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Inheritance strategies in Pittsford, New York

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5 1
#1

Mahoney Wealth Strategies

● Open
1250 Pittsford Victor Rd bldg 200 suite 390, Pittsford, NY 14534, United States
585-662-5332
mahoneyws.com

Mahoney Wealth Strategies is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York.

Details
#2

Professional Financial Strategies

● Open
6800 Pittsford Palmyra Rd, Fairport, NY 14450, United States
585-425-3377

Professional Financial Strategies is a leading finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States.

Details
4.6 20
#3

Mark J. Palmiere

● Closed
3300 Monroe Ave #200, Rochester, NY 14618, United States
585-363-4076
markpalmierelaw.com

Mark J. Palmiere is a reputable law firm located at 3300 Monroe Avenue in Rochester, New York.

Details
4.2 25
#4

Fitzsimmons, Nunn & Plukas, LLP

● Closed
957 Panorama Trail S Suite 100, Rochester, NY 14625, United States
585-546-5270
fitznunn.com

Fitzsimmons, Nunn & Plukas, LLP is a prestigious law firm located at 957 Panorama Trail South in Rochester, New York.

Photo of Fitzsimmons, Nunn & Plukas, LLP - 957 Panorama Trail South, Rochester, NY 14625 Photo of Fitzsimmons, Nunn & Plukas, LLP - 957 Panorama Trail South, Rochester, NY 14625 Photo of Fitzsimmons, Nunn & Plukas, LLP - 957 Panorama Trail South, Rochester, NY 14625
Details
5 1
#5

Heritage Financial Services LLC

● Closed
179 Sully's Trail # 304, Pittsford, NY 14534, United States
585-419-8399
hfsplan.com

Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States.

Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534 Photo of Heritage Financial Services LLC - 179 Sully's Trail, Pittsford, NY 14534
Details
5 1
#6

Voya Financial Advisors

● Closed
1175 Pittsford Victor Rd # 100, Pittsford, NY 14534, United States
585-586-9123
vfarochester.com

Voya Financial Advisors is a leading financial institution located at 1175 Pittsford Victor Road in Pittsford, New York, United States.

Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534 Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534 Photo of Voya Financial Advisors - 1175 Pittsford Victor Road, Pittsford, NY 14534
Details
5 1
#7

Lutz & Associates Wealth Strategists

● Closed
69 Monroe Ave, Pittsford, NY 14534, United States
585-264-1111
lutzandassociates.com

Lutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York.

Photo of Lutz & Associates Wealth Strategists - 69 Monroe Avenue, Pittsford, NY 14534
Details
5 1
#8

Thorley Wealth Management, Inc.

● Closed
1478 Marsh Rd, Pittsford, NY 14534, United States
585-512-8453
thorleywm.com

Thorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States.

Photo of Thorley Wealth Management, Inc. - 1478 Marsh Road, Pittsford, NY 14534
Details
5 1
#9

Post Resch Tallon Group

● Closed
1163 Pittsford Victor Rd Building #4 Suite 240, Pittsford, NY 14534, United States
585-249-1030
postreschtallon.com

The Post Resch Tallon Group is a leading finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses.

Details
5 2
#10

The Mayeu Financial Group

● Closed
1162 Pittsford Victor Rd, Pittsford, NY 14534, United States
585-248-4717
mayeufinancialgroup.com

The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States.

Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534 Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534 Photo of The Mayeu Financial Group - 1162 Pittsford Victor Road, Pittsford, NY 14534
Details
5 1
#11

FORTÉ CAPITAL LLC

● Closed
400 Linden Oaks Suite 310, Rochester, NY 14625, United States
585-586-8100
forte-capital.com

FORTÉ CAPITAL LLC is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Details
5 1
#12

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Details
5 3
#13

Ciccarelli Advisory Services

● Closed
110 Linden Oaks STE E, Rochester, NY 14625, United States
585-383-0060
casmoneymatters.com

Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York.

Details
5 1
#14

Higgins Financial Advisors

● Closed
6819 Pittsford Palmyra Rd Suite 100, Fairport, NY 14450, United States
585-223-2500
higginsfa.com

Higgins Financial Advisors is a reputable finance institution located at 6819 Pittsford Palmyra Road in Fairport, New York, United States.

