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          Category: Retirement Planning Services

          Showing: 215 results for Retirement Planning Services
          near Lima, 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

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

          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

          8728 Main St.,
          Honeoye, NY 14471

          Get a Quote

          Paychex Inc

          Payroll Services, Retirement Planning Services

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 385-6666

          1175 John St,
          W Henrietta, NY 14586-9102

          Get a Quote

          The Right TPA

          Retirement Planning Services, Pension and Profit Sharing Plans

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (585) 624-3883

          Rochester, NY 14623-5522

          Get a Quote

          Summers Financial Services

          Financial Services, Insurance Services Office, Life Insurance ...

          BBB Rating: NR
          not BBB accredited
          (585) 924-7781

          6591 Cherry Street,
          Victor, NY 14564

          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

          Vision Financial Group

          Financial Planning Consultants, Financial Services, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

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

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

          Get a Quote

          Bankers Life

          Insurance Services Office, Insurance Companies, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          (866) 259-6935

          1175 Victor Pittsford Rd,
          Pittsford, NY 14534

          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

          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

          The Right TPA

          Retirement Planning Services, Pension and Profit Sharing Plans

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (585) 624-3883

          3349 Monroe Ave Ste 349,
          Rochester, NY 14618-5513

          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

          Benefits Plan Administrative Services

          Retirement Planning Services, Employee Benefit Plans, Employee Benefit Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • PR
          • USA
          Accredited BusinessAccredited Business
          (866) 401-5272

          1387 Fairport Rd Ste 680 Bldg 600,
          Fairport, NY 14450-2007

          Get a Quote

          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

          Get a Quote

          Q & F Benefit Administration, Inc.

          Retirement Planning Services, Insurance Services Office, Billing Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (585) 383-8520

          349 W. Commercial St, Suite 2525,
          East Rochester, NY 14445

          Get a Quote

          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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