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Showing: 113 results for Estate Planning and Management
near Lima, NY
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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.
View HQ Business ProfileService 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

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

8728 Main St.,
Honeoye, NY 14471
Ever Green Wealth Management LLC
Wealth Management, Financial Services, Financial Planning Consultants ...
Service Area
Serving the following areas:
- Monroe County, NY

6534 Anthony Dr Ste D,
Victor, NY 14564-1421
Angelo Planning Group
Financial Planning Consultants, Financial Services, Life Insurance ...
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

2590 Brighton Henrietta Town Line Rd,
Rochester, NY 14623-2791
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 ProfileService 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

100 White Spruce Blvd,
Rochester, NY 14623-1507
Thaney & Associates, CPAs, PC
CPA, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
Monroe county and surrounding areas
- Monroe County, NY

2024 W. Henrietta Road Building # 4B,
Rochester, NY 14623
L&M Wealth Management
Financial Planning Consultants, Tax Return Preparation, Insurance Services Office ...
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 ProfileService Area
Serving the following areas:
- Rochester, NY
- Vestal, NY

1840 Winton Rd S Bldg A,
Rochester, NY 14618-3916
Brighton Securities Corp.
Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
- Genesee County, NY
- Monroe County, NY
- Niagara County, NY

1703 Monroe Ave,
Rochester, NY 14618-1431
Defreze Financial Services
Financial Services, Life Insurance, Retirement Planning Services ...
Service Area
Serving the following areas:
US
- USA

728 Weiland Rd,
Rochester, NY 14626-3919
Thaney & Associates, CPAs, PC
CPA, Tax Return Preparation, Financial 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 ProfileService Area
Serving the following areas:
Monroe county and surrounding areas
- Monroe County, NY

76 N Main St,
Brockport, NY 14420-1649
Cathleen Volk CPA, PLLC
Accountant, Tax Return Preparation, Tax Consultant ...
Service Area
Serving the following areas:
Western New York, United States remotely
- Wyoming County, NY
- USA

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356
Brighton Securities Corp.
Financial Advisor Support Wealth Management, Tax Return Preparation, Financial 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 ProfileService Area
Serving the following areas:
- Genesee County, NY
- Monroe County, NY
- Niagara County, NY

212 E Main St,
Batavia, NY 14020-2222
Daniel R. Cuddy CPA PLLC
CPA, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
Cayuga County NY and Syracuse NY region
- Cayuga County, NY
- Syracuse, NY

7 William St,
Auburn, NY 13021-3707
HD Financial Specialists
Financial Planning Consultants, Tax Consultant, Financial Consultants ...
Service Area
Serving the following areas:
<p>Nationwide</p>
- Buffalo, NY

6049 Transit Rd Ste 103,
East Amherst, NY 14051-1803
Brighton Securities Corp.
Financial Advisor Support Wealth Management, Tax Return Preparation, Financial 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 ProfileService Area
Serving the following areas:
- Genesee County, NY
- Monroe County, NY
- Niagara County, NY

14 Market St,
Lockport, NY 14094-2914
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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.
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