TOP 30 Private client banking in Rochester, New York

17 results found

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Chase Bank, located at 2130 Chili Avenue in Rochester, New York, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a focus on business banking, Chase provides expert guidance on improving cash flow, credit solutions, and payroll management. They also offer online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., provides investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering. Member FDIC.

Davidson Fink LLP, located at 400 Meridian Centre Boulevard in Rochester, New York, is a prestigious institution offering a full range of legal services in the fields of accounting, finance, and law. Founded in 1968, our team of experienced attorneys work with individual and business clients locally and nationwide, providing customized commercial and private legal services. Our attorneys are dedicated to meeting the unique needs and expectations of each client, while also ensuring efficiency in managing legal costs. From banking and business law to agribusiness and real estate, Davidson Fink LLP is recognized as a leader in various areas of expertise. Our attorneys have received numerous awards for excellence in the practice of law.

Walter R. Capell is a prestigious law institution located at 28 East Main Street in Rochester, New York, United States. Specializing in customized commercial and private legal services, Walter R. Capell has been serving individual and business clients locally, regionally, and nationally since its establishment in 1968. The team of attorneys at Walter R. Capell are dedicated to meeting the unique needs and expectations of each client, while also ensuring efficiency in managing legal costs. With expertise in banking, business law, litigation, agribusiness, and real estate, the attorneys at Walter R. Capell are recognized as leaders in their respective fields. Whether you require assistance with commercial lending, creditors' rights litigation, business operations, or real estate transactions, Walter R. Capell has the experience and resources to address all your legal needs. Trusted by clients in Rochester and beyond for over 50 years, Walter R. Capell is committed to providing superior legal services with personalized attention and professional diligence. Contact Walter R. Capell today to learn more about how they can help you with your legal needs.

Wealth 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.

OakWood Financial Services is a reputable finance institution located in Rochester, New York. With a prime location at 190 Linden Oaks, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to wealth management, OakWood Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, OakWood Financial Services is a trusted partner for all your financial needs.

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.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Joseph Feeney is a prestigious finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, Joseph Feeney is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, wealth management, or financial planning, Joseph Feeney has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Joseph Feeney for all your finance needs.

Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Aegis Capital provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital raising services, Aegis Capital is dedicated to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.

The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. Specializing in finance, the institution offers a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, The Terzioglu Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Erica L. Cummings - RBC Wealth Management Branch Director is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a branch director, Erica L. Cummings oversees a team of dedicated wealth management professionals who provide personalized financial services to clients. With a focus on building long-term relationships and providing tailored investment strategies, Erica L. Cummings - RBC Wealth Management Branch Director is committed to helping clients achieve their financial goals.

Resolute Commercial Capital is a finance institution located at 140 Metro Park in Rochester, New York, United States. Specializing in providing commercial capital solutions, Resolute Commercial Capital offers a range of financial services to help businesses thrive and grow. With a team of experienced professionals and a commitment to excellence, Resolute Commercial Capital is dedicated to helping clients achieve their financial goals and success.

Welcome to RW Dake Construction - Binghamton Located at 196 Robinson Street, Binghamton, New York, RW Dake Construction is your trusted partner for high-quality construction services. Originally established as a specialty interior contractor focusing on carpentry and painting, RW Dake has evolved into a comprehensive general construction company. Our expansion was driven by the needs of our valued private clients, and today, we proudly employ over 200 skilled carpenters and painters, supported by 24 dedicated project managers across nine offices.

Welcome to RW Dake Construction, your trusted general contractor located at 3206 Genesee Street, Buffalo, New York. With a proud history of excellence in craftsmanship and a commitment to quality, RW Dake Construction has evolved from a specialty interior contractor focusing on carpentry and painting to a comprehensive general construction service provider. Our growth has been fueled by the demands of our valued private clients, and today, we boast a team of over 200 skilled carpenters and painters, supported by 24 dedicated project managers across nine offices. At RW Dake Construction, we pride ourselves on delivering exceptional results across a variety of industries, including banking, healthcare, and manufacturing. Our customer-centric approach ensures that every project is tailored to meet the specific needs and expectations of our clients. We are dedicated to maintaining the highest standards of health and safety for our employees, subcontractors, and customers, while actively contributing to environmental preservation.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.