TOP 10 Retirement planning tools in Rochester, New York

The Retirement Optimization Group with Cadaret Grant is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. Specializing in retirement planning and optimization, our team of experts is dedicated to helping individuals achieve their financial goals for retirement. With a focus on personalized strategies and comprehensive financial planning, we strive to provide our clients with the tools and resources they need to secure a comfortable and fulfilling retirement. Contact us today to learn more about how we can help you plan for a successful future.

The Rochester Financial Empowerment Center is a community resource located at 1050 University Avenue in Rochester, New York. Our mission is to provide residents with the tools and knowledge needed to take control of their finances and achieve their financial goals. Our experienced financial counselors offer one-on-one coaching sessions to help individuals create budgets, reduce debt, improve credit scores, and build savings. Whether you are looking to buy a home, start a business, or simply improve your financial literacy, the Rochester Financial Empowerment Center is here to support you every step of the way. Visit us today to start your journey towards financial empowerment.

Rochester Area State Employees FCU is a finance institution located at 2300 Buffalo Road, Westgate, New York, United States. This credit union serves state employees in the Rochester area, offering a range of financial services including savings accounts, loans, and online banking. With a focus on providing personalized service and competitive rates, Rochester Area State Employees FCU is dedicated to helping its members achieve their financial goals.

Benefit Resource, LLC is an insurance agency located at 245 Kenneth Drive in Rochester, New York, United States. They specialize in providing a wide range of insurance services to individuals and businesses, helping them protect their assets and manage risk effectively. With a team of experienced professionals, Benefit Resource, LLC is dedicated to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of each client. Whether you are looking for health, life, auto, or property insurance, they are committed to helping you find the right coverage at the best possible rates. Contact Benefit Resource, LLC today to learn more about how they can help you secure your financial future.

Optima Benefits & Payroll is a family-owned finance, health, and insurance agency located at 1465 Monroe Avenue in Rochester, New York. Specializing in group benefits, health insurance, HR services, and payroll services, our experienced team is dedicated to helping you manage your business efficiently. We offer a range of services including payroll management, tax payments, workers comp, and a variety of group benefits such as health, dental, vision, life insurance, 401K plans, and long term care. Since 2004, Optima Benefits & Payroll has been proudly serving the Upstate NY region. Our personalized approach to payroll and benefit support has been praised by our clients, who appreciate our responsiveness, attention to detail, and competitive rates. By choosing Optima, you can save and invest for your own retirement while receiving top-notch customer service from a local, smaller payroll company. Our independent status allows us to shop all providers, ensuring that we find the best solutions for your business needs.

Vargas Financial Services is a reputable accounting and finance institution located at 1401 Stone Road in Rochester, New York. Our team of experienced professionals offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. We are dedicated to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.

Excel Securities & Associates is a reputable finance institution located at 28 East Main Street in Rochester, New York. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to assist you every step of the way. Trust Excel Securities & Associates for all your financial needs.

Core Wealth Management Group is a leading finance institution located at 29 Goodway Drive in Rochester, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized financial planning, investment management, retirement planning, and wealth preservation services to individuals, families, and businesses. With a focus on building long-term relationships and providing exceptional service, Core Wealth Management Group is committed to helping our clients navigate the complexities of the financial world and make informed decisions about their finances. Contact us today to learn more about how we can help you reach your financial goals.

Colby Financial Guidance of Raymond James is a premier financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial guidance and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, we are here to help. We pride ourselves on our commitment to transparency, integrity, and excellence in all that we do. Visit us at 375 Woodcliff Dr to learn more about how we can assist you in navigating the complex world of finance.

D'Aiutolo Malcolm & Associates Investment Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 400 Linden Oaks in Rochester, New York, United States. Specializing in investment consulting, the institution offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, D'Aiutolo Malcolm & Associates provides personalized advice and guidance to assist clients in making informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is dedicated to providing top-notch financial solutions tailored to your individual needs.

David Mattia, CIMA - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. As a Certified Investment Management Analyst (CIMA) with UBS Financial Services Inc., David Mattia provides expert financial advice and services to help clients achieve their investment goals. With a focus on personalized solutions and a commitment to excellence, David Mattia, CIMA - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial market and build a secure financial future.

Crossbridge Financial is a leading finance institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Crossbridge Financial has the expertise to help you achieve your financial goals. Visit us at 290 Linden Oaks to learn more about how we can assist you in securing your financial future.

Tompkins Financial is a finance institution located at 3140 Monroe Avenue in Rochester, New York, United States. Offering a range of financial services, including banking, investment, and insurance products, Tompkins Financial is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, Tompkins Financial strives to provide its customers with the tools and resources they need to make informed financial decisions. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Tompkins Financial is here to help you every step of the way.

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.

Carl Piacelli - Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Carl Piacelli - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.

Barbara Fraser, CFP, CRPC - UBS Financial Services Inc. is a reputable finance institution located in Rochester, New York, United States. With a focus on providing comprehensive financial planning services, Barbara Fraser and her team offer personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at UBS Financial Services Inc. are dedicated to helping you make informed decisions and secure your financial future. Visit their office at 400 Linden Oaks to learn more about their services and how they can assist you in managing your finances effectively.

