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          Category: Estate Planning and Management

          Showing: 3,250 results for Estate Planning and Management
          near Rochester, NY

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          Rochester Wealth Management Group, LLC / Capitol Securities Management

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

          BBB Rating: A+
          not BBB accredited
          (585) 325-8232

          706 East Ave,
          Rochester, NY 14607-2105

          Brighton Securities Corp.

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 13850
          Accredited BusinessAccredited Business
          (585) 473-3590

          1703 Monroe Ave,
          Rochester, NY 14618-1431

          Get a Quote

          Thaney & Associates, CPAs, PC

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 427-2425

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

          Get a Quote

          Defreze Financial Services

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 697-0430

          728 Weiland Rd,
          Rochester, NY 14626-3919

          Get a Quote

          Conlon & Company CPAs, P.L.L.C.

          Accountant, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 328-4990

          1635 Brooks Ave,
          Rochester, NY 14624-3549

          Get a Quote

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 362-8040

          100 White Spruce Blvd,
          Rochester, NY 14623-1507

          Get a Quote

          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

          William-Warren Associates, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 271-7049

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

          Get a Quote

          Vespoke

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

          BBB Rating: A
          Accredited BusinessAccredited Business
          (585) 673-7331

          120 Allens Creek Rd,
          Rochester, NY 14618-3306

          Get a Quote

          May Robinson Gordon & Penta CPA, PC

          CPA, Tax Return Preparation, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (585) 442-0904

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

          Angelo Planning Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 568-6900

          2590 Brighton Henrietta Town Line Rd,
          Rochester, NY 14623-2791

          Get a Quote

          Tracy Jong Law Firm PC

          Lawyers, Estate Planning Attorneys, Real Estate Lawyers ...

          BBB Rating: A+
          not BBB accredited
          (585) 247-9171

          2300 Buffalo Rd Bldg 100A,
          Rochester, NY 14624-1371

          Weinstein & Randisi

          Lawyers, Estate Planning Attorneys, Estate Planning and Management ...

          BBB Rating: A-
          not BBB accredited
          (585) 248-3800

          290 Linden Oaks Ste 200,
          Rochester, NY 14625

          Neubert Financial Services, Inc.

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

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • NY
          not BBB accredited
          (585) 671-1532

          599 Ridge Rd,
          Webster, NY 14580-1750

          Safe Harbor Capital LLC.

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

          BBB Rating: A+
          not BBB accredited
          (585) 670-0133

          672 Ridge Road,
          Webster, NY 14580

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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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