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Category: Financial Planning Consultants

Showing: 268 results for Financial Planning Consultants
near Henrietta, NY

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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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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

Excel Securities & Associates, Inc.

Financial Planning Consultants

BBB Rating: A+
not BBB accredited
(585) 424-1234

200 Canal View Blvd Ste 204,
Rochester, NY 14623

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

100 White Spruce Blvd,
Rochester, NY 14623-1507

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Vision Financial Group

Financial Planning Consultants, Financial Services, Retirement Planning Services

BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
Accredited BusinessAccredited Business
(585) 241-5200

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

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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

Waddell & Reed

Financial Services, Business Consultants, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(585) 436-4510

135 Corporate Woods Suite 320,
Rochester, NY 14623-1496

Sage Rutty & Company, Inc.

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

BBB Rating: A+
Accredited BusinessAccredited Business
(585) 232-3760

100 Corporate Woods, Suite 300,
Rochester, NY 14623

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Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business
(585) 427-2410

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

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William-Warren Associates, LLC

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

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+
Accredited BusinessAccredited Business
(585) 244-9630

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

Stephen M. Friga, C.F.P.

Financial Planning Consultants, Bookkeeping Services, Investment Advisory Services

BBB Rating: A+
not BBB accredited
(585) 527-8740

1200 A Scottsville Road Ste 355,
Rochester, NY 14624

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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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

George Peter Klee CPA, LLC

CPA, Tax Return Preparation, Financial Planning Consultants

BBB Rating: A+
Service Area

Serving the following areas:

  • Rochester, NY
Accredited BusinessAccredited Business
(585) 482-2080

53 Canterbury Rd,
Rochester, NY 14607-3403

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