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4 Search Results for 'Estate and Legacy Planning' near Rochester, NY
Legacy Financial Planning

Legacy Financial Planning

1485 Monroe Avenue Rochester, NY 14618
(585) 241-5250

Keywords: Estate & Legacy Planning, Financial Planning, Retirement Income Planning, Long-term Care Planning, Special Needs Planning, Medicare Planning

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Centra Financial Group

Centra Financial Group

500 Linden Oaks Rochester, NY 14625
(585) 899-1200

Keywords: Leave a lasting legacy with an estate plan, Financial planning, Retirement planning, Financial planning for women, Do more with your money with Charitable planning

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True Focus Wealth Management Group LLC

True Focus Wealth Management Group LLC

1425 Jefferson Road Suite 2A Rochester, NY 14623
(585) 427-0210
Website | Email

Keywords: Estate and Legacy Planning, Insurance Planning, Retirement planning (IRA'S/Pensions/401k's/403b's)

Welker Mojsej & DelVecchio Certified Public Accountants, LLC

Welker Mojsej & DelVecchio Certified Public Accountants, LLC

1200 Jefferson Road Suite 300 Rochester, NY 14623
(585) 292-1041
Website | Email

Keywords: Estate Planning, Legacy planning, Estate and Succession Planning, Retirement Planning, Succession Planning

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