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

Show me search results for:

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

Category: Financial Planning Consultants

Showing: 271 results for Financial Planning Consultants
near Stanley, NY

Filter by

Service Area

Filter by

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

Raymond F. Wager, CPA, PC

CPA, Financial Planning Consultants, Accountant ...

BBB Rating: A+
not BBB accredited
(585) 321-5643

195 Parrish St Ste 240,
Canandaigua, NY 14424-1693

Sheppard Mosher

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Erie County, NY
  • Genesee County, NY
  • Livingston County, NY
  • Monroe County, NY
  • Niagara County, NY
  • Orleans County, NY
  • Seneca County, NY
  • Wayne County, NY
  • Wyoming County, NY
  • Yates County, NY
  • 14424
not BBB accredited
(585) 396-0926

23 North St, Suite D,
Canandaigua, NY 14424-1053

Ever Green Wealth Management LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business

6534 Anthony Dr Ste D,
Victor, NY 14564-1421

Get a Quote

Evolution Financial Advisors

Financial Consultants, Financial Services, Financial Planning Consultants

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(585) 433-9124

580 Fishers Station Dr,
Victor, NY 14564-9670

United Professional Advisors

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

BBB Rating: A+
not BBB accredited
(315) 986-3765

1025 Brixton Drive,
Macedon, NY 14502

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

8728 Main St.,
Honeoye, NY 14471

Get a Quote

U C Lending

Mortgage Broker, Loans, Financial Planning Consultants

BBB Rating: A+
not BBB accredited
(716) 674-3114

430 Perinton Hills Office Park,
Fairport, NY 14450-3609

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

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

Get a Quote

Hartman Consulting, LLC

Retirement Planning Services, Financial Planning Consultants

BBB Rating: A+
not BBB accredited
(585) 264-9710

441 Penbrooke Dr. Ste. 4,
Penfield, NY 14526

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

BMK Services CPA, LLC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
not BBB accredited
(315) 246-1069

104 Hamilton Avenue,
Auburn, NY 13021

Castle Advisors Group, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
not BBB accredited
(585) 662-3266

800 Linden Ave,
Rochester, NY 14625-2710

Mirsky Financial Management Corporation

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
not BBB accredited
(585) 264-1658

130 Linden Oaks Ste C,
Rochester, NY 14625-2834

Prentice Wealth Management, LLC

Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Rochester, NY
  • NY
Accredited BusinessAccredited Business
(585) 218-0001

1150 Penfield Rd,
Rochester, NY 14625-2202

Get a Quote

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

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.