Financial
Manta has 420 businesses under Financial in Rochester, NY
Featured Company Listings
CLAIMED
Money Manager
Financial Planner
Investment Management
Financial Advisor
Established in 1975, W.G. Whitney & Company, Incorporated was succeeded by W. G. Shaheen & Associates, dba Whitney & Company. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of our Form ADV disclosure brochure is available upon request. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of the SEC registration is available upon request.
Our primary objective is to attain and maintain the financial well-being of our clients. This frequently consists of a professional team approach including accountants, attorneys, bankers, and brokers.
Our goal is to outperform the appropriate benchmarks, consistent with the preservation of capital and the individual goals of clients. We strive to accomplish this goal by investing in securities we believe have greater potential, but with less risk than the market indexes.
CLAIMED
Categorized under Tax return preparation services
Looking for tax preparation services in Rochester NY? Looking for bookkeeping or payroll services? Welcome to George Peter Klee CPA, LLC, located in Rochester NY. We specialize in small business accounting and financial services including bookkeeping, tax return preparation, payroll and much more.
CLAIMED
Financial Services
Financial Analysis Services
Investment Services
Welcome to Rochester Wealth Management
Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success.
CLAIMED
Business Loans
Auto Loans
Refinancing
Bad Credit Mortgage Loans
Personal Loan Services
Through the established relationships that we have with the creditors and financial institutions, we are often able to successfully negotiate the terms of our clients loans at a substantial discount. Creditors are often willing to negotiate a debt with Cronsberry Financing, on behalf of our clients, with the understanding that the settled amount will be paid in a timely manner.
We continuously develop our relationships with creditors throughout the country, and we always maintain a very professional and cooperative relationship with the creditors in order to reach the most favorable settlement offer for our clients. We work directly, and 100% for you.
Debt settlement is a legitimate way of solving your problem without the need for bankruptcy. Our representatives work each case individually to determine your eligibility and then, if you qualify, they will establish a program that allows repayment of the debt through affordable monthly payments.
CLAIMED
Mortgage Loans
Loan
Bad Credit Mortgage Loans
Personal Loan Services
Debt Consolidation Loans
We continuously develop our relationships with creditors throughout the country, and we always maintain a very professional and cooperative relationship with the creditors in order to reach the most favorable settlement offer for our clients. We work directly, and 100% for you. Debt settlement is a legitimate way of solving your problem without the need for bankruptcy. Our representatives work each case individually to determine your eligibility and then, if you qualify, they will establish a program that allows repayment of the debt through affordable monthly payments. Our loan options let you choose what's right for your personal or business now and in the future.
CLAIMED
Printing Equipment
UniLink Inc. is One-Stop Shop for all your Business Financial Solutions needs like Financial Printing Equipment & Currency Counters, Scanners etc. Give us a call at 800.666.2980
CLAIMED
Financial Services
Loan Agency
Mariner Finance, LLC is a consumer finance company. Find out how we can assist you with your financial needs by visiting our website.
CLAIMED
Business Advisory Service
Accounting Services
Financial Reporting
Tax Preparation Services
Tax Planning Services
Tax Consultation and Preparation - We specialize in all taxes that affect small businesses: income tax, sales tax, payroll tax...any tax.
Financial Reporting - Our clients leave their monthly or quarterly financial reporting to us. We make sure it's organized and government compliant.
Business Advisory Services - We are our client's primary business advisor. We're always there to answer questions and to offer sound advice.
We pick up your bookkeeping records each month and deliver and review the results with you personally. With the information we provide, you make better business decisions.
CLAIMED
Categorized under Financial Advisory Services
As a financial advisor, I develop intimate relationships with my clients to assist them in all aspects of their financial lives. Utilizing the resources and intellectual capital of Stifel, I devise plans that are unique to that client's needs, risk tolerance, and objectives. My primary focus is on asset allocation, retirement planning, and estate planning strategies, while working with your accountant and attorney. I continually seek knowledge to stay equipped to address the ever-changing issues that impact my clients.
