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          Category: Financial Planning Consultants

          Showing: 11,997 results for Financial Planning Consultants
          near Shortsville, NY

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          Sheppard Mosher

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

          BBB Rating: A+
          not BBB accredited
          (585) 396-0926

          23 North St, Suite D,
          Canandaigua, NY 14424-1053

          Raymond F. Wager, CPA, PC

          CPA, Financial Planning Consultants, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (585) 321-5644

          195 Parrish St Ste 240,
          Canandaigua, NY 14424-1693

          Ever Green Wealth Management LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 742-0427

          6534 Anthony Dr Ste D,
          Victor, NY 14564-1421

          Get a Quote

          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

          Bankers Life Securities

          Retirement Planning Services, Financial Planning Consultants, Investment 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
          Accredited BusinessAccredited Business
          (844) 553-9083

          1250 Pittsford Victor Rd Ste 100,
          Pittsford, NY 14534-9543

          Get a Quote

          Professional Financial Strategies Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 218-9080

          1159 Pittsford Victor Rd Ste 120,
          Pittsford, NY 14534-3827

          Get a Quote

          Parks Capital

          Investment Advisory Services, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 248-5700

          141 Sullys Trl Ste 1,
          Pittsford, NY 14534-4563

          Get a Quote

          Hartman Consulting, LLC

          Retirement Planning Services, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 12065
          not BBB accredited
          (585) 264-9344

          441 Penbrooke Dr. Ste. 4,
          Penfield, NY 14526

          Angelo Planning Group

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

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

          266 Boughton Hill Rd,
          Honeoye Falls, NY 14472-9706

          Get a Quote

          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) 249-1030

          1163 Pitsford Victor Rd Building #4 Suite 240,
          Pittsford, NY 14534

          Castle Advisors Group, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 662-3266

          800 Linden Ave,
          Rochester, NY 14625-2710

          Get a Quote

          Angelo Planning Group

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

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

          8728 Main St.,
          Honeoye, NY 14471

          Get a Quote

          Prentice Wealth Management, LLC

          Financial Planning Consultants, Life Insurance, Health Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (585) 218-0001

          110 Linden Oaks Ste F,
          Rochester, NY 14625-2835

          Get a Quote

          Medallion Financial Services, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (585) 419-2310

          100 Linden Oaks, Suite 205,
          Rochester, NY 14625

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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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