Personalized financial planning in East Rochester, NY
31 results found
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Rochester Wealth Management Group
● OpenRochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.
706 East Ave Unit 300, Rochester, NY 14607, United States -
Priem Financial Group
● OpenPriem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States. With a strong focus on providing personalized financial solutions and expert guidance, Priem Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Priem Financial Group is committed to delivering exceptional service and tailored strategies to meet your unique needs. Contact Priem Financial Group today to start building a secure financial future.
2290 East Ave #2, Rochester, NY 14610, United States -
Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Mathew Hill are highly qualified to assist individuals with their financial needs. Additionally, the institution offers certifications such as the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating their commitment to excellence in personal financial planning. With a focus on advanced knowledge in various areas of finance, Mathew Hill - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to their clients.
2290 East Ave 2nd Fl, Rochester, NY 14610, United States -
Edward Jones - Financial Advisor: Tom Kasper Jr
● OpenEdward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States. With a focus on providing personalized and comprehensive financial planning services, Tom Kasper Jr is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Tom Kasper Jr will work closely with you to develop a customized financial strategy tailored to your specific needs and objectives. Trust in Edward Jones - Financial Advisor: Tom Kasper Jr to guide you towards a more secure financial future.
2290 East Ave, Rochester, NY 14610, United States -
Christopher M Corea - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher M Corea is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Christopher M Corea for comprehensive financial planning services tailored to your specific needs.
2290 East Ave 3rd floor, Rochester, NY 14610, United States -
Charles Sawyer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCharles Sawyer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue, Rochester, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a highly qualified financial advisor, Charles is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Trust Charles Sawyer at Ameriprise Financial Services, LLC for all your financial planning needs.
2290 East Ave 3rd floor, Rochester, NY 14610, United States -
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.
2290 East Ave Fl 3, Rochester, NY 14610, United States -
Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.
2290 East Ave Fl 3, Rochester, NY 14610, United States -
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
2290 East Ave 3rd floor, Rochester, NY 14610, United States -
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenCouncil Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we strive to provide personalized financial solutions for our clients. Our services are regulated by FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC for your financial needs.
2290 East Ave 3rd floor, Rochester, NY 14610, United States -
Skye Financial Services
● OpenWelcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.
528 East Main Street, Little Falls, New York 13365, United States -
Lachman & Gorton Law Office
● OpenLachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.
1500 E Main St, Endicott, NY 13760, United States -
Paris-Kirwan Associates, Inc
● OpenParis-Kirwan Associates, Inc is a reputable insurance agency located at 255 East Avenue in Rochester, New York. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing exceptional customer service and finding the best coverage options for their clients. Trust Paris-Kirwan Associates, Inc to protect what matters most to you.
255 East Ave Suite 300, Rochester, NY 14604, United States -
Cepeda Insurance Agency LLC
● OpenCepeda Insurance Agency LLC is a local Farmers® agent located at 1 East Main Street in Rochester, New York. Our agency is dedicated to helping customers like you find the insurance coverage that best suits your needs. We offer a range of insurance options including auto, home, renters, business, life, and more. Our knowledgeable agents are here to guide you through the process and ensure you understand your coverage options. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, we can help you find the right policy for your budget. We also offer discounts to help you save money on your insurance premiums.
1 E Main St #100, Rochester, NY 14614, United States -
Van C. Travis III, ChFC - State Farm Insurance Agent
● OpenVan C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.
1978 Monroe Ave, Rochester, NY 14618, United States -
Brite Family Dental Care
● OpenBrite Family Dental Care is a premier dental institution located at 2772 East Henrietta Road in Henrietta, New York. Our dedicated team of experienced dentists offers a wide range of services, including General, Cosmetic, and Pediatric Dentistry. Dr. Ross and Dr. Kemshetti are committed to providing compassionate and personalized care to patients of all ages in Henrietta and the greater Rochester community. At Brite Family Dental Care, we accept most common dental insurance plans and strive to provide families with the finest care and convenient financial options. Our services include fillings, bridges, root canals, Invisalign, TMJ treatment, and more. We also offer emergency dental care and are fluent in both English and Spanish.
2772 E Henrietta Rd, Henrietta, NY 14467, United States -
Dr. Meggy Kemshetti
● OpenDr. Meggy Kemshetti is a reputable dental institution located at 2772 East Henrietta Road in Henrietta, New York, United States. Specializing in General, Cosmetic, and Pediatric Dentistry, our experienced dentists are dedicated to providing compassionate and personalized care to families in Henrietta and the greater Rochester community. Dr. Ross has years of experience in General Dentistry and formed Brite Family Dental Care PLLC in 2014, focusing on Cosmetic and Geriatric dentistry. Dr. Kemshetti is highly skilled in general and pediatric dentistry, with a passion for serving the pediatric community in Rochester. We accept most dental insurance plans and offer convenient financial options for our patients. Our services range from fillings and root canals to Invisalign and TMJ treatment, catering to patients of all ages. We also provide emergency dental care and are fluent in both English and Spanish. Our office is conveniently located for families in the Rochester area, offering a wide range of dental services including exams, cleanings, fillings, cosmetic procedures, and implants. We also specialize in pediatric dental care, educating parents on proper oral hygiene habits for their children. Visit Dr. Meggy Kemshetti for all your dental needs and experience top-quality care in a welcoming environment.
