TOP 30 Us taxes in Rochester, New York
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Scott Vegder - Financial Advisor, Ameriprise Financial Services, LLC
Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.
Kellie Ronald - Financial Advisor, Ameriprise Financial Services, LLC
Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.
Aegis Capital
Aegis Capital is a leading financial institution located at 1100 University Avenue in Rochester, New York. As a full-service finance firm, Aegis Capital offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Aegis Capital provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital raising services, Aegis Capital is dedicated to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we strive to provide personalized financial solutions for our clients. Our services are regulated by FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC for your financial needs.
Clover Capital Management
Clover Capital Management is a leading finance institution located at 400 Meridian Centre Boulevard in Rochester, New York. Specializing in wealth management, investment strategies, and financial planning, Clover Capital Management offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, Clover Capital Management is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your investment portfolio or plan for retirement, Clover Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
PCM Associates Ltd.
PCM Associates Ltd. is a reputable finance institution located at 1100 University Avenue in Rochester, New York, United States. With a team of experienced professionals, PCM Associates Ltd. offers a wide range of financial services tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, PCM Associates Ltd. is dedicated to providing top-notch financial solutions to help you achieve your goals. Trust in PCM Associates Ltd. for all your financial needs.
Acker & Collins Advisors
Acker & Collins Advisors is a leading financial institution located at 100 Allens Creek Road in Rochester, New York, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we strive to empower our clients to make informed decisions about their finances. Contact us today to learn more about how we can help you secure your financial future.
Fien Capital Management LLC
Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.
BlueMark Advisors
BlueMark 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.
Rise Advisors LLC.,
Rise 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.
Sue Ward
Sue Ward is a renowned finance institution located at 80 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Sue Ward offers a wide range of investment options, financial planning services, and wealth management solutions to help clients achieve their financial goals. The experienced team at Sue Ward is dedicated to providing personalized and professional advice to assist clients in making informed decisions about their finances. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Sue Ward is here to help you every step of the way.
Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Daniel Hayes holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Daniel Hayes' expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Daniel Hayes is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Legacy and Long-Term Care Planning Center
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.
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cheryl Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs. With a strong commitment to ethics and professionalism, Cheryl Johnson is a trusted advisor in the field of finance.
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Joy is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. Dylan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Dylan's expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Dylan is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst. With a commitment to providing personalized financial advice and expertise in various financial planning areas, Dylan is dedicated to helping clients achieve their financial goals.
The Gilfus Leonard Marulli Group at Morgan Stanley
The 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.
Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC
Jordan M Orvek - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States. Jordan M Orvek holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Jordan M Orvek is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and continuing education, Jordan M Orvek is committed to helping clients achieve their financial goals.
Morgan Stanley
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.
William VandenBrul - Morgan Stanley
William VandenBrul - Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to guide you every step of the way. Trust William VandenBrul - Morgan Stanley to provide you with personalized solutions and expert financial advice to secure your financial future.
Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC
Alyssa Fox is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Alyssa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Alyssa is dedicated to helping individuals and small business owners navigate the complexities of financial planning to achieve their long-term goals. Whether you are looking to invest for retirement, plan for your estate, or navigate the challenges of divorce, Alyssa has the knowledge and experience to guide you through the process. Contact Alyssa Fox at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs and goals.
Carl Piacelli - Morgan Stanley
Carl Piacelli - Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Carl Piacelli - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.
Franco Investment Group
Franco Investment Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing expert financial advice and services, Franco Investment Group helps clients achieve their financial goals through strategic investment planning and management. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Franco Investment Group is dedicated to helping you succeed. Trust Franco Investment Group to guide you towards a secure financial future.
The Great Lakes Polaris Group - Morgan Stanley
The Great Lakes Polaris Group - 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, the institution offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized guidance and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Great Lakes Polaris Group - Morgan Stanley is committed to helping you succeed.
RGS Wealth Strategies
RGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, RGS Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
The Terzioglu Group - Morgan Stanley
The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. Specializing in finance, the institution offers a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, The Terzioglu Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
Erik Woodville Hoppin - Morgan Stanley
Erik 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.
Katie Titus - UBS Financial Services Inc.
Katie Titus - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York, United States. With a strong commitment to providing top-notch financial services, Katie Titus - UBS Financial Services Inc. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized service and expert advice to help clients navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Katie Titus - UBS Financial Services Inc. is here to help you every step of the way.
Michael E Nelkin - Morgan Stanley
Michael E Nelkin - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Michael E Nelkin and his team at Morgan Stanley offer personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Michael E Nelkin - Morgan Stanley is dedicated to providing expert guidance and support every step of the way.
Indiano Capital Management
Indiano Capital Management is a finance institution located at 120 Linden Oaks in Rochester, New York, United States. As a registered investment adviser, we specialize in meeting the investment needs of individuals, corporations, and non-profit organizations. Our services include individual portfolio management, where we work closely with clients to create personalized investment plans tailored to their specific goals, time horizons, and risk tolerances. Trust Indiano Capital Management to help you navigate the complexities of the financial markets and achieve your investment objectives.
Betsy A Foss - Morgan Stanley
Betsy A Foss - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. We specialize in providing personalized financial services and investment strategies to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Betsy A Foss - Morgan Stanley 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.
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