TOP 10 Tax advisor in Rochester, New York

Health and Wealth Advisors is a comprehensive finance, health, and insurance agency located at 2800 Dewey Avenue in Rochester, New York. Our team of experienced advisors is dedicated to helping individuals and families achieve both financial prosperity and optimal health. Whether you are looking to secure your financial future, find the right insurance coverage, or improve your overall well-being, our knowledgeable staff is here to provide personalized guidance and support. Visit us today to start your journey towards a healthier and wealthier life.

Upstate Tax Services is a reputable accounting and finance institution located at 900 Jefferson Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Upstate Tax Services to handle all of your financial needs with precision and expertise. Contact us today to schedule a consultation.

Burgos Income Tax Inc is a trusted accounting and finance institution located at 1816 North Clinton Avenue in Rochester, New York, United States. With a team of experienced professionals, we provide expert income tax services to individuals and businesses. Our services include tax preparation, filing, planning, and consulting to ensure our clients maximize their financial potential. Whether you need assistance with personal tax returns or complex business finances, Burgos Income Tax Inc is here to help you navigate the ever-changing tax laws and regulations. Visit us today to experience our personalized and reliable financial services.

Phillips Lytle LLP is a prestigious law firm located in Rochester, New York. Our firm's culture, commitment, and credo, known as "The Phillips Lytle Way," sets us apart in the legal industry. We approach sophisticated legal matters efficiently and creatively, going above and beyond for our clients. Our team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep knowledge of various industries. At Phillips Lytle, we promote diversity, equity, and inclusion within the legal profession and our firm, valuing the unique perspectives and experiences of every colleague. Our world-class talent ensures ultra-responsive service and absolute subject matter expertise. We have strong relationships with outside organizations, ensuring success for our clients by knowing the right phone calls to make and how to navigate through red tape.

Edward Jones - Financial Advisor: Ron Ciminelli is a reputable finance institution located at 3173 Chili Avenue in Rochester, New York. As a trusted financial advisor, Ron Ciminelli offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Ron Ciminelli is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Ron Ciminelli and his team are here to provide expert advice and support every step of the way.

Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rochester Investments offers a wide range of services to meet your needs. Trust us to provide personalized solutions and expert guidance to help you navigate the complex world of finance. Visit us today to discover how we can help you secure your financial future.

Rochester Wealth Management Group is a leading finance institution located at 706 East Avenue in Rochester, New York, United States. Our experienced team of financial experts specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we offer tailored solutions to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Rochester Wealth Management Group is dedicated to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.

Layline Advisors, LLC is a registered investment adviser located at 17 Prince Street in Rochester, New York, United States. As a registered investment adviser with the SEC, Layline Advisors provides financial services and advice to clients. Please note that the information provided on their website is for informational purposes only and should not be considered as investment, tax, accounting, or legal advice. Layline Advisors disclaims all warranties and does not guarantee the accuracy of the information provided on their website. Clients should use the information at their own risk and should consult with a professional before making any financial decisions. Additionally, Layline Advisors is not liable for any damages that may result from using their services or information on their website. Please be aware that solicitation of investment advisory services may be subject to jurisdictional restrictions.

Tax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York. With a team of experienced professionals, we offer a wide range of services including tax preparation, investment management, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized strategies and expert advice. Contact us today to learn how we can assist you in navigating the complexities of taxes and investments.

AIO Fee Only Financial Advisors is a finance institution located at 140-A Metro Park in Rochester, New York, United States. They provide fee-only financial advisory services to individuals and businesses, focusing on personalized financial planning and investment management. With a commitment to transparency and putting clients' best interests first, AIO Fee Only Financial Advisors offers unbiased advice and guidance to help clients reach their financial goals. Their team of experienced advisors is dedicated to providing high-quality, comprehensive financial solutions tailored to each client's unique needs and objectives. Trust AIO Fee Only Financial Advisors to help you navigate the complexities of the financial world with confidence and peace of mind.

The Resource Group of Rochester is a leading finance institution located at 200 Meridian Centre Boulevard in Rochester, New York, United States. With a strong focus on providing comprehensive financial services and solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Visit us today to learn more about how we can help you secure your financial future.

AUM Shiv Advisors, LLC is a finance institution located at 7 Gloucester Circle in Rochester, New York, United States. We specialize in providing expert financial advice and investment management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with AUM Shiv Advisors, LLC.

Light Strategic Advisors is a leading finance institution located in Rochester, New York. Our team of expert advisors provides strategic financial guidance to individuals and businesses looking to optimize their financial goals. With a focus on personalized service and innovative solutions, we help our clients navigate the complexities of the financial world with confidence and clarity. Visit us at 3445 Winton Place to learn how Light Strategic Advisors can help you achieve your financial objectives.

