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Personal accounting services in Pittsford, New York

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  • 1
  • 4.7 13
    #1

    Conlon & Company, Certified Public Accountants, P.L.L.C.

    ● Open

    Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

    1635 Brooks Ave, Rochester, NY 14624, United States
    585-328-4990
    conlonandcompany.com
    Conlon & Company, Certified Public Accountants, P.L.L.C. Conlon & Company, Certified Public Accountants, P.L.L.C. Conlon & Company, Certified Public Accountants, P.L.L.C.
    Details
  • 4.4 16
    #2

    Pittsford Federal Credit Union

    ● Open

    Pittsford Federal Credit Union is a trusted financial institution located at 20 Tobey Village Road in Pittsford, New York. As a full-service credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience personalized service and competitive rates for all your financial needs.

    20 Tobey Village Rd, Pittsford, NY 14534, United States
    585-624-7474
    pittsfordfcu.org
    Pittsford Federal Credit Union Pittsford Federal Credit Union Pittsford Federal Credit Union
    Details
  • 5 12
    #3

    Melon Salon & Boutique

    ● Open

    Melon Salon & Boutique, located at 50 State Street in Pittsford, New York, is a premier hair care institution specializing in creating personalized hairstyles for each individual client. Our team is dedicated to ensuring that every client leaves with a style that they love and the knowledge and tools to maintain it at home. With a passion for hair, our talented stylists offer a range of services including cuts, gentleman's cuts, bang trims, and more. At Melon, we are experts in custom color services, taking into account your hairstyle, skin tone, and preferences to create a beautiful and timeless look. Whether you prefer a subtle change or a bold new color, our color masters will work with you to achieve the perfect result.

    50 State St Building A, Pittsford, NY 14534, United States
    585-500-8431
    melonsalon.com
    Melon Salon & Boutique Melon Salon & Boutique Melon Salon & Boutique
    Details
  • 4.5 10
    #4

    Morgenstern DeVoesick PLLC

    ● Open

    Morgenstern DeVoesick PLLC is a prestigious accounting, finance, and legal institution located at 1080 Pittsford Victor Road in Pittsford, New York. With a team of highly skilled professionals, they provide top-notch services in accounting, finance, and legal matters. Whether you need assistance with tax planning, financial consulting, or legal representation, Morgenstern DeVoesick PLLC is dedicated to providing expert advice and personalized solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial and legal goals.

    1080 Pittsford Victor Rd #200, Pittsford, NY 14534, United States
    585-672-5500
    morgdevo.com
    Morgenstern DeVoesick PLLC Morgenstern DeVoesick PLLC
    Details
  • #5

    Merrill Lynch Financial Advisor Don Theodorou

    ● Open

    Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2575
    fa.ml.com
    Merrill Lynch Financial Advisor Don Theodorou
    Details
  • #6

    O'Grady & Associates, Inc.

    ● Open

    O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.

    65-b Monroe Ave, Pittsford, NY 14534, United States
    585-641-0668
    ogradyassociates.com
    O'Grady & Associates, Inc. O'Grady & Associates, Inc.
    Details
  • #7

    Merrill Lynch Wealth Management

    ● Open

    Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-383-5764
    local.ml.com
    Details
  • #8

    Merrill Lynch Financial Advisor William P McCarthy

    ● Open

    Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement. With a commitment to clients' best interests and a reputation for consistent wealth management, the team focuses on understanding long-term retirement goals to ensure income lasts, cover healthcare costs, and preserve wealth. By emphasizing the role of Investor Behavior, the institution employs a Disciplined Allocation strategy to guide emotion in the investment process and maximize successful outcomes. Advisors work collaboratively with clients to develop personalized investment strategies aligned with their goals, taking into account risk tolerance, time horizon, and investment style. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch is supported by global resources and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Through tools like Merrill Personal Wealth Analysis™, clients can create and adapt financial plans centered on their goals and aspirations. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors offer tailored investment approaches to address individual needs and pursue financial goals.

    1241 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-899-2524
    fa.ml.com
    Merrill Lynch Financial Advisor William P McCarthy Merrill Lynch Financial Advisor William P McCarthy
    Details
  • #9

    2020 Wealth Solutions | Scott E. Zakalik, CPA, President

    ● Open

    2020 Wealth Solutions, led by President Scott E. Zakalik, CPA, is a comprehensive financial services institution located at 6605 Pittsford Palmyra Road in Fairport, New York. Specializing in accounting, finance, and insurance services, our team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to provide our clients with the tools and guidance needed to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

    6605 Pittsford Palmyra Rd # W6, Fairport, NY 14450, United States
    585-425-1040
    2020wealthsolutions.com
    2020 Wealth Solutions | Scott E. Zakalik, CPA, President
    Details
  • 3 1
    #10

    TaxWise Plus, Inc.

    ● Open

    TaxWise Plus, Inc. is a trusted accounting and finance institution located at 65B Monroe Avenue in Pittsford, New York. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances efficiently. Whether you need help with tax preparation, financial planning, or bookkeeping, TaxWise Plus, Inc. is dedicated to providing personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.

    65B Monroe Ave, Pittsford, NY 14534, United States
    585-292-9830
    taxwiseplus.com
    TaxWise Plus, Inc.
    Details
  • 4.3 6
    #11

    Greenebaum Saiger & Kasdin, P.C.

