TOP 30 Inheritance taxes in Pittsford, New York
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Perotto Law LLP
Perotto Law LLP is a trusted law firm located in Pittsford, New York, specializing in providing expert legal services. Our team of experienced lawyers is dedicated to providing personalized solutions for a wide range of legal matters. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. With a commitment to excellence and a focus on client satisfaction, Perotto Law LLP is the go-to choice for all your legal needs. Contact us today at 121 Sully's Trail to schedule a consultation.
William P. Fletcher, Attorney
William P. Fletcher, Attorney is a reputable law firm located at 90 Office Park Way in Pittsford, New York, United States. Our team of experienced attorneys is dedicated to assisting individuals with a wide range of legal matters. Whether you are dealing with a personal injury case, need help with estate planning, or require representation in a criminal matter, we are here to help. Our services are designed to guide you towards the best possible outcome for your situation. Contact us today to learn more about how William P. Fletcher, Attorney can assist you.
Encompass Advisors, Inc.
Encompass Advisors, Inc. is a finance institution located at 10 Office Park Way in Pittsford, New York, United States. Our team of experienced advisors provides comprehensive financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. Trust Encompass Advisors, Inc. to guide you towards a secure financial future.
Alex Neri, CERTIFIED FINANCIAL PLANNER
Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.
Alliance Advisory Group
Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Merrill Lynch Financial Advisor Jason R Alexander
Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.
Montage Wealth Management
Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
Merrill Lynch Financial Advisor Michael D Katz
Merrill Lynch Financial Advisor Michael D Katz is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals led by Michael D Katz, clients can expect personalized financial advice and strategies tailored to their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Merrill Lynch Financial Advisor Michael D Katz is dedicated to helping you achieve financial success.
The Mayeu Financial Group
The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. 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, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
Jordan DiPalma PLLC
Jordan DiPalma PLLC is a reputable law firm located at 1 Fisher Road in Pittsford, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services in a wide range of practice areas, including family law, estate planning, real estate law, and more. We pride ourselves on our personalized approach to each case, ensuring that our clients receive the individual attention and care they deserve. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Jordan DiPalma PLLC is here to help. Contact us today to schedule a consultation.
Marathon Financial
Marathon Financial is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Marathon 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 managing your finances, the experienced team at Marathon Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Lifetime Planning
Lifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.
Merrill Lynch Financial Advisor Edward A Conklin
Merrill Lynch Financial Advisor Edward A Conklin is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York. With a focus on providing expert financial advice and services, clients can trust Edward A Conklin to help them navigate their financial goals and investments. With years of experience and a dedication to personalized service, Merrill Lynch Financial Advisor Edward A Conklin is a trusted partner in achieving financial success.
Mahoney Wealth Strategies
Mahoney Wealth Strategies is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. 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 Mahoney Wealth Strategies to help you secure your financial future.
Randy Schuster Coordinated Plan
The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Jim Sandlas
Edward Jones - Financial Advisor: Jim Sandlas is a reputable financial institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in finance, this institution offers expert financial advice and guidance to individuals looking to secure their financial future. With the help of experienced financial advisor Jim Sandlas, clients can expect personalized financial planning services tailored to their specific needs and goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Jim Sandlas is committed to helping you achieve financial success.
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is a reputable finance institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in providing personalized financial advice and solutions, John Pascucci, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored financial plans, Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is dedicated to helping individuals and families secure their financial future.
Munn Financial Group
Munn Financial Group is a reputable finance institution located at 30B Grove Street in Pittsford, New York, United States. With a team of experienced financial experts, Munn Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Munn Financial Group is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Rocky Martini - Alliance Advisory Group
Rocky Martini - Alliance Advisory Group is a leading finance institution located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Rocky Martini - Alliance Advisory Group has the expertise to guide you through the process. Their personalized approach and commitment to excellence make them a trusted partner in financial matters. Visit them today to see how they can help you secure your financial future.
Merrill Lynch Financial Advisor Jeffrey P Renelt
Merrill Lynch Financial Advisor Jeffrey P Renelt is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing personalized financial advice and guidance, Merrill Lynch Financial Advisor Jeffrey P Renelt offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, their team of experienced advisors is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Jeffrey P Renelt today to schedule a consultation and take the first step towards financial success.
Merrill Lynch Financial Advisor Matthew A. Kilmer
Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.
Merrill Lynch Financial Advisor Jason Nevada
Merrill Lynch Financial Advisor Jason Nevada, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized financial services supported by the global resources of Merrill. Comprised of a team of talented and experienced individuals, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you pursue those goals while managing investment risk. We believe in a client-centered approach, focusing on your aspirations and addressing issues that matter most to you, such as managing future expenses, planning for education, or passing on wealth to future generations. By working closely with you and utilizing the investment insights of Merrill and banking solutions from Bank of America, we strive to develop a financial approach tailored to your needs. Our goal is to help you achieve financial success by making informed investment decisions and trade-offs that align with your goals. With regular check-ins and adjustments to your financial approach as needed, we aim to help you stay on track towards achieving what's most important to you. Let us work together to help you reach your financial goals and create a secure financial future.
Merrill Lynch Financial Advisor Clayton L Millard
Merrill Lynch Financial Advisor Clayton L Millard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The team, supported by the global resources of Merrill, includes talented and experienced individuals who focus on helping clients achieve their personal financial goals. They offer personalized investment strategies tailored to each client's needs, goals, risk tolerance, and priorities. The team aims to simplify the complexities of investing and guide clients on their financial journey towards reaching their goals.
Upstate Professional Planning
Upstate Professional Planning is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer expert financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Upstate Professional Planning can provide personalized solutions to meet your needs. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in financial planning. Contact them today to start planning for a secure financial future.
Professional Financial Strategies
Professional Financial Strategies is a leading finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced financial advisors, we offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, our experts provide personalized strategies tailored to each client's unique needs. Trust Professional Financial Strategies to provide you with expert guidance and support in navigating the complex world of finance.
Elevatus Wealth Management
Elevatus Wealth Management is a premier financial institution located at 1501 Pittsford Victor Road in Victor, 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. With a focus on providing tailored investment strategies, retirement planning, and estate planning services, Elevatus Wealth Management is committed to helping individuals and families make informed decisions to grow and protect their wealth. Contact us today to learn more about how we can help you elevate your financial success.
Merrill Lynch Financial Advisor William Fiorica
Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.
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