TOP 30 Tax and insurance preparation in Rochester, New York

11 results found

Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.

Christin Kirkwood - State Farm Insurance Agent is a reputable insurance agency located at 1833 Penfield Road in Penfield, New York. Our dedicated team is committed to providing high-quality insurance products at competitive prices, with a focus on exceptional customer service and attention to detail. We serve all of Monroe County and surrounding areas, including Penfield, Rochester, Fairport, and more. Contact us for a no-obligation insurance review and let us provide you with a quote to earn your business. We offer a range of insurance services, including auto insurance, home insurance, and life insurance, to help you prepare for the future. With over 42 years of combined experience in the industry, our team is well-connected to the community and strives to exceed your expectations. We are proud to support the communities of Penfield, East Rochester, Victor, and beyond.

Upstate Alliance Insurance Brokerage, located at 600 Park Avenue in Rochester, New York, is a trusted insurance agency that specializes in helping financial professionals grow their practice and increase their income. With a focus on trust, honesty, and integrity, we offer tailored strategies to meet your client's needs and goals, allowing you to consistently grow your book of business. With years of experience, we are prepared to guide you through life's transitions to help you achieve your full income and growth potential. As the brokerage arm of Alliance Advisory Group, an Agency of The Guardian Life Insurance Company of America, we provide securities products and advisory services through Park Avenue Securities LLC (PAS), member FINRA, SIPC.

USA Payroll Agency is a leading insurance agency located at 120 Linden Oaks in Rochester, New York. We specialize in providing payroll services for businesses of all sizes, ensuring accurate and timely payments to employees. Our team of experienced professionals is dedicated to helping clients navigate the complexities of payroll processing and compliance. Trust USA Payroll Agency to streamline your payroll operations and protect your business from financial risks. Contact us today to learn more about our comprehensive insurance solutions.

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.

Ameritas is a financial institution located at 27 Chestnut Street in Rochester, New York, United States. They specialize in helping individuals and businesses create long-term financial plans to achieve their goals and feel confident about the future. Ameritas offers a range of insurance products, investment services, and dental, vision, and hearing care plans to ensure that you and your loved ones are prepared for whatever life brings. Their team of qualified professionals work together with clients to develop personalized strategies that meet their unique needs. Ameritas is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including Ameritas Life Insurance Corp. in Nebraska and Ameritas Life Insurance Corp. of New York. They do not provide tax or legal advice, but can assist in creating a comprehensive financial strategy. The institution is committed to transparency and confidentiality, and offers resources for victims of domestic violence in New York. Additionally, they comply with Health Care Transparency Rules to provide information on in-network and out-of-network provider rates and drug pricing. Overall, Ameritas is dedicated to helping individuals and businesses achieve financial security and peace of mind.

John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.

Caine & Associates is a leading accounting, finance, and insurance agency located at 29 Atkinson Street in Rochester, New York. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, insurance coverage, and investment management. Visit us today to secure your financial future with Caine & Associates.

S.P. Collins & Company is a well-established accounting, finance, and insurance agency located at 1701 Chili Avenue in Rochester, New York, United States. With a dedicated team of professionals, we provide a wide range of services to help individuals and businesses manage their financial affairs efficiently. Whether you need assistance with tax preparation, financial planning, or insurance coverage, our experienced staff is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

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.