2772 E Henrietta Rd, Henrietta, NY 14467, United States -
Rita Prince - State Farm Insurance Agent
● OpenRita Prince - State Farm Insurance Agent is a trusted insurance agency located at 137 North Main Street in Fairport, New York. With over a decade of insurance experience, Rita Prince and her team are dedicated to serving the residents of Fairport and the surrounding areas, including Rochester, Pittsford, and East Rochester. They offer a wide range of insurance services including homeowners, renter's, auto, boat, and life insurance, as well as business insurance and financial services. Rita Prince and her team pride themselves on providing personalized and comprehensive insurance plans tailored to each customer's specific needs. They strive to make insurance simple and enjoyable, and are always available to help with any questions or concerns. In addition to their insurance services, they also participate in community events and programs to make a positive impact in the local area.
137 N Main St, Fairport, NY 14450, United States -
National Income Life - Durhon Oldham & Brett Gryska
● OpenNational Income Life - Durhon Oldham & Brett Gryska is a reputable finance and insurance agency located at 1567 East Henrietta Road in Rochester, New York, United States. With a strong focus on providing quality insurance products and financial services to individuals and families, this institution is dedicated to helping clients protect their assets and plan for a secure financial future. The experienced team at National Income Life - Durhon Oldham & Brett Gryska is committed to providing personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, this institution is here to help you achieve your financial goals.
1567 E Henrietta Rd, Rochester, NY 14623, United States -
Brighton Securities
● OpenBrighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
212 E Main St, Batavia, NY 14020, United States -
Davie Kaplan C.P.A.
● OpenDavie Kaplan C.P.A. is a reputable accounting and finance institution located at 28 East Main Street in Rochester, New York, United States. With a team of experienced certified public accountants, Davie Kaplan C.P.A. provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs.
28 E Main St #1000, Rochester, NY 14614, United States -
Prentice Wealth Management LLC
● OpenPrentice Wealth Management LLC is a premier financial institution located at 693 East Avenue in Rochester, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and tailored financial solutions, Prentice Wealth Management LLC is committed to helping our clients build and preserve their wealth for generations to come.
693 East Ave #101, Rochester, NY 14607, United States -
Waterford Group
● OpenThe Waterford Group is a renowned finance institution located at 1657 East Avenue in Rochester, New York, United States. With a strong reputation for excellence in financial services, the Waterford Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to wealth planning, the Waterford Group is dedicated to helping clients achieve their financial goals with personalized and expert advice. Visit us at our Rochester location to learn more about how the Waterford Group can assist you in securing your financial future.
1657 East Ave Suite 200, Rochester, NY 14610, United States -
J. Curtis Wealth Advisory Services
● OpenJ. Curtis Wealth Advisory Services is a leading finance institution located at 260 East Main Street in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.
260 E Main St Suite 3400, Rochester, NY 14604, United States -
CNB Wealth Management
● OpenCNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.
600 East Ave, Rochester, NY 14607, United States -
H&R Block
● OpenH&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.
2255 East Ridge Road, Rochester, NY 14622, United States -
ROCAccounting
● OpenROCAccounting is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. We specialize in helping businesses understand their finances in order to facilitate growth. Our services include tax planning and preparation for personal, sales, and business taxes, as well as financial consulting services to support organizations' success. Our team at ROCAccounting takes the guesswork out of managing the books, becoming an extension of your team. We offer everything from bookkeeping to full tax preparation, with a focus on small businesses in need of additional resources in the finance department. We work closely with our partners to provide timely and accurate service, using the most advanced accounting technology and concepts available. Trust ROCAccounting to help your business thrive financially.
349 W Commercial St Suite 2495, East Rochester, NY 14445, United States -
E Z Income Tax Services
● ClosedE Z Income Tax Services is a reputable accounting and finance institution located at 824 East Ridge Road in Rochester, New York. With a team of experienced professionals, they specialize in providing comprehensive tax services to individuals and businesses. Their expertise includes tax preparation, filing, and planning to ensure clients maximize their returns and minimize their liabilities. Whether you need assistance with personal taxes or complex business finances, E Z Income Tax Services is dedicated to providing efficient and reliable financial solutions.
824 East Ridge Road, Rochester, NY 14621, United States -
Marsh Jr John J CPA
● OpenMarsh Jr John J CPA is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. They offer professional services in tax preparation, financial planning, and business consulting. With years of experience and expertise in the field, their team of Certified Public Accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or navigating complex tax laws, Marsh Jr John J CPA is here to provide top-notch service and support.
349 W Commercial St # 2360, East Rochester, NY 14445, United States -
Joe Civiletti, Accounting Services
● OpenJoe Civiletti, Accounting Services is a reputable accounting and finance institution located at 104 East Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Joe Civiletti, Accounting Services is the go-to institution for all your accounting needs.
104 East Ave, Rochester, NY 14604, United States
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