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Category: Estate Planning and Management

Showing: 92 results for Estate Planning and Management
near Kent, NY

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Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business
(585) 427-2410

60 N. Main Street,
Brockport, NY 14420

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Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Rating: A

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
Accredited BusinessAccredited Business
(585) 344-1850

212 E Main St,
Batavia, NY 14020-2222

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Defreze Financial Services

Financial Services, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(585) 697-0430

728 Weiland Rd,
Rochester, NY 14626-3919

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Tracy Jong Law Firm PC

Lawyers, Estate Planning Attorneys, Real Estate Lawyers ...

not BBB accredited
(585) 247-9170

2300 Buffalo Rd Bldg 100A,
Rochester, NY 14624-1371

Conlon & Company CPAs, P.L.L.C.

Accountant, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
not BBB accredited
(585) 328-4990

1635 Brooks Ave,
Rochester, NY 14624-3549

Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business
(585) 427-2410

2024 W. Henrietta Road Building # 4B,
Rochester, NY 14623

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Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Rating: A

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
Accredited BusinessAccredited Business
(716) 304-2102

14 Market St,
Lockport, NY 14094-2914

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Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

100 White Spruce Blvd,
Rochester, NY 14623-1507

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Rochester Wealth Management Group, LLC / Capitol Securities Management

Financial Planning Consultants, Insurance Services Office, Retirement Planning Services ...

BBB Rating: A+
not BBB accredited
(585) 325-1040

706 East Ave,
Rochester, NY 14607-2105

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

2590 Brighton Henrietta Town Line Rd,
Rochester, NY 14623-2791

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Reliable Propane Corp.

Estate Planning and Management

not BBB accredited
(716) 741-3000

10140 County Rd.,
Clarence Ctr, NY 14032

Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Rating: A
Service Area

Serving the following areas:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
Accredited BusinessAccredited Business
(585) 473-3590

1703 Monroe Ave,
Rochester, NY 14618-1431

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L&M Wealth Management

Financial Planning Consultants, Tax Return Preparation, Insurance Services Office ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Accredited BusinessAccredited Business
(585) 244-9630

1840 Winton Rd S Bldg A,
Rochester, NY 14618-3916

William-Warren Associates, LLC

Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management ...

BBB Rating: A+
not BBB accredited
(585) 271-7020

2000 Winton Road South Bldg #5 Suite #100,
Rochester, NY 14618

May Robinson Gordon & Penta CPA, PC

CPA, Tax Return Preparation, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(585) 244-9590

95 Allens Creek Road Blgd 1 Suite 202,
Rochester, NY 14618

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