Wealth Management in Webster, NY

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List of Firms

Webster, NY Wealth Management Firms

Xceed Wealth Management Group
5 out of 5
Location 189 W Main St, Webster, NY 14580, USA
Phone (877) 923-3360
Shemirani and Rocca Wealth Management - UBS Financial Services Inc.
Location 400 Linden Oaks, Rochester, NY 14625, USA
Phone (585) 218-4514
Cathy Gueli - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2137
Galina Kolossovsky - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2136
Henderson Wealth Management
5 out of 5
Location 6819 Pittsford Palmyra Rd Suite 200, Fairport, NY 14450, USA
Phone (585) 421-0470
Thorley Wealth Management, Inc.
Location 1478 Marsh Rd, Pittsford, NY 14534, USA
Phone (585) 512-8453
Forever Financial Advisors, LLC
Location 140 W Church St, Fairport, NY 14450, USA
Phone (585) 598-1377
Larry Huh - Lawrence J. Huh Wealth Management
5 out of 5
Location 345 Woodcliff Drive First Floor, Fairport, NY 14450, USA
Phone (585) 397-7642
Wealth Management in Webster, NY

Where Wealth Management Advisors in Webster, NY Serve

Webster, New York is a small town located in the Western part of the state. The town is mostly residential with a few businesses scattered throughout. Some of the major landmarks in Webster include the Webster Park, which has a playground, baseball diamonds, and a pond, and the Webster United Methodist Church. The top employers in Webster are the Webster Central School District and C&S Wholesale Grocers. The major highways and streets in Webster include Routes 5 and 20 as well as Interstate 290. The neighborhoods in Webster include Parkview Estates, West Webster, and Webster Woods.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Webster, NY banks provide a variety of services to their customers. These services can include checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, Webster, NY banks also offer a variety of online banking options for their customers. This includes the ability to check account balances, transfer funds between accounts, and pay bills online.

Retirement Planning

Webster, NY is a city located in Monroe County, New York. The population was estimated to be around 43,000 in 2016. Webster is known for its many retirement communities, which is one of the reasons it's nicknamed "The Village of Retirement Homes." One such community is The Waterford at Webster. It's a luxurious senior living community that offers independent and assisted living, as well as skilled nursing care and rehabilitation services. The Waterford has been voted "Best Retirement Community" for six consecutive years by the readers of the Democrat and Chronicle newspaper.

Tax Services

A tax accountant in Webster, NY is responsible for preparing and filing taxes for individuals and businesses. They must stay up to date on the latest changes to the tax code, and be able to advise their clients on what deductions they are eligible for. Many tax accountants also offer other services such as bookkeeping and estate planning.

Financial Advisor

A financial advisor in Webster, NY helps clients manage their money and invest for their future. They offer guidance on budgeting, saving, and investing, and work with clients to create a plan that meets their specific needs. Financial advisors can help individuals and families save for retirement, pay off debt, buy a home, or start a business.

Insurance Broker

An insurance broker in Webster, NY helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Webster, NY helps people get mortgages. They help people find the best mortgage for them, and they help them through the entire process. They work with banks and other lenders to make sure that the mortgage process goes as smoothly as possible for the borrower.

Estate Planning Lawyer

An estate planning lawyer in Webster, NY helps you create a will and plan for your estate. They can also help with trusts, powers of attorney, and other legal issues related to estates. If something happens to you and you don't have an estate plan in place, the state will make decisions for you about who gets your property and assets. This can often lead to disputes among family members. Working with an estate planning lawyer can help avoid these problems.


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