Trust and estate planning in Rochester, New York

Ciminelli & Ciminelli, PLLC Attorneys and Counselors at Law is a reputable law firm located at 1775 Buffalo Road in Rochester, New York. Specializing in providing expert legal advice and representation, our team of experienced attorneys are dedicated to helping clients navigate a variety of legal issues. From personal injury and family law to business disputes and estate planning, we offer comprehensive legal services tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Ciminelli & Ciminelli, PLLC is your trusted partner in the legal system.

Phillips Lytle LLP is a prestigious law firm located in Rochester, New York. Our firm's culture, commitment, and credo, known as "The Phillips Lytle Way," sets us apart in the legal industry. We approach sophisticated legal matters efficiently and creatively, going above and beyond for our clients. Our team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep knowledge of various industries. At Phillips Lytle, we promote diversity, equity, and inclusion within the legal profession and our firm, valuing the unique perspectives and experiences of every colleague. Our world-class talent ensures ultra-responsive service and absolute subject matter expertise. We have strong relationships with outside organizations, ensuring success for our clients by knowing the right phone calls to make and how to navigate through red tape.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.

Caruso and Tills Wealth Advisory Group of Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Caruso and Tills Wealth Advisory Group can provide expert guidance and tailored solutions to meet your needs. Trust in their expertise and dedication to help you secure a prosperous financial future.

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. Our center specializes in helping individuals and families plan for their future by providing expert advice on estate planning, legacy management, and long-term care options. Our team of experienced financial professionals is dedicated to helping our clients secure their financial future and protect their assets for generations to come. Whether you are looking to create a will, establish a trust, or explore long-term care insurance options, our center is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure future.

Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

Wilmington Trust, located at 180 South Clinton Avenue in Rochester, New York, is a leading financial institution offering wealth and institutional services for M&T Bank. With a strong track record of success and a team of experienced professionals, Wilmington Trust has been instrumental in helping families and businesses achieve their financial goals for generations. Whether you are looking for wealth management services or institutional solutions, Wilmington Trust is dedicated to providing you with expert guidance and support. Plan your visit to our Rochester office today and experience the difference that our forward-thinking approach can make for your financial future.

The Legacy and Long-Term Care Planning Center is a finance institution located at 1880 South Winton Road in Rochester, New York, United States. This center specializes in helping individuals and families plan for their future by providing expert advice and guidance on legacy planning and long-term care. Whether you are looking to protect your assets for future generations or ensure you have the necessary resources for your own care as you age, the Legacy and Long-Term Care Planning Center is dedicated to helping you achieve your financial goals. With a team of experienced professionals, this institution offers personalized solutions to help you secure your financial future and leave a lasting legacy for your loved ones.

Zaroczynski and Associates is a reputable accounting and finance institution located at 465 Stone Road in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

Danielle Clement Homes at TruAgent Real Estate is a top-notch real estate agency located at 350 East Avenue, Rochester, New York, United States. Specializing in selling homes for the most amount of money in the least amount of time, hassle-free, this agency offers a free marketing plan tailored to your needs. The experienced team, led by Danielle and Lisa, goes above and beyond to ensure a smooth and successful home buying or selling process. Clients rave about the professionalism, expertise, and personalized touch provided by the DCH TruAgent team. Whether you're looking to buy or sell a home, this agency comes highly recommended for their outstanding service. Create an account with them to save properties, receive alerts, view comparables, and stay updated with monthly market reports. Each office is independently owned and operated, ensuring the highest level of service and commitment to clients.

Welcome to HUNT Real Estate ERA, your trusted partner in navigating the dynamic world of real estate, finance, and insurance. Conveniently located at 601 Lakeport Road, Chittenango, New York, we proudly serve the community with a comprehensive range of services tailored to meet your homeownership needs. As a first-time homebuyer, you can benefit from our expert guidance to unlock the potential of owning your own home. In today's competitive market, hiring a real estate professional is crucial. Our team of experienced agents is your most valuable resource when buying or selling a home, ensuring you make informed decisions every step of the way. Beyond real estate, we offer a suite of services including HUNT Mortgage, HUNT Insurance, HUNT Commercial, and HUNT Property Solutions, all designed to maximize your success.

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.

Lachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.

Welcome to Dan Hawrylczak - State Farm Insurance Agent located at 1335 Hertel Avenue in Buffalo, New York. Our insurance agency provides a wide range of insurance products including car insurance, home insurance, life and health insurance, pet insurance, business insurance, and more. While online auto quotes are not available at this time, we are here to assist you with all your insurance needs. Our office serves the entire state of New York, with a focus on areas such as Buffalo, Amherst, Tonawanda, Lancaster, and Erie County. We also cater to cities like Niagara Falls, Rochester, Dunkirk, Westfield, and more, extending our services to various counties in Western New York.

Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.

John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.

Andrew Olbrich - Prudential Financial is a reputable finance and insurance agency located at 3313 Chili Avenue in Rochester, New York. With a focus on providing top-notch financial planning and insurance services, our dedicated team is committed to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Trust Andrew Olbrich - Prudential Financial to provide you with personalized solutions and expert advice to meet your financial needs.

