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Category: Financial Planning Consultants

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Showing: 286 results for Financial Planning Consultants
near Retsof, NY

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Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

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 ...

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
  • NY
  • USA
(585) 362-8040

8728 Main St.,
Honeoye, NY 14471

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Angelo Planning Group

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

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
  • NY
  • USA
(585) 362-8040

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 ...

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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Lawley LLC

Insurance Services Office, Loans, Financial Planning Consultants ...

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:

New York State, Erie County New York, Niagara County New York and Surrounding Areas

  • Erie County, NY
  • Niagara County, NY
  • NY
  • USA
(716) 849-8291

20 Jefferson Ave,
Batavia, NY 14020-2122

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Angelo Planning Group

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

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
  • NY
  • USA
(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 ...

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
  • NY
  • USA
(585) 362-8040

100 White Spruce Blvd,
Rochester, NY 14623-1507

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Sage Rutty & Company, Inc.

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Rochester, NY
  • NY
  • USA
(585) 292-5799

100 Corporate Woods, Suite 300,
Rochester, NY 14623

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Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Monroe county and surrounding areas

  • Monroe County, NY
  • NY
  • USA
(585) 427-2425

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 ...

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 ...

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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Evolution Financial Advisors

Financial Consultants, Financial Services, Financial Planning Consultants

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

NY and PA

  • NY
  • USA
(585) 433-9124

580 Fishers Station Dr,
Victor, NY 14564-9670

George Peter Klee CPA, LLC

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Rochester, NY
  • NY
  • USA
(585) 482-2498

53 Canterbury Rd,
Rochester, NY 14607-3403

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Sage Rutty & Company, Inc.

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

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
  • NY
  • USA
(585) 292-5799

2440 Ridgeway Ave.,
Rochester, NY 14626

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Lawley LLC

Insurance Services Office, Loans, Financial Planning Consultants ...

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:

New York State, Erie County New York, Niagara County New York and Surrounding Areas

  • Erie County, NY
  • Niagara County, NY
  • NY
  • USA
(585) 454-1600

441 East Ave,
Rochester, NY 14607-1932

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