Personalized financial planning in Rochester, NY
395 results found
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Paula M. Terzioglu - Morgan Stanley
● OpenPaula M. Terzioglu - Morgan Stanley is a prominent finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing high-quality financial services, Paula M. Terzioglu - Morgan Stanley offers personalized investment strategies, wealth management, and financial planning to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Paula M. Terzioglu - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence.
300 Linden Oaks #200, Rochester, NY 14625, United States -
The Sime Messerino Group - Morgan Stanley
● OpenThe Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.
300 Linden Oaks #200, Rochester, NY 14625, United States -
CornerStone Wealth Managment
● OpenCornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At CornerStone Wealth Management, we are committed to providing exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.
1640 Penfield Rd, Rochester, NY 14625, United States -
Brian Craig - Morgan Stanley
● OpenBrian Craig - Morgan Stanley is a financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing comprehensive financial services, the team at Brian Craig - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, the experts at this institution are committed to providing personalized solutions tailored to each client's unique needs. Trustworthy and reliable, Brian Craig - Morgan Stanley is a go-to destination for all your financial needs.
300 Linden Oaks #200, Rochester, NY 14625, United States -
William R. Blackmon - Morgan Stanley
● OpenWilliam R. Blackmon - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a branch of the renowned Morgan Stanley firm, they provide a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit William R. Blackmon - Morgan Stanley for personalized financial advice and expert guidance.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Daniel Leonard - Morgan Stanley
● OpenDaniel Leonard - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, Daniel Leonard - Morgan Stanley provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management services, this institution is dedicated to providing top-notch financial guidance and support.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Michael F Kehoe - Morgan Stanley
● OpenMichael F Kehoe - Morgan Stanley is a reputable financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, the team at Michael F Kehoe - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with personalized solutions tailored to your needs. Contact Michael F Kehoe - Morgan Stanley today to start building a secure financial future.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Andrew Spencer - Morgan Stanley
● OpenAndrew Spencer - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, Andrew Spencer - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Spencer - Morgan Stanley is committed to helping you secure a successful financial future.
300 Linden Oaks #200, Rochester, NY 14625, United States -
George Peter Klee CPA, LLC
● ClosedGeorge Peter Klee CPA, LLC is a reputable accounting and finance institution located at 53 Canterbury Road in Rochester, New York, United States. With over 55 years of combined experience, our dedicated team provides top-quality accounting, tax, and payroll services in a timely and personable manner. We are a small city firm that prides itself on delivering expert accounting, consulting, and financial planning services all under one roof. Our firm has recently merged with PayIt Payroll to offer the best accounting and payroll services in the region. From preparing taxes to managing business bookkeeping and payroll, we have you covered. Our clients have praised our professionalism, timeliness, and knowledge in handling their accounting needs.
53 Canterbury Rd, Rochester, NY 14607, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 1512 West 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 business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting advice, H&R Block is dedicated to providing top-notch service and helping you achieve your financial goals.
1512 W Ridge Rd, Rochester, NY 14615, United States -
John M. Maggio, CPA
● ClosedJohn M. Maggio, CPA is a reputable accounting and finance institution located at 200 Park Avenue in Rochester, 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, auditing, and consulting. Their team of certified professionals is dedicated to providing personalized and high-quality financial solutions to individuals and businesses alike. Trust John M. Maggio, CPA for all your accounting and finance needs.
200 Park Ave, Rochester, NY 14607, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 1530 Dewey Avenue in Rochester, New York, United States. We specialize in providing tax preparation services to individuals and businesses, ensuring accuracy and maximizing refunds. Our experienced team of professionals is dedicated to helping clients navigate the complexities of tax laws and regulations. Trust Liberty Tax to handle all your tax needs with efficiency and expertise.
1530 Dewey Ave, Rochester, NY 14615, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 686 South Avenue in Rochester, New York, United States. We specialize in providing tax preparation services to individuals and businesses, helping our clients navigate the complexities of the tax system and maximize their refunds. Our team of experienced professionals is dedicated to providing personalized and reliable service to meet the unique needs of each client. Whether you are looking for assistance with tax planning, filing, or audits, Liberty Tax is here to help you achieve financial peace of mind.
686 South Ave, Rochester, NY 14620, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 921 Genesee Street 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 business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Trust in H&R Block for all your accounting and finance needs in Rochester.
921 Genesee St, Rochester, NY 14611, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 3836 Dewey Avenue 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 investment advice. Whether you are an individual or a business owner, H&R Block is committed to providing expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to experience the trusted expertise and exceptional service that H&R Block is known for.
