Best Financial Advisors in Greece, NY

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Greece area.

Brighton Securities

Brighton Securities

(47)
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.”
In Business Since 1975
Licensed, BBB Rating: A+
1703 Monroe Ave, Rochester, NY
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Iconoclastic Capital Management

Iconoclastic Capital Management

(44)
  • 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.”
In Business Since 2018
17 Prince St, Rochester, NY
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TD Smith TAX

TD Smith TAX

(34)
  • 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.”
Free Initial Consultation
In Business Since 2020
Emergency Services
Serving Greece Area
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Conlon & Company, Certified Public Accountants

Conlon & Company, Certified Public Accountants

(14)
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.”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 1988
Licensed, BBB Rating: A+
1635 Brooks Ave, Rochester, NY
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Bowman Personnel

Bowman Personnel

(32)
  • 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.”
In Business Since 2003
919 S Winton Rd Suite 103, Rochester, NY
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Northlanding Financial Partners

Northlanding Financial Partners

(19)
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.”
In Business Since 2016
Transparent Fees & Pricing
90 Linden Oaks #220, Rochester, NY
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Yaeger Treviso & Associates

Yaeger Treviso & Associates

(27)
  • 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.”
In Business Since 2002
Serving Greece Area
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Dejoy & Co.

Dejoy & Co.

(1)
“Mark and his team are the best!”
In Business Since 1992
Licensed, BBB Rating: A+
280 E Broad St #300, Rochester, NY
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Mirsky Financial Management Corporation

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...”
Accepts All Major Credit Cards
In Business Since 2003
Licensed, BBB Rating: A+
130c Linden Oaks, Rochester, NY
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Gray Locey CPA

Gray Locey CPA

(4)
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.”
Offers Financing Options
Free Initial Consultation
In Business Since 2009
Transparent Fees & Pricing
140 Allens Creek Rd #1, Rochester, NY
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High Falls Advisors

High Falls Advisors

(13)
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!”
In Business Since 2003
180 S Clinton Ave #300, Rochester, NY
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Stokes, Visca, Hucko & Barone, Cpas

Stokes, Visca, Hucko & Barone, Cpas

(7)
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.”
In Business Since 2003
Transparent Fees & Pricing
29 Goodway Dr, Rochester, NY
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Young and Company Cpas

Young and Company Cpas

(15)
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.”
In Business Since 1999
1425 Jefferson Rd, Rochester, NY
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Commonwealth Financial Group

Commonwealth Financial Group

(19)
  • 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.”
In Business Since 2007
Licensed
Serving Greece Area
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Consumer Credit Counseling Service of Rochester

Consumer Credit Counseling Service of Rochester

(15)
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...”
In Business Since 2007
Free Initial Consultation
1050 University Ave Suite A, Rochester, NY
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Flaherty Salmin Cpas

Flaherty Salmin Cpas

(6)
Business Consulting & Tax Services, Personal Accounting, Affordable Housing/Community Development
“They always seem to go the extra mile as a normal practice.”
In Business Since 2014
2300 Buffalo Rd Unit 200, Rochester, NY
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Vespoke - Wealth Management

Vespoke - Wealth Management

(5)
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.”
In Business Since 2015
120 Allens Creek Rd Suite 240, Rochester, NY
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Oakwood Financial Services

Oakwood Financial Services

(4)
“Great team to work with!”
In Business Since 2006
Free Initial Consultation
190 Linden Oaks suite a, Rochester, NY
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Monarch Wealth Management

Monarch Wealth Management

(7)
  • Partnership
  • Knowledge
  • Advisor
“I consider them to be of the highest quality concerning professionalism, service to their clients and knowledge of the economy.”
In Business Since 2014
1688 Monroe Ave, Rochester, NY
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Fiduciary First Advising, Fee-Only Retirement Planner

Fiduciary First Advising, Fee-Only Retirement Planner

(2)
“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.”
In Business Since 2021
Free Initial Consultation
160 Linden Oaks, Rochester, NY
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Priem Financial Group

Priem Financial Group

(2)
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.”
In Business Since 2004
CFP Certified
2290 East Ave #2, Rochester, NY
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The Retirement Optimization Group With Cadaret Grant

The Retirement Optimization Group With Cadaret Grant

(1)
Useful Links
“Name has changed but the service remains exceptional.”
In Business Since 2020
755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY
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Research Financial Group

Research Financial Group

(1)
Tax Planning Strategies, Business Owners, Strategic Wealth Management
“Do a great job managing client finances for long and short term goals.”
In Business Since 2007
Accepts Cash
525 University Ave, Rochester, NY
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Park Central Tax Services

Park Central Tax Services

(1)
“I would recommend him to my friends.”
In Business Since 2011
Transparent Fees & Pricing
110 Linden Oaks, Rochester, NY
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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
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Average Cost $3474
Minimum cost $1158
Maximum cost $9843
Avg Per Hour Rates $348

Typical range $2316 to $6369 is based on 422 cost profiles.

Why these companies made our list

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