Demott & Smith CPA's, P.C.

Wells Fargo Advisors Finet in Brighton, Town of, NY offers a range of advisory services including Envision planning for retirement and estate planning strategies. Their team at Bouchard Financial Group provides investment and insurance products through Wells Fargo Advisors Financial Network, LLC, ensuring clients are well-informed about potential risks. Catering to residents in select states, Wells Fargo Advisors Finet emphasizes the importance of personalized financial planning and investment management. With a focus on client education and risk management, they aim to help individuals make informed decisions for their financial future.Generated from the website

RGS Wealth Strategies, based in Rochester, NY, is an independent, fee-only Registered Investment Advisor dedicated to serving clients through tailored wealth management and retirement planning services. With a fiduciary responsibility, they focus on building trusted relationships and providing objective advice that prioritizes clients' best interests without conflicts of interest. The firm offers a comprehensive range of services, including investment management, financial planning, estate tax planning, and nonprofit services, designed to meet the unique needs of individuals, businesses, and organizations. Their commitment to personalized strategies ensures that clients can achieve financial freedom and long-term stability for their assets and missions. Generated from the website

Bonn Dioguardi and Ray LLP is a full-service accounting firm licensed in New York, dedicated to providing a blend of personal service and expertise to business owners, executives, and independent professionals. They offer a broad range of affordable services, including tax preparation, business advisory, bookkeeping, and QuickBooks support, ensuring a friendly approach to all financial needs. Generated from the website