Personalized financial planning in Rochester, NY
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The Szatkowski Agency Inc
● OpenThe Szatkowski Agency Inc is a reputable insurance agency located at 21 Goodway Dr in Rochester, New York, United States. With a commitment to providing top-notch insurance services to individuals and businesses, our agency offers a wide range of insurance products to meet the diverse needs of our clients. Our experienced team of insurance professionals is dedicated to helping customers find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, The Szatkowski Agency Inc is here to help you protect what matters most. Contact us today for personalized insurance solutions tailored to your specific needs.
21 Goodway Dr, Rochester, NY 14623, United States -
William Crandall - State Farm Insurance Agent
● OpenWilliam Crandall - State Farm Insurance Agent is located at 1100 University Avenue in Rochester, New York. As an insurance agency, we offer a variety of services including auto insurance, homeowners' insurance, renters' insurance, life and health insurance, as well as financial services. Our agency has modernized the insurance process by leveraging technology to make it simple and convenient for our customers. We prioritize personalized service and strive to meet the unique needs of each individual or family. Our agency is led by William Crandall, a dedicated father and husband who is passionate about serving the Rochester community. With a background in family dynamics and financial planning, William brings a unique perspective to the insurance industry. He is committed to providing exceptional care to customers and ensuring they have the protection they need for the future.
1100 University Ave Ste 124, Rochester, NY 14607, United States -
Bera Jurado - State Farm Insurance Agent
● OpenBera Jurado - State Farm Insurance Agent, located at 2511 Browncroft Boulevard in Rochester, New York, is your go-to insurance agency for all your insurance needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, small business insurance, life insurance, or health insurance, Bera Jurado can help you customize a coverage plan that fits your needs and budget. With State Farm, you can enjoy safe driving rewards, bundling options, and discounts to help you save money. Their experienced agents can help you create a Personal Price Plan that protects what's important to you - your family, your belongings, and your financial security.
2511 Browncroft Blvd, Rochester, NY 14625, United States -
Bianchi & Associates, LLC
● OpenBianchi & Associates, LLC is a reputable accounting and finance institution located at 1749 Lyell Avenue 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 bookkeeping. Their dedication to providing personalized solutions and exceptional customer service sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Bianchi & Associates, LLC is the trusted partner you can rely on.
1749 Lyell Ave, Rochester, NY 14606, United States -
Burgos Income Tax Inc
● OpenBurgos Income Tax Inc is a trusted accounting and finance institution located at 1816 North Clinton Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide expert income tax services to individuals and businesses. Our services include tax preparation, filing, planning, and consulting to ensure our clients maximize their financial potential. Whether you need assistance with personal tax returns or complex business finances, Burgos Income Tax Inc is here to help you navigate the ever-changing tax laws and regulations. Visit us today to experience our personalized and reliable financial services.
1816 N Clinton Ave, Rochester, NY 14621, United States -
Duke Law Firm, P.C.
● OpenDuke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters. Serving nine counties in Upstate New York including Livingston, Monroe, Steuben, and more, their team of experienced attorneys is dedicated to helping individuals navigate through challenging legal situations such as divorce, child custody, and other family law matters. With a commitment to ethics, honesty, and proactive strategies, Duke Law Firm, P.C. puts the needs of their clients first from start to finish. Their personalized approach ensures that clients receive the support and guidance they need to protect their interests and achieve their goals.
3407 Rochester Rd, Lakeville, NY 14480, United States -
Rocbk Law offices of George Mitris
● OpenThe Rocbk Law offices of George Mitris is a trusted institution located in Rochester, New York. Specializing in bankruptcy law, George Mitris offers free consultations for those in need of financial assistance. With over 30 years of experience, he is known for his expertise and dedication to helping clients navigate the complexities of bankruptcy. Whether you are looking for low cost options or zero down payment plans, George Mitris is committed to providing personalized and effective legal solutions. Visit the office at 2080 West Ridge Road to discuss your financial situation and explore your options for a fresh start.
2080 W Ridge Rd, Rochester, NY 14626, United States -
Vincent J Criscuolo & Associates
● OpenVincent J Criscuolo & Associates is a law firm located at 130 West Main Street in Rochester, New York, United States. With over 36 years of experience representing injured workers in Rochester, we specialize in helping clients navigate the complexities of workers' compensation claims. Our dedicated team is committed to proactively creating a plan of action to protect your health and legal case. We provide personalized recommendations for doctors and notify you of available benefit programs to improve your financial status and life. By starting a discussion early, we can ensure that you are being paid fairly for your workers' compensation claim. Every day counts, so don't wait to reach out to us for a consultation.