Photo of Higgins Financial Advisors - 6819 Pittsford Palmyra Road, Fairport, NY 14450 Photo of Higgins Financial Advisors - 6819 Pittsford Palmyra Road, Fairport, NY 14450
Details
5 1
#15

Park Central Tax Services, Inc.

● Closed
110 Linden Oaks, Rochester, NY 14625, United States
585-383-0091
parkcentraltax.com

Park Central Tax Services, Inc. is a reputable accounting and finance institution located at 110 Linden Oaks in Rochester, New York, United States.

Details
4.9 13
#16

Alex Neri, CERTIFIED FINANCIAL PLANNER

● Closed
1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States
585-598-6048
sixpointfp.com

Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States.

Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534 Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534 Photo of Alex Neri, CERTIFIED FINANCIAL PLANNER - 1169 Pittsford Victor Road, Pittsford, NY 14534
Details
4.8 4
#17

Edelman Financial Engines

● Closed
350 Linden Oaks 1st Floor, Rochester, NY 14625, United States
833-752-6333
edelmanfinancialengines.com

Edelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States.

Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625 Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625 Photo of Edelman Financial Engines - 350 Linden Oaks, Rochester, NY 14625
Details
4.5 4
#18

Alliance Advisory Group

● Closed
69 Monroe Ave, Pittsford, NY 14534, United States
585-264-1111
allianceadvisorygroup.com

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York.

Photo of Alliance Advisory Group - 69 Monroe Avenue, Pittsford, NY 14534
Details
4.3 6
#19

Greenebaum Saiger & Kasdin, P.C.

● Closed
190 Office Park Way #2, Pittsford, NY 14534, United States
585-383-5600
greensaigk.com

Greenebaum Saiger & Kasdin, P.C. is a trusted accounting and finance institution located at 190 Office Park Way in Pittsford, New York.

Details
4.2 6
#20

OakWood Financial Services

● Closed
190 Linden Oaks suite a, Rochester, NY 14625, United States
585-787-6870
oakwoodaccess.com

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.

Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625 Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625 Photo of OakWood Financial Services - 190 Linden Oaks, Rochester, NY 14625
Details
2 1
#21

Tompkins Financial Advisors

● Closed
99 Garnsey Rd Suite 400, Pittsford, NY 14534, United States
585-248-0050
tompkinsfinancialadvisors.com

Tompkins Financial Advisors is a leading finance institution located at 99 Garnsey Road in Pittsford, New York, United States.

Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534 Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534 Photo of Tompkins Financial Advisors - 99 Garnsey Road, Pittsford, NY 14534
Details
1 1
#22

The Terzioglu Group - Morgan Stanley

● Open
300 Linden Oaks #200, Rochester, NY 14625, United States
585-389-2263
advisor.morganstanley.com

The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States.

Details
#23

Joseph Lamanna - Prudential Financial

● Open
1000 Pittsford Victor Rd #2e, Pittsford, NY 14534, United States
585-485-5960
prudential.com

Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States.

Details
#24

Encompass Advisors, Inc.

● Closed
10 Office Park Way, Pittsford, NY 14534, United States
585-248-0590
encompassadv.com

Encompass Advisors, Inc. is a finance institution located at 10 Office Park Way in Pittsford, New York, United States.

Details
#25

UBS Institutional Consulting- Upstate New York - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4558
advisors.ubs.com

UBS Institutional Consulting- Upstate New York is a branch of UBS Financial Services Inc. located at 400 Linden Oaks in Rochester, New York.

Details
#26

Seneca Financial Advisors LLC

● Closed
500 Linden Oaks #150, Rochester, NY 14625, United States
585-203-1211
senecafinancialadvisors.com

Seneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States.

Details
#27

William L. Schoff - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4568
advisors.ubs.com

William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States.

Details
#28

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc.

● Open
400 Linden Oaks, Rochester, NY 14625, United States
585-218-4543
advisors.ubs.com

Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

Details
#29

The Pipa Tagliarino Group - Morgan Stanley

● Open
300 Linden Oaks #200, Rochester, NY 14625, United States
585-249-4301
advisor.morganstanley.com

The Pipa Tagliarino Group at Morgan Stanley is a leading financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients.

Details
#30

Merrill Lynch Financial Advisor Karen E Andrushko

● Closed
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
585-899-2571
fa.ml.com

Merrill Lynch Financial Advisor Karen E Andrushko is a distinguished financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States.

Details
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