TOP 10 Tax strategy planning in Canandaigua, New York

Sheppard Mosher Independent Wealth Management is a renowned finance institution located at 2525 New York 332 in Canandaigua, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. With a commitment to transparency, integrity, and excellence, Sheppard Mosher Independent Wealth Management is dedicated to helping clients build and preserve their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.

Underberg & Kessler LLP is a renowned law firm located at 285 Delaware Avenue in Buffalo, New York. With offices in various locations throughout Western New York, including Rochester, Buffalo, Canandaigua, and Geneseo, our team of experienced attorneys is always close by to assist you with your legal needs. Our attorneys offer a practical, creative, and results-oriented approach to handling a wide range of legal matters. With diverse backgrounds and expertise, we are able to provide comprehensive legal representation to our clients. One of our attorneys, Patrick L. Cusato, was recently featured in the Rochester Business Journal for his exceptional work. Whether you need assistance with a constructive trust or any other legal issue, you can trust Underberg & Kessler LLP to provide you with top-notch legal services.