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Oakwood Financial Services
“Great team to work with!”
Best Financial Advisors in Greece, NY
The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Greece area.
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Brighton Securities
Investment Banking, Tax Planning & Preparation, Personal Savings Strategy
“I have been working with George Conboy at Brighton Securities ever since he was referred to me by my CP As for my construction company thirty years ago.”
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Iconoclastic Capital Management
- Insurance
- Goals
- Costs
“Chris is very responsive to any and all questions, and always ensures that I leave our discussions with a true understanding of my investment endeavors.”
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TD Smith TAX
- Encrypted
- Tax Returns
- Documents
“I have had Trevor prepare my taxes for a couple years now and he's always efficient, professional, accurate and responds to my questions quickly and clearly.”
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Conlon & Company, Certified Public Accountants
Multistate Tax, Broker Services, Accounting, Tax, & Consulting Services
“If you are looking for an accountant and an accounting firm that always has your best interests at heart and treats you like a person and not just another set of numbers, then look no further than Kevin Conlon at Conlon & Company.”
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Bowman Personnel
- Career
- People
- Call
“Jeanne went above and beyond for me and made sure she stayed in touch throughout the entire hiring process from the first contact, through the interview, right until the end when I got the job.”
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Northlanding Financial Partners
Xerox Retirement Services, The FCA Process, Investment Management Service
“My wife Sandy and I have had the pleasure of working with Rob in particular, and North Landing in general, for all of our financial planning needs since North Landing's inception some years ago.”
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Yaeger Treviso & Associates
- Office
- Taxes
- Team
“I have used Yaeger, Treviso & Associates for well over a decade for both my business and personal taxes and I can not speak highly enough about the level of service, professionalism and communication that this firm has offered over those years.”
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Dejoy & Co.
“Mark and his team are the best!”
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Mirsky Financial Management Corporation
Tax Services, Wealth Management
“Bernie's approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client's tax and financial planning. Bernie rec...”
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Gray Locey CPA
Business Services, Services For Quickbooks, Tax Relief
“Everything is communicated to me electronically to sign, I do so and the very next morning I receive emails both from the state and the IRS, saying that they've received my filings.”
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High Falls Advisors
Income Tax Planning & Preparation, Business Services, Financial Planning & Advice
“I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn't be happier!”
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Stokes, Visca, Hucko & Barone, Cpas
Services For Individuals, Corporate Transparency Act Service, Sectors & Specialties
“I've been going to them for about 5 years and it's always been easy and a pleasure.”
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Young and Company Cpas
Life Insurance and Annuities, Tax Strategies, Advisor Services For Business Owners
“I have handled my own accounting and tax needs for most of my life, but since incorporating I made the smart move of seeking professional assistance and advice.”
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Commonwealth Financial Group
- Market
- Meetings
- Retirement
“They are continuously reviewing our portfolios and making adjustments to respond to the market, looking for strategies and opportunities to maximize return and manage risk.”
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Consumer Credit Counseling Service of Rochester
Housing Counseling, Bankruptcy Counseling, Debt Management Program
“One was ok, although would give a little attitude when asking her to do something as simple as sending me statements (she told me I really need to keep track of those things myself, but I can't see every little thing that goes on in there, since I am...”
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Flaherty Salmin Cpas
Business Consulting & Tax Services, Personal Accounting, Affordable Housing/Community Development
“They always seem to go the extra mile as a normal practice.”
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Vespoke - Wealth Management
Retirement Planning, Risk Management & Insurance Analysis, Education Planning
“I've been with them for some time, and I've never been more confident in a team's ability to provide expert advice for the full range of financial services.”
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Monarch Wealth Management
- Partnership
- Knowledge
- Advisor
“I consider them to be of the highest quality concerning professionalism, service to their clients and knowledge of the economy.”
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Fiduciary First Advising, Fee-Only Retirement Planner
“He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas.”
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Priem Financial Group
Risk Management, Retirement Planning, Taxation
“Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years.”
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The Retirement Optimization Group With Cadaret Grant
Useful Links
“Name has changed but the service remains exceptional.”
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Research Financial Group
Tax Planning Strategies, Business Owners, Strategic Wealth Management
“Do a great job managing client finances for long and short term goals.”
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Park Central Tax Services
“I would recommend him to my friends.”
Retirement Planning and Investment Management Services in Greece, NY Cost Estimates
Minimum cost
$1158
Maximum cost
$9843
National Average
$3474
Avg Per Hour Rates
$348
$2316
$6369
Typical price range is based on
422 cost profiles
Why these companies made our list
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