TOP 30 Tax and insurance strategies in Rochester, New York

34 results found

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.

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.

Delise Whitfield: Primerica - Financial Services is a reputable finance and insurance agency located at 1577 West Ridge Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Delise Whitfield: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

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.

Cornerstone Advisory Group is a leading finance institution located at 200 Park Point Drive in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning, Cornerstone Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

The Financial Guys is a reputable finance and insurance agency located at 3445 Winton Place in Rochester, New York. 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, insurance coverage, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Brown Wealth Partners of Raymond James is a premier finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Brown Wealth Partners has the expertise and resources to assist you every step of the way. Trustworthy and dedicated, they are committed to helping clients build and preserve their wealth for the long term.

Lakeshore Wealth Partners of Raymond James is a finance institution located in Rochester, New York, United States. Our team of experienced financial advisors are 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. Visit us at 100 Meridian Centre Boulevard to learn how we can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Sandra L. Kobel, CFP, CLU, ChFC is a reputable finance and insurance agency located at 625 Panorama Trail in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance and investment strategies, Sandra L. Kobel, CFP, CLU, ChFC is dedicated to providing personalized solutions to meet the unique needs of each client. Contact them today to start securing your financial future.

William L. Schoff - UBS Financial Services Inc. is a renowned financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Backed by a team of experienced professionals, William L. Schoff - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, this institution is committed to providing personalized and expert guidance every step of the way.

Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.

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.

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

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.

Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.

Priem Financial Group is a leading finance institution located at 2290 East Avenue in Rochester, New York, United States. With a strong focus on providing personalized financial solutions and expert guidance, Priem Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Priem Financial Group is committed to delivering exceptional service and tailored strategies to meet your unique needs. Contact Priem Financial Group today to start building a secure financial future.

The Harmony Financial Wellness Group, located at 80 Linden Oaks in Rochester, New York, is a leading finance institution dedicated to helping individuals achieve financial stability and success. With a team of experienced professionals, they offer a range of services including financial planning, investment management, retirement planning, and more. Their personalized approach focuses on creating harmony between their clients' financial goals and their current financial situation, ensuring a secure and prosperous future. Visit The Harmony Financial Wellness Group today to start your journey towards financial well-being.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

Veritas Financial is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. At Veritas Financial, individuals may transact business, offering a range of products and services and responding to inquiries. It is important to note that individuals at Veritas Financial are only able to conduct business in states where they are properly registered and licensed.

BlueMark Advisors is a leading finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services including investment management, financial planning, and risk assessment. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, BlueMark Advisors is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure a better financial future.

Dale Nower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations such as 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 cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution provides comprehensive training and education for financial professionals to better serve their clients' needs.

Marianne Bolton - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Marianne Bolton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Marianne Bolton is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Marianne Bolton - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.

Philip Pusateri is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. As a member of FINRA and SIPC, Philip provides financial planning services to help clients achieve their goals. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can rest assured that their information is secure, thanks to the institution's privacy and security center. Referrals are welcomed, and Philip looks forward to helping friends and family members with their financial needs. Users of the Ameriprise Financial website are bound by the institution's rules and regulations.

Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.

Christina Kubrich - Raymond James is a reputable financial institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and investment options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christina Kubrich - Raymond James has the expertise and resources to assist you every step of the way. Trustworthy and dedicated, they are committed to providing personalized solutions tailored to meet your individual needs. Visit them today to start building a secure financial future.

U.S. OMNI is a leading finance institution located at 220 Alexander Street in Rochester, New York, United States. Specializing in a wide range of financial services, U.S. OMNI is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a commitment to customer satisfaction, U.S. OMNI is a trusted partner for all your financial needs. Whether you are looking for investment advice, loans, or wealth management services, U.S. OMNI has the expertise and resources to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Daniel Hayes holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Daniel Hayes' expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Daniel Hayes is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.