TOP 30 Best Tailored business consulting services in Victor, New York
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Summers Financial Services
● ClosedSummers Financial Services is a trusted finance institution located at 6591 Cherry Street in Victor, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Summers Financial Services can help you secure a sound financial future.
6591 Cherry St, Victor, NY 14564, United StatesAdvertisements -
Mr Victor Tax Corporation
● OpenWelcome to Mr. Victor Tax Corporation, your trusted partner for comprehensive accounting and financial services in Coram, New York. Conveniently located at 11 West Denis Lane, we are dedicated to serving the financial needs of individuals and businesses in our community and beyond. At Mr. Victor Tax Corporation, we understand that navigating the complexities of taxes and financial planning can be daunting. Our team of experienced professionals is here to provide personalized solutions tailored to your unique circumstances. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial consulting, we are committed to delivering exceptional service and insightful guidance.
11 West Denis Lane, Coram, New York 11727, United States -
Victor F Devito Insurance - A Relation Company
● ClosedVictor F Devito Insurance - A Relation Company is an insurance agency located at 231 Wade Road Extension in Latham, New York, United States. With a strong focus on building relationships with their clients, they provide personalized insurance solutions tailored to each individual's needs. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the coverage that best fits your lifestyle and budget. Trust Victor F Devito Insurance to provide you with the peace of mind and protection you need.
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Pellegrino D Victor
● ClosedWelcome to Pellegrino D Victor, your trusted legal partner located at 2803 Genesee Street, Utica, New York. At Pellegrino D Victor, we are committed to providing comprehensive legal services with integrity, professionalism, and a personalized approach. Our experienced team of attorneys specializes in a wide range of legal areas, ensuring that you receive expert guidance tailored to your unique needs. Whether you are dealing with complex legal issues or seeking advice on everyday matters, Pellegrino D Victor is here to support you every step of the way. We pride ourselves on our dedication to client satisfaction, offering clear communication and strategic solutions to help you navigate the legal landscape effectively.
2803 Genesee Street, Utica, New York 13501, United StatesAdvertisements -
Victor R. Klein, MD, MBA
● OpenVictor R. Klein, MD, MBA is a reputable medical institution located at 600 Northern Boulevard in Great Neck, New York. Dr. Klein is a highly skilled and experienced doctor with a strong background in both medicine and business administration. Patients can expect top-notch medical care and personalized treatment plans tailored to their individual needs. The institution offers a wide range of healthcare services, including consultations, examinations, and treatments. With a focus on patient-centered care and a commitment to excellence, Victor R. Klein, MD, MBA is dedicated to helping patients achieve optimal health and wellness.
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Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1600 Moseley Road in Victor, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services can provide expert guidance and personalized advice to help you make informed decisions. Trust in Raymond James to help you navigate the complexities of the financial world and create a customized plan tailored to your individual needs.
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Victor W. Vaccaro, Jr.
● OpenWelcome to Victor W. Vaccaro, Jr., your trusted partner in accounting and finance located at 221 South Warren Street, Syracuse, New York. Our firm is proud to be part of the esteemed Dannible & McKee team, offering a unique blend of knowledge, expertise, and dedication to deliver reliable financial solutions tailored to your needs. As members of the GGI Global Alliance, we extend our reach to provide you with the best possible advice on a global scale. Our comprehensive services are designed to help you make sound financial decisions, whether you are navigating the complexities of financial ratios in manufacturing or safeguarding your construction company from potential cyberattacks. With employee theft on the rise, our expert team is here to help you protect your business interests. Trust Victor W. Vaccaro, Jr. to guide you through the financial landscape with confidence and precision. Learn more about how we can support your business today.
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H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 407 Commerce Drive in Victor, 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 bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with ease and confidence.
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Dash Capital, LLC #MaxYourDash
● ClosedDash Capital, LLC #MaxYourDash is a leading finance and insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Our team of experienced professionals is dedicated to helping our clients maximize their financial potential and secure their future. Whether you are looking for investment opportunities, insurance coverage, or financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Dash Capital, LLC #MaxYourDash to help you navigate the complex world of finance and insurance with confidence and peace of mind.
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Dream Mutual A Summers Financial Partner
● ClosedDream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
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The Mayeu Financial Group
● ClosedThe Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.
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Town & Country Travel Inc.
● ClosedTown & Country Travel Inc. is a premier travel agency located at 732 Pittsford Victor Road in Pittsford, New York. With a team of experienced and knowledgeable travel experts, we specialize in creating unforgettable travel experiences for our clients. From booking flights and accommodations to planning excursions and tours, we handle every aspect of your trip with care and attention to detail. Whether you're looking for a relaxing beach getaway, an adventurous safari, or a cultural tour of Europe, Town & Country Travel Inc. is here to make your travel dreams a reality. Contact us today to start planning your next unforgettable journey.
