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Category: Financial Planning Consultants

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Showing: 266 results for Financial Planning Consultants
near Pittsford, NY

Parks Capital

Investment Advisory Services, Financial Services, Financial Planning Consultants

BBB Rating: A+
not BBB accredited
(585) 248-5700

145 Sullys Trl Ste 5 Suite 5,
Pittsford, NY 14534-4561

Castle Advisors Group, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
not BBB accredited
(585) 662-3266

800 Linden Ave,
Rochester, NY 14625-2710

Mirsky Financial Management Corporation

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
not BBB accredited
(585) 264-1658

130 Linden Oaks Ste C,
Rochester, NY 14625-2834

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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Lifetime Wealth Management Group, Inc.

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) 651-0325

70 Linden Oaks,
Rochester, NY 14625

Prentice Wealth Management, LLC

Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

New York State and beyond.

  • Rochester, NY
  • NY
Accredited BusinessAccredited Business
(585) 218-0001

1150 Penfield Rd,
Rochester, NY 14625-2202

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William-Warren Associates, LLC

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

BBB Rating: A+
not BBB accredited
(585) 271-7020

2000 Winton Road South Bldg #5 Suite #100,
Rochester, NY 14618

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 Profile
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

Vision Financial Group

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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Service Area

Serving the following areas:

100 miles

  • Erie County, NY
not BBB accredited
(585) 241-5200

400 Meridian Centre Blvd Ste 101,
Rochester, NY 14618-3991

Flower City Advisory

Financial Planning Consultants, Life Insurance, Investment Management ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 14604
not BBB accredited
(585) 399-8365

400 Meridian Centre Blvd Ste 101,
Loehmanns Plz, NY 14618-3991

Excel Securities & Associates, Inc.

Financial Planning Consultants

not BBB accredited
(585) 424-1234

200 Canal View Blvd Ste 204,
Rochester, NY 14623

Steven Charles Capital, Ltd.

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

BBB Rating: A+
not BBB accredited
(585) 325-1870

200 Canal View Blvd Ste 203,
Rochester, NY 14623-2809

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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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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Hartman Consulting, LLC

Retirement Planning Services, Financial Planning Consultants

not BBB accredited
(585) 264-9710

441 Penbrooke Dr. Ste. 4,
Penfield, NY 14526

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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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