TOP 10 Wealth consulting in Rochester, New York

Mindful Medicine Rochester: Your Path to Holistic Health and Wellness Located at 421 Penbrooke Dr, Penfield, NY 14526, Mindful Medicine Rochester is an innovative medical acupuncture and mind-body medicine practice dedicated to addressing all aspects of your physical, emotional, and mental health. We serve Rochester, NY, and the surrounding areas with a comprehensive approach that blends the best of Western and Eastern medical traditions.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC, where your financial future is our priority. Located at 21 Main Street, Lockport, New York, we specialize in providing personalized financial guidance tailored to your unique needs. Our team of Ameriprise financial advisors is committed to helping you achieve your financial goals, offering expertise in various financial planning concepts. Please note that our advisors are individually registered to conduct business in specific U.S. states. We encourage you to visit the advisor's personal website or consult FINRA’s BrokerCheck for more information. During your initial consultation, you will gain insights into financial planning, although no written analysis or recommendations will be provided at this stage.

John Phelan, MD is a renowned doctor and health institution located at 400 Patroon Creek Boulevard in Albany, New York, United States. Dedicated to providing exceptional healthcare services, Dr. Phelan and his team are committed to helping patients continue their journey by offering personalized and comprehensive medical care. With extensive experience as an attending physician at the Lipson Cancer Center at Rochester General Hospital and an affiliated faculty appointment at Roswell Park Cancer Institute, Dr. Phelan brings a wealth of knowledge and expertise to his practice. Trust John Phelan, MD for top-quality healthcare services and compassionate care.

John Phelan, MD is a reputable doctor located at 258 Hoosick Street in Troy, New York. Dr. Phelan and his team are dedicated to providing exceptional health care services to their patients, helping them to continue telling their story. With over a decade of experience as an attending physician at the Lipson Cancer Center at Rochester General Hospital and an affiliated physician faculty appointment at Roswell Park Cancer Institute, Dr. Phelan brings a wealth of knowledge and expertise to his practice. Patients can trust in the high level of care and compassion they will receive at John Phelan, MD.

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.

Cicero Holding Group is a strategic consulting firm located at 1858 Pleasantville Road, Briarcliff Manor, New York, United States. With a deep functional understanding of industries and a vast network of business leaders, we assist companies in making crucial decisions regarding strategy, operations, marketing, and technology. Our tailored approach focuses on practical actions and strategic decisions that are unique to each client's situation. Our experienced management team works closely with clients to help them achieve competitive advantages and become high-performance businesses. We challenge companies to reach new levels of success while providing access to industry leaders who serve as experts across various business platforms. With over 30 years of industry experience, our managing members have a proven track record of building and selling successful businesses.

Paris-Kirwan Associates, Inc is a reputable insurance agency located at 255 East Avenue in Rochester, New York. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing exceptional customer service and finding the best coverage options for their clients. Trust Paris-Kirwan Associates, Inc to protect what matters most to you.

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.

Lewis Forest is a premier health institution located at 1815 South Clinton Avenue in Rochester, New York. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced professionals is committed to promoting wellness and improving the overall health of our patients. With state-of-the-art facilities and a patient-centered approach, Lewis Forest is the go-to destination for all your health needs. Visit us today and experience the difference in care that sets us apart from the rest.

Legacy Pediatrics is a premier healthcare institution located at 1815 South Clinton Avenue in Rochester, New York, United States. Our dedicated team of doctors and health professionals provide comprehensive medical care for patients from birth through young adulthood. With a focus on individualized care, we offer expertise in various areas including hematology, infectious diseases, newborn care, developmental pediatrics, lactation, and mental health. In addition to our primary care services, Legacy Pediatrics is pleased to offer specialized wellness groups for kids and teenagers. Dr. Aubree Guiffre will be leading two different wellness groups starting Fall 2023 to support young individuals in navigating stress, social situations, school, and building self-esteem. These groups aim to help participants identify thoughts and emotions, learn coping strategies, and develop balanced thinking through mindfulness practices and yoga.