Block Advisors is a trusted institution located at 1100 Long Pond Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters with ease. Whether you need help with tax preparation, financial planning, or business consulting, Block Advisors is here to provide personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support to help you achieve your financial goals.

South Park Advisors is a leading institution specializing in business valuation services. Located at 95 Allens Creek Road in Rochester, New York, our team of experts offers comprehensive and accurate valuations for businesses of all sizes. With a focus on finance, we provide clients with the information they need to make informed decisions regarding their business investments. Trust South Park Advisors for reliable and professional business valuation services.

Cathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized financial advice and wealth management services, Cathy Gueli and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cathy Gueli - RBC Wealth Management Financial Advisor offers expert guidance and tailored solutions to meet your needs. Trust in their experience and expertise to secure your financial future.

Patrick C. Kelly - RBC Wealth Management Financial Advisor is a renowned financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor, Patrick C. Kelly offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, investment strategies, and retirement planning, Patrick C. Kelly is dedicated to providing expert guidance and support to clients seeking to secure their financial future. With a commitment to excellence and a reputation for integrity, Patrick C. Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals and families looking for comprehensive financial solutions.

Seneca Financial Advisors LLC is a reputable finance institution located at 500 Linden Oaks in Rochester, New York, United States. With a team of experienced financial advisors, Seneca Financial Advisors LLC offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Seneca Financial Advisors LLC can provide expert guidance and support every step of the way. Trust Seneca Financial Advisors LLC to help you secure your financial future.

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Expatriate Tax Online is an accounting and finance institution located at 1635 Brooks Avenue in Rochester, New York, United States. Our team of experts specializes in providing tax services for expatriates, ensuring that individuals living and working abroad comply with all tax laws and regulations. With our convenient online platform, clients can easily access and manage their tax information from anywhere in the world. Let us help you navigate the complexities of expatriate taxation and ensure that you are fully compliant with your tax obligations.

Muchard Financial Income Tax Services, located at 1100 Long Pond Road in Rochester, New York, is a trusted institution specializing in accounting and finance services. With a focus on tax investment, financial planning, and retirement options such as 401k, 403b, and Roth IRA, our team of experts is dedicated to helping individuals and businesses navigate the complexities of state and federal income tax regulations. Whether you are a corporate entity, partnership, or individual in Monroe County, our experienced consultants are here to assist you with electronic filing, IRS returns, and refunds. With over 60 years of experience, Muchard Financial is committed to providing top-quality tax preparation services to clients in the Rochester area and beyond.

Flower City Tax & Accounting, located at 31 Erie Canal Drive in Rochester, New York, is a highly reputable and well-established institution that has been serving the tax and accounting needs of clients in Rochester and Western New York since 1983. Our dedicated team of accountants and tax professionals are committed to providing reliable, affordable, and highly-personable services to our clients. We offer a range of services including tax preparation, payroll, and accounting. Our office hours are Monday, Tuesday, and Thursday from 9:00 am to 7:30 pm, Wednesday and Friday from 9:00 am to 5:00 pm, and Saturday from 9:00 am to 3:00 pm. Trust Flower City Tax & Accounting for all your tax and accounting needs.

Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.

Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Christopher Q. H. Leverett provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Christopher Q. H. Leverett is dedicated to providing expert financial advice and guidance. Whether you are planning for retirement, investing for the future, or managing your assets, Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor is here to help you navigate the complex world of finance with confidence.

Nannette P Nocon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road, Rochester, New York, United States. Nannette P Nocon offers a range of financial services and expertise to help individuals manage their wealth and plan for the future. Nannette P Nocon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their commitment to providing top-notch financial advice and solutions. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Nannette P Nocon can help you navigate the complexities of financial planning. Contact them today to start building a solid financial foundation for your future.

Paul Stack is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Paul Stack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management, including retirement planning, estate planning, investment strategies, risk management, and more. Paul Stack is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Don DeVitto - RBC Wealth Management Financial Advisor is a prestigious financial institution located in the heart of Rochester, New York. Our team of experienced professionals are dedicated to providing personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Don DeVitto - RBC Wealth Management Financial Advisor is here to guide you every step of the way. Visit us at 80 Linden Oaks to learn more about how we can help you secure a brighter financial future.

RBC Wealth Management Branch in Rochester, NY is a prestigious finance institution located at 80 Linden Oaks. 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 looking to invest, plan for retirement, or manage your assets, our professionals are here to help. Visit us today to learn more about how we can assist you in securing your financial future.