM access and various financial products. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that truly cares about its members.

Visions Federal Credit Union is a trusted financial institution located at 1130 East Main Street in Rochester, New York. As a member-owned credit union, Visions offers a wide range of banking and financial services to individuals and businesses in the community. With a focus on providing personalized service and competitive rates, Visions helps its members achieve their financial goals and secure their future. Whether you need a checking account, a loan, or investment advice, Visions Federal Credit Union is here to help you every step of the way.

Northwest Bank is a trusted financial institution located at 860 Long Pond Road in Rochester, New York, United States. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. Northwest Bank is committed to providing personalized and reliable banking solutions to help individuals and businesses achieve their financial goals.

KeyBank is a trusted financial institution located at 12 Spencerport Road in Rochester, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, investment management, and lending solutions. With convenient ATM locations and a commitment to customer service, KeyBank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the KeyBank difference.

M&T Bank, located at 1955 Buffalo Road in Rochester, New York, is a full-service financial institution offering personal, commercial, and small business banking solutions. With over 1,000 branches and 1,700 ATMs, we are dedicated to serving customers across the Northeastern United States. Our team of personal bankers is here to assist you with opening accounts, applying for loans, and selecting the right credit card for your needs. For businesses of all sizes, our Business Banking Specialists provide tailored products and services to help you manage your finances and grow your business. With over $200 billion in assets, we are committed to helping you build financial security for the future. Visit our Westmar branch today or use our convenient 24/7 ATMs to access your accounts.

PathStone Enterprise Center is a finance institution located at 15 Prince Street in Rochester, New York, United States. As a leading provider of financial services, PathStone Enterprise Center offers a wide range of resources and support for individuals and businesses looking to achieve their financial goals. Whether you are in need of small business loans, financial counseling, or assistance with budgeting and saving, PathStone Enterprise Center is here to help you every step of the way. With a dedicated team of professionals and a commitment to empowering individuals through financial education, PathStone Enterprise Center is your partner in financial success.

ESL Federal Credit Union is a trusted financial institution located at 2480 Ridgeway Avenue in Rochester, New York, United States. As a member-owned credit union, ESL offers a wide range of financial services, including savings accounts, loans, and investment options. With convenient ATM locations and a commitment to providing personalized service, ESL Federal Credit Union is dedicated to helping members achieve their financial goals.

Ibero Business Center-Western NY is a business institution located at 6951 Williams Road in Niagara Falls, New York. We are proud to be home to Rochester's First 24-Hour Latin Radio Station, Poder 97.1 FM. Our mission is to support potential and existing entrepreneurs in the creation and growth of their businesses. Our comprehensive business training program is specifically designed to help individuals develop a solid business plan. Participants will gain valuable knowledge and skills in areas such as marketing, finance, operations, and more. Whether you are just starting out or looking to expand your current business, Ibero Business Center-Western NY is here to help you succeed. Visit us today to learn more about our services and how we can assist you in achieving your business goals.

Five Star Bank is a reputable financial institution located at 2425 Rochester Road in Canandaigua, New York, United States. As a premier bank, Five Star Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Five Star Bank is dedicated to providing top-notch service and innovative solutions to help customers achieve their financial goals. Whether you're looking for personal banking services, business loans, or investment opportunities, Five Star Bank is here to help you every step of the way. Trust Five Star Bank for all your banking and financial needs.

### Welcome to Lipsitz, Ponterio & Comerford, LLC Located at 605 West Genesee Street, Syracuse, New York, Lipsitz, Ponterio & Comerford, LLC is not just a law firm—it's a passionate advocate for justice. Our dedicated team of attorneys is committed to putting relationships first, whether we are fighting for justice for your family or partnering with the victim of a catastrophic personal injury.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.