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Category: Estate Planning and Management

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Showing: 42 results for Estate Planning and Management
near USA

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Financial Tax Reports LLP

Accounting, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Westchester County, NY
Accredited BusinessAccredited Business
(914) 421-7732

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

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Abaya Wealth Management LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(716) 345-0110

1 Seneca St Ste 2905,
Buffalo, NY 14203-2734

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My Family Plan Company

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

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(914) 555-8299

4 Revere Ct,
Somers, NY 10589-2816

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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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Sternbach & Rose, CPAs, P.C.

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(914) 940-4449

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

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Landmark Wealth Management

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Getzville, NY
Accredited BusinessAccredited Business
(716) 630-2473

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

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716 Accounting Services LLC

Accountant, Bookkeeping Services, Payroll Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
Accredited BusinessAccredited Business
(716) 692-8429

2 Main St,
Tonawanda, NY 14150-1102

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Harrington Insurance Agency Inc.

Insurance Agency, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

Western NY

  • Erie County, NY
Accredited BusinessAccredited Business
(716) 333-0030

3960 Harlem Rd Ste 12B,
Amherst, NY 14226-4706

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Defreze Financial Services

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

BBB Rating: A+
Service Area

Serving the following areas:

US 

  • USA
Accredited BusinessAccredited Business
(585) 697-0430

728 Weiland Rd,
Rochester, NY 14626-3919

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HD Financial Specialists

Financial Planning Consultants, Tax Consultant, Financial Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

<p>Nationwide</p>

  • Buffalo, NY
Accredited BusinessAccredited Business
(716) 608-8000

6049 Transit Rd Ste 103,
East Amherst, NY 14051-1803

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Cwynar & Co CPAs PLLC

CPA, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

USA

  • USA
Accredited BusinessAccredited Business
(607) 334-3838

43 S Broad St,
Norwich, NY 13815-1691

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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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Evolution Retirement Solutions, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

central new york

  • Syracuse, NY
Accredited BusinessAccredited Business
(315) 450-5014

920 Spencer St,
Syracuse, NY 13204-1243

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Whittemore, Dowen, & Ricciardelli LLP

CPA, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Accredited BusinessAccredited Business
(518) 792-0918

333 Aviation Rd. Building B,
Queensbury, NY 12804

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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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