TurboTax Experts Victor

Cooper/Haims Advisors, located in Victor, NY, specializes in wealth management and tax consultation services. They are dedicated to helping clients focus on their financial futures through personalized strategies and expert guidance. The firm emphasizes a client-centric approach, ensuring that each individual's unique financial goals are prioritized. With a commitment to transparency and integrity, Cooper/Haims Advisors aims to build lasting relationships with their clients. Generated from the website

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses. Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.