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          Category: Financial Planning Consultants

          Showing: 12,810 results for Financial Planning Consultants
          near Morton, NY

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          Thaney & Associates, CPAs, PC

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

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

          60 N. Main Street,
          Brockport, NY 14420

          Bianchi Financial Services

          Financial Planning Consultants, Homeowners Insurance, Life Insurance ...

          BBB Rating: A+
          not BBB accredited
          (585) 349-3337

          24 West Avenue , Suite 201,
          Spencerport, NY 14559

          PDRS Financial Planning & Tax Services,LLC

          Financial Planning Consultants, Collections Agencies, Tax Return Preparation ...

          BBB Rating: A+
          not BBB accredited
          (585) 621-2607

          470 Long Pond Rd Ste 240,
          Rochester, NY 14612-3057

          Sage Rutty & Company, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 232-3760

          2440 Ridgeway Ave.,
          Rochester, NY 14626

          Kelly Insurance & Financial Services

          Insurance Services Office, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (585) 889-4619

          849 Paul Road Ste 210,
          Rochester, NY 14624

          Stephen M. Friga, C.F.P.

          Financial Planning Consultants, Bookkeeping Services, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (585) 527-8740

          1200 A Scottsville Road Ste 355,
          Rochester, NY 14624

          High Falls Advisors

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (585) 935-5300

          36 West Main Street Ste 322,
          Rochester, NY 14614

          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

          Lawley LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (716) 849-8618

          441 East Ave,
          Rochester, NY 14607

          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

          Thaney & Associates, CPAs, PC

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

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

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

          Sage Rutty & Company, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 232-3760

          100 Corporate Woods, Suite 300,
          Rochester, NY 14623

          Waddell & Reed

          Financial Services, Business Consultants, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 436-4510

          135 Corporate Woods Suite 320,
          Rochester, NY 14623-1496

          George Peter Klee CPA, LLC

          CPA, Tax Return Preparation, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Rochester, NY
          Accredited BusinessAccredited Business
          (585) 482-2080

          53 Canterbury Rd,
          Rochester, NY 14607-3403

          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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          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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