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Top 30 Best Tax strategy advice in Rochester, New York

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  • #151

    William Warren Associates

    ● Closed
    2000 S Winton Rd # 100, Rochester, NY 14618, United States
    (585) 271-7020
    williamwarrenassociates.com

    William Warren Associates is a renowned finance institution located at 2000 South Winton Road in Rochester, New York, United States.

    Financial Service
    Details
  • #152

    The Estate, Legacy and Long-Term Care Planning Center of Western NY

    ● Closed
    3445 Winton Pl Suite 115, Rochester, NY 14623, United States
    (585) 721-2385

    The Estate, Legacy and Long-Term Care Planning Center of Western NY is a finance institution located at 3445 Winton Place in Rochester, New York.

    Photo of The Estate, Legacy and Long-Term Care Planning Center of Western NY - 3445 Winton Place, Rochester, NY 14623, USA Photo of The Estate, Legacy and Long-Term Care Planning Center of Western NY - 3445 Winton Place, Rochester, NY 14623, USA
    Financial Service
    Details
  • #153

    Concept Financial Group

    ● Open
    400 Meridian Centre Blvd, Rochester, NY 14618, United States
    (585) 241-5291
    conceptfinancialgroup.net

    Concept Financial Group is a leading financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals.

    Financial Service
    Details
  • #154

    Rich Bucenec - Raymond James

    ● Open
    100 Meridian Centre Blvd Ste 315, Rochester, NY 14618, United States
    (585) 274-5000
    raymondjames.com

    Rich Bucenec - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • #155

    Janet Emhof - Raymond James

    ● Open
    100 Meridian Centre Blvd #150, Rochester, NY 14618, United States
    (585) 274-5001
    raymondjames.com

    Janet Emhof - Raymond James is a trusted finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States.

    Financial Service
    Details
  • #156

    The JC Advantage LLC

    ● Open
    710 Latta Rd, Rochester, NY 14612, United States
    (585) 366-5934
    thejcadvantagellc.com

    The JC Advantage LLC is a premier institution located at 710 Latta Road in Rochester, New York, United States. We offer a wide range of services to help individuals and businesses achieve their goals and reach their full potential.

    Details
  • #157

    Greg Mitchell - Raymond James

    ● Open
    100 Meridian Centre Blvd #150, Rochester, NY 14618, United States
    (585) 274-5000
    raymondjames.com

    Greg Mitchell - Raymond James is a finance institution located in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals.

    Financial Service
    Details
  • #158

    Linden Financial Consultants — Fee-Only Fiduciary

    ● Closed
    150 Allens Creek Rd Suite 250, Rochester, NY 14618, United States
    (585) 721-4066
    lindenfinancialconsultants.com

    Linden Financial Consultants is a fee-only fiduciary institution located at 150 Allens Creek Road in Rochester, New York. As a finance institution, we prioritize our clients' best interests by providing unbiased financial advice and guidance.

    Financial Service
    Details
  • #159

    Cathy Gueli - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2137
    us.rbcwealthmanagement.com

    Cathy Gueli - RBC Wealth Management Financial Advisor is a reputable financial institution located at 80 Linden Oaks in Rochester, New York, United States.

    Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA Photo of Cathy Gueli - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #160

    UBS Institutional Consulting- Upstate New York - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4558
    advisors.ubs.com

    UBS Institutional Consulting- Upstate New York is a branch of UBS Financial Services Inc. located at 400 Linden Oaks in Rochester, New York.

    Financial Service
    Details
  • #161

    The Cook Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 389-2208
    advisor.morganstanley.com

    The Cook Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #162

    Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC

    ● Open
    2290 East Ave 3rd floor, Rochester, NY 14610, United States
    (585) 295-2140
    ameripriseadvisors.com

    Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC.

    Photo of Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610, USA
    Financial Service
    Details
  • #163

    Barrett Wealth Management

    ● Closed
    70 Linden Oaks 3rd floor, Rochester, NY 14625, United States
    (585) 383-5555
    financialcrusade.com

    Barrett Wealth Management is a leading finance institution located at 70 Linden Oaks in Rochester, New York, United States.

    Photo of Barrett Wealth Management - 70 Linden Oaks, Rochester, NY 14625, USA Photo of Barrett Wealth Management - 70 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #164

    The Pipa Tagliarino Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 249-4301
    advisor.morganstanley.com

    The Pipa Tagliarino Group at Morgan Stanley is a leading financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients.

