Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Better Business Bureau
®
Powered by data. Driven by trust.
For Businesses
Powered by data. Driven by trust.
Find local businesses
Category: Financial Services

Filter by

BBB Accredited

Get a Quote

Service Area

Filter by

Category
BBB Rating
Sort By
  • Best Match
  • Distance
  • Rating
  • A-Z
  • Z-A

Showing: 1,205 results for Financial Services
near Bath, NY

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

8728 Main St.,
Honeoye, NY 14471

Get a Quote

KCM Financial Services

Financial Services, Tax Return Preparation, Health Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

Ontario and Seneca counties 

  • Ontario County, NY
  • Seneca County, NY
  • Wayne County, NY
  • NY
Accredited BusinessAccredited Business
(585) 355-5632

480 Hamilton St,
Geneva, NY 14456-3031

Get a Quote

Ever Green Wealth Management LLC

Wealth Management, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business

6534 Anthony Dr Ste D,
Victor, NY 14564-1421

Get a Quote

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

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

Get a Quote

Evolution Financial Advisors

Financial Consultants, Financial Services, Financial Planning Consultants

BBB Rating: A+
Service Area

Serving the following areas:

NY and PA

  • NY
Accredited BusinessAccredited Business
(585) 433-9124

580 Fishers Station Dr,
Victor, NY 14564-9670

QuickFi

Financial Services, Financing

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
  • USA
Accredited BusinessAccredited Business
(585) 207-0100

375 Woodcliff Drive Suite 1D,
Fairport, NY 14450

Get a Quote

Sage Tree Wealth Inc

Financial Services, Fee Only Financial Advisor

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
  • Fairport, NY
  • Rochester, NY
Accredited BusinessAccredited Business
(585) 425-4090

10 E Church St,
Fairport, NY 14450-1680

Get a Quote

QuickFi

Financial Services, Financing

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:

  • NY
  • USA
Accredited BusinessAccredited Business
(585) 207-0100

PO Box 364,
Fairport, NY 14450-0364

Get a Quote

Three + One

Investment Management, Financial Services, Data Analytics

BBB Rating: A+
Service Area

Serving the following areas:

  • East Palmyra, NY
  • Pittsford, NY
  • Rochester, NY
  • USA
Accredited BusinessAccredited Business
(585) 484-0311

180 Office Park Way,
Pittsford, NY 14534-1762

Get a Quote

Conant-Jones LLC

Financial Planning Consultants, Financial Services, 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.

View HQ Business Profile
Service Area

Serving the following areas:

CNY , Ithaca & surrounding areas

    Accredited BusinessAccredited Business
    (315) 432-8334

    PO Box 1099,
    Moravia, NY 13118

    Conant-Jones LLC

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

    BBB Rating: A+
    Service Area

    Serving the following areas:

    CNY , Ithaca & surrounding areas

      Accredited BusinessAccredited Business
      (315) 432-8334

      23 Central St,
      Moravia, NY 13118-7709

      Heartland School Solutions

      Payroll Services, Financial Services, Payment Processing Services ...

      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:

      • AK
      • AL
      • AR
      • AS
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • GU
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      Accredited BusinessAccredited Business
      (877) 729-2968

      765 Jefferson Rd Ste 350,
      Rochester, NY 14623

      Get a Quote

      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

      Get a Quote

      The Bortnick Agency

      Insurance Agency, Financial Services, Homeowners Insurance ...

      BBB Rating: A+
      Service Area

      Serving the following areas:

      All of New York State

      • NY
      Accredited BusinessAccredited Business
      (585) 271-7683

      95 Allens Creek Rd Ste 316,
      Rochester, NY 14618-3237

      Get a Quote

      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

      Get a Quote

      Join Trusted Businesses

      Become BBB Accredited

      Related Categories

      Accreditation and Ratings Overview

      Accredited BusinessAccredited Business

      Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

      A+

      BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

      Didn't find the business you were looking for?

      If the business you're looking for isn't in our directory, submit a request to have it added.