130 W Main St #220, Rochester, NY 14614, United States -
Duke Law Firm, P.C.
● OpenDuke Law Firm, P.C. is a reputable institution located at 780 Blossom Road in Rochester, New York. Specializing in family law, their team of experienced attorneys serves clients in nine counties in Upstate New York, including Livingston, Monroe, Steuben, Wyoming, Ontario, Wayne, Genesee, Allegany, and Orleans. The firm is dedicated to helping individuals overcome family and financial difficulties, providing quality legal services with a focus on ethics, honesty, and proactive strategies. Whether you are facing a divorce, child custody issues, or other family law matters, Duke Law Firm, P.C. is committed to protecting your rights and best interests. Their attorneys will listen to your story, answer your questions honestly, and work with you to develop a plan of action that can help you move forward from this challenging time.
780 Blossom Rd, Rochester, NY 14610, United States -
Ronald J. Axelrod & Associates
● OpenRonald J. Axelrod & Associates is a reputable finance and legal institution located at 290 Linden Oaks in Rochester, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services in various legal and financial matters. Whether you need assistance with estate planning, business law, or investment strategies, Ronald J. Axelrod & Associates is dedicated to providing personalized and comprehensive solutions to meet your needs. Trust in their expertise and professionalism to guide you through any legal or financial challenge you may face.
290 Linden Oaks #200, Rochester, NY 14625, United States -
Lee Consultants
● OpenLee Consultants is a multi-faceted institution located at 262 Boston Road in Ontario, New York, United States. Specializing in custom cabinetry and design, Lee Consultants is your go-to destination in the greater Rochester area for high-quality custom-built cabinets, vanity tops, and granite countertops. Using cutting-edge technology, they can bring your ideas to life with a color photo preview before finalizing the project. With a reputation as one of Rochester's most trusted makers of custom-built cabinets, Lee Consultants offers personalized service for kitchen, bath, and other projects. Customers have praised their attention to detail, creativity, and ability to bring sketches or abstract ideas to reality. From matching new cabinets with existing ones to creating unique floating vanities, Lee Consultants excels in woodworking craftsmanship.
262 Boston Rd, Ontario, NY 14519, United States -
Boylan Code LLP
● OpenBoylan Code LLP is a leading full-service legal firm located at 145 Culver Road in Rochester, New York. Specializing in accounting, finance, and legal services, Boylan Code Attorneys at Law have a client-first attitude that informs everything they do. With over four decades of heritage and hundreds of years of collective experience, their team of attorneys help individuals and companies navigate complex transaction processes. With three offices to conveniently serve clients in Rochester and surrounding areas, Boylan Code LLP is big enough to provide the team and resources needed, yet small enough to give each client the personal attention they deserve. Whether you need legal services for personal or business matters, Boylan Code LLP has the expertise and resources to fulfill your needs.
145 Culver Rd #100, Rochester, NY 14620, United States -
Peter A. Lheron, Attorney At Law
● OpenPeter A. Lheron, Attorney At Law is a reputable finance and legal institution located at 11 North Goodman Street in Rochester, New York, United States. Specializing in various legal matters, Peter A. Lheron offers expert legal services to individuals and businesses in need of professional representation. With years of experience and a proven track record of success, clients can trust Peter A. Lheron to provide sound legal advice and effective solutions to their financial and legal issues. Whether you are facing a complex legal dispute or need assistance with financial matters, Peter A. Lheron, Attorney At Law is here to help.
11 N Goodman St #10, Rochester, NY 14607, 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 -
WP and Associates CPAs PC
● OpenWP and Associates CPAs PC is a reputable accounting and finance institution located at 687 Lee Road in Rochester, New York, United States. With a team of highly experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, WP and Associates CPAs PC is here to help you achieve your financial goals.
687 Lee Rd a205, Rochester, NY 14606, United States -
Flaherty Salmin CPAs
● OpenFlaherty Salmin CPAs is a reputable accounting and finance institution located at 2300 Buffalo Road in Rochester, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Flaherty Salmin CPAs is committed to helping their clients achieve financial success. Their dedication to excellence and personalized service sets them apart as a trusted partner in financial management.
2300 Buffalo Rd Unit 200, Rochester, NY 14624, United States -
Roberts Accounting, CPAs, P.C.
● OpenRoberts Accounting, CPAs, P.C. is a reputable accounting firm located in Rochester, New York. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of accounting and finance services to individuals and businesses. From tax preparation and planning to financial statement analysis and auditing, we are committed to helping our clients achieve their financial goals. With a focus on professionalism and personalized service, Roberts Accounting, CPAs, P.C. is dedicated to delivering high-quality financial solutions to meet the unique needs of each client.
