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
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.
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.
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
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
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
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
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
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.
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 and Filing
CLAIMED
Categorized under Tax Return Preparation and Filing
1200-A Scottsville Rd Suite 490G
Rochester, NY
(844) 319-6731
CLAIMED
Tax Preparation & Planning
Sales Tax Services
IRS Representation
Business Consulting
At Shelton Financial Management we provide guidance, assistance and resources to help you earn more income, save more money and thrive financially. Formerly known as Xclusive Tax Services, Shelton Financial Management was established in 2007. Owner and Chief Financial Officer Marké K.L. Shelton's career as a Tax Professional began in 2000 at H&R Block.
We will dig and hunt for every deduction and credit within law to reduce your tax liability and get our clients the biggest refund possible. Whether it is filing personal or business taxes, negotiating payment arrangements, or applying for business grants and loans, Shelton Financial will take excellent care of you.
CLAIMED
Categorized under Clearinghouse associations, bank or check
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