Yourcare Health Plan

Coordinated Plan, with nearly 30 years of experience, is a trusted partner for financial success in Perinton, Town of, NY. Their team of professionals offers comprehensive wealth management services, specializing in investment planning, insurance planning, estate planning, and business planning. By providing personalized attention and tailored solutions, Coordinated Plan helps individuals, families, and businesses achieve their financial aspirations and secure wealth across generations. Their client-centered approach focuses on creating a coordinated financial plan that addresses the distinct goals of each client, ensuring a strong and sustainable financial strategy.Generated from the website

The Robert G Relph Agency in Perinton, Town of, NY offers comprehensive employee benefits and HR solutions to businesses, focusing on controlling costs, increasing engagement, managing complexity, and avoiding penalties. With a dedicated team of knowledgeable professionals, they provide innovative services to both employers and employees, ensuring compliance with changing regulations and offering support in navigating the complexities of benefit administration. Through their strategic planning, data analytics, and benefits benchmarking surveys, the agency helps businesses tailor their benefits packages to attract and retain top talent. With a strong emphasis on client support and technology integration, the Robert G Relph Agency is committed to simplifying the benefits process and providing relief to businesses seeking efficient and compliant solutions.Generated from the website

Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals, businesses, municipalities and nonprofit organizations. The bank offers personal business and municipal banking options, as well as checking and savings accounts. Canandaigua National Bank & Trust provides financial planning, payroll processing, wealth strategies, retirement solutions, investment management, and financing and lending services. The bank offers custodial services, fund management, and trust and estate planning in addition to construction, home equity and mortgage loans and refinancing services. It maintains multiple offices in Pittsford, N.Y.