TOP 30 Inheritance management in Rochester, New York
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RDG Wealth Management
RDG Wealth Management is a premier finance institution located at 10 Winthrop Street in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, RDG Wealth Management is here to provide expert guidance and support every step of the way. With a commitment to excellence and a focus on client satisfaction, we strive to deliver the highest level of service and expertise in the financial industry. Trust RDG Wealth Management to help you secure your financial future and build a solid foundation for long-term success.
Sullivan & Associates Wealth Management
Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.
Mason Wealth Management LLC
Mason Wealth Management LLC is a reputable finance institution located at 3445 Winton Place in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. Trust Mason Wealth Management LLC to provide you with expert financial guidance and support for a secure financial future.
Valiant Standard Wealth Management
Valiant Standard Wealth Management is a prestigious finance institution located at 21 Goodway Drive in Rochester, New York, United States. With a reputation for excellence and integrity, we specialize in providing tailored financial solutions to help our clients achieve their long-term wealth management goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to ensure our clients' financial success. Trust Valiant Standard Wealth Management to be your partner in building and preserving your wealth for the future.
Cathy Gueli - RBC Wealth Management Financial Advisor
Cathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized financial advice and wealth management services, Cathy Gueli and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cathy Gueli - RBC Wealth Management Financial Advisor offers expert guidance and tailored solutions to meet your needs. Trust in their experience and expertise to secure your financial future.
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.
Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC
Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes' Best-in-State Wealth Management Teams for 2024, Cadence is dedicated to providing tailored financial guidance to help clients achieve their goals. With a focus on building lasting relationships based on trust and understanding, Cadence offers innovative thinking and deep-rooted experience to guide clients on their financial journey. The institution offers complimentary initial consultations and emphasizes personalized advice to help individuals reach their financial goals. Clients can rest assured knowing that their sensitive documents are securely destroyed and recycled at the institution's drive-through shredding events. As a member of Ameriprise Financial Services, LLC, Cadence Wealth Management Solutions adheres to strict regulations and prioritizes the privacy and security of its clients. Contact Cadence today to start a conversation about your financial future.
Barrett Wealth Management
Barrett Wealth Management is a leading finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on strategic planning and investment strategies, we offer comprehensive services tailored to each individual's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barrett Wealth Management is dedicated to helping you secure a prosperous financial future.
DeVitto Wealth Management Group
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.
Standard Integrity Wealth Management
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.
William Nelkin - TIAA Wealth Management Advisor
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.
Matthew Case - TIAA Wealth Management Advisor
Matthew Case - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Case provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on long-term financial planning, investment strategies, and retirement planning, Matthew Case offers expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Matthew Case - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions and build a secure financial future.
Matthew Melia - TIAA Wealth Management Advisor
Matthew Melia - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Melia provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships, Matthew Melia offers expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Matthew Melia - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Paul Beck - RBC Wealth Management Financial Advisor
Paul Beck - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Paul Beck offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can expect expert guidance and tailored solutions to meet their unique needs. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Paul Beck and his team are dedicated to providing exceptional service and support. Contact them today to schedule a consultation and take the first step towards financial success.
Galina Kolossovsky - RBC Wealth Management Financial Advisor
Galina Kolossovsky - RBC Wealth Management Financial Advisor is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Galina Kolossovsky provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and delivering tailored investment strategies, Galina Kolossovsky - RBC Wealth Management Financial Advisor is committed to providing top-notch financial guidance and support.
Shemirani Rocca Wealth Management - UBS Financial Services Inc.
Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer a comprehensive range of investment and financial planning services tailored to meet the unique needs of each individual and family. Trust Shemirani Rocca Wealth Management - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.
CornerStone Wealth Managment
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.
Harvest Tax Preparation Rochester NY
Harvest Tax Preparation Rochester NY is a reputable finance institution located at 722 Weiland Road in Rochester, New York, United States. Specializing in tax preparation services, their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to accuracy and efficiency, Harvest Tax Preparation ensures that their clients receive the maximum return possible while adhering to all legal requirements. Trustworthy and reliable, Harvest Tax Preparation is the go-to destination for all your tax needs in Rochester.
UR Medicine Coumadin Clinic – St. James Hospital
The UR Medicine Coumadin Clinic at St. James Hospital is a healthcare facility located at 7309 Seneca Road North in Hornell, New York. This clinic specializes in providing expert care and management for patients who are taking the blood-thinning medication Coumadin. Our team of healthcare professionals is dedicated to ensuring the safety and well-being of our patients, offering personalized treatment plans and regular monitoring to optimize their health outcomes. Visit us at St. James Hospital for comprehensive and compassionate care for all your Coumadin needs.
Pediatric Genetics
Pediatric Genetics at the University of Rochester is a leading institution dedicated to the study and treatment of genetic disorders in children. Located at 601 Elmwood Avenue in Rochester, New York, our team of experts specializes in diagnosing and managing genetic conditions that affect children. We offer comprehensive genetic testing, counseling, and personalized treatment plans to provide the best possible care for our young patients. Our goal is to improve the quality of life for children with genetic disorders and to advance research in the field of pediatric genetics.
