Tax planning for businesses in Pittsford, NY
27 results found
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Lifetime Planning
● OpenLifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.
6800 Pittsford Palmyra Rd, Fairport, NY 14450, United States -
Van C. Travis III, ChFC - State Farm Insurance Agent
● ClosedVan 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.
1978 Monroe Ave, Rochester, NY 14618, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.
1250 Pittsford Victor Rd bldg 200 suite 190, Pittsford, NY 14534, United States -
Rochester Financial Services
● OpenRochester 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.
7 Hastings Cir, Pittsford, NY 14534, United States -
Waterstone Financial Services
● ClosedWaterstone Financial Services is a leading finance institution located at 55 Sully's Trail in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Waterstone is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Waterstone Financial Services is here to help. Trustworthy, reliable, and committed to excellence, Waterstone is the go-to institution for all your financial needs.
55 Sully's Trail Suite F, Pittsford, NY 14534, United States -
Asher Flint - Alliance Advisory Group
● ClosedAsher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
69 Monroe Ave, Pittsford, NY 14534, United States -
Montage Wealth Management
● ClosedMontage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
179 Sully's Trail Suite 302, Pittsford, NY 14534, United States -
Echelon Wealth Advisors, LLC
● ClosedEchelon Wealth Advisors, LLC is a finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Specializing in wealth management and financial advisory services, Echelon Wealth Advisors, LLC provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact Echelon Wealth Advisors, LLC today to start planning for a secure financial future.
1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, United States -
Canal View Financial Advisors
● ClosedCanal View Financial Advisors is a finance institution located at 15 Schoen Place in Pittsford, New York, United States. At Canal View Financial Advisors, you will find a team that is dedicated to helping you achieve your financial dreams. They take the time to understand your unique goals and aspirations, ensuring a personalized approach to your financial planning. The institution offers a range of services including securities and advisory services through LPL Financial, a registered investment advisor. The team at Canal View Financial Advisors is committed to providing you with the highest level of service and expertise to help you navigate the complexities of the financial world.
15 Schoen Pl, Pittsford, NY 14534, United States -
O'Grady & Associates, Inc.
● ClosedO'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
65-b Monroe Ave, Pittsford, NY 14534, United States -
21st Century Financial Services
● Open21st Century Financial Services is a leading finance institution located at 672 Marsh Road in Pittsford, New York, United States. With a focus on providing cutting-edge financial solutions for individuals and businesses in the modern era, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we offer a wide range of services tailored to meet your specific needs. Trust 21st Century Financial Services to provide you with expert guidance and personalized strategies to secure your financial future.
672 Marsh Rd, Pittsford, NY 14534, United States -
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 -
Marshal Scheidt
● ClosedMarshal Scheidt is a renowned finance institution located at 1169 Pittsford Victor Road in Pittsford, New York. With a strong reputation for providing top-tier financial services, Marshal Scheidt is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Marshal Scheidt are here to provide expert guidance and support. Trust Marshal Scheidt to help you navigate the complex world of finance and secure a prosperous future.
1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States -
Merrill Lynch Financial Advisor Samuel Yeager
● ClosedMerrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
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.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
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.
1159 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Rochester Financial Services
● ClosedRochester Financial Services, located at 4 Old Brick 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 one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.
4 Old Brick Cir, 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 -
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.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Onimus Donald J CPA
● OpenOnimus Donald J CPA is a reputable accounting and finance institution located at 40 Office Park Way in Pittsford, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of dedicated Certified Public Accountants is committed to providing personalized and professional services to individuals and businesses alike. Whether you need assistance with tax compliance or financial analysis, Onimus Donald J CPA is the trusted choice for all your accounting needs.
40 Office Park Way, Pittsford, NY 14534, United States -
Di Martino & Associates
● OpenDi Martino & Associates is a renowned accounting and finance institution located at 111 Marsh Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with managing your finances or navigating complex tax laws, Di Martino & Associates is dedicated to helping you achieve your financial goals.
111 Marsh Rd # 2, Pittsford, NY 14534, United States -
H&M Financial Reporting, LLP
● ClosedH&M Financial Reporting, LLP is a reputable accounting and finance institution located at 1151 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, they provide a wide range of financial reporting services to clients, including tax preparation, auditing, and financial planning. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively.
1151 Pittsford Victor Rd #217, Pittsford, NY 14534, United States -
Lorenzo CCA & Co Accounting
● OpenLorenzo CCA & Co Accounting is a reputable accounting and finance institution located at 15 Fisher Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of accounting and financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Lorenzo CCA & Co Accounting for all your financial needs.
15 Fisher Rd Suite 212, Pittsford, NY 14534, United States -
Backus John R CPA
● OpenBackus John R CPA is a reputable accounting and finance institution located at 125 Sully's Trail in Pittsford, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, their team of professionals is dedicated to providing top-notch services tailored to meet your specific needs. Trust Backus John R CPA for all your accounting and finance needs.
125 Sully's Trail, Pittsford, NY 14534, United States -
RDHB
● OpenRDHB is a reputable accounting and finance institution located on Monroe Avenue in Pittsford, New York. With a strong focus on providing top-notch financial services to its clients, RDHB is known for its expertise in tax preparation, auditing, and financial consulting. Their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world with precision and integrity. Whether you are looking for assistance with tax planning or need help with financial reporting, RDHB is committed to providing personalized solutions to meet your specific needs.
69B, Monroe Ave, Pittsford, NY 14534, United States -
Pearsall Sumner CPA
● OpenPearsall Sumner CPA is a reputable accounting and finance institution located at 7700 Pittsford Palmyra Road in Fairport, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit Pearsall Sumner CPA to ensure your financial success and security.
7700 Pittsford Palmyra Rd, Fairport, NY 14450, United States -
Jaufmann and Centola
● OpenJaufmann and Centola is a reputable accounting and finance institution located at 1000 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Jaufmann and Centola for all your accounting and finance needs in the United States.
1000 Pittsford Victor Rd #6, Pittsford, NY 14534, United States
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