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Category: Financial Planning Consultants

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Showing: 217 results for Financial Planning Consultants
near Gates, NY

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PDRS Financial Planning & Tax Services,LLC

Financial Planning Consultants, Collections Agencies, Tax Return Preparation ...

not BBB accredited
(585) 621-2607

470 Long Pond Rd Ste 240,
Rochester, NY 14612-3057

Sage Rutty & Company, Inc.

Financial Planning Consultants, Business Consultants, Investment Advisory 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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Accredited BusinessAccredited Business
(585) 232-3760

2440 Ridgeway Ave.,
Rochester, NY 14626

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Bianchi Financial Services

Financial Planning Consultants, Homeowners Insurance, Life Insurance ...

not BBB accredited
(585) 349-3337

24 West Avenue , Suite 201,
Spencerport, NY 14559

High Falls Advisors

Financial Planning Consultants

not BBB accredited
(585) 935-5300

36 West Main Street Ste 322,
Rochester, NY 14614

Willink Asset Management, LLC dba Willink Services

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.

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not BBB accredited
(716) 687-0648

75 S. Clinton Ave. / 510 Clinton Sq.,
Rochester, NY 14604

Lawley LLC

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

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:

New York State, Erie County New York, Niagara County New York and Surrounding Areas

  • Erie County, NY
  • Niagara County, NY
  • NY
Accredited BusinessAccredited Business
(585) 454-1600

441 East Ave,
Rochester, NY 14607-1932

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Rochester Wealth Management Group, LLC / Capitol Securities Management

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

BBB Rating: A+
not BBB accredited
(585) 325-1040

706 East Ave,
Rochester, NY 14607-2105

George Peter Klee CPA, LLC

CPA, Tax Return Preparation, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Rochester, NY
Accredited BusinessAccredited Business
(585) 482-2080

53 Canterbury Rd,
Rochester, NY 14607-3403

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Safe Harbor Capital LLC.

Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management

not BBB accredited
(585) 670-0133

672 Ridge Road,
Webster, NY 14580

Stephen M. Friga, C.F.P.

Financial Planning Consultants, Bookkeeping Services, Investment Advisory Services

BBB Rating: A+
not BBB accredited
(585) 527-8740

1200 A Scottsville Road Ste 355,
Rochester, NY 14624

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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Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

Monroe county and surrounding areas

  • Monroe County, NY
Accredited BusinessAccredited Business
(585) 427-2410

2024 W. Henrietta Road Building # 4B,
Rochester, NY 14623

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Sage Rutty & Company, Inc.

Financial Planning Consultants, Business Consultants, Investment Advisory Services ...

BBB Rating: A+
Accredited BusinessAccredited Business
(585) 232-3760

100 Corporate Woods, Suite 300,
Rochester, NY 14623

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Waddell & Reed

Financial Services, Business Consultants, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(585) 436-4510

135 Corporate Woods Suite 320,
Rochester, NY 14623-1496

Kelly Insurance & Financial Services

Insurance Services Office, Financial Services, Financial Planning Consultants

not BBB accredited
(585) 889-4619

849 Paul Road Ste 210,
Rochester, NY 14624