Tax strategy services in Rochester, NY
85 results found
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CNB Wealth Management
● ClosedCNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.
600 East Ave, Rochester, NY 14607, United States -
BlueMark Advisors
● OpenBlueMark Advisors is a reputable financial institution located at 2425 Clover Street in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, BlueMark Advisors is dedicated to providing personalized solutions to meet your needs. Trust BlueMark Advisors to guide you towards a secure financial future.
2425 Clover St, Rochester, NY 14618, United States -
Rise Advisors LLC.,
● ClosedRise Advisors LLC. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced advisors provides personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future with Rise Advisors LLC.
400 Linden Oaks Suite 120, Rochester, NY 14625, United States -
The Gilfus Leonard Marulli Group at Morgan Stanley
● ClosedThe Gilfus Leonard Marulli Group at Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Morgan Stanley
● OpenMorgan 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.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Erik Woodville Hoppin - Morgan Stanley
● OpenErik Woodville Hoppin - Morgan Stanley is a prestigious finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for excellence in financial services, Erik Woodville Hoppin - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Erik Woodville Hoppin - Morgan Stanley is committed to providing you with the highest level of service and expertise.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Tom Wahl - RBC Wealth Management Financial Advisor
● OpenTom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
The Oaktide Group - Morgan Stanley
● OpenThe Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.
300 Linden Oaks Ste 300, Rochester, NY 14625, United States -
Paula M. Terzioglu - Morgan Stanley
● OpenPaula M. Terzioglu - Morgan Stanley is a prominent finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing high-quality financial services, Paula M. Terzioglu - Morgan Stanley offers personalized investment strategies, wealth management, and financial planning to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Paula M. Terzioglu - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence.
300 Linden Oaks #200, Rochester, NY 14625, United States -
The Sime Messerino Group - Morgan Stanley
● OpenThe Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Status Advisors
● ClosedStatus Advisors is a leading accounting and finance institution located at 2117 Buffalo Road in Rochester, New York, United States. Our team of experienced advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, investment strategies, or financial reporting, Status Advisors is here to help. Trust us to help you navigate the complexities of the financial world and achieve your goals. Contact us today to schedule a consultation.
2117 Buffalo Rd #200, Rochester, NY 14624, United States -
Petrella Phillips LLP
● ClosedPetrella Phillips LLP is a reputable accounting and finance institution located at 1892 South Winton Road in Rochester, New York, United States. We specialize in tax preparation, planning, IRS representation, estate and trust tax preparation, business consulting, and financial planning. Our team of experienced professionals is dedicated to providing accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We offer extended hours at our main office in Rochester, as well as locations in Geneva and Dansville. Additionally, we have a 24-hour drop box for your convenience. Whether you are looking for assistance with tax preparation, planning for the future, or guidance on business matters, Petrella Phillips LLP is here to help you navigate through any financial challenge.
1892 S Winton Rd Suite 180, Rochester, NY 14618, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 825 Fairport Road in Rochester, New York, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block caters to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with filing taxes, maximizing deductions, or creating a personalized financial strategy, H&R Block is committed to providing top-notch service and guidance.
825 Fairport Rd E, Rochester, NY 14445, United States -
Delbert J. Smith CPA, P.C.
● ClosedDelbert J. Smith CPA, P.C. is an accounting and finance institution located at 2680 West Ridge Road in Rochester, New York, United States. Our services include deep analysis and strategic guidance to help you make smart business decisions, payroll processing, cash flow management, tax season assistance, and practical insight into your financial numbers. We also offer online apps for easy business transactions. Let us take the stress out of running your business and help you focus on the wellness of your business, body, and mind. Our goal is to provide personalized, human-centric approaches to managing your business debt effectively and surviving supply chain disruptions. Contact us to learn more about how we can help your small business thrive.
2680 W Ridge Rd #201B, Rochester, NY 14626, United States -
Denny Robert R Cpa
● ClosedDenny Robert R CPA is a reputable accounting and finance institution located at 1577 West Ridge Road in Rochester, New York, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the industry. Whether you are an individual or a business looking for expert financial guidance, Denny Robert R CPA is the place to turn to.
