Find accountants in Pittsford, NY. Listings include Kelly L. Olczak, CFP - Private Wealth Manager, Anderson & Associates Wealth Management, Montage Wealth Management, Hamilton Wealth Management, Financial Wellness for Women-The Platinum Wealth Group, Dave Pulcini, CFP.
LynnLeigh & Company is 100% Woman-Owned, SEC registered investment firm, dedicated to making a positive financial difference for families.
CareSmartz360 is an advanced cloud-based home care software solution to empower home care businesses.
Kelly became a financial advisor in 2005 because she loves to help people. She received her CFP® certification in 2009. In 2018, Kelly and her partner Becky Gillette formed the pri...
Our mission is to serve and care for those who give us the privilege by guiding them to achieve their financial success.
Heritage Financial Services, LLC offers personalized financial plans specifically tailored to each individual, family or business client. Our independent approach allows us to draw...
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. www.finra.org www.sipc.org Third party posts found on this p...
The Legal Stuff Mark Colgan and Jackie Dohse are CFP® professionals, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to str...
Financial Advisory Firm in Pittsford, New York.
threeplusone® helps public entities, higherEd, and local banks create new sources of revenue through a
Financial Partner at Cultivate Financial Planning Host of Roadmap To Retirement Podcast
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in a...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org. • Third party posts found on this profile d...
Our firm is people oriented with a goal of providing concierge quality accounting and financial services at affordable prices. The firm was founded by Kyle Geer, MBA, CPA. Kyle ...
Managing Partner and Co-Chief Investment Officer at LVW Advisors, a registered investment advisor.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and servic...