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Category: Retirement Planning Services

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Showing: 209 results for Retirement Planning Services
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.

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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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Paychex Inc

Payroll 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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Accredited BusinessAccredited Business
(585) 385-6666

1175 John St,
W Henrietta, NY 14586-9102

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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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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.

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Service Area

Serving the following areas:

  • Rochester, NY
  • Vestal, NY
Accredited BusinessAccredited Business
(585) 244-9630

1840 Winton Rd S Bldg A,
Rochester, NY 14618-3916

Benefits Plan Administrative Services

Retirement Planning Services, Financial Planning Consultants, Employee Benefit Plans ...

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:

  • PR
  • USA
Accredited BusinessAccredited Business
(866) 401-5272

1387 Fairport Rd Ste 680 Bldg 600,
Fairport, NY 14450-2007

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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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J. Christopher Group

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

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
Accredited BusinessAccredited Business
(585) 662-4176

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

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Paychex Inc

Payroll Services, Retirement Planning Services

BBB Rating: A+
Accredited BusinessAccredited Business
(585) 385-6666

911 Panorama Trl S,
Panorama, NY 14625-2311

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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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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.

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Service Area

Serving the following areas:

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

212 E Main St,
Batavia, NY 14020-2222

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Daniel R. Cuddy CPA PLLC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

Cayuga County NY and Syracuse NY region

  • Cayuga County, NY
  • Syracuse, NY
Accredited BusinessAccredited Business
(315) 253-3600

7 William St,
Auburn, NY 13021-3707

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Rampart Wealth Management

Wealth Management, Financial Services, Retirement Planning Services

BBB Rating: A+
Accredited BusinessAccredited Business
(716) 276-3774

2805 Wehrle Dr Ste 8,
Williamsville, NY 14221-7383

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Bankers Life

Insurance Services Office, Insurance Companies, 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.

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Service Area

Serving the following areas:

  • Ashburn Park, IL
  • Bedford Park, IL
  • Burnham, IL
  • Calumet Park, IL
  • Chestnut Street, IL
  • Chicago Lawn, IL
  • Chicago, IL
  • Clearing, IL
  • Cragin, IL
  • Elsdon, IL
  • Englewood, IL
  • Forest View, IL
  • Fort Dearborn, IL
  • Graceland, IL
  • Grand Crossing, IL
  • Harwood Heights, IL
  • Hegewisch, IL
  • Jefferson Park, IL
  • Jefferson, IL
  • Lakeview, IL
Accredited BusinessAccredited Business
(844) 553-9083

6225 Sheridan Drive, Suite 300,
Buffalo, NY 14221

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