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Master Planners & Associates was formed to provide comprehensive financial planning to help clients attain their goals and objectives. Our services are provided by taking the client's interest first and foremost with objectivity and integrity.
Since 1984, Dourdas Financial has been a boutique comprehensive financial services firm committed to helping clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve clients' wealth by delivering an unprecedented level of personalized service and experience.
We do financial management, accounting systems and monthly reporting. We handle Pro Forma and cash flow is projected. We do budgets and products and services pricing.
Insurance, Estate Planning, Retirement Planning, Wealth Management
United Professional Advisors provides professional and quality financial planning services. They are among the reliable financial planning firms that have been serving for over 35 years.
Seeking some of the pros in Rochester who offer innovative financial services? Try AXA Advisors. Read their profile for more details.