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Category: Estate Planning and Management

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Showing: 114 results for Estate Planning and Management
near Retsof, NY

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Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Western New York, United States remotely     

  • Wyoming County, NY
  • NY
  • USA
(585) 600-4769

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356

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Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Accredited Business
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
(585) 568-6900

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

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Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Accredited Business
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
  • NY
  • USA
(585) 344-1850

212 E Main St,
Batavia, NY 14020-2222

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Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Accredited Business
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
(585) 568-6900

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

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Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Monroe county and surrounding areas

  • Monroe County, NY
  • NY
  • USA
(585) 427-2410

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

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L&M Wealth Management

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

BBB Accredited Business
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
  • NY
  • USA
(585) 244-9630

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

Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
  • NY
  • USA
(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 Accredited Business
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:

Monroe county and surrounding areas

  • Monroe County, NY
  • NY
  • USA
(585) 427-2410

76 N Main St,
Brockport, NY 14420-1649

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Ever Green Wealth Management LLC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
  • Ontario County, NY
  • NY
  • USA

6535 Anthony Dr Ste A,
Victor, NY 14564

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Defreze Financial Services

Financial Services, Life Insurance, Retirement Planning Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

US 

  • USA
(585) 697-0430

728 Weiland Rd,
Rochester, NY 14626-3919

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Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Accredited Business
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
(585) 568-6900

1343 Long Pond Rd Ste A,
Rochester, NY 14626-2913

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Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Accredited Business
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
(585) 568-6900

6800 Pittsford Palmyra Rd Ste 360,
Fairport, NY 14450-3514

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HD Financial Specialists LLC

Financial Planning Consultants, Tax Consultant, Financial Consultants ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Erie County and Surrounding Areas

  • Erie County, NY
(716) 608-8000

6049 Transit Rd # 103,
East Amherst, NY 14051-1803

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Moldenhauer & Associates

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
  • NY
  • USA
(716) 662-4361

6195 W Quaker St,
Orchard Park, NY 14127-2674

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Harrington Insurance Agency Inc.

Insurance Agency, Financial Planning Consultants, Life Insurance ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Western NY

  • Erie County, NY
  • NY
  • USA
(716) 333-0030

3960 Harlem Rd Ste 12B,
Amherst, NY 14226-4706

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