TOP 30 Individual financial planning in Rochester, New York

434 results found

WP and Associates CPAs PC is a reputable accounting and finance institution located at 687 Lee Road in Rochester, New York, United States. With a team of highly experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, WP and Associates CPAs PC is here to help you achieve your financial goals.

Flaherty Salmin CPAs is a reputable accounting and finance institution located at 2300 Buffalo Road in Rochester, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Flaherty Salmin CPAs is committed to helping their clients achieve financial success. Their dedication to excellence and personalized service sets them apart as a trusted partner in financial management.

SCORE is a finance institution located at 100 State Street in Rochester, New York, United States. Our mentors are successful business owners and executives who are ready to assist you in every stage of owning, operating, or growing your business in the Rochester NY area. As we honor our incredible volunteers this month, we invite you to consider giving back by becoming a SCORE mentor. Join us on April 30 – May 1, 2024, for the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE. This event will feature educational webinars, exhibition booths, networking opportunities, and guidance from SCORE mentors. At SCORE, we believe that everyone can succeed in starting and managing a small business, but we understand that the journey may be more challenging for some. That's why we provide personalized support through our inclusive platform, SCORE for All. Since 1964, we have educated and mentored over 11 million small business owners and entrepreneurs. We are looking for individuals with diverse backgrounds and experiences to serve in various roles, from business mentors to community advocates. Our institution is funded in part through a Cooperative Agreement with the U.S. Small Business Administration, and all opinions and recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.

The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.

Roberts Accounting, CPAs, P.C. is a reputable accounting firm located in Rochester, New York. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of accounting and finance services to individuals and businesses. From tax preparation and planning to financial statement analysis and auditing, we are committed to helping our clients achieve their financial goals. With a focus on professionalism and personalized service, Roberts Accounting, CPAs, P.C. is dedicated to delivering high-quality financial solutions to meet the unique needs of each client.

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.

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 Gaudino Group is a leading accounting and finance institution located at 780 Fetzner Road in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact The Gaudino Group today for all your accounting and finance needs.

Courier Capital, LLC is a finance institution located at 100 Chestnut Street in Rochester, New York, United States. Specializing in investment management and financial advisory services, Courier Capital, LLC helps individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Courier Capital, LLC is committed to delivering top-notch financial services with integrity and excellence.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.

Christian Reynolds is a finance institution located at 2833 West Ridge Road in Rochester, New York. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients. From investment advice to retirement planning, we offer a wide range of services to help individuals and businesses achieve their financial goals. With a focus on integrity and customer service, Christian Reynolds is committed to helping our clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Rivent Partners is a leading financial institution located at 28 Lawrence Street in Rochester, New York, United States. With a team of experienced professionals, Rivent Partners offers a wide range of financial services including investment management, wealth planning, and risk management. Clients can trust Rivent Partners to provide personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rivent Partners is dedicated to helping you achieve financial success. Visit us today to learn more about how we can help you secure your financial future.

EFPR Group, LLP is a leading accounting and finance institution located at 100 South Clinton Avenue in Rochester, New York, United States. With a team of experienced professionals, EFPR Group, LLP offers a wide range of financial services including tax planning, audit and assurance, business consulting, and more. Their commitment to providing personalized and high-quality services has earned them a reputation as a trusted partner for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, EFPR Group, LLP is dedicated to helping you achieve your financial goals.

Deloitte is a renowned institution located at 2200 Chase Sq, Rochester, New York, United States, specializing in accounting and finance. They offer targeted front-office transformation to help businesses gain a competitive edge in their industry. With a focus on training and mentorship, Deloitte's programs are designed to help individuals succeed in their careers from the start. They proudly employ over 3,000 veterans, recognizing the valuable experience they bring to the workplace. By joining their Talent Network, individuals can access career resources and potential job opportunities at Deloitte. The institution also supports the U.S. Women’s National Team and the SheBelieves movement. Deloitte is focused on transforming digital procurement through Generative AI and helping companies with sustainability reporting. As a part of Deloitte Touche Tohmatsu Limited, they are committed to providing exceptional services to their clients while maintaining legal independence and separation between member firms. Explore the opportunities and impactful work waiting for you at Deloitte.