Penn Mutual Life Insurance Co, located at 400 Andrews Street in Rochester, New York, is a trusted insurance agency that has been providing great life insurance for over 175 years. They believe in the power of mutual support and offer robust and versatile solutions for all your financial needs. Whether you are an individual, family, or business, Penn Mutual has the right solutions to help you feel stronger today and tomorrow. Their team of financial professionals is dedicated to helping you achieve your dreams and providing support when you need it most. Penn Mutual is committed to helping communities get stronger as well, showing their dedication to making a positive impact beyond just their clients.

Delise Whitfield: Primerica - Financial Services is a reputable finance and insurance agency located at 1577 West Ridge Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Delise Whitfield: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.

Allstate Personal Financial Representative: Mark Monacelli is a trusted finance and insurance agency located at 5 Fisher Road in Rochester, New York, United States. Mark Monacelli is dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. With years of experience in the industry, Mark Monacelli offers a wide range of insurance products and investment options to meet the unique needs of each client. Whether you are looking to protect your assets, plan for retirement, or secure your family's future, Allstate Personal Financial Representative: Mark Monacelli is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

The American College of Tax Counsel is a prestigious institution located at 2604 Elmwood Avenue in Rochester, New York, United States. It is a leading organization dedicated to promoting excellence and professionalism in the field of taxation. The college offers top-notch education and resources for tax professionals, including attorneys and accountants, to stay current with the ever-changing tax laws and regulations. With a strong emphasis on ethics and integrity, the American College of Tax Counsel is a trusted resource for individuals and businesses seeking expert tax advice and representation.

Almansberger Jill A is a health, pharmacy, and store institution located at 3195 Monroe Avenue in Rochester, New York. This establishment offers a wide range of health products and services to meet the needs of the community. With a focus on quality and customer satisfaction, Almansberger Jill A is dedicated to providing top-notch care and support to all who walk through its doors. Whether you are in need of prescription medications, over-the-counter remedies, or health and wellness products, this institution has you covered. Visit Almansberger Jill A today for all your healthcare needs.

Notary Life, LLC is a finance institution located at 250 Mill Street in Rochester, New York, United States. We specialize in providing notary services to individuals and businesses in need of official document verification. Our team of experienced notaries are dedicated to ensuring the accuracy and legality of all transactions. Whether you need a document notarized for real estate, legal, or financial purposes, Notary Life, LLC is here to assist you with professionalism and efficiency. Trust us to handle all your notary needs with precision and care.

Certified Mobile Notary Service is a finance institution located at 65 Illinois Street in Rochester, New York, United States. We have a network of notary signing agents in all 50 states who assist title companies, mortgage companies, escrow officers, and lenders with closing documents. Our professional signing agents take their job seriously and ensure that every loan signing appointment is handled with care. We offer a signing agent platform to enhance your online presence, making it easy for title companies and customers to find you. If you are a title company in need of mobile signing agents, you can connect with experienced professionals who will notarize and sign your loan documents. Our Notary Signing Agent Community allows you to list your business profile and gain exposure to thousands of signing agents ready to assist with document signings.

The Glennon Law Firm, P.C. is a boutique litigation and dispute resolution firm located at 160 Linden Oaks, Rochester, New York, United States. With a team of experienced attorneys who have clerked at the federal or state level and practiced at large international law firms, we specialize in helping clients resolve disputes efficiently and effectively. Our areas of expertise include business law, employment law, matrimonial law, and disputed estates. We provide personalized guidance and strategic counsel to ensure that our clients achieve the best possible outcome. Whether you are facing a business dispute, employment issue, divorce, or estate conflict, we are here to advocate for your best interests and help you secure your future. Contact us for a consultation to discuss your goals and options for resolution.

The New York Notary Alliance, LLC is a reputable institution located at 250 Mill Street in Rochester, New York, United States. Specializing in loan signing services, this establishment is known for their professionalism and expertise in notarizing important documents. Whether you need a document notarized for personal or business purposes, the New York Notary Alliance, LLC is a trusted choice in the Rochester area.

Spratt II Barton W is a health institution located at 880 Westfall Road in Rochester, New York, United States. This facility offers a range of medical services and treatments to help patients achieve optimal health and wellness. The dedicated team of healthcare professionals at Spratt II Barton W is committed to providing high-quality care in a comfortable and welcoming environment. Whether you are in need of routine check-ups, specialized treatments, or ongoing care for a chronic condition, you can trust the experts at Spratt II Barton W to provide personalized and compassionate care.

Michelle R Nobile, PLLC is a reputable law firm located at 36 West Main Street in Rochester, New York. Specializing in various legal services, including but not limited to family law, criminal defense, and estate planning, Michelle R Nobile and her team are dedicated to providing top-notch legal representation to their clients. With years of experience and a commitment to achieving the best possible outcomes for their clients, Michelle R Nobile, PLLC is a trusted institution for all your legal needs.