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Category: Financial Consultants

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Showing: 109 results for Financial Consultants
near Dewitt, NY

Orla Wealth Management

Financial Consultants, Financial Services

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

National

  • USA
(315) 975-1955

2611 Brewerton Rd Suite 100,
Syracuse, NY 13211-1147

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Orchard Advisors

Financial Consultants

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Madison County, NY
(315) 655-1072

4710 Syracuse Rd,
Cazenovia, NY 13035-9622

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Conant-Jones LLC

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

CNY , Ithaca & surrounding areas

    (315) 432-8334

    23 Central St,
    Moravia, NY 13118-7709

    Conant-Jones LLC

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

    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.

    View HQ Business Profile
    Service Area

    Serving the following areas:

    CNY , Ithaca & surrounding areas

      (315) 432-8334

      PO Box 1099,
      Moravia, NY 13118

      Integrated Bookkeeping & Technology Solutions, LLC

      Bookkeeping Services, Financial Services, Accounting ...

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

      NYS 

      • USA
      (315) 507-2217

      11 Furnace St Ste 14N,
      Oriskany, NY 13424-4817

      Get a Quote

      Cwynar & Co CPAs PLLC

      CPA, Tax Return Preparation, Tax Consultant ...

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

      USA

      • USA
      (607) 334-3838

      43 S Broad St,
      Norwich, NY 13815-1691

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      Evolution Financial Advisors

      Financial Consultants, Financial Services, Financial Planning Consultants

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

      NY and PA

      • NY
      (585) 433-9124

      580 Fishers Station Dr,
      Victor, NY 14564-9670

      J. Christopher Group

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

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

      • 14410
      • 14413
      • 14414
      • 14416
      • 14420
      • 14422
      • 14423
      • 14424
      • 14425
      • 14428
      • 14429
      • 14430
      • 14432
      • 14443
      • 14445
      • 14449
      • 14450
      • 14453
      • 14454
      • 14464
      (585) 662-4176

      70 Linden Oaks Fl 3,
      Rochester, NY 14625-2804

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      Brighton Securities Corp.

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

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

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

      1703 Monroe Ave,
      Rochester, NY 14618-1431

      Get a Quote

      Defreze Financial Services

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

      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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      Brighton Securities Corp.

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

      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.

      View HQ Business Profile
      Service Area

      Serving the following areas:

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

      212 E Main St,
      Batavia, NY 14020-2222

      Get a Quote

      Level Financial Advisors

      Fee Only Financial Advisor, Financial Planning Consultants, Investment Advisory Services ...

      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.

      View HQ Business Profile
      Service Area

      Serving the following areas:

      • Erie County, NY
      (716) 634-6113

      1986 Riverview Dr,
      Wellsville, NY 14895-9727

      Get a Quote

      Verant Wealth

      Financial Consultants, Retirement Planning Services, Investment Advisory Services

      Accredited Business
      BBB Rating: A-
      Service Area

      Serving the following areas:

      • Albany County, NY
      (518) 608-0777

      3 Lear Jet Ln Ste 201N,
      Latham, NY 12110-2322

      Get a Quote

      Pinto Mucenski Hooper Van House & Co. Certified Public Accountants, P.C.

      Accountant, Tax Return Preparation, Financial Services ...

      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.

      View HQ Business Profile
      Service Area

      Serving the following areas:

      50 miles

      • 12847
      • 12913
      • 12914
      • 12915
      • 12916
      • 12917
      • 12920
      • 12922
      • 12926
      • 12927
      • 12930
      • 12937
      • 12939
      • 12945
      • 12949
      • 12953
      • 12955
      • 12957
      • 12965
      • 12966
      (315) 265-6080

      301 Ford St,
      Ogdensburg, NY 13669-1617

      Get a Quote

      Pinto Mucenski Hooper Van House & Co. Certified Public Accountants, P.C.

      Accountant, Tax Return Preparation, Financial Services ...

      Accredited Business
      BBB Rating: A+
      Service Area

      Serving the following areas:

      50 miles

      • 12847
      • 12913
      • 12914
      • 12915
      • 12916
      • 12917
      • 12920
      • 12922
      • 12926
      • 12927
      • 12930
      • 12937
      • 12939
      • 12945
      • 12949
      • 12953
      • 12955
      • 12957
      • 12965
      • 12966
      (315) 265-6080

      42 Market St,
      Potsdam, NY 13676-1747

      Get a Quote

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      Accredited BusinessAccredited Business

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

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