Lifetime Financial Group, LLC is a comprehensive finance, health, and insurance agency located at 35 State Street in Rochester, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, health insurance, or risk management solutions, we are here to provide personalized and reliable services. Contact us today to learn more about how we can help you secure your financial future.

The Gregory L. Schaffer Companies is a comprehensive financial services institution located at 3205 Mount Read Boulevard in Rochester, New York. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide our clients with the knowledge and resources they need to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Jeffrey Sachs at Comparion Insurance Agency is a reputable insurance agency located at 135 Corporate Woods in Rochester, New York, United States. With years of experience and expertise in the insurance industry, Jeffrey Sachs and his team are dedicated to providing top-notch insurance solutions for individuals and businesses. Whether you are looking for auto, home, life, or business insurance, they offer a wide range of options to meet your specific needs. Trust Jeffrey Sachs at Comparion Insurance Agency to provide you with reliable and comprehensive insurance coverage to protect what matters most to you.

The Burke Group is a reputable insurance agency located at 80 Linden Oaks in Rochester, New York. With a strong focus on providing personalized insurance solutions to meet the unique needs of their clients, the Burke Group is dedicated to helping individuals and businesses protect what matters most. Their experienced team of professionals offers a wide range of insurance products and services, ensuring that their clients have peace of mind knowing they are properly covered. Whether you are looking for auto, home, life, or business insurance, the Burke Group is committed to providing exceptional customer service and expert advice. Visit their office today to learn more about how they can help you with your insurance needs.

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.

Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.

Ann Marie Depoian: Primerica - Financial Services is a reputable finance and insurance agency located at 485 Titus Avenue in Rochester, New York, United States. With a commitment to providing top-notch financial services, Ann Marie Depoian and her team offer a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.

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.

Katherine Greenberg, MD is a renowned institution located at 125 Lattimore Road in Rochester, New York, United States. Specializing in Pediatrics, Adolescent Medicine, Adolescent Eating Disorders, and Adolescent Gender Health Services, Dr. Greenberg is board-certified in Adolescent Medicine by the American Board of Pediatrics. As an Associate Professor in the Department of Pediatrics and the Department of Obstetrics and Gynecology at the University of Rochester Medical Center, Dr. Greenberg has a wealth of experience and expertise in providing comprehensive healthcare for adolescents. With a fellowship in Adolescent Medicine from the University of Rochester Medical Center, Dr. Greenberg has published numerous research articles in reputable medical journals. Her commitment to patient-centered care is evident in her innovative approach to healthcare, such as starting clinical services for transgender youth in an academic medical center.

Martin Lynch, Ph.D is a renowned health institution located at 2744 Elmwood Avenue in Rochester, New York, United States. Dr. Martin Lynch is a highly respected expert in the field of health, with a wealth of knowledge and experience in providing top-quality care to patients. The institution offers a range of services to promote health and wellness, including consultations, treatments, and personalized care plans. Patients can trust in the expertise and dedication of Dr. Martin Lynch and his team to provide the highest level of care and support.

Marcia Krebs is a renowned institution located at 601 Elmwood Avenue in Rochester, New York, United States. Specializing in the field of medicine, specifically in Hematology/Oncology, Marcia Krebs is led by Professor of Clinical Medicine with a wealth of experience and expertise. With a Fellowship in Hematology & Oncology from Washington University in St. Louis and a background in Internal Medicine, the institution is dedicated to providing top-notch healthcare services to its patients. Marcia Krebs has been recognized for her contributions to the field, receiving accolades such as the Internal Medicine House Staff Community Service Award. The institution has also been involved in various research projects and publications, showcasing their commitment to advancing medical knowledge and patient care. With a focus on neuroimmunology, pain management, and subspecialty consultations in Hematology and Oncology, Marcia Krebs is a trusted healthcare provider in the community.

