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          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: 254 results for Financial Planning Consultants
          near Macedon, NY

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          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

          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

          Get a Quote

          Evolution Financial Advisors

          Financial Consultants, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          NY and PA

          • NY
          Accredited BusinessAccredited Business
          (585) 433-9124

          580 Fishers Station Dr,
          Victor, NY 14564-9670

          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

          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

          Prentice Wealth Management, LLC

          Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          New York State and beyond.

          • Rochester, NY
          • NY
          Accredited BusinessAccredited Business
          (585) 218-0001

          1150 Penfield Rd,
          Rochester, NY 14625-2202

          Get a Quote

          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

          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

          Lifetime Wealth Management Group, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (716) 651-0325

          70 Linden Oaks,
          Rochester, NY 14625

          J. Christopher Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 14410
          • 14413
          • 14414
          • 14416
          • 14420
          • 14422
          • 14423
          • 14424
          • 14425
          • 14428
          • 14429
          • 14430
          • 14432
          • 14443
          • 14445
          • 14449
          • 14450
          • 14453
          • 14454
          • 14464
          Accredited BusinessAccredited Business
          (585) 662-4176

          70 Linden Oaks Fl 3,
          Rochester, NY 14625-2804

          Get a Quote

          ABW Financial Services

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 872-7940

          777 Webster Road,
          Webster, NY 14580

          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

          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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