    ● Open

    Greenebaum Saiger & Kasdin, P.C. is a trusted accounting and finance institution located at 190 Office Park Way in Pittsford, New York. Our firm's main focus is to assist clients with their tax and business needs, prioritizing personal relationships and providing excellent technical service. We strive to understand each client's unique situation and create customized solutions for both current and future financial goals. Our services include assistance with the Internal Revenue Service, Social Security Administration, NY State Department of Taxation, NY State Department of State, and Monroe County. Additionally, we offer resources such as the Salvation Army donation valuation guide, Kelly Blue Book, Savings Bond Calculator, Record Retention Schedule, and Identity Theft protection. Trust Greenebaum Saiger & Kasdin, P.C. for all your accounting and finance needs from 2020 to 2024.

    190 Office Park Way #2, Pittsford, NY 14534, United States
    585-383-5600
    greensaigk.com
    Details
  • 3 2
    #12

    Jay R. Gelb & Company, P.C.

    ● Open

    Jay R. Gelb & Company, P.C. is a reputable accounting and finance firm located at 180 Office Park Way in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and high-quality services to their clients sets them apart in the industry. Whether you are an individual or a business owner, Jay R. Gelb & Company, P.C. is dedicated to helping you achieve your financial goals.

    180 Office Park Way, Pittsford, NY 14534, United States
    585-232-7046
    jrgelb.com
    Details
  • #13

    Hufsmith & Associates CPAs, PC: Hufsmith Barbara A CPA

    ● Open

    Hufsmith & Associates CPAs, PC: Hufsmith Barbara A CPA is a renowned accounting and finance firm located at 115 Sully's Trail in Pittsford, New York, United States. Led by the highly experienced CPA, Barbara A. Hufsmith, the institution offers a wide range of professional services including tax preparation, financial planning, audit and assurance, and business consulting. With a commitment to excellence and personalized service, Hufsmith & Associates CPAs, PC is dedicated to helping individuals and businesses achieve their financial goals.

    115 Sully's Trail Suite 5, Pittsford, NY 14534, United States
    585-586-0510
    Details
  • 5 1
    #14

    Onimus Donald J CPA

    ● Open

    Onimus Donald J CPA is a reputable accounting and finance institution located at 40 Office Park Way in Pittsford, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of dedicated Certified Public Accountants is committed to providing personalized and professional services to individuals and businesses alike. Whether you need assistance with tax compliance or financial analysis, Onimus Donald J CPA is the trusted choice for all your accounting needs.

    40 Office Park Way, Pittsford, NY 14534, United States
    585-586-8830
    Details
  • 5 1
    #15

    Di Martino & Associates

    ● Open

    Di Martino & Associates is a renowned accounting and finance institution located at 111 Marsh Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with managing your finances or navigating complex tax laws, Di Martino & Associates is dedicated to helping you achieve your financial goals.

    111 Marsh Rd # 2, Pittsford, NY 14534, United States
    585-381-3700
    Details
  • #16

    Joseph P. Grymin CPA PLLC

    ● Open

    Joseph P. Grymin CPA PLLC is a reputable accounting and finance institution located at 1173 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Joseph P. Grymin CPA PLLC is committed to providing top-notch accounting services to meet your needs.

    1173 Pittsford Victor Rd, Pittsford, NY 14534, United States
    585-286-3819
    grymincpa.com
    Details
  • #17

    RDHB

    ● Open

    RDHB is a reputable accounting and finance institution located on Monroe Avenue in Pittsford, New York. With a strong focus on providing top-notch financial services to its clients, RDHB is known for its expertise in tax preparation, auditing, and financial consulting. Their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world with precision and integrity. Whether you are looking for assistance with tax planning or need help with financial reporting, RDHB is committed to providing personalized solutions to meet your specific needs.

    69B, Monroe Ave, Pittsford, NY 14534, United States
    585-662-5046
    Details
  • 5 1
    #18

    Pearsall Sumner CPA

    ● Open

    Pearsall Sumner CPA is a reputable accounting and finance institution located at 7700 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit Pearsall Sumner CPA to ensure your financial success and security.

    7700 Pittsford Palmyra Rd, Fairport, NY 14450, United States
    585-425-0946
    Details
  • #19

    Pratt Christopher

    ● Open

    Pratt Christopher is a reputable accounting and finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a strong focus on providing top-notch financial services, Pratt Christopher offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. The institution's team of experienced professionals ensures that clients receive personalized attention and tailored solutions to meet their specific financial needs. Whether you are seeking assistance with tax planning, budgeting, or investment strategies, Pratt Christopher is dedicated to helping you achieve your financial goals.

    6800 Pittsford Palmyra Rd Suite 230, Fairport, NY 14450, United States
    585-223-7430
    Details
  • 5 1
    #20

    Jaufmann and Centola

    ● Open

    Jaufmann and Centola is a reputable accounting and finance institution located at 1000 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Jaufmann and Centola for all your accounting and finance needs in the United States.

    1000 Pittsford Victor Rd #6, Pittsford, NY 14534, United States
    585-248-3630
    j-ccpa.com
    Jaufmann and Centola Jaufmann and Centola Jaufmann and Centola
    Details
  • 1
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