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Showing: 862 results for Financial Services
near Lima, NY

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

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

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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 Profile
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

8728 Main St.,
Honeoye, NY 14471

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Evolution Financial Advisors

Financial Consultants, Financial Services, Financial Planning Consultants

BBB Rating: A+
Service Area

Serving the following areas:

NY and PA

  • NY
Accredited BusinessAccredited Business
(585) 433-9124

580 Fishers Station Dr,
Victor, NY 14564-9670

QuickFi

Financial Services, Financing

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
  • USA
Accredited BusinessAccredited Business
(585) 207-0100

375 Woodcliff Drive Suite 1D,
Fairport, NY 14450

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Ever Green Wealth Management LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business

6534 Anthony Dr Ste D,
Victor, NY 14564-1421

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Heartland School Solutions

Payroll Services, Financial Services, Payment Processing 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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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
Accredited BusinessAccredited Business
(877) 729-2968

765 Jefferson Rd Ste 350,
Rochester, NY 14623

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Three + One

Investment Management, Financial Services, Data Analytics

BBB Rating: A+
Service Area

Serving the following areas:

  • East Palmyra, NY
  • Pittsford, NY
  • Rochester, NY
  • USA
Accredited BusinessAccredited Business
(585) 484-0311

180 Office Park Way,
Pittsford, NY 14534-1762

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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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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 Profile
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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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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The Bortnick Agency

Insurance Agency, Financial Services, Homeowners Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

All of New York State

  • NY
Accredited BusinessAccredited Business
(585) 271-7683

95 Allens Creek Rd Ste 316,
Rochester, NY 14618-3237

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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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QuickFi

Financial Services, Financing

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:

  • NY
  • USA
Accredited BusinessAccredited Business
(585) 207-0100

PO Box 364,
Fairport, NY 14450-0364

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Sage Tree Wealth Inc

Financial Services, Fee Only Financial Advisor

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
  • Fairport, NY
  • Rochester, NY
Accredited BusinessAccredited Business
(585) 425-4090

10 E Church St,
Fairport, NY 14450-1680

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BalancedCare

Fiduciary, Financial Services, Veterans Benefits ...

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:

NYS 

    Accredited BusinessAccredited Business
    (585) 360-1854

    1050 University Ave,
    Rochester, NY 14607-1744

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    Accreditation and Ratings Overview

    Accredited BusinessAccredited Business

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

    A+

    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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