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          Category: Financial Planning Consultants

          Showing: 240 results for Financial Planning Consultants
          near Sodus, NY

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          United Professional Advisors

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

          BBB Rating: A+
          not BBB accredited
          (315) 986-3765

          1025 Brixton Drive,
          Macedon, NY 14502

          ABW Financial Services

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 872-7940

          777 Webster Road,
          Webster, NY 14580

          U C Lending

          Mortgage Broker, Loans, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (716) 674-3114

          430 Perinton Hills Office Park,
          Fairport, NY 14450-3609

          Hartman Consulting, LLC

          Retirement Planning Services, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (585) 264-9344

          441 Penbrooke Dr. Ste. 4,
          Penfield, NY 14526

          Safe Harbor Capital LLC.

          Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (585) 670-0133

          672 Ridge Road,
          Webster, NY 14580

          WFWS Consulting Inc

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited

          1900 Empire Blvd, #212,
          Webster, NY 14580

          Prentice Wealth Management, LLC

          Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (585) 218-0097

          1150 Penfield Rd,
          Rochester, NY 14625-2202

          Get a Quote

          Castle Advisors Group, LLC

          Financial Planning Consultants, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          not BBB accredited
          (585) 662-3266

          800 Linden Ave,
          Rochester, NY 14625-2710

          Medallion Financial Services, Inc.

          Investment Advisory Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: NR
          not BBB accredited
          (585) 419-2310

          100 Linden Oaks, Suite 205,
          Rochester, NY 14625

          Professional Financial Strategies Inc.

          Financial Planning Consultants, Investment Advisory Services, Financial Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 218-9080

          1159 Pittsford Victor Rd Ste 120,
          Pittsford, NY 14534-3827

          Mirsky Financial Management Corporation

          Financial Services, Tax Return Preparation, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (585) 264-9502

          130 Linden Oaks Ste C,
          Rochester, NY 14625-2834

          Lifetime Wealth Management Group, Inc.

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (716) 651-0325

          70 Linden Oaks,
          Rochester, NY 14625

          J. Christopher Group

          Financial Planning Consultants, Retirement Planning Services, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 14410
          • 14413
          • 14414
          • 14416
          • 14420
          • 14422
          • 14423
          • 14424
          • 14425
          • 14428
          • 14429
          • 14430
          • 14432
          • 14443
          • 14445
          • 14449
          • 14450
          • 14453
          • 14454
          • 14464
          Accredited BusinessAccredited Business
          (585) 662-4176

          70 Linden Oaks Fl 3,
          Rochester, NY 14625-2804

          Get a Quote

          Ever Green Wealth Management LLC

          Wealth Management, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business

          6534 Anthony Dr Ste D,
          Victor, NY 14564-1421

          Get a Quote

          Parks Capital

          Investment Advisory Services, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (585) 248-5703

          145 Sullys Trl Ste 5 Suite 5,
          Pittsford, NY 14534-4561

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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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