3836 Dewey Ave Ste 116, Rochester, NY 14616, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 1075 Norton Street in Rochester, New York, is a finance institution ready to help you maximize your tax refund. While tax advance loans are no longer available this year, our Tax Pros are dedicated to providing personalized assistance to ensure you get the most out of your return. Whether you prefer in-person tax preparation, drop-off services, or need help with IRS letters, our team is here to assist you every step of the way. We recommend booking an appointment online or calling us at (585) 342-5134 to secure time with a Tax Pro, but walk-ins are also welcome at our Norton Street office. Trust Jackson Hewitt to handle your taxes with care and expertise, because when every dollar matters, it matters who does your taxes™.
1075 Norton St, Rochester, NY 14621, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1023 Norton Street 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 investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and expert financial solutions to help you achieve your goals. Visit us today to see how we can help you navigate the complexities of the financial world.
1023 Norton St, Rochester, NY 14621, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 1000 Hylan Drive in Rochester, New York, United States. With a team of qualified professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping clients achieve their financial goals. Visit us today to see how we can help you secure a stable financial future.
1000 Hylan Dr, Rochester, NY 14623, United States -
Zaroczynski and Associates
● ClosedZaroczynski and Associates is a reputable accounting and finance institution located at 465 Stone Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
465 Stone Rd, Rochester, NY 14616, United States -
Sardone Robinson & Associates
● ClosedSardone Robinson & Associates is a reputable accounting and finance institution located at 115 Metro Park in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or are looking to grow your wealth, Sardone Robinson & Associates is dedicated to helping you achieve your financial goals.
115 Metro Park, Rochester, NY 14623, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 825 Fairport Road in Rochester, New York, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block caters to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with filing taxes, maximizing deductions, or creating a personalized financial strategy, H&R Block is committed to providing top-notch service and guidance.
825 Fairport Rd E, Rochester, NY 14445, United States -
H&R Block
● ClosedH&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
● ClosedROCAccounting 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 -
Thomas M. Giunta Tax Service
● OpenThomas M. Giunta Tax Service, located at 1445 Creek Pointe in Farmington, New York, is a reputable institution specializing in tax return preparation, filing, and consulting services for individuals and small businesses in the Rochester area. With a focus on personalized service, they also offer accounting and financial services such as debt counseling, budgeting, retirement planning, and investment consulting. Known for their exceptional customer service, Thomas M. Giunta Tax Service provides mobile availability for easy scheduling, even on nights and weekends. Clients praise them for their fast, efficient, and detail-oriented approach. Contact them at 585-764-9918 to set up a free initial consultation and experience their top-notch services.
1445 Creek Pointe, Farmington, NY 14425, United States -
Robinson & Gordon, P.C.
● ClosedRobinson & Gordon, P.C. is a renowned accounting and finance institution located at 95 Allens Creek Road in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Known for their commitment to excellence and personalized service, Robinson & Gordon, P.C. is a trusted partner for individuals and businesses seeking expert financial guidance.
95 Allens Creek Rd Bldg 1, # 202, Rochester, NY 14618, United States -
Singla Accounting & Tax Services
● OpenSingla Accounting & Tax Services is a reputable institution located at 712 Elmgrove Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Singla Accounting & Tax Services is here to meet your needs with personalized and reliable service.
712 Elmgrove Rd, Rochester, NY 14606, United States -
Lin's Tax Services
● ClosedLin's Tax Services is a reputable accounting and finance institution located at 1665 Dewey Avenue in Rochester, New York. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses alike. Our commitment to accuracy, efficiency, and personalized service sets us apart from the rest. Whether you need help with tax preparation, planning, or consulting, Lin's Tax Services is here to help you navigate the complexities of the financial world. Visit us today to experience the difference our expertise can make for your financial success.
1665 Dewey Ave, Rochester, NY 14615, United States -
Vanzandt Associates
● OpenVanzandt Associates is a reputable accounting and finance institution located at 1548 Buffalo Road in Rochester, New York, United States. With a team of experienced professionals, Vanzandt Associates offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to providing personalized and high-quality service sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Vanzandt Associates is the go-to institution for all your accounting and finance needs.
1548 Buffalo Rd # 100, Rochester, NY 14624, United States -
JackCin Tax, Inc
● OpenJackCin Tax, Inc is a reputable accounting and finance institution located at 3177 Latta Road in Rochester, New York, United States. With a team of experienced professionals, JackCin Tax, Inc offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Whether you need help with filing your taxes or managing your finances, JackCin Tax, Inc is committed to providing personalized and reliable services to meet your specific needs. Contact us today to schedule a consultation and take control of your financial future.
3177 Latta Rd Suite 6, Rochester, NY 14612, United States -
H-2 Tax Associates, LLC
● ClosedH-2 Tax Associates, LLC is a reputable accounting and finance institution located at 21 Goodway Drive in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach ensures that clients receive the highest level of service and expertise. Whether you are an individual or a business owner, H-2 Tax Associates, LLC is dedicated to helping you navigate the complexities of the financial world and achieve your goals.
21 Goodway Dr, Rochester, NY 14623, United States
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