Ahmed I. Ahmed, MBBCh
Ahmed I. Ahmed, MBBCh is a renowned doctor specializing in Obstetrics and Gynecology, located at 500 Red Creek Drive in Rochester, New York, United States. With an impressive educational background and extensive experience in the field, Dr. Ahmed serves as an Adjunct Assistant Professor in the Department of Obstetrics and Gynecology at Wayne State University. He completed his Combined Maternal Fetal Medicine and Medical Genetics Fellowship at Wayne State University and has held various positions at esteemed institutions such as Maimonides Medical Center and NYU Medical Center. Dr. Ahmed's research interests include Inherited Metabolic Diseases and Pregnancy, Neurological Diseases and Pregnancy, and a Coordinated Care Model for Best Management. He has been recognized for his excellence in family-centered patient care and has received awards such as the Distinguished Faculty Award and the Martin Stone Research Day Poster Contest Award.
Ahmed I. Ahmed, MD
Ahmed I. Ahmed, MD is a doctor specializing in Obstetrics and Gynecology located at 125 Lattimore Road in Rochester, New York, United States. Dr. Ahmed has an extensive background in the field, including serving as an Adjunct Assistant Professor in the Department of Obstetrics and Gynecology at Wayne State University in Detroit, MI. He completed a Combined Maternal Fetal medicine / Medical genetics Fellowship at Wayne State University from 2013 to 2017. Prior to that, Dr. Ahmed was a Resident and Administrative Chief Resident Physician in OB/GYN at Maimonides Medical Center in Brooklyn, NY from 2009 to 2013. He also has experience as a Post Doctoral Research Fellow at NYU Medical Center in New York and as an Attending Physician at the University of Alexandria in Egypt. Dr. Ahmed has received several awards for his research and patient care, including the Martin Stone Research Day Poster Contest Award in 2011. His work focuses on Inherited Metabolic Diseases and Pregnancy, Neurological Diseases and Pregnancy, and a Coordinated Care Model for Best Management. Dr. Ahmed is a distinguished faculty member and a leader in the field of Obstetrics and Gynecology.
Merante Vincent E
Merante Vincent E is a reputable law firm located at 2024 West Henrietta Road in Rochester, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of expert guidance and representation. Specializing in various areas of law, Merante Vincent E is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal dispute, need assistance with a contract, or require representation in court, the skilled attorneys at Merante Vincent E are here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Lawrence Baker Lawyer
Lawrence Baker Lawyer is a trusted legal institution located at 250 Mill Street in Rochester, New York, United States. Specializing in various areas of law, Lawrence Baker offers expert legal services to clients in need of professional representation. With a commitment to providing personalized attention and achieving favorable outcomes for their clients, Lawrence Baker Lawyer is dedicated to upholding the highest standards of legal excellence. Whether you are facing a complex legal issue or seeking guidance on a legal matter, Lawrence Baker Lawyer is here to help navigate you through the legal process with skill and expertise.
Solomon Thomas J
Solomon Thomas J is a reputable law firm located at 400 West Metro Park in Rochester, New York. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to individuals and businesses in various areas of law. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Solomon Thomas J is dedicated to helping clients achieve the best possible outcome. Their commitment to professionalism, integrity, and client satisfaction sets them apart as a trusted institution in the legal community. Contact Solomon Thomas J today for expert legal guidance and representation.
Marcus W. Kroll, Esq.
Marcus W. Kroll, Esq. is a reputable law firm located at 2425 Clover Street in Rochester, New York. Specializing in various legal services, Marcus W. Kroll, Esq. is dedicated to providing expert legal advice and representation to clients in need. With a focus on professionalism and integrity, the firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Marcus W. Kroll, Esq. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Marro Nicole M
Marro Nicole M is a boutique law firm located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in trust and estate legal services, the Torres Law Office offers personalized and expert advice to clients. With a philosophy centered on ensuring the comfort and satisfaction of their clients during the planning or administration process, Marro Nicole M is dedicated to providing top-notch legal services in a compassionate and understanding manner.
Edward Jones - Financial Advisor: Ron Ciminelli
Edward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York. As a trusted financial advisor, Ron Ciminelli offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Ron Ciminelli is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Ron Ciminelli and his team are here to provide expert advice and support every step of the way.
Accu-Vest Planning Inc
Accu-Vest Planning Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States. Specializing in investment planning and financial services, Accu-Vest Planning Inc offers expert advice and personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, Accu-Vest Planning Inc is dedicated to providing top-notch financial planning services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Accu-Vest Planning Inc is here to help you every step of the way.
Excel Securities & Associates
Excel Securities & Associates is a reputable finance institution located at 28 East Main Street in Rochester, New York. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to assist you every step of the way. Trust Excel Securities & Associates for all your financial needs.
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