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OneDigital
● ClosedOneDigital is a leading health and insurance agency located at 1000 Pittsford Victor Road in Pittsford, New York. With a commitment to providing top-notch services and solutions, OneDigital helps individuals and businesses navigate the complexities of the healthcare and insurance industries. Their team of experts is dedicated to finding the best coverage options tailored to each client's unique needs. Whether you are looking for health insurance for yourself or your employees, OneDigital is here to help you make informed decisions and secure the protection you deserve.
1000 Pittsford Victor Rd suite 2j 2nd floor, Pittsford, NY 14534, United StatesAdvertisements -
Cooper/Haims Advisors, LLC
● ClosedCooper/Haims Advisors, LLC is a leading financial institution located at 50 Square Drive in Victor, New York, United States. Specializing in providing expert financial advice and services, their team of experienced advisors work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Cooper/Haims Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. With a reputation for excellence and a commitment to client satisfaction, they are a trusted partner in helping you secure your financial future.
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Merrill Lynch Financial Advisor Don Theodorou
● ClosedMerrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.
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Merrill Lynch Financial Advisor Caleb Atwater
● ClosedMerrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.
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Merrill Lynch Financial Advisor Jeffrey Garcia
● ClosedMerrill Lynch Financial Advisor Jeffrey Garcia, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Garcia can help you navigate changing market conditions and develop a flexible financial plan. By participating in the community and volunteering with local organizations, Jeffrey Garcia demonstrates a commitment to serving clients beyond just financial advice. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your aspirations and priorities can be created to help you achieve your long-term financial objectives. With a focus on understanding your unique needs and values, Jeffrey Garcia works with you to design a financial approach that aligns with your life priorities. By continuously reviewing and adjusting your financial strategy as your goals evolve, Jeffrey Garcia aims to help you stay on track to achieve what matters most to you. As a Chartered Retirement Planning Counselor™, Jeffrey Garcia is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Jeffrey Garcia to start working towards your financial goals today.
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The Pelican Bay Group Wealth Management - Morgan Stanley
● OpenThe Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
1250 Pittsford Victor Rd Building 200, Suite 350, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Michael D Katz
● ClosedMerrill Lynch Financial Advisor Michael D Katz is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals led by Michael D Katz, clients can expect personalized financial advice and strategies tailored to their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Merrill Lynch Financial Advisor Michael D Katz is dedicated to helping you achieve financial success.
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Freedom Financial Planning
● OpenFreedom Financial Planning is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their future. We offer personalized financial planning services tailored to each client's unique needs and circumstances. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide guidance and support every step of the way. Trust Freedom Financial Planning to help you navigate the complexities of the financial world and make informed decisions for a brighter tomorrow.
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LynnLeigh & Company
● ClosedLynnLeigh & Company is a reputable finance institution located at 1160A Pittsford Victor Road in Pittsford, New York, United States. With a commitment to providing top-notch financial services, LynnLeigh & Company caters to individuals and businesses seeking expert advice on investments, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit LynnLeigh & Company today for personalized financial solutions tailored to your specific needs.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.
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Paul Byron Hill CFP
● OpenPaul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.
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Merrill Lynch Financial Advisor Matthew A. Kilmer
● ClosedMerrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.
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Merrill Lynch Financial Advisor Richard A Glaser
● ClosedMerrill Lynch Financial Advisor Richard A Glaser is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing personalized financial advice and services, Richard A Glaser and his team offer comprehensive wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Merrill Lynch Financial Advisor Richard A Glaser is dedicated to helping you achieve financial success.
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Anthony M Gallea - Morgan Stanley
● OpenAnthony M Gallea - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and solutions to its clients. With a team of experienced professionals, Anthony M Gallea - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, you can trust Anthony M Gallea - Morgan Stanley to provide expert guidance and personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can assist you in securing your financial future.
1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, United States -
Robert Mike - Morgan Stanley
● OpenRobert Mike - Morgan Stanley is a reputable finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing top-notch financial services, Robert Mike - Morgan Stanley offers a wide range of investment solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced team at Robert Mike - Morgan Stanley is dedicated to helping you achieve financial success. Their commitment to excellence and personalized approach sets them apart in the finance industry, making them a trusted partner for individuals and businesses alike.
1250 Pittsford Victor Rd Ste 350, Bldg 200, Pittsford, NY 14534, United States -
Elevatus Wealth Management
● OpenElevatus Wealth Management is a premier financial institution located at 1501 Pittsford Victor Road in Victor, New York, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing tailored investment strategies, retirement planning, and estate planning services, Elevatus Wealth Management is committed to helping individuals and families make informed decisions to grow and protect their wealth. Contact us today to learn more about how we can help you elevate your financial success.
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Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker
● ClosedMerrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.
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Merrill Lynch Financial Advisor William Fiorica
● ClosedMerrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.
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