Why a list of Preferred Partners?
Our listing of preferred partners include a number of professionals who deliver an excellent level of customer service, professionalism and experience our clients are seeking. We have a working relationship with all of the following industry professionals. Often, our clients will inquire about assistance with an estate plan, tax guidance and even selling their home and downsizing to something more conducive to their current situation. Whatever need our client presents, we'd like to provide some options for them to narrow their search. Our positive experience working with members on this list, has been significant enough for their recognition. Please reference the following list of our trusted Preferred Partners.
* Services from the companies listed on this page are separate from and are not affiliated with or endorsed by LPL Financial *
Law Firms
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Stephen G. Bennett, Esq
100 Meridian Centre Blvd Suite 300
Rochester, NY 14618
Tel: (585) 787-7000
Fax: (585) 787-7007
sbennett@evansfox.com -
2425 Clover St
Rochester, NY 14618
Phone: 585-271-4470
marcus@kroll-lawoffice.com
Tax Preparation and Certified Public Accountants
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Sheila M. Monachino, CPA
1000 First Federal Plaza
Rochester, NY 14614
Phone: 585-454-4161
SMonachino@daviekaplan.com -
David Young, CPA
Saginaw Plaza
1425 Jefferson Road
Rochester, NY 14623
Phone: 585.427.0210 Ext 112
Fax: 888.256.1120
dyoung@youngandcompany.net -
Patrick M. Roberts, CPA
2139 N. Union Street Ste 3
Spencerport, NY 14559
Phone: (585) 