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Personalized tax consulting in Rochester, New York

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  • #121

    Financial Strategies Group

    ● Open

    The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2160
    us.rbcwealthmanagement.com
    Details
  • 5 2
    #122

    Priem Financial Group

    ● Open

    Priem 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
    315-597-9340
    priemfinancialgroup.com
    Details
  • #123

    The Four Corners Group - Morgan Stanley

    ● Open

    The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.

    300 Linden Oaks #200, Rochester, NY 14625, United States
    585-389-2259
    advisor.morganstanley.com
    Details
  • #124

    rCPA

    ● Open

    rCPA is a renowned accounting and finance institution located on Saint Paul Boulevard in Rochester, New York, United States. With a strong reputation for excellence in the field, rCPA offers a wide range of services including tax preparation, auditing, financial planning, and consulting. The institution boasts a team of highly skilled professionals who are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you are looking for assistance with your personal finances or seeking expert advice for your company, rCPA is the go-to institution for all your accounting and finance needs.

    St Paul Blvd, Rochester, NY 14617, United States
    585-455-8555
    cparoc.com
    Details
  • 4 1
    #125

    John C. Saunders, CPA P.C.

    ● Open

    John C. Saunders, CPA P.C. is a reputable accounting and finance institution located at 99 Park Avenue in Rochester, New York. With a team of highly skilled and experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, John C. Saunders, CPA P.C. is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Visit their office today to see how they can help you with all your accounting and financial needs.

    99 Park Ave B, Rochester, NY 14607, United States
    585-242-8780
    johncsaunderscpa.com
    John C. Saunders, CPA P.C.
    Details
  • #126

    The Spencer Group - Morgan Stanley

    ● Open

    The Spencer Group - Morgan Stanley is a leading finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, The Spencer Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, The Spencer Group - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

    300 Linden Oaks #200, Rochester, NY 14625, United States
    239-449-7886
    advisor.morganstanley.com
    Details
  • 5 1
    #127

    Centra Financial Group, Inc.

    ● Open

    Centra Financial Group, Inc. is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial professionals, Centra Financial Group, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Centra Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Centra Financial Group, Inc. is committed to helping clients secure their financial future.

    500 Linden Oaks #301, Rochester, NY 14625, United States
    585-899-1200
    Details
  • 3.7 6
    #128

    Insight Business Services

    ● Open

    Insight Business Services is a reputable accounting and finance institution located at 1171 Titus Avenue in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and consulting. We are committed to providing our clients with personalized and reliable financial solutions to help them achieve their goals. Visit us today to experience the insight and expertise that sets us apart from the rest.

    1171 Titus Ave Suite H, Rochester, NY 14617, United States
    585-671-0529
    Insight Business Services Insight Business Services Insight Business Services
    Details
  • #129

    Fuller CPA, PLLC

    ● Open

    Fuller CPA, PLLC is a reputable accounting and finance institution located at 4515 Culver Road in Rochester, New York, United States. With a team of experienced and knowledgeable professionals, Fuller CPA, PLLC offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other financial matter, Fuller CPA, PLLC is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Fuller CPA, PLLC for all your accounting and finance needs.

    4515 Culver Rd Ste 207, Rochester, NY 14622, United States
    585-338-3011
    ryanfullercpa.com
    Fuller CPA, PLLC
    Details
  • #130

    Standard Integrity Wealth Management

    ● Open

    Standard Integrity Wealth Management is a reputable finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Standard Integrity Wealth Management to help you secure your financial future with integrity and professionalism.

    110 Allens Creek Rd, Rochester, NY 14618, United States
    585-461-6010
    standardintegrity.com
    Details
  • #131

    Bryan M. Gray, CPA P.C.

    ● Open

    Bryan M. Gray, CPA P.C. is a reputable accounting and finance institution located at 160 Linden Oaks in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Whether you are an individual or a business owner, Bryan M. Gray, CPA P.C. is dedicated to helping you achieve your financial goals.

