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Resources for Businesses

My Home Location

Columbus, OH, USA

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BBB of Central Ohio

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Category: Financial Planning Consultants

Showing: 251 results for Financial Planning Consultants
near Rochester, NY

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High Falls Advisors

Financial Planning Consultants

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+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Accredited BusinessAccredited Business
(716) 687-0648

75 S. Clinton Ave. / 510 Clinton Sq.,
Rochester, NY 14604

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Lawley LLC

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

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
Service Area

Serving the following areas:

New York State, Erie County New York, Niagara County New York and Surrounding Areas

  • Erie County, NY
  • Niagara County, NY
  • NY
Accredited BusinessAccredited Business
(585) 454-1600

441 East Ave,
Rochester, NY 14607-1932

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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) 325-1040

706 East Ave,
Rochester, NY 14607-2105

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

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Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial Services ...

BBB Rating: A
Service Area

Serving the following areas:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
Accredited BusinessAccredited Business
(585) 473-3590

1703 Monroe Ave,
Rochester, NY 14618-1431

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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

Thaney & Associates, CPAs, PC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

Monroe county and surrounding areas

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

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

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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

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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

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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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

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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+
not BBB accredited
(585) 271-7020

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

Vision Financial Group

Financial Planning Consultants, Financial Services, Retirement Planning Services

BBB Rating: A+
Service Area

Serving the following areas:

100 miles

  • Erie County, NY
Accredited BusinessAccredited Business
(585) 241-5200

400 Meridian Centre Blvd Ste 101,
Rochester, NY 14618-3991

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Related Categories

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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