Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Notice: Complaint details on some Business Profiles may be temporarily inaccurate due to maintenance. We are working to resolve this promptly.

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Retirement Planning Services

Showing: 181 results for Retirement Planning Services
near Irondequoit, NY

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Sort By
  • Distance
  • Rating

Rochester Wealth Management Group, LLC / Capitol Securities Management

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

BBB Rating: A+
not BBB accredited
(585) 325-1040

706 East Ave,
Rochester, NY 14607-2105

Willink Asset Management, LLC dba Willink Services

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

BBB Rating: A+
Accredited BusinessAccredited Business
(716) 687-0648

75 S. Clinton Ave. / 510 Clinton Sq.,
Rochester, NY 14604

Get a Quote

The OMNI Group

Retirement Planning Services

BBB Rating: A+
not BBB accredited
(585) 436-6664

220 Alexander Street, Ste 400,
Rochester, NY 14607

Safe Harbor Capital LLC.

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

BBB Rating: A+
not BBB accredited
(585) 670-0133

672 Ridge Road,
Webster, NY 14580

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

Get a Quote

Defreze Financial Services

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

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(585) 697-0430

728 Weiland Rd,
Rochester, NY 14626-3919

UBS

Investment Management, Retirement Planning Services

BBB Rating: F
not BBB accredited
(212) 821-3000

400 Linden Oaks,
Rochester, NY 14625

Lifetime Wealth Management Group, Inc.

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

BBB Rating: A+
not BBB accredited
(716) 651-0325

70 Linden Oaks,
Rochester, NY 14625

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

Get a Quote

Kron Insurance Services Inc

Life Insurance, Retirement Planning Services, Health Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 13021
  • 13022
  • 13024
  • 13026
  • 13033
  • 13034
  • 13064
  • 13065
  • 13074
  • 13080
  • 13111
  • 13113
  • 13117
  • 13139
  • 13140
  • 13143
  • 13146
  • 13148
  • 13154
  • 13156
not BBB accredited
(585) 484-0603

67 Kron St,
Rochester, NY 14619-2035

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

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

Paychex Inc

Payroll Services, Retirement Planning Services

BBB Rating: A+
Accredited BusinessAccredited Business
(585) 385-6666

911 Panorama Trl S,
Panorama, NY 14625-2311

Get a Quote

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

Get a Quote

The Right TPA

Retirement Planning Services, Pension and Profit Sharing Plans

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(585) 624-3883

3349 Monroe Ave Ste 349,
Rochester, NY 14618-5513

Get a Quote

Related Categories

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.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.