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TOP 30 Top tax advisors in Rochester, NY
51 results found
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Rochester Financial Services
Rochester 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.
Edward Jones - Financial Advisor: Jessica N Millan, CFP®
Edward Jones - Financial Advisor: Jessica N Millan, CFP® is a renowned finance institution located at 906 Elmgrove Road in Rochester, New York, United States. Specializing in providing expert financial advice and services, Jessica N Millan, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, clients can trust Edward Jones to provide top-notch financial planning and investment solutions.
John W. Wagner - Wilmington Advisors @ M&T
John W. Wagner - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. Specializing in financial advisory services, the team at John W. Wagner - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
David Kleeman - TIAA Wealth Management Advisor
David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.
Focused Wealth Advisors
Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-notch customer service, Focused Wealth Advisors is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Rochester Financial Services
Rochester 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.
Vision Tax Payroll
Vision Tax Payroll is a leading institution located at 3000 Mount Read Boulevard in Rochester, New York, United States. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, payroll processing, or real estate transactions, Vision Tax Payroll is here to assist you every step of the way. Trust us to handle your financial needs with professionalism and precision.
Status Advisors
Status 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.
Accu Tax
Accu Tax is a reputable accounting and finance institution located at 1880 East Ridge Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Accu Tax is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you succeed.
Block Advisors
Block Advisors is a leading accounting and finance institution located at 3349 Monroe Avenue in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. Trust Block Advisors to help you achieve your financial goals and secure a brighter financial future.
Ten Forty Tax Services
Ten Forty Tax Services is a reputable accounting and finance institution located at 455 Empire Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Ten Forty Tax Services for all your financial needs.
A&J Tax, Inc.
A&J Tax, Inc. is a reputable accounting and finance institution located at 1225 Long Pond Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, A&J Tax, Inc. is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve financial success and peace of mind.
Thomas M. Giunta Tax Service
Thomas M. Giunta Tax Service, located at 1445 Creek Pointe in Farmington, New York, is a reputable institution specializing in tax return preparation, filing, and consulting services for individuals and small businesses in the Rochester area. With a focus on personalized service, they also offer accounting and financial services such as debt counseling, budgeting, retirement planning, and investment consulting. Known for their exceptional customer service, Thomas M. Giunta Tax Service provides mobile availability for easy scheduling, even on nights and weekends. Clients praise them for their fast, efficient, and detail-oriented approach. Contact them at 585-764-9918 to set up a free initial consultation and experience their top-notch services.
Research Financial Group
Research Financial Group is a leading finance institution located at 525 University Avenue in Rochester, New York, United States. Specializing in providing expert financial research and advisory services, Research Financial Group is committed to helping clients make informed investment decisions and achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Research Financial Group is a trusted partner for individuals and businesses seeking comprehensive financial solutions.
Ed Tasker - State Farm Insurance Agent
Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your needs.
Petrella Phillips LLP
Petrella Phillips LLP is a reputable accounting and finance institution located at 28 Clara Barton Street in Dansville, New York. With additional offices in Rochester and Geneva, we are dedicated to providing top-notch services to individuals and businesses in need of tax preparation, planning, and representation. At Petrella Phillips LLP, we understand the importance of timely tax filing, which is why we are still accepting tax returns past the deadline at all our locations. Our experienced staff can accurately and efficiently prepare tax returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also offer tax planning services to help clients take advantage of new tax laws and pending legislation.
David A. Younis, CFP
David A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A. Younis, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in the institution's expertise and dedication to providing top-notch financial services. Whether you are planning for retirement, investing for the future, or seeking guidance on tax planning, David A. Younis, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Michael Fanto - Alliance Advisory Group
Michael Fanto - Alliance Advisory Group is a finance and insurance agency located at 600 Park Avenue in Rochester, New York, United States. With a team of experienced professionals, they offer a range of financial services including investment planning, retirement planning, and insurance solutions. Their personalized approach ensures that clients receive tailored advice to help them achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, Michael Fanto - Alliance Advisory Group is dedicated to providing top-notch financial guidance and support.
Accu-Vest Planning Inc
Accu-Vest Planning Inc is a finance institution located at 1701 Chili Avenue in Rochester, New York, United States. Specializing in investment planning and financial services, Accu-Vest Planning Inc offers expert advice and personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, Accu-Vest Planning Inc is dedicated to providing top-notch financial planning services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Accu-Vest Planning Inc is here to help you every step of the way.
Boyd Capital Management
Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.
W&S Management Services, Inc.
W&S Management Services, Inc. is a finance institution located at 470 Long Pond Road in Rochester, New York, United States. We specialize in providing top-notch financial management services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, W&S Management Services, Inc. is your trusted partner in financial success.
Erb Financial
Erb Financial is a reputable accounting and finance institution located at 2243 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, Erb Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Erb Financial is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Ferron Michael P CPA
Ferron Michael P CPA is a reputable accounting and finance institution located at 95 Canal Landing Boulevard in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Ferron Michael P CPA is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.
Krueger Financial Group
Krueger Financial Group is a leading finance institution located at 400 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Krueger Financial Group for all your financial needs.
Mantione Financial
Mantione Financial is a reputable finance institution located at 444 White Spruce Boulevard in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Mantione Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Mantione Financial has a team of experienced professionals ready to help you achieve your financial goals. Trust Mantione Financial to provide you with personalized and reliable financial guidance to secure your financial future.
William Warren Associates
William Warren Associates is a renowned finance institution located at 2000 South Winton Road in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, William Warren Associates offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at William Warren Associates is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, William Warren Associates is the go-to institution for all your financial needs.
Rich Bucenec - Raymond James
Rich Bucenec - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing top-notch financial services, the institution offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Rich Bucenec - Raymond James is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about our services and how we can help you secure your financial future.
The Bonadio Group
The Bonadio Group, located at 171 Sully's Trail in Pittsford, New York, is a top 50 CPA firm offering a wide range of accounting and finance services. With a focus on diving deep into each industry they serve, they provide tailored solutions to help clients overcome financial and business challenges. Known for being problem solvers, industry experts, and trusted partners, The Bonadio Group is committed to finding the best solutions for each individual client. As members of the Moore North America, Inc. Association, they offer knowledgeable commentary on industry trends through various platforms such as written articles, seminars, webinars, and thought leadership. Clients rely on The Bonadio Group for their deep knowledge of their businesses and priorities, making them strategic partners in their success. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is dedicated to helping clients thrive in their respective industries.
The Four Corners Group - Morgan Stanley
The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.
rCPA
rCPA is a renowned accounting and finance institution located on Saint Paul Boulevard in Rochester, New York, United States. With a strong reputation for excellence in the field, rCPA offers a wide range of services including tax preparation, auditing, financial planning, and consulting. The institution boasts a team of highly skilled professionals who are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you are looking for assistance with your personal finances or seeking expert advice for your company, rCPA is the go-to institution for all your accounting and finance needs.
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