Personal finance services in Pittsford, New York
131 results found
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Onimus Donald J CPA
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.
Di Martino & Associates
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.
H&M Financial Reporting, LLP
H&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.
Robert W Dunbar & Associates
Robert W. Dunbar & Associates is a reputable accounting and finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Robert W. Dunbar & Associates to provide expert advice and guidance to help them achieve their financial goals.
Lorenzo CCA & Co Accounting
Lorenzo CCA & Co Accounting is a reputable accounting and finance institution located at 15 Fisher Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of accounting and financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Lorenzo CCA & Co Accounting for all your financial needs.
Pearsall Sumner CPA
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.
Jaufmann and Centola
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.
Walter Lee CPA
Walter Lee CPA is a reputable accounting and finance institution located at 65 Monroe Avenue in Pittsford, New York, United States. With a team of experienced and knowledgeable CPAs, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Walter Lee CPA for reliable and professional financial guidance to help them achieve their financial goals.
Conlon & Company, Certified Public Accountants, P.L.L.C.
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.
Charles Schwab
Charles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.
Morgenstern DeVoesick PLLC
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.
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.
Marino Law Group
Marino Law Group is a reputable institution located at 60 Office Park Way in Pittsford, New York, United States. Specializing in accounting, finance, and legal services, Marino Law Group offers expert advice and guidance to individuals and businesses in need of professional assistance. With a team of experienced lawyers, accountants, and financial experts, Marino Law Group is dedicated to providing top-notch services to clients in a variety of legal and financial matters. Whether you need help with tax preparation, estate planning, or legal representation, Marino Law Group is here to help you navigate the complexities of the law and finance.
Greenebaum Saiger & Kasdin, P.C.
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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on integrity, expertise, and innovation, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions to individuals, families, and businesses. Contact us today to learn how we can help you secure a brighter financial future.
Geer CPA, P.C.
Geer CPA, P.C. is a reputable accounting and finance institution located at 125 Sully's Trail in Pittsford, New York. With a team of experienced and knowledgeable professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our services include tax preparation, financial planning, audit assistance, and more. We are dedicated to helping our clients achieve their financial goals and strive to provide excellent customer service. Contact us today to learn more about how Geer CPA, P.C. can assist you with your accounting needs.
The Summit Federal Credit Union
The Summit Federal Credit Union, located at 665 Moseley Road in Fairport, New York, is a full-service financial institution offering a range of products and services including checking, savings, credit cards, and mortgages. With a convenient location serving Fairport, Pittsford, and surrounding areas, The Summit features a lobby, drive-up ATM, and expert teller service to meet all your financial needs. As a member-owned institution, The Summit FCU is committed to providing secure and federally insured savings up to $250,000. The credit union is an Equal Housing Lender and offers a range of digital banking options including Apple Wallet and Google Play. Please note that by accessing certain links, you may be directed to third-party websites, and The Summit is not responsible for their content.
CNB Mortgage Company
CNB Mortgage Company is a leading finance institution located at 63 Monroe Avenue in Pittsford, New York, United States. We specialize in providing personalized mortgage solutions to help our clients achieve their homeownership goals. Our team of experienced professionals is dedicated to guiding you through the mortgage process with expert advice and exceptional customer service. Whether you are a first-time homebuyer or looking to refinance, CNB Mortgage Company is here to help you every step of the way. Contact us today to learn more about our competitive rates and flexible loan options.
TaxWise Plus, Inc.
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.
Jay R. Gelb & Company, P.C.
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.
Tompkins Financial Advisors
Tompkins Financial Advisors is a leading finance institution located at 99 Garnsey Road in Pittsford, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, we are dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our comprehensive financial planning services.
Northwestern Mutual Financial: Ayers James R
Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.
Dr. Kristine M. Cocola, DMD
Dr. Kristine M. Cocola, DMD is a reputable dental institution located at 3592 Monroe Avenue in Pittsford, New York. Dr. Cocola and her team provide top-quality dental care in a welcoming and comfortable environment. With a focus on promoting oral health and overall well-being, they offer a wide range of services including cleanings, fillings, root canals, crowns, and more. Patients can trust in the expertise and professionalism of Dr. Cocola and her staff to provide personalized care and achieve optimal dental outcomes. Whether you are in need of routine check-ups or more extensive treatments, Dr. Kristine M. Cocola, DMD is dedicated to helping you achieve a healthy and beautiful smile.
Richard Mount, Bankers Life Agent
Richard Mount, Bankers Life Agent is an insurance agency located at 1250 Pittsford Victor Road, Pittsford, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, including Nabil Al-Zaid, Tina Allie, and many others, Richard Mount, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or investment advice, the team at Richard Mount, Bankers Life Agent is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
John Reesor - Prudential Financial
John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.
Joseph Lamanna - Prudential Financial
Joseph Lamanna - Prudential Financial is a trusted finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing reliable financial guidance and insurance solutions, Joseph Lamanna and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can count on Joseph Lamanna - Prudential Financial to provide personalized services tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Andrew Baron - Prudential Financial
Andrew Baron - Prudential Financial is a reputable finance and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Andrew Baron - Prudential Financial is here to help you secure a stable financial future.
Apter Deborah
Apter Deborah is a health institution located at 20 North Main Street in Pittsford, New York, United States. Specializing in providing high-quality healthcare services, Apter Deborah offers a range of medical treatments and therapies to meet the needs of its patients. With a team of experienced healthcare professionals, the institution is dedicated to promoting the well-being and health of individuals in the community. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Apter Deborah is committed to providing personalized and comprehensive healthcare services to all its patients.
Merrill Lynch Financial Advisor Thomas M Janosky
Merrill Lynch Financial Advisor Thomas M Janosky is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Thomas M Janosky is a trusted partner in helping individuals and businesses navigate the complex world of finance.
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.
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