    160 Linden Oaks, Rochester, NY 14625, United States
    585-250-0288
    bmg-cpa.com
    Bryan M. Gray, CPA P.C.
    Details
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    #132

    Edward Jones - Financial Advisor: Jessica N Millan, CFP®

    ● Open

    Edward Jones - Financial Advisor: Jessica N Millan, CFP® is a renowned finance institution located at 906 Elmgrove Road in Rochester, New York, United States. Specializing in providing expert financial advice and services, Jessica N Millan, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, clients can trust Edward Jones to provide top-notch financial planning and investment solutions.

    906 Elmgrove Rd #2, Rochester, NY 14624, United States
    585-247-5526
    edwardjones.com
    Edward Jones - Financial Advisor: Jessica N Millan, CFP® Edward Jones - Financial Advisor: Jessica N Millan, CFP®
    Details
  • 5 16
    #133

    High Falls Advisors

    ● Open

    High Falls Advisors is a prestigious institution located at 180 South Clinton Avenue in Rochester, New York. Specializing in accounting, finance, and legal services, High Falls Advisors offers expert guidance and support to individuals and businesses seeking to navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to manage your investments, plan for retirement, or secure legal counsel, High Falls Advisors is committed to helping you achieve financial success and peace of mind.

    180 S Clinton Ave #300, Rochester, NY 14604, United States
    585-935-5300
    highfallsadvisors.com
    High Falls Advisors High Falls Advisors High Falls Advisors
    Details
  • #134

    Edward Jones - Financial Advisor: Carla M Morris

    ● Open

    Edward Jones - Financial Advisor: Carla M Morris is a reputable finance institution located at 706 University Avenue in Rochester, New York, United States. As a dedicated financial advisor, Carla M Morris provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, she offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Carla M Morris is committed to providing sound financial advice and exceptional customer service. Visit Edward Jones - Financial Advisor: Carla M Morris today to start planning for a brighter tomorrow.

    706 University Ave, Rochester, NY 14607, United States
    585-271-3808
    edwardjones.com
    Edward Jones - Financial Advisor: Carla M Morris Edward Jones - Financial Advisor: Carla M Morris
    Details
  • #135

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC

    ● Open

    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    585-565-6267
    ameripriseadvisors.com
    Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC
    Details
  • 5 1
    #136

    Edward Jones - Financial Advisor: Michael Booth

    ● Open

    Edward Jones - Financial Advisor: Michael Booth is a trusted finance institution located in Rochester, New York, United States. Michael Booth is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael Booth offers expert guidance and support to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michael Booth and his team are committed to helping you make informed decisions and secure your financial future.

    428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617, United States
    585-266-3870
    edwardjones.com
    Edward Jones - Financial Advisor: Michael Booth Edward Jones - Financial Advisor: Michael Booth
    Details
  • 5 7
    #137

    Norris Financial Group, Inc.

    ● Open

    Norris Financial Group, Inc. is a well-established accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, Norris Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, investment management, and more. Clients can trust Norris Financial Group to provide expert guidance and personalized solutions to help them achieve their financial goals.

    986 Long Pond Rd, Rochester, NY 14626, United States
    585-723-8430
    Norris Financial Group, Inc. Norris Financial Group, Inc. Norris Financial Group, Inc.
    Details
  • #138

    Jonathan LaRue - TIAA Wealth Management Advisor

    ● Open

    Jonathan LaRue - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor in wealth management, Jonathan LaRue offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on providing sound investment advice and strategic financial solutions, Jonathan LaRue is dedicated to helping individuals and families build and preserve wealth. Contact Jonathan LaRue - TIAA Wealth Management Advisor today to start planning for a more secure financial future.

    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org
    Jonathan LaRue - TIAA Wealth Management Advisor
    Details
  • #139

    O'Keefe Stevens Advisory, Inc.

    ● Open

    O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.