CLAIMED
Tax Preparation
Investment Management Services
Investment Services
Personal Tax Planning
Representation Before The Irs
• Individual Tax Preparation
• Business Returns
• Amended and Prior Year returns
• All States prepared
• Fiduciary and Trust Returns
• Year-Round Planning
• Representation before the IRS
• Customized Investment and Risk Management
• Medicare Issues
• Social Security Decisions
• Diversified Asset Allocation
• Cost Containment
• Retirement Income Streams
• Minimizing the Tax Bite
• Independent Advisors
• Fee-based Advising
All Company Listings
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
Make the right deduction decisions this year with the help of a Jackson Hewitt professional tax preparer. With over 6,000 locations in the United States, chances are, we're right around the corner. Call today.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
Visit a Jackson Hewitt location for quality tax preparation services. Jackson Hewitt offers simple, secure and convenient online tax preparation services.
2050 South Clinton Avenue
Rochester, NY
(585) 472-9345
CLAIMED
Categorized under Mortgage bankers and loan correspondents
When you come to me for your mortgage, I begin by listening. I want to understand your goals and priorities so I can offer a home loan that's right for you. You may be a first-time homebuyer or a long-time homeowner. You may be buying an investment property or looking for a renovation loan. I offer a wide range of loan programs, from FHA and VA to conventional and jumbo. You are an individual and my recommendations will respect your unique circumstances.
Communication is key, and sharing information is as important as listening. I will make sure you know what's happening with your mortgage as it progresses through the process and will be available to answer your questions. I'll be with you every step of the way, from application to closing and beyond.
Whether you are buying, refinancing, or renovating, I am ready to give you the outstanding home loan experience you deserve.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Loan agents
Rustwood Capital is a leading provider of alternative funding solutions for businesses of all types and sizes. Rustwood Capital offers business and commercial real estate financing products. We provide your best funding solutions to help your business and real estate.
CLAIMED
Categorized under Financial Advisory Services
CLAIMED
Printing Equipment
UniLink Inc. is One-Stop Shop for all your Business Financial Solutions needs like Financial Printing Equipment & Currency Counters, Scanners etc. Give us a call at 800.666.2980
2590 Brighton Henrietta Town Line Road
Rochester, NY
(585) 568-6900
CLAIMED
401(k) Advisory Services
Estate Planning
Financial Planning Services
Investment Management
Life Insurance
CLAIMED
Categorized under Security Brokers
Contact C.O.P. Security Inc. at (585) 484-9908 in Rochester, NY, to request unarmed or armed security guards for your private or commercial needs.
CLAIMED
Wealth Advisory Services
Estate And Legacy Planning
Family Facilitators
Financial Planning Services
Investment Management
We believe it's simple...if you boil all of your assets down to a basic level, you would have your money, your knowledge and your values.
If you could only pass two of those assets to your grandchildren...which two would you choose?
If you believe that it is just as important to focus on preserving the families knowledge and values as it is to figure out the best tax strategies to pass your money then we should talk.
CLAIMED
Financial Services
Financial Analysis Services
Investment Services
Welcome to Rochester Wealth Management
Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success.
CLAIMED
Financial Services
Loan Agency
Mariner Finance, LLC is a consumer finance company. Find out how we can assist you with your financial needs by visiting our website.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
Jackson Hewitt takes the time to ask all the right questions so you can get all the deductions and credits you're entitled to. And that could mean more money in your pocket. Find out more by contacting one of our professional team members.
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Rochester, NY, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
At Jackson Hewitt, our tax professionals are trained and know all the ins-and-outs so you can feel confident we'll find all the deductions and credits you're entitled to. Visit a location today.
CLAIMED
Business Advisory Service
Accounting Services
Financial Reporting
Tax Preparation Services
Tax Planning Services
Tax Consultation and Preparation - We specialize in all taxes that affect small businesses: income tax, sales tax, payroll tax...any tax.
Financial Reporting - Our clients leave their monthly or quarterly financial reporting to us. We make sure it's organized and government compliant.
Business Advisory Services - We are our client's primary business advisor. We're always there to answer questions and to offer sound advice.
