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Category: Estate Planning and Management

Showing: 154 results for Estate Planning and Management
near Avoca, NY

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United Professional Advisors

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

not BBB accredited
(585) 728-9191

101 East Naples Street,
Wayland, NY 14572

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

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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

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

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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

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Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

Western New York, United States remotely     

  • Wyoming County, NY
Accredited BusinessAccredited Business
(585) 600-4769

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356

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United Professional Advisors

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

not BBB accredited
(315) 986-3765

1025 Brixton Drive,
Macedon, NY 14502

Retirement Essentials, Inc.

Retirement Planning Services, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(800) 297-6746

704 W Buffalo St Ste 1,
Ithaca, NY 14850

Retirement Essentials, Inc.

Retirement Planning Services, Estate Planning and Management

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 Profile
not BBB accredited
(800) 297-6746

950 Danby Road Suite 140,
Ithaca, NY 14850

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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William-Warren Associates, LLC

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

BBB Rating: A+
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

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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May Robinson Gordon & Penta CPA, PC

CPA, Tax Return Preparation, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(585) 244-9590

95 Allens Creek Road Blgd 1 Suite 202,
Rochester, NY 14618

Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

Monroe county and surrounding areas

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

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

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