    One Bausch and Lomb Pl Suite 920, Rochester, NY 14604, United States
    585-340-6538
    okeefestevens.com
    O'Keefe Stevens Advisory, Inc. O'Keefe Stevens Advisory, Inc.
    Details
  • 4 1
    #140

    Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Nicholas D'Angelo - Financial Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, United States, is a finance institution specializing in providing comprehensive financial planning services. Nicholas D'Angelo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approach, Nicholas D'Angelo is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Additionally, Nicholas D'Angelo is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, and long-term care planning. With a commitment to ongoing education and professional development, Nicholas D'Angelo ensures that he stays current with industry trends and best practices to provide the highest level of service to his clients.

    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    585-481-8451
    ameripriseadvisors.com
    Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #141

    Peter M. Knittle

    ● Open

    Peter M. Knittle is a reputable finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York. With a strong emphasis on providing top-notch financial services to its clients, Peter M. Knittle is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. With a team of experienced professionals, Peter M. Knittle is dedicated to delivering exceptional service and guidance to its clients.

    2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623, United States
    585-568-6911
    pmkwealthmanagement.com
    Peter M. Knittle
    Details
  • 4.3 6
    #142

    Wells Fargo Advisors

    ● Open

    Wells Fargo Advisors is a renowned financial institution located at 400 Meridian Centre Boulevard in Rochester, New York, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is committed to providing you with expert guidance and personalized solutions.

    400 Meridian Centre Blvd Suite 210, Rochester, NY 14618, United States
    585-241-3310
    home.wellsfargoadvisors.com
    Wells Fargo Advisors Wells Fargo Advisors Wells Fargo Advisors
    Details
  • #143

    Mutual Funds Associates Inc

    ● Open

    Mutual Funds Associates Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States. Specializing in mutual funds, this company offers a range of investment options and financial services to help individuals and businesses grow their wealth. With a team of experienced professionals, Mutual Funds Associates Inc is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or simply grow your wealth, Mutual Funds Associates Inc can help you navigate the complex world of investing.

    1701 Chili Ave, Rochester, NY 14624, United States
    585-235-3607
    Details
  • #144

    John W. Wagner - Wilmington Advisors @ M&T

    ● Open

    John W. Wagner - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. Specializing in financial advisory services, the team at John W. Wagner - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

    1282 Long Pond Rd, Rochester, NY 14626, United States
    585-455-5104
    www3.mtb.com
    Details
  • #145

    David Kleeman - TIAA Wealth Management Advisor

    ● Open

    David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.

    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org
    David Kleeman - TIAA Wealth Management Advisor
    Details
  • #146

    Matthew Melia - TIAA Wealth Management Advisor

    ● Open

    Matthew Melia - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Melia provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships, Matthew Melia offers expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Matthew Melia - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org
    Details
  • #147

    Benjamin Forte - TIAA Wealth Management Advisor

    ● Open

    Benjamin Forte - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor, Benjamin Forte provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity and professionalism, Benjamin Forte offers expert advice and guidance on investments, retirement planning, estate planning, and more. Clients can rely on Benjamin Forte to provide tailored solutions to meet their individual needs and objectives. Trust Benjamin Forte - TIAA Wealth Management Advisor to help you navigate the complexities of financial planning and secure a prosperous future.

    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org
    Details
  • 5 1
    #148

    Brooks Financial Services

    ● Open

    Brooks Financial Services is a trusted finance institution located at 69 Lyceum Street in Rochester, New York, United States. Our team of experienced financial professionals are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, we are here to help. Visit us today to learn more about how Brooks Financial Services can help you secure your financial future.

    69 Lyceum St, Rochester, NY 14609, United States
    585-200-0848
    brooksfs.com
    Details
  • #149

    Focused Wealth Advisors

    ● Open

    Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-notch customer service, Focused Wealth Advisors is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

    160 Allens Creek Rd #270, Rochester, NY 14618, United States
    585-381-2662
    focusedwealthadvisors.com
    Focused Wealth Advisors Focused Wealth Advisors Focused Wealth Advisors
    Details
  • 5 2
    #150

    Edward Jones - Financial Advisor: Tom Kasper Jr

    ● Open

    Edward 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
    585-242-9289
    edwardjones.com
    Edward Jones - Financial Advisor: Tom Kasper Jr Edward Jones - Financial Advisor: Tom Kasper Jr
    Details
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