15 Regency Oaks Blvd, Rochester, NY 14624, United States -
Monarch Wealth Management, LLC
● OpenMonarch Wealth Management, LLC is a reputable finance institution located at 1688 Monroe Avenue in Rochester, New York, United States. With a focus on personalized wealth management services, Monarch Wealth Management, LLC is dedicated to helping individuals and families achieve their financial goals through strategic investment planning, retirement planning, and asset management. Their team of experienced financial advisors provides expert guidance and tailored solutions to help clients navigate the complexities of the financial world and secure their financial future. Trust Monarch Wealth Management, LLC to provide you with the expertise and support you need to build and protect your wealth.
1688 Monroe Ave, Rochester, NY 14618, United States -
Wealth Enhancement Group
● OpenWealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.
1485 Monroe Ave, Rochester, NY 14618, United States -
David A. Younis, CFP
● OpenDavid A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A. Younis, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in the institution's expertise and dedication to providing top-notch financial services. Whether you are planning for retirement, investing for the future, or seeking guidance on tax planning, David A. Younis, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
150 State St Suite 301A, Rochester, NY 14614, United States -
Brighton Securities
● OpenBrighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.
1703 Monroe Ave, Rochester, NY 14618, United States -
Michael Fanto - Alliance Advisory Group
● OpenMichael Fanto - Alliance Advisory Group is a finance and insurance agency located at 600 Park Avenue in Rochester, New York, United States. With a team of experienced professionals, they offer a range of financial services including investment planning, retirement planning, and insurance solutions. Their personalized approach ensures that clients receive tailored advice to help them achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, Michael Fanto - Alliance Advisory Group is dedicated to providing top-notch financial guidance and support.
600 Park Ave, Rochester, NY 14607, United States -
RDG Wealth Management
● OpenRDG Wealth Management is a premier finance institution located at 10 Winthrop 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. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, RDG Wealth Management is here to provide expert guidance and support every step of the way. With a commitment to excellence and a focus on client satisfaction, we strive to deliver the highest level of service and expertise in the financial industry. Trust RDG Wealth Management to help you secure your financial future and build a solid foundation for long-term success.
10 Winthrop St, Rochester, NY 14607, United States -
Courier Capital, LLC
● OpenCourier Capital, LLC is a finance institution located at 100 Chestnut Street in Rochester, New York, United States. Specializing in investment management and financial advisory services, Courier Capital, LLC helps individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Courier Capital, LLC is committed to delivering top-notch financial services with integrity and excellence.
100 Chestnut St, Rochester, NY 14604, United States -
Boyd Capital Management
● OpenBoyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.
30 W Broad St Unit 2, Rochester, NY 14614, United States -
Rivent Partners
● OpenRivent Partners is a leading financial institution located at 28 Lawrence Street in Rochester, New York, United States. With a team of experienced professionals, Rivent Partners offers a wide range of financial services including investment management, wealth planning, and risk management. Clients can trust Rivent Partners to provide personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rivent Partners is dedicated to helping you achieve financial success. Visit us today to learn more about how we can help you secure your financial future.
28 Lawrence St, Rochester, NY 14607, United States -
EFPR Group, LLP
● OpenEFPR Group, LLP is a leading accounting and finance institution located at 100 South Clinton Avenue in Rochester, New York, United States. With a team of experienced professionals, EFPR Group, LLP offers a wide range of financial services including tax planning, audit and assurance, business consulting, and more. Their commitment to providing personalized and high-quality services has earned them a reputation as a trusted partner for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, EFPR Group, LLP is dedicated to helping you achieve your financial goals.
100 S Clinton Ave Suite #1500, Rochester, NY 14604, 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 -
Conlon & Company, Certified Public Accountants, P.L.L.C.
● OpenConlon & 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 -
SES ESOP Strategies
● OpenSES ESOP Strategies is a renowned finance institution located at 145 Culver Road in Rochester, New York, United States. Specializing in Employee Stock Ownership Plans (ESOPs), SES ESOP Strategies provides expert guidance and support for businesses looking to implement ESOPs as part of their overall financial strategy. With a team of experienced professionals, SES ESOP Strategies offers comprehensive services to help businesses navigate the complexities of ESOPs and maximize the benefits for both employers and employees. Whether you are considering implementing an ESOP or looking to optimize an existing plan, SES ESOP Strategies is dedicated to providing personalized solutions to meet your financial goals.
145 Culver Rd #100, Rochester, NY 14620, United States
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