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Showing: 138 results for Estate Planning and Management
near Wayland, 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.
View HQ Business ProfileService 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

8728 Main St.,
Honeoye, NY 14471
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 ProfileService 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

266 Boughton Hill Rd,
Honeoye Falls, NY 14472-9706
Ever Green Wealth Management LLC
Wealth Management, Financial Services, Financial Planning Consultants ...
Service Area
Serving the following areas:
- Monroe County, NY

6534 Anthony Dr Ste D,
Victor, NY 14564-1421
Cathleen Volk CPA, PLLC
Accountant, Tax Return Preparation, Tax Consultant ...
Service Area
Serving the following areas:
Western New York, United States remotely
- Wyoming County, NY
- USA

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356
Angelo Planning Group
Financial Planning Consultants, Financial Services, Life Insurance ...
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

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

100 White Spruce Blvd,
Rochester, NY 14623-1507
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 ProfileService Area
Serving the following areas:
- Rochester, NY
- Vestal, NY

1840 Winton Rd S Bldg A,
Rochester, NY 14618-3916
Thaney & Associates, CPAs, PC
CPA, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
Monroe county and surrounding areas
- Monroe County, NY

2024 W. Henrietta Road Building # 4B,
Rochester, NY 14623
Brighton Securities Corp.
Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
- Genesee County, NY
- Monroe County, NY
- Niagara County, NY

1703 Monroe Ave,
Rochester, NY 14618-1431
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.
View HQ Business ProfileService Area
Serving the following areas:
- Genesee County, NY
- Monroe County, NY
- Niagara County, NY

212 E Main St,
Batavia, NY 14020-2222
Defreze Financial Services
Financial Services, Life Insurance, Retirement Planning Services ...
Service Area
Serving the following areas:
US
- USA

728 Weiland Rd,
Rochester, NY 14626-3919
Thaney & Associates, CPAs, PC
CPA, 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.
View HQ Business ProfileService Area
Serving the following areas:
Monroe county and surrounding areas
- Monroe County, NY

76 N Main St,
Brockport, NY 14420-1649
Daniel R. Cuddy CPA PLLC
CPA, Tax Return Preparation, Financial Services ...
Service Area
Serving the following areas:
Cayuga County NY and Syracuse NY region
- Cayuga County, NY
- Syracuse, NY

7 William St,
Auburn, NY 13021-3707
Moldenhauer & Associates
Retirement Planning Services, Financial Services, Financial Planning Consultants ...
Service Area
Serving the following areas:
- Erie County, NY
6195 W Quaker St,
Orchard Park, NY 14127-2674
Sgroi Lawley
Financial Planning Consultants, Insurance Services Office, Retirement Planning Services ...

965 Union Road PO Box 470,
West Seneca, NY 14224
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Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.
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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