1577 W Ridge Rd Suite 203, Rochester, NY 14615, United States -
Ward, Schmerbeck, & Billig CPA's
● ClosedWard, Schmerbeck, & Billig CPA's is a reputable accounting and finance firm located at 470 Long Pond Road in Rochester, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Ward, Schmerbeck, & Billig CPA's is dedicated to helping you achieve your financial goals.
470 Long Pond Rd # 210, Rochester, NY 14612, United States -
Schwartz Morton S CPA
● OpenSchwartz Morton S CPA is a well-established accounting and finance institution located at 85 Carol Drive in Rochester, New York, United States. With a team of experienced and dedicated Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or bookkeeping, Schwartz Morton S CPA is here to assist you with professionalism and expertise. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.
85 Carol Dr, Rochester, NY 14617, United States -
Kenneth E. Ingersoll, CPA
● ClosedKenneth E. Ingersoll, CPA is a reputable accounting and finance institution located at 150 State Street in Rochester, New York, United States. With years of experience and expertise, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at Kenneth E. Ingersoll, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with your personal finances or require assistance with complex business accounting, Kenneth E. Ingersoll, CPA is the go-to institution for all your financial needs.
150 State St Suite 301A, Rochester, NY 14614, United States -
William J. Head, CPA
● OpenWilliam J. Head, CPA is a reputable accounting and finance institution located at 919 South Winton Road in Rochester, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we offer a wide range of services tailored to meet our clients' specific needs. Trust William J. Head, CPA to handle all of your accounting and finance needs with professionalism and expertise.
919 S Winton Rd, Rochester, NY 14618, United States -
Ernst & Young
● OpenErnst & Young (EY) is a global institution specializing in accounting and finance services, located at 710 Bausch and Lomb Place, Rochester, New York, United States. EY offers expertise in areas such as assurance, consulting, strategy and transactions, and tax services. The institution focuses on building trust and confidence in the capital markets and economies worldwide. EY is known for developing exceptional leaders who work together to fulfill promises to stakeholders, ultimately contributing to a better working world for employees, clients, and communities. EY provides valuable insights and quality services to help companies ensure privacy, transparency, and accountability when implementing artificial intelligence (AI). The institution features experts like Samta Kapoor, Mitch Berlin, Bruno Sarda, Mary de Wysocki, and Tom Edwards who discuss topics such as AI in M&A transactions, climate change, sustainability, and the use of AI to create value in businesses.
710 Bausch and Lomb Pl, Rochester, NY 14604, United States -
Thomas Strutt - Morgan Stanley
● OpenThomas Strutt - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a branch of the prestigious Morgan Stanley brand, Thomas Strutt offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and analysts, clients can expect personalized investment strategies, wealth management solutions, and expert financial advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Thomas Strutt - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Paychex
● ClosedPaychex is a leading finance and insurance agency located at 135 Calkins Road in Rochester, New York, United States. With a reputation for providing top-notch payroll, HR, and benefits solutions for businesses of all sizes, Paychex is dedicated to helping companies streamline their operations and maximize efficiency. Their team of experts is committed to delivering personalized services tailored to meet the unique needs of each client. Trust Paychex to handle all of your financial and insurance needs with professionalism and expertise.
135 Calkins Rd, Rochester, NY 14623, United States -
AAA Paintball Park
● OpenWelcome to AAA Paintball Park, Upstate New York's premier paintball facility, nestled in the scenic town of Constantia. Located at 303 County Route 23, just 30 minutes north of Syracuse and off the north shore of the beautiful Oneida Lake, our park is easily accessible from all directions. At AAA Paintball Park, we offer an exhilarating paintball experience for players of all skill levels. Our expansive 9-acre facility features four woods-ball playing fields and a brand-new, full-size astro-turfed speed-ball field. Whether you're planning a thrilling day out with friends or organizing a memorable event, we have you covered.
303 County Route 23, Constantia, New York 13044, United States -
The Bonadio Group
● ClosedWelcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
432 North Franklin Street, Syracuse, New York 13204, United States -
Prestige Home Buyers
● OpenWelcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!
198 Charter Oaks Avenue, Brentwood, New York 11717, United States
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