    Financial Service
    Details
  • #165

    James Merkley, CFP - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    (585) 218-4525
    advisors.ubs.com

    James Merkley, CFP - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York.

    Financial Service
    Details
  • #166

    Mercer Advisors Wealth Management

    ● Closed
    375 Woodcliff Dr #1c, Fairport, NY 14450, United States
    (585) 442-3230
    merceradvisors.com

    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.

    Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA Photo of Mercer Advisors Wealth Management - 375 Woodcliff Drive, Fairport, NY 14450, USA
    Financial Service
    Details
  • #167

    Ransom Accounting

    ● Open
    89 Stonecrest Dr, Rochester, NY 14615, United States
    (585) 865-1625
    ransomaccounting.com

    Ransom Accounting is a reputable financial institution located at 89 Stonecrest Drive in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • #168

    Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2160
    us.rbcwealthmanagement.com

    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.

    Photo of Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #169

    DeVitto Wealth Management Group

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2127
    us.rbcwealthmanagement.com

    DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.

    Financial Service
    Details
  • #170

    Pathfinder Financial Advisory Group - Ameriprise Financial Services, LLC

    ● Open
    2024 W Henrietta Rd Ste 3B, Rochester, NY 14623, United States
    (585) 424-1480
    ameripriseadvisors.com

    Pathfinder Financial Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2024 West Henrietta Road in Rochester, New York, United States.

    Photo of Pathfinder Financial Advisory Group - Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Pathfinder Financial Advisory Group - Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #171

    Paul Stack - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    1100 S Goodman St Ste 105, Rochester, NY 14620, United States
    (585) 292-9851
    ameripriseadvisors.com

    Paul Stack is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States.

    Photo of Paul Stack - Financial Advisor, Ameriprise Financial Services, LLC - 1100 South Goodman Street, Rochester, NY 14620, USA
    Financial Service
    Details
  • #172

    The Cicero Law Firm LLP

    ● Closed
    290 Linden Oaks, Rochester, NY 14625, United States
    (585) 385-3100
    thecicerolawfirm.com

    The Cicero Law Firm LLP is a reputable legal institution located at 290 Linden Oaks in Rochester, New York, United States.

    Legal Service
    Details
  • #173

    Don DeVitto - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    (585) 423-2127
    us.rbcwealthmanagement.com

    Don DeVitto - RBC Wealth Management Financial Advisor is a prestigious financial institution located in the heart of Rochester, New York.

    Financial Service
    Details
  • #174

    The Four Corners Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (585) 389-2259
    advisor.morganstanley.com

    The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #175

    rCPA

    ● Closed
    St Paul Blvd, Rochester, NY 14617, United States
    (585) 455-8555
    cparoc.com

    rCPA is a renowned accounting and finance institution located on Saint Paul Boulevard in Rochester, New York, United States.

    Accounting Service Financial Service
    Details
  • #176

    The Spencer Group - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    (239) 449-7886
    advisor.morganstanley.com

    The Spencer Group - Morgan Stanley is a leading finance institution located at 300 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #177

    Mercer

    ● Open
    70 Linden Oaks #310, Rochester, NY 14625, United States
    (585) 389-8701
    mercer.com

    Mercer is a prestigious finance institution located at 70 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #178

    Joseph Muratore

    ● Open
    2833 W Ridge Rd, Rochester, NY 14626, United States
    (585) 654-4053
    fa.citizensbank.com

    Joseph Muratore is a reputable finance institution located at 2833 West Ridge Road in Rochester, New York, United States.

    Financial Service
    Details
  • #179

    Edward Jones - Financial Advisor: Carla M Morris

    ● Closed
    706 University Ave, Rochester, NY 14607, United States
    (585) 271-3808
    edwardjones.com

    Edward Jones - Financial Advisor: Carla M Morris is a reputable finance institution located at 706 University Avenue in Rochester, New York, United States.

    Photo of Edward Jones - Financial Advisor: Carla M Morris - 706 University Avenue, Rochester, NY 14607, USA
    Financial Service
    Details
  • #180

    William Nelkin - TIAA Wealth Management Advisor

    ● Closed
    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    (877) 209-3144
    locations.tiaa.org

    William Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York.

    Photo of William Nelkin - TIAA Wealth Management Advisor - 35 Celebration Drive, Rochester, NY 14620, USA
    Financial Service
    Details
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