Tax planning legal services in Monroe, NY
4 results found
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Thomas, Collison and Meagher Attorneys at Law
● ClosedThomas, Collison and Meagher Attorneys at Law is a full-service law firm located at 1201 Monroe Street in Endicott, New York. With over 80 years of combined legal experience, our dedicated team of attorneys and staff are committed to meeting our clients' personal and legal needs. Whether you need assistance with business development, tax planning, real estate transactions, personal injury cases, or elder law issues, we are here to provide you with expert guidance and compassionate support. Our office has recently reopened to the public with strict COVID-19 safety measures in place to protect the health and well-being of our employees, clients, and friends. Follow the directions provided to easily find our office location, where we look forward to serving you with excellence and care.
1201 Monroe St, Endicott, NY 13760, United States -
Jacob Reich PC
● OpenJacob Reich PC is a reputable accounting and finance institution located at 39 Satmar Drive in Monroe, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Jacob Reich PC is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
39 Satmar Dr # 111, Monroe, NY 10950, 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 -
LVW Advisors
● ClosedLVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
67 Monroe Ave, Pittsford, NY 14534, United States
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