Personal Finance Companies in Rochester, NY

Comprehensive list of Rochester, New York based companies, brokers and consultants offering personal finance services - loans, savings, mortgages, retirement, debts, investments and tax preparation.

Business Listings

Fiducial is a worldwide multidisciplinary services firm that supplies professional business outsourcing, accounting services and resources to tiny individuals and businesses. We invite you to find out how we can assist you make it happen with your business, your individual finances, your career and your future by delivering you with accounting services, tax services or tiny business counselling services.


Our Mission Statement Partner with Clients so they can Realize their full Financial Potential. Crossbridge has been delivering access to financial planning and investment advice to businesses and individuals since 1997. Our customers come to us with a broad array of financial requirements and concernswhether its individuals who are approaching retirement or a business owner looking to implement a firm


My intent is to supply individuals and tiny business owners with personal, professional, and thorough investment advice. I have over 20 years knowledge guiding individuals to, and during, retirement. My associations bring me together with accountants and attorneys, who have worked with my customers to fulfill their aims in estate planning, and tax preparation.



Gregory L. Schaffer & Companies We have entered our 25th year located in Rochester, New York. Our mission is to be the benchmark for excellence in every kind of our business. Feel free to call us to help you in Investments, Tax & Accounting Services, Financial Planning, Real Estate, Mortgages, Asset Management, and Insurance requirements.


You can depend on us for your vehicle and credit requirements. Not only do our vehicles supply you with dependable and reliable transportation, we have the warranty to back them up! Upstate Auto Credit provides you the car loan credit that you'll not find anywhere else. With numerous financial resources, let us find the program for you.


We are an office of dedicated individuals, closely united in our dedication to meeting the financial requirements of our customers. Our goal is to assist you achieve financial security and success, and maintain it through the changing financial climate that likely lies in the years ahead. We will remain loyal and committed for the long term to you, our customer, and our colleagues as well.


All this and more is in a constant state of motion. Are these changes working for your financial plan? If change alone is not meeting your financial aims, talk to someone you know: talk to Brighton Securities. We have been serving our customers with the same name, the same location, the same attentive service, and steady advice for forty years.


NeighborWorks Rochester collaborates with people and partners to strengthen, sustain and promote city neighborhoods. Our services are ready to a huge spectrum of the community, including existing and potential homeowners, landlords and tenants in the City of Rochester. We assist full neighborhoods in cooperation with residents and other partners.


While charitable giving warms the soul, it may be a practical approach to saving on your taxes. When planning your giving, it is significant to discuss that your income may affect your eligibility to claim a deduction on your tax return. There are some limitations associated with the size of your adjusted gross income AGI, with caps on total charitable deductions for any one year, potentially varying


Did you know we are on Facebook? The Summit is named one of the top 10 firms for employee financial security! People, Not Profits As a credit union, The Summit is a not-for-profit financial institution owned & operated exclusively by our members. There are no outside stockholders who require a return on their investment to drive up our operating costs.