Davie Kaplan C.P.A. is a reputable accounting and finance institution located at 28 East Main Street in Rochester, New York, United States. With a team of experienced certified public accountants, Davie Kaplan C.P.A. provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs.

David Reynolds is a reputable finance institution located at 2833 West Ridge Road in Rochester, New York, United States. With a strong focus on providing top-notch financial services, David Reynolds is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at David Reynolds is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and customer-focused, David Reynolds is the go-to institution for all your financial needs in the Rochester area.

Tax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York. With a team of experienced professionals, we offer a wide range of services including tax preparation, investment management, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized strategies and expert advice. Contact us today to learn how we can assist you in navigating the complexities of taxes and investments.

Hayes Asset Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. We specialize in providing expert financial management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized and comprehensive investment strategies tailored to each client's unique needs. With a commitment to excellence and a focus on long-term success, Hayes Asset Management LLC is your trusted partner in financial planning and wealth management.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

Deloitte is a leading institution in the accounting and finance industry, located at 910 Bausch and Lomb Place in Rochester, New York, United States. With a focus on front-office transformation, Deloitte helps clients gain a competitive advantage in their respective industries. The institution offers training and mentorship programs to help individuals succeed in their careers, and proudly employs over 3,000 veterans from the VMSA community. By joining the Talent Network, individuals can access career resources and explore job opportunities at Deloitte. With over 80,000 professionals in the United States, Deloitte LLP and its subsidiaries are dedicated to serving clients and solving their toughest problems. The institution's culture values inclusion, collaboration, high performance, and opportunity, providing top talent with the chance to do their best work. Deloitte professionals work together on business-critical projects to make a difference in the industry.

Caine & Associates is a leading accounting, finance, and insurance agency located at 29 Atkinson Street in Rochester, New York. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, insurance coverage, and investment management. Visit us today to secure your financial future with Caine & Associates.

Ferron Michael P CPA is a reputable accounting and finance institution located at 95 Canal Landing Boulevard in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Ferron Michael P CPA is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Cornerstone Advisory Group is a leading finance institution located at 200 Park Point Drive in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning, Cornerstone Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Core Wealth Management Group is a leading finance institution located at 29 Goodway Drive in Rochester, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized financial planning, investment management, retirement planning, and wealth preservation services to individuals, families, and businesses. With a focus on building long-term relationships and providing exceptional service, Core Wealth Management Group is committed to helping our clients navigate the complexities of the financial world and make informed decisions about their finances. Contact us today to learn more about how we can help you reach your financial goals.

AUM Shiv Advisors, LLC is a finance institution located at 7 Gloucester Circle in Rochester, New York, United States. We specialize in providing expert financial advice and investment management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with AUM Shiv Advisors, LLC.

The Legend Group is a renowned finance institution located at 1425 Jefferson Road in Rochester, New York, United States. With a legacy of excellence and expertise in financial services, The Legend Group offers a wide range of investment solutions tailored to meet the unique needs of its clients. From retirement planning to wealth management, The Legend Group is committed to helping individuals achieve their financial goals and secure their future. With a team of experienced professionals and a dedication to personalized service, The Legend Group is a trusted partner in financial success.

Wealth Enhancement Group is a finance institution located at 2000 South Winton Road in Rochester, New York, United States. With a focus on helping individuals and families achieve their financial goals, Wealth Enhancement Group offers a range of services including investment management, retirement planning, tax strategies, and estate planning. Their team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Flower City Advisory is a renowned finance institution located in Rochester, New York. With a prime location at 400 Meridian Centre Boulevard, Flower City Advisory offers expert financial advice and services to individuals and businesses in the area. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment guidance, retirement planning, or wealth management, Flower City Advisory is committed to providing personalized solutions tailored to your specific needs. Trust Flower City Advisory to be your partner in financial success.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.