Show me search results for:

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

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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Financial Planning Consultants

          Showing: 12,757 results for Financial Planning Consultants
          near Bloomfield, NY

          Filter by

          Service Area

          Filter by

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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          William-Warren Associates, LLC

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

          BBB Rating: NR
          not BBB accredited
          (585) 271-7020

          2000 Winton Road South Bldg #5 Suite #100,
          Rochester, NY 14618

          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.