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Category: Estate Planning and Management

Showing: 134 results for Estate Planning and Management
near Perry, NY

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Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Wyoming County, NY
  • USA
Accredited BusinessAccredited Business
(585) 600-4769

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356

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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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United Professional Advisors

Financial Planning Consultants, Life Insurance, Retirement Planning 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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not BBB accredited
(585) 728-9191

101 East Naples Street,
Wayland, NY 14572

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

8728 Main St.,
Honeoye, NY 14471

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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

266 Boughton Hill Rd,
Honeoye Falls, NY 14472-9706

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Gentzke & Associates, Inc.

Financial Planning Consultants, Tax Consultant, Bookkeeping Services ...

BBB Rating: A+
not BBB accredited
(716) 537-2269

10661 Crump Rd.,
Holland, NY 14080

Zamboni & Sipes, Inc.

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
not BBB accredited
(716) 655-9400

295 Center Street,
East Aurora, NY 14052

Willink Financial LLC dba Willink Services

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

BBB Rating: A+
not BBB accredited
(716) 655-0097

25 Hamburg St,
East Aurora, NY 14052-2143

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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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

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

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.

View HQ Business Profile
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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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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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

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

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