Financial Planning
Certified Financial Planner in Rochester, NY
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Our focus on multi-generational wealth helps you plan now for your future, and your family’s future.
Accounting, Tax, & Consulting Services Include
Accounting Services
Bookkeeping/Write-Up
Financial Statements
Cash Flow & Budgeting Analysis
Tax Services
Tax Planning & Preparation
Payroll Services
Sales Tax Services
Consulting Services
Estate Planning
Financial Planning
Management Advisory Services
Business Consulting
Accounting Software Selection & Implementation
Our Accounting Firm serves clients around the globe and locally in New York State and Monroe County (including Rochester, Greece, Fairport, Pittsford, Webster, Victor, Spencerport, Hilton, Honeoye Falls, Irondequoit, Penfield, Henrietta, Brighton, Gates, Chili).