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Christmas without Cash Webster NY

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Webster, NY. We have compiled a list of businesses and services around Webster, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Steven Schwartz
Wealth Design Services Inc.
(585) 442-3230
940 Westfall Road
Rochester, NY
Expertises
Tax Planning, Advising Medical Professionals, Women's Financial Planning Issues, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, JD

Jeffrey Feldman
Rochester Financial Services
(585) 442-7580
7 Hastings Circle
Pittsford, NY
Expertises
Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, College/Education Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Kay Conheady
Apropos Financial Planning
(585) 533-1950
8 Birchstone Hill
Rush, NY
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Cash Flow/Budgets/Credit Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®

Karl P. Cedarleaf, CFP®
(585) 259-1370
980 Ridge Rd
Webster, NY
Firm
Key Investment Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Terence P. Coholan, CFP®
(585) 248-5150
1633 Empire Blvd
Webster, NY
Firm
Commonwealth Financial Group
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Timothy Hayes
Landmark Financial Advisory Services, LLC
(585) 381-2390
11 State Street
Pittsford, NY
Expertises
College/Education Planning, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Curt Fey
Fey Asset Management LTD
(585) 244-0152
25 Esternay Lane
Pittsford, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, PhD

Joseph S Altobelli, CFP®
(585) 265-2870
4 East Main Street
Webster, NY
Firm
Emerald Financial Services, Inc.

Data Provided By:
Mr. Scott A. Szatkowski, CFP®
(585) 670-0090
680 Ridge Rd
Webster, NY
Firm
World of Finance
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Daniel J. Aspenleiter, CFP®
(585) 455-6000
31 Summit Knolls Dr
Webster, NY
Firm
Canandaigua National Bank & Trust
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Data Provided By: