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          Category: Financial Planning Consultants

          Showing: 12,691 results for Financial Planning Consultants
          near Middlesex, NY

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          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

          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

          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

          United Professional Advisors

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

          BBB Rating: A+
          not BBB accredited
          (585) 728-9191

          101 East Naples Street,
          Wayland, NY 14572

          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

          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

          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

          Muchler Financial Services, Inc.

          Financial Planning Consultants, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (585) 335-5190

          202 Main St,
          Dansville, NY 14437-1261

          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

          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

          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

          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

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          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.

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