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Category: Estate Planning and Management

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Showing: 116 results for Estate Planning and Management
near USA

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Sternbach & Rose, CPAs, P.C.

CPA, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • NY
(914) 940-4449

115 E Stevens Ave Ste 100,
Valhalla, NY 10595-1272

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Di Giacomo Financial

Retirement Planning Services, Life Insurance, Estate Planning and Management ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

WNY

  • Erie County, NY
  • NY
  • USA
(716) 898-8577

200 John James Audubon Pkwy Ste 202,
Amherst, NY 14228-1120

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BRPS Consulting, LLC

Financial Planning Consultants, Estate Planning and Management, Insurance Consultant ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Capital District of New York and Fulton, Montgomery and Schoharie counties in New York.

  • Montgomery County, NY
  • Schoharie County, NY
  • NY
  • USA
(518) 369-2358

Duanesburg, NY 12056-4439

Whittemore, Dowen, & Ricciardelli LLP

CPA, Tax Return Preparation, Tax Consultant ...

BBB Accredited Business
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:

50 mile radius

  • Queensbury, NY
  • NY
  • USA
(518) 584-0770

112 Spring St. Ste 307,
Saratoga Spgs, NY 12866

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Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Western New York, United States remotely     

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

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

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Ever Green Wealth Management LLC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
  • Ontario County, NY
  • NY
  • USA

6535 Anthony Dr Ste A,
Victor, NY 14564

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Brighton Securities Corp.

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

BBB Accredited Business
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
  • NY
  • USA
(716) 304-2102

14 Market St,
Lockport, NY 14094-2914

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Defreze Financial Services

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

US 

  • USA
(585) 697-0430

728 Weiland Rd,
Rochester, NY 14626-3919

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Landmark Wealth Management

Investment Advisory Services, Financial Planning Consultants, Estate Planning and Management

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Getzville, NY
  • NY
  • USA
(716) 630-2473

2410 N Forest Rd Ste 101,
Getzville, NY 14068-1503

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Angelo Planning Group

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

BBB Accredited Business
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
(585) 568-6900

215 E Orvis St,
Massena, NY 13662-2253

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Evolution Retirement Solutions, LLC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

central new york

  • Syracuse, NY
  • NY
  • USA
(315) 450-5014

920 Spencer St,
Syracuse, NY 13204-1243

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Freewill Co.

Legal Document Help, Estate Planning and Management

BBB Accredited Business
BBB Rating: A+
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
(917) 540-7436

New York, NY 10019-3741

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L&M Wealth Management

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

BBB Accredited Business
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:

  • Rochester, NY
  • Vestal, NY
(607) 748-1803

1708 Vestal Pkwy E,
Vestal, NY 13850-1834

My Family Plan Company

Financial Technology, Financial Planning Consultants, Estate Planning and Management ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • NY
(914) 555-8299

4 Revere Ct,
Somers, NY 10589-2816

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Financial Tax Reports LLP

Accounting, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Westchester County, NY
(914) 421-7732

65 Court St Ste 5,
White Plains, NY 10601-4221

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