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          Category: Financial Planning Consultants

          Showing: 283 results for Financial Planning Consultants
          near Geneseo, NY

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          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

          8728 Main St.,
          Honeoye, NY 14471

          Get a Quote

          Cathleen Volk CPA, PLLC

          Accountant, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Wyoming County, NY
          Accredited BusinessAccredited Business
          (585) 600-4769

          2371 State Route 19 N Ste E,
          Warsaw, NY 14569-9356

          Get a Quote

          Muchler Financial Services, Inc.

          Financial Planning Consultants, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (585) 335-5190

          202 Main St,
          Dansville, NY 14437-1261

          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

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

          Get a Quote

          United Professional Advisors

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

          BBB Rating: A+
          not BBB accredited
          (585) 728-9191

          101 East Naples Street,
          Wayland, NY 14572

          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

          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) 344-1850

          212 E Main St,
          Batavia, NY 14020-2222

          Get a Quote

          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

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

          Get a Quote

          Seland and Winn Tax Services

          Payroll Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (716) 877-3539

          28 Batavia City Centre,
          Batavia, NY 14020

          Get a Quote

          Lawley LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 344-0300

          20 Jefferson Square,
          Batavia, NY 14020

          Get a Quote

          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

          Get a Quote

          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

          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

          Get a Quote

          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, NY
          Accredited BusinessAccredited Business
          (585) 427-2410

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

          Get a Quote

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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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