We pick up your bookkeeping records each month and deliver and review the results with you personally. With the information we provide, you make better business decisions.
CLAIMED
Categorized under Financial Planning Consultants
APFS Wealth Management, Inc. DBA Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an investment strategy that matches your needs. Whether you’re interested in individual stocks and bonds or more complex investment vehicles, we have the skills and experience to manage your wealth the way you want.
CLAIMED
Categorized under Certified Financial Planners
CLAIMED
Mortgage Banker
For years, satisfied homeowners have counted on Premium Mortgage to find them the best mortgages – from the lowest interest rates to the highest-level terms available in the home loan market today.
While we’ve been awarded the Rochester Top 100 designation six times, ranked as a top mortgage lender in Buffalo ten years in a row, and won Rochester’s Choice Best Mortgage for 3 years in a row.
CLAIMED
Individual Health Insurance Plans
Life Insurance
Investment Mangement
Retirement Planning Services
Group Health Insurance Plans
Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan, group benefits and group health care services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients.
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Beltz Ianni & Cadaret Grant are separate entities. Representatives associated with this site are registered to discuss and/or transact securities with residents of New York State.
CLAIMED
Categorized under Financial Advisory Services
As a financial advisor, I develop intimate relationships with my clients to assist them in all aspects of their financial lives. Utilizing the resources and intellectual capital of Stifel, I devise plans that are unique to that client's needs, risk tolerance, and objectives. My primary focus is on asset allocation, retirement planning, and estate planning strategies, while working with your accountant and attorney. I continually seek knowledge to stay equipped to address the ever-changing issues that impact my clients.
CLAIMED
Categorized under Federal Savings Banks
CLAIMED
Fully Assumable
90Occupancy And DSCR Of 1.25
Precise BC is committed to improving our economy one loan at a time. We provide the customer service that produce the best results. Our commercial mortgage solutions can provide long-term benefits for our clients. As our economy struggles to gain momentum our clients can be certain that they will not only remain stable with a fixed rate mortgage, they will also have the flexibility to sell as the mortgage is fully assumable.
What we Offer:
Up to 80% LTV
Interest as low as 4.3%+ Fixed
10 to 30 year terms
Fully Amortized
NON-Recourse
Fully Assumable
No "cash-out" limits
What you Need:
Min. 680 FICO
DSCR: 1.25
Min. Occupancy 90%
9 months of payments
If you meet these basic requirements we would like to talk to you about your property. Live chat available Mon-Fri 8 AM to 11 AM EST
CLAIMED
Mortgage Loans
Loan
Bad Credit Mortgage Loans
Personal Loan Services
Debt Consolidation Loans
We continuously develop our relationships with creditors throughout the country, and we always maintain a very professional and cooperative relationship with the creditors in order to reach the most favorable settlement offer for our clients. We work directly, and 100% for you. Debt settlement is a legitimate way of solving your problem without the need for bankruptcy. Our representatives work each case individually to determine your eligibility and then, if you qualify, they will establish a program that allows repayment of the debt through affordable monthly payments. Our loan options let you choose what's right for your personal or business now and in the future.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
Jackson Hewitt tax professionals are well-trained to help you with your specific needs. Regardless of your occupation, Jackson Hewitt wants to help you get the deductions you are entitled to. Visit one of our many locations today to get started.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
Jackson Hewitt helps you get the proper deductions and credits you deserve. Contact one of our 6,000 offices nationwide for details about making the right deduction decisions.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Tax return preparation services
Our small business certified tax pros can handle your small business tax preparation needs including small business taxes, payroll services, and bookkeeping. Set up an appointment in your local Rochester Block Advisors office or work with your small business tax consultant from home. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you decide to work on your small business taxes from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Rochester H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Categorized under Certified Financial Planners
Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth-now and in the future.
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Rochester, NY, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
My Tax Manager
IPower VISA Card
ProFiler Software
Flex-Pay Program
File your taxes today with Jackson Hewitt tax preparation services. Our in depth tax interview helps us help you get the deductions you deserve.
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