TOP 30 Best Trusts and estates planning in Rochester, New York

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.

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.

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.

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.

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.

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.

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.

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.

The Law Office of Matthew J Lester, PLLC is a trusted legal practice located at 5500 West Ridge Road in Spencerport, New York. Specializing in various areas of law, including criminal defense, family law, and estate planning, Attorney Matthew J Lester is dedicated to providing high-quality legal representation to his clients. With a commitment to personalized service and a strong track record of success, this law office is a go-to destination for individuals seeking experienced and knowledgeable legal counsel in the Spencerport area. Contact the Law Office of Matthew J Lester, PLLC today for expert legal assistance.

John Wright Law Firm, PLLC is a reputable legal institution located at 16 West Main Street in Rochester, New York. Specializing in various aspects of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, John Wright Law Firm, PLLC is dedicated to providing personalized and effective solutions to meet the needs of their clients. Whether you are facing a legal dispute or seeking legal advice, this firm is committed to delivering high-quality legal services to help you navigate through the complexities of the legal system. Contact John Wright Law Firm, PLLC today to schedule a consultation and learn more about how they can assist you with your legal needs.

James Egan Law is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. With a commitment to excellence and a track record of success, James Egan Law is the firm you can trust for all your legal needs. Contact us today to schedule a consultation.

The Marasco Law Firm, located at 649 Park Avenue in Rochester, New York, is a reputable law firm specializing in providing top-notch legal services. With a team of experienced and dedicated lawyers, they offer expert representation in various areas of law including personal injury, business law, real estate law, and more. Clients can expect personalized attention, strategic legal solutions, and unwavering advocacy from the professionals at The Marasco Law Firm. Whether you are facing a complex legal matter or seeking guidance on a legal issue, you can trust the team at The Marasco Law Firm to provide you with the support and representation you need.

Militello Law Firm is a reputable legal institution located at 2480 Browncroft Boulevard in Rochester, New York. Specializing in various areas of law, the firm is committed to providing expert legal services to clients in need. With a team of experienced and dedicated lawyers, Militello Law Firm offers personalized and professional representation to help clients navigate through legal challenges. Whether you are facing a criminal case, family law matter, or need assistance with estate planning, Militello Law Firm is here to help you achieve a favorable outcome. Contact them today to schedule a consultation and discuss your legal needs.

Hashmi Law Firm is a distinguished legal institution located at 2280 East Avenue in Rochester, New York, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, criminal defense, family law matter, or any other legal issue, Hashmi Law Firm is here to help. With a commitment to excellence and a reputation for success, you can trust us to advocate for your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Muchard Financial Income Tax Services, located at 1100 Long Pond Road in Rochester, New York, is a trusted institution specializing in accounting and finance services. With a focus on tax investment, financial planning, and retirement options such as 401k, 403b, and Roth IRA, our team of experts is dedicated to helping individuals and businesses navigate the complexities of state and federal income tax regulations. Whether you are a corporate entity, partnership, or individual in Monroe County, our experienced consultants are here to assist you with electronic filing, IRS returns, and refunds. With over 60 years of experience, Muchard Financial is committed to providing top-quality tax preparation services to clients in the Rochester area and beyond.

Modica Law Firm is a trusted legal institution located at 2430 Ridgeway Avenue in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, we are here to help. With a commitment to excellence and a passion for justice, Modica Law Firm is the go-to choice for legal representation in the Rochester area. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Kroll Proukou, LLP is a reputable law firm located in Rochester, New York. Our experienced team of lawyers specializes in a wide range of legal services, including but not limited to business law, real estate law, and estate planning. We are committed to providing our clients with personalized and effective legal solutions to meet their individual needs. Visit us at 2425 Clover Street to learn more about how we can assist you with your legal matters.

Ronald J. Axelrod & Associates is a reputable finance and legal institution located at 290 Linden Oaks in Rochester, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services in various legal and financial matters. Whether you need assistance with estate planning, business law, or investment strategies, Ronald J. Axelrod & Associates is dedicated to providing personalized and comprehensive solutions to meet your needs. Trust in their expertise and professionalism to guide you through any legal or financial challenge you may face.

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.

Duke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters. Serving nine counties in Upstate New York including Livingston, Monroe, Steuben, and more, their team of experienced attorneys is dedicated to helping individuals navigate through challenging legal situations such as divorce, child custody, and other family law matters. With a commitment to ethics, honesty, and proactive strategies, Duke Law Firm, P.C. puts the needs of their clients first from start to finish. Their personalized approach ensures that clients receive the support and guidance they need to protect their interests and achieve their goals.

The Law Office of Adam J. Willman is a reputable legal institution located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Adam J. Willman is dedicated to providing high-quality legal representation to his clients. With a strong track record of success and a commitment to client satisfaction, the Law Office of Adam J. Willman is a trusted choice for individuals in need of legal assistance in the Rochester area.

D'Aurizio Law Offices, PLLC is a reputable law firm located in Rochester, New York. Specializing in various legal matters, their team of experienced lawyers provides expert legal counsel and representation to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, D'Aurizio Law Offices, PLLC is a trusted choice for those seeking legal assistance. Located at 530 White Spruce Blvd, their convenient location in Rochester makes them easily accessible to clients throughout the area. Trust D'Aurizio Law Offices, PLLC for all your legal needs.

Lisa S. Siragusa, Esq. is a reputable law firm located at 19 Prince Street in Rochester, New York. Specializing in various legal matters, Lisa S. Siragusa, Esq. offers expert legal representation and counsel to clients in need. With a focus on professionalism, integrity, and dedication, the firm is committed to providing top-notch legal services tailored to meet the unique needs of each client. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Lisa S. Siragusa, Esq. is here to help. Trust in their expertise and experience to guide you through the complexities of the legal system and achieve a favorable outcome for your case.

Duke Law Firm, P.C. is a reputable institution located at 780 Blossom Road in Rochester, New York. Specializing in family law, their team of experienced attorneys serves clients in nine counties in Upstate New York, including Livingston, Monroe, Steuben, Wyoming, Ontario, Wayne, Genesee, Allegany, and Orleans. The firm is dedicated to helping individuals overcome family and financial difficulties, providing quality legal services with a focus on ethics, honesty, and proactive strategies. Whether you are facing a divorce, child custody issues, or other family law matters, Duke Law Firm, P.C. is committed to protecting your rights and best interests. Their attorneys will listen to your story, answer your questions honestly, and work with you to develop a plan of action that can help you move forward from this challenging time.

Weinstein & Randisi is a trusted law firm located at 290 Linden Oaks in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are seeking assistance with estate planning, real estate transactions, or personal injury cases, we are here to help. With a commitment to excellence and a focus on client satisfaction, Weinstein & Randisi is the go-to institution for all your legal needs in the Rochester area.