Individual tax planning solutions in Rochester, New York
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The Financial Guys
The Financial Guys is a reputable finance and insurance agency located at 3445 Winton Place in Rochester, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Wealth Enhancement Group
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
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.
Family Wealth & Legacy, LLC
Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations. We offer a range of services including financial planning, investment management, estate planning, and tax strategies. At Family Wealth & Legacy, LLC, we understand the importance of preserving your family's legacy and are committed to providing personalized solutions to meet your specific needs. Contact us today to learn more about how we can help secure your family's financial future.
Fairpoint Wealth Partners, Inc.
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.
Financial Partners of Upstate New York
Financial Partners of Upstate New York is a reputable finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York. Our dedicated team of professionals is committed to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for insurance coverage or investment opportunities, we are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Cambridge Financial Services
Cambridge Financial Services is a reputable finance institution located at 3445 Winton Place in Rochester, New York, United States. With a focus on providing top-notch financial services to individuals and businesses, Cambridge Financial Services offers a wide range of financial solutions including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Cambridge Financial Services for all your financial needs.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax planning, accounting, auditing, and financial consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you navigate the complex world of finance.
Impact Financial Planners
Impact Financial Planners is a reputable finance institution located at 140-A Metro Park in Rochester, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to invest, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Impact Financial Planners to make a positive impact on your financial future.
Mantione Financial
Mantione Financial is a reputable finance institution located at 444 White Spruce Boulevard in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Mantione Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Mantione Financial has a team of experienced professionals ready to help you achieve your financial goals. Trust Mantione Financial to provide you with personalized and reliable financial guidance to secure your financial future.
Tessera Wealth Mgt.
Tessera Wealth Management is a leading financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Tessera Wealth Management provides comprehensive financial solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.
L & M Wealth Management
L & M Wealth Management is a leading financial institution located at 1840 South Winton Road in Rochester, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust L & M Wealth Management to help you secure your financial future.
DeSain Financial Services
DeSain Financial Services is a leading accounting and finance institution located at 900 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are an individual looking for tax planning services or a business in need of financial consulting, we are here to help. With a commitment to excellence and integrity, DeSain Financial Services is your trusted partner in achieving your financial goals.
William Warren Associates
William Warren Associates is a renowned finance institution located at 2000 South Winton Road in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, William Warren Associates 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 experienced team at William Warren Associates is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, William Warren Associates is the go-to institution for all your financial needs.
Young and Company CPAs LLP
Young and Company CPAs LLP is a reputable accounting and finance institution located at 1425 Jefferson Road in Rochester, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Young and Company CPAs LLP is the trusted partner you can rely on.
Rivard Retirement Staff
Rivard Retirement Staff is a finance institution located at 3445 Winton Place in Rochester, New York, United States. Our dedicated team of financial experts specializes in retirement planning and investment management, helping clients prepare for a secure and prosperous future. With a focus on personalized service and tailored solutions, Rivard Retirement Staff is committed to helping individuals achieve their financial goals and enjoy a comfortable retirement. Contact us today to learn more about our services and how we can assist you in planning for your financial future.
Welker & Co CPA's
Welker & Co CPA's is a leading accounting and finance institution located at 1200 Jefferson Road in Rochester, New York. Our team of certified public accountants is dedicated to providing top-quality financial services to individuals and businesses alike. With years of experience and a commitment to excellence, we offer a wide range of accounting services including tax preparation, auditing, and financial consulting. Trust Welker & Co CPA's for all your financial needs and experience the difference that professional expertise can make.
Concept Financial Group
Concept Financial Group is a leading financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to help. Visit us at 400 Meridian Centre Boulevard to learn more about how Concept Financial Group can assist you with all your financial needs.
Rich Bucenec - Raymond James
Rich Bucenec - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing top-notch financial services, the institution offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Rich Bucenec - Raymond James is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about our services and how we can help you secure your financial future.
The JC Advantage LLC
The JC Advantage LLC is a premier institution located at 710 Latta Road in Rochester, New York, United States. We offer a wide range of services to help individuals and businesses achieve their goals and reach their full potential. Our team of experienced professionals provides personalized guidance and support to ensure success in various areas such as business development, financial planning, and career advancement. With a focus on innovation and excellence, The JC Advantage LLC is dedicated to helping our clients thrive in today's competitive landscape.
Block Advisors
Block Advisors is a trusted institution located at 1100 Long Pond Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters with ease. Whether you need help with tax preparation, financial planning, or business consulting, Block Advisors is here to provide personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support to help you achieve your financial goals.
Linden Financial Consultants — Fee-Only Fiduciary
Linden Financial Consultants is a fee-only fiduciary institution located at 150 Allens Creek Road in Rochester, New York. As a finance institution, we prioritize our clients' best interests by providing unbiased financial advice and guidance. Our team of experienced financial consultants is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and investment management services. Trust Linden Financial Consultants to provide you with transparent and ethical financial solutions to secure your financial future.
OakWood Financial Services
OakWood Financial Services is a reputable finance institution located in Rochester, New York. With a prime location at 190 Linden Oaks, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to wealth management, OakWood Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, OakWood Financial Services is a trusted partner for all your financial needs.
Patrick C. Kelly - RBC Wealth Management Financial Advisor
Patrick C. Kelly - RBC Wealth Management Financial Advisor is a renowned financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Patrick C. Kelly offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, investment strategies, and retirement planning, Patrick C. Kelly is dedicated to providing expert guidance and support to clients seeking to secure their financial future. With a commitment to excellence and a reputation for integrity, Patrick C. Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals and families looking for comprehensive financial solutions.
The Cook Group - Morgan Stanley
The Cook Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Cook Group - Morgan Stanley provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing expert guidance and support. Visit them today to explore the comprehensive financial services they offer.
William L. Schoff - UBS Financial Services Inc.
William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Backed by a team of experienced professionals, William L. Schoff - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, this institution is committed to providing personalized and expert guidance every step of the way.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Vespoke - Wealth Management
Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.
Nacca & Capizzi LLP
Nacca & Capizzi LLP, located at 2430 Ridgeway Avenue in Rochester, New York, is a leading accounting and finance firm that provides close personal and professional attention to each client. Specializing in assisting business owners with critical decisions, the firm offers expertise in analyzing operations, cash flow, reducing costs, improving efficiencies, and minimizing tax burdens. They also provide tax preparation and planning services for individuals and businesses, helping clients understand their options before making decisions. Additionally, Nacca & Capizzi LLP offers assistance with QuickBooks, providing training and reviews tailored to each client's needs. With a hands-on approach, the firm ensures clients receive the support they need every step of the way.
Morabito & Company, CPA's
Morabito & Company, CPA's is a trusted accounting and finance institution located at 2 Dover Court in Rochester, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Morabito & Company, CPA's can assist you with all of your accounting and finance needs.
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