Susan Halpern, Vice President, Wealth Advisor at UBS Financial Services Inc. in Rochester, New York, is dedicated to providing personalized financial solutions for her clients. With a focus on wealth management, Susan offers expert advice and guidance to help individuals and families achieve their financial goals. Located at 400 Linden Oaks, UBS Financial Services Inc. is a reputable finance institution known for its commitment to excellence and client satisfaction. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Susan Halpern and her team at UBS Financial Services Inc. are here to help you every step of the way.

H&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.

PineappleROC is a unique institution located at 793 South Goodman Street in Rochester, New York. As a dual real estate and travel agency, PineappleROC offers a one-stop shop for all your property and vacation needs. Whether you are looking to buy, sell, or rent a property, or plan your next dream vacation, PineappleROC has you covered. Our experienced team of professionals is dedicated to providing top-notch service and helping you achieve your real estate and travel goals. Visit us today and let us help you turn your dreams into reality.

Bowers CPAs & Advisors is a leading accounting and finance institution located at 200 Meridian Centre Boulevard 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 business consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Visit Bowers CPAs & Advisors for all your accounting and financial needs.

Game On!! is a finance store located at 2670 Dewey Avenue in Rochester, New York. We specialize in providing a wide range of financial services and products to help our customers achieve their financial goals. Our knowledgeable staff is dedicated to helping you navigate the world of finance and make informed decisions. Whether you need assistance with budgeting, investing, or saving for the future, Game On!! is here to help. Visit us today to see how we can assist you on your financial journey.

Lexington Avenue Federal Credit Union is a trusted financial institution located at 1275 Lexington Avenue in Rochester, New York. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our members. Our goal is to help our members achieve their financial goals and secure their financial future. Visit us today to learn more about our competitive rates, convenient services, and friendly staff. Join Lexington Avenue Federal Credit Union and experience the benefits of membership.

Greece Community Federal Credit Union is a financial institution located at 1795 English Road in Rochester, New York, United States. As a credit union, we are dedicated to serving the financial needs of our members and the local community. Our services include savings accounts, checking accounts, loans, and other financial products to help our members achieve their financial goals. With a commitment to excellent customer service and competitive rates, Greece Community Federal Credit Union is here to help you manage your finances and plan for a secure financial future.

Advantage Federal Credit Union is a trusted financial institution located at 1975 Buffalo Road in Rochester, New York. As a member-owned credit union, we are dedicated to providing personalized financial services and products to help our members achieve their financial goals. Whether you're looking for a convenient ATM location or need assistance with your finances, our team of experts is here to help. Join us today and experience the Advantage Federal Credit Union difference.

WIT Federal Credit Union is a leading financial institution located at 22 4th Street in Rochester, New York, United States. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and credit cards. Our mission is to provide our members with personalized financial solutions and excellent customer service. Visit us today to learn more about how we can help you achieve your financial goals.

Focus First Federal Credit Union is a trusted financial institution located at 2113 Chili Avenue in Rochester, New York, United States. As a credit union, we are committed to providing our members with personalized financial services and products to help them achieve their financial goals. Whether you need to access our convenient ATMs or speak with one of our knowledgeable finance experts, we are here to assist you every step of the way. Join us at Focus First Federal Credit Union and experience the difference of banking with a community-focused institution.

M&T Bank, located at 3165 Latta Road in Rochester, New York, is a trusted financial institution offering a wide range of banking and finance services. Our Latta Long Pond branch is here to assist you with all your personal banking needs, whether you're looking to open a new account, apply for a loan, or explore credit card options. Our knowledgeable personal bankers are dedicated to helping you find the best solutions for your financial goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to meet the unique needs of businesses in the Rochester area. Our Business Banking Specialists are available to assist you with starting or expanding your business, as well as managing your finances effectively.

M&T Bank, located at 1955 Buffalo Road in Rochester, New York, is a full-service financial institution offering personal, commercial, and small business banking solutions. With over 1,000 branches and 1,700 ATMs, we are dedicated to serving customers across the Northeastern United States. Our team of personal bankers is here to assist you with opening accounts, applying for loans, and selecting the right credit card for your needs. For businesses of all sizes, our Business Banking Specialists provide tailored products and services to help you manage your finances and grow your business. With over $200 billion in assets, we are committed to helping you build financial security for the future. Visit our Westmar branch today or use our convenient 24/7 ATMs to access your accounts.

ESL Federal Credit Union is a trusted financial institution located at 2480 Ridgeway Avenue in Rochester, New York, United States. As a member-owned credit union, ESL offers a wide range of financial services, including savings accounts, loans, and investment options. With convenient ATM locations and a commitment to providing personalized service, ESL Federal Credit Union is dedicated to helping members achieve their financial goals.

Paychex is a leading finance and insurance agency located at 135 Calkins Road in Rochester, New York, United States. With a reputation for providing top-notch payroll, HR, and benefits solutions for businesses of all sizes, Paychex is dedicated to helping companies streamline their operations and maximize efficiency. Their team of experts is committed to delivering personalized services tailored to meet the unique needs of each client. Trust Paychex to handle all of your financial and insurance needs with professionalism and expertise.