TOP 30 Best Inheritance planning in Rochester, New York

Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.

RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks. 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 looking to invest, plan for retirement, or manage your assets, our professionals are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

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.

The Estate, Legacy and Long-Term Care Planning Center of Western NY is a finance institution located at 3445 Winton Place in Rochester, New York. Our center specializes in helping individuals and families plan for their future by providing expert advice on estate planning, legacy management, and long-term care options. Our team of experienced financial professionals is dedicated to helping our clients secure their financial future and protect their assets for generations to come. Whether you are looking to create a will, establish a trust, or explore long-term care insurance options, our center is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure future.

The Legacy and Long-Term Care Planning Center is a finance institution located at 1880 South Winton Road in Rochester, New York, United States. This center specializes in helping individuals and families plan for their future by providing expert advice and guidance on legacy planning and long-term care. Whether you are looking to protect your assets for future generations or ensure you have the necessary resources for your own care as you age, the Legacy and Long-Term Care Planning Center is dedicated to helping you achieve your financial goals. With a team of experienced professionals, this institution offers personalized solutions to help you secure your financial future and leave a lasting legacy for your loved ones.

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.

James Egan Law is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. With a commitment to excellence and a track record of success, James Egan Law is the firm you can trust for all your legal needs. Contact us today to schedule a consultation.

Militello Law Firm is a reputable legal institution located at 2480 Browncroft Boulevard in Rochester, New York. Specializing in various areas of law, the firm is committed to providing expert legal services to clients in need. With a team of experienced and dedicated lawyers, Militello Law Firm offers personalized and professional representation to help clients navigate through legal challenges. Whether you are facing a criminal case, family law matter, or need assistance with estate planning, Militello Law Firm is here to help you achieve a favorable outcome. Contact them today to schedule a consultation and discuss your legal needs.

Shelton Financial Management LLC is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax planning, investment management, or retirement planning, Shelton Financial Management LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Kroll Proukou, LLP is a reputable law firm located in Rochester, New York. Our experienced team of lawyers specializes in a wide range of legal services, including but not limited to business law, real estate law, and estate planning. We are committed to providing our clients with personalized and effective legal solutions to meet their individual needs. Visit us at 2425 Clover Street to learn more about how we can assist you with your legal matters.

The Law Office of Adam J. Willman is a reputable legal institution located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Adam J. Willman is dedicated to providing high-quality legal representation to his clients. With a strong track record of success and a commitment to client satisfaction, the Law Office of Adam J. Willman is a trusted choice for individuals in need of legal assistance in the Rochester area.

Duke Law Firm, P.C. is a reputable institution located at 780 Blossom Road in Rochester, New York. Specializing in family law, their team of experienced attorneys serves clients in nine counties in Upstate New York, including Livingston, Monroe, Steuben, Wyoming, Ontario, Wayne, Genesee, Allegany, and Orleans. The firm is dedicated to helping individuals overcome family and financial difficulties, providing quality legal services with a focus on ethics, honesty, and proactive strategies. Whether you are facing a divorce, child custody issues, or other family law matters, Duke Law Firm, P.C. is committed to protecting your rights and best interests. Their attorneys will listen to your story, answer your questions honestly, and work with you to develop a plan of action that can help you move forward from this challenging time.

H&R Block is a trusted accounting and finance institution located at 2255 East Ridge Road in Rochester, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of tax and financial management with expert advice and personalized solutions. Visit us today to see how we can assist you in achieving your financial goals.

Piede Law LLP, located at 1100 Long Pond Road in Rochester, New York, is a dedicated law firm specializing in elder law, asset protection, probate, and estate planning. As time passes, our lives present us with new legal challenges that require careful planning and protection. Whether you need assistance with drafting a will, transferring assets to your children, or planning for long-term care costs, our experienced team is here to help. Our client-centered approach ensures that you and your loved ones are prepared for the future. We understand the importance of creating a comprehensive plan that meets your needs, and we are committed to helping you execute it effectively. With Piede Law LLP, you can focus on what matters most to you, knowing that your legal affairs are in capable hands.

H&R Block is a renowned accounting and finance institution located at 1354 Lyell Avenue in Rochester, New York, United States. With a team of experienced and knowledgeable professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Rosalie's Tax Services is a reputable accounting and finance institution located at 593 West Broad Street in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Their dedication to providing top-notch financial guidance and support makes them a trusted choice for all your accounting needs.

Mark J. Palmiere is a reputable law firm located at 3300 Monroe Avenue in Rochester, New York. Specializing in various legal services, the institution is known for its commitment to providing top-notch representation and personalized attention to each client. With a team of experienced and knowledgeable lawyers, Mark J. Palmiere is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, you can trust Mark J. Palmiere to provide the guidance and support you need. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.

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.

Schiano Law Office PC is a reputable law firm located in Rochester, New York. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Schiano Law Office PC is dedicated to helping you navigate the legal system with confidence and ease. Trustworthy and professional, they are committed to achieving the best possible outcome for their clients.

Fitzsimmons, Nunn & Plukas, LLP is a prestigious law firm located at 957 Panorama Trail South in Rochester, New York. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, and estate planning. Known for their dedication to providing top-notch legal representation, Fitzsimmons, Nunn & Plukas, LLP is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, you can trust this firm to handle your case with professionalism and expertise.

Relin Goldstein & Crane LLP is a reputable law firm located at 28 East Main Street in Rochester, New York. With a team of experienced attorneys specializing in various areas of law, including corporate law, real estate law, and estate planning, the firm is dedicated to providing top-notch legal services to clients in the United States. Whether you are in need of professional advice for your business or personal legal matters, Relin Goldstein & Crane LLP is committed to helping you navigate the complexities of the legal system with expertise and integrity. Contact them today for a consultation.

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.

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York. Our team of experienced advisors is dedicated to helping individuals and families achieve both financial prosperity and optimal health. Whether you are looking to secure your financial future, find the right insurance coverage, or improve your overall well-being, our knowledgeable staff is here to provide personalized guidance and support. Visit us today to start your journey towards a healthier and wealthier life.

Servis Law Office is a reputable law firm located at 1379 Long Pond Road in Rochester, New York. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. Whether you need assistance with personal injury cases, family law matters, or estate planning, our skilled attorneys are here to help. With a commitment to- excellence and client satisfaction, Servis Law Office is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Anthony A DiNitto Law Firm is a reputable legal institution located at 2250 West Ridge Road in Rochester, New York. With a strong focus on providing high-quality legal services, the firm is dedicated to helping clients navigate a wide range of legal issues. Led by experienced attorney Anthony A DiNitto, the firm offers personalized legal representation tailored to meet the unique needs of each client. Whether you are facing a complex legal matter or simply need guidance on a legal issue, the Anthony A DiNitto Law Firm is committed to providing top-notch legal assistance and achieving the best possible outcome for its clients.

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.

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.

The Law Office of Nancy E. Brayley is a reputable institution located at 460 Winton Road North in Rochester, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of legal advice, financial planning, or accounting services, our firm is here to assist you every step of the way. Trust the Law Office of Nancy E. Brayley for all your legal and financial needs.

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.