Ajay Dhakal is a doctor specializing in Hematology/Oncology, currently serving as an Assistant Professor in the Department of Medicine at the University of Rochester Medical Center. With a fellowship in Hematology & Oncology from Roswell Park Cancer Institute and a background in Internal Medicine from Maimonides Medical Center, Dr. Dhakal brings a wealth of knowledge and experience to his practice. Located at 738 Elmwood Avenue in Rochester, New York, Ajay Dhakal is dedicated to providing high-quality care to patients with breast cancer. His research focuses on evaluating the efficacy and safety of various treatment options for locally advanced or metastatic HR /HER2- breast cancer.

Ajay Rana is a renowned institution located at 995 Senator Keating Boulevard, Rochester, New York, United States. Specializing in Pediatrics, Pediatric Gastroenterology, Hepatology, and Nutrition, Dr. Ajay Rana is board-certified in Pediatric Gastroenterology by the American Board of Pediatrics. As an Associate Professor of Clinical Pediatrics at the Department of Pediatrics, Pediatric Gastroenterology, Hepatology, and Nutrition at the University of Rochester Medical Center, Dr. Rana brings a wealth of knowledge and experience to his practice. Dr. Rana completed his Fellowship in Pediatric Gastroenterology at Connecticut Children's Medical Center and his Residency in Pediatrics at Albany Medical Center Hospital. He also holds an MBBS degree from Byramjee Jeejeebhoy Medical College in India. Dr. Rana has received multiple grants and has been published in various medical journals for his research in pediatric gastroenterology.

Coccia Daniel L is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust Coccia Daniel L for all your accounting and finance needs.

Vehid Basic is a reputable health institution located at 1000 South Avenue in Rochester, New York. Specializing in adult health, the institution is led by a highly qualified Nurse Practitioner with certification from the American Association of Critical Care Nurses. The Nurse Practitioner graduated from the University of Rochester in 2017, bringing a wealth of knowledge and expertise to the practice. Patients can expect top-notch care and personalized treatment plans at Vehid Basic.

Located at 1207 Delaware Avenue in Buffalo, New York, the Steve Foley Law Firm is a trusted advocate for clients in Erie County. Specializing in personal injury cases, our firm is dedicated to ensuring that your voice is heard, your rights are upheld, and you receive the compensation you deserve. With a wealth of experience and a passion for justice, Steve Foley and his team are committed to guiding you through the legal process with confidence and assurance. Whether you have been injured in a car accident, motorcycle accident, or due to another's negligence, the Steve Foley Law Firm is here to fight for your rights. Our trial-tested attorneys have a proven track record of securing favorable verdicts and settlements for our clients in Buffalo, Rochester, Syracuse, Albany, and the surrounding areas.

Piede Law LLP, located at 1100 Long Pond Road in Rochester, New York, is a dedicated law firm specializing in elder law, asset protection, probate, and estate planning. As time passes, our lives present us with new legal challenges that require careful planning and protection. Whether you need assistance with drafting a will, transferring assets to your children, or planning for long-term care costs, our experienced team is here to help. Our client-centered approach ensures that you and your loved ones are prepared for the future. We understand the importance of creating a comprehensive plan that meets your needs, and we are committed to helping you execute it effectively. With Piede Law LLP, you can focus on what matters most to you, knowing that your legal affairs are in capable hands.

The Rocbk Law offices of George Mitris is a trusted institution located in Rochester, New York. Specializing in bankruptcy law, George Mitris offers free consultations for those in need of financial assistance. With over 30 years of experience, he is known for his expertise and dedication to helping clients navigate the complexities of bankruptcy. Whether you are looking for low cost options or zero down payment plans, George Mitris is committed to providing personalized and effective legal solutions. Visit the office at 2080 West Ridge Road to discuss your financial situation and explore your options for a fresh start.