Retirement savings planning in Rochester, New York
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Stack Tax Services
Stack Tax Services is a leading accounting and finance institution located at 51 Rock Beach Road in Rochester, New York, United States. We specialize in providing expert tax services to individuals and businesses, helping our clients navigate the complex world of tax regulations and maximize their financial well-being. Our team of experienced professionals is dedicated to delivering personalized and reliable assistance to meet all of your accounting and financial needs. Trust Stack Tax Services to handle your taxes with precision and efficiency.
Friganorris Financial
Friganorris Financial is a reputable accounting and finance institution located at 986 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. At Friganorris Financial, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.
Focus First Federal Credit Union
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.
Vespoke - Wealth Management
Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.
Genesee Regional Bank-Winton
Genesee Regional Bank-Winton, located at 1850 South Winton Road in Rochester, New York, is a trusted financial institution that helps individuals and businesses achieve their professional and personal dreams. From supporting local businesses to helping families buy a home, GRB is dedicated to serving and strengthening the local community. Whether you are a dental specialist, a small business owner, or a homeowner, GRB offers a comprehensive range of products and services to meet your unique banking needs. With a focus on community building and support, GRB is committed to making its deposits available for the growth and prosperity of local businesses and individuals.
Advantage Federal Credit Union
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.
GreenPointe Financial
GreenPointe Financial is a leading finance institution located at 60 Carlson Road in Rochester, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, GreenPointe Financial is your trusted partner in financial success.
Edelman Financial Engines
Edelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. They specialize in providing comprehensive financial planning and investment management services to help individuals achieve their financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers personalized solutions tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Kinecta Federal Credit Union - Henrietta
Kinecta Federal Credit Union - Henrietta is a trusted financial institution located at 1425 Jefferson Road in Rochester, New York. As a member-owned credit union, Kinecta offers a wide range of financial services including savings accounts, checking accounts, loans, and more. With a focus on providing personalized and convenient banking solutions, Kinecta Federal Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union.
ESL Federal Credit Union (Headquarters)
ESL Federal Credit Union Headquarters is located at 225 Chestnut Street in Rochester, New York. As a leading financial institution, ESL offers a range of banking services including ATM access for convenient cash withdrawals and deposits. With a focus on providing exceptional customer service and personalized financial solutions, ESL Federal Credit Union is dedicated to helping members achieve their financial goals.
Visions Federal Credit Union
Visions Federal Credit Union is a trusted financial institution located at 1130 East Main Street in Rochester, New York. As a member-owned credit union, Visions offers a wide range of banking and financial services to individuals and businesses in the community. With a focus on providing personalized service and competitive rates, Visions helps its members achieve their financial goals and secure their future. Whether you need a checking account, a loan, or investment advice, Visions Federal Credit Union is here to help you every step of the way.
KeyBank
KeyBank is a renowned financial institution located at 3301 South Winton Road in Rochester, New York. As a leading bank and ATM provider, KeyBank offers a wide range of financial services to help individuals and businesses manage their finances efficiently. With a strong presence in the United States, KeyBank is known for its reliable and customer-centric approach to banking and finance. Whether you need to deposit funds, withdraw cash, or access various financial products, KeyBank is here to serve your needs with professionalism and dedication.
MVP Health Care
MVP Health Care is a leading health insurance agency located at 20 South Clinton Avenue in Rochester, New York. With a commitment to providing high-quality healthcare coverage to individuals and families, MVP Health Care offers a range of insurance plans tailored to meet the diverse needs of its members. As a trusted institution in the community, MVP Health Care strives to promote wellness and improve access to healthcare services for all.
Brighton Securities
Brighton 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.
Erb Financial
Erb Financial is a reputable accounting and finance institution located at 2243 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, Erb Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Erb Financial is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Wells Fargo Advisors
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.
Northwest Bank
Northwest Bank is a trusted financial institution located at 860 Long Pond Road in Rochester, New York, United States. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. Northwest Bank is committed to providing personalized and reliable banking solutions to help individuals and businesses achieve their financial goals.
The Summit Federal Credit Union
The Summit Federal Credit Union, located at 100 Marina Drive in Rochester, New York, is a full-service financial institution offering a range of products and services including checking and savings accounts, credit cards, and mortgage products. Our Greece location in the Canal Landing Professional Park near Route 390 provides ample parking, lobby ATM, full office hours, and a drive-up teller for your convenience. As a member of The Summit FCU, you can take advantage of our offerings, with your savings insured by the United States Government. We are an Equal Housing Lender and offer services through Apple and Google platforms. Please note that by accessing links to third-party websites, you will be conducting business with another party's website, so we encourage you to review their privacy and security policies.
KeyBank
KeyBank is a trusted financial institution located at 12 Spencerport Road in Rochester, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, investment management, and lending solutions. With convenient ATM locations and a commitment to customer service, KeyBank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the KeyBank difference.
Lifetime Financial Group, LLC
Lifetime Financial Group, LLC is a comprehensive finance, health, and insurance agency located at 35 State Street in Rochester, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, health insurance, or risk management solutions, we are here to provide personalized and reliable services. Contact us today to learn more about how we can help you secure your financial future.
OakWood Financial Services
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.
Skye Financial Services
Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.
Andrew Olbrich - Prudential Financial
Andrew Olbrich - Prudential Financial is a reputable finance and insurance agency located at 3313 Chili Avenue in Rochester, New York. With a focus on providing top-notch financial planning and insurance services, our dedicated team is committed to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Trust Andrew Olbrich - Prudential Financial to provide you with personalized solutions and expert advice to meet your financial needs.
Sullivan & Associates Wealth Management
Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.
Invessent LLC.
Invessent LLC is a reputable finance institution located at One South Washington Street in Rochester, New York. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Invessent LLC is here to guide you every step of the way. Trust us to provide personalized, strategic advice and innovative financial solutions tailored to your unique needs. Contact us today to learn more about how we can help you reach your financial goals.
Nicholas DAngelo - Financial Advisor, Ameriprise Financial Services, LLC
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.
Five Star Bank
Five Star Bank is a reputable financial institution located at 3177 Chili Avenue in Rochester, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. Our commitment to providing exceptional customer service and innovative financial solutions has earned us a five-star reputation in the industry. Whether you're looking to open a checking account, apply for a mortgage, or invest in your future, Five Star Bank is here to help you achieve your financial goals. Visit us today to experience the five-star difference in banking.
WIT Federal Credit Union
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.
Sage Rutty & Co., Inc.
Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.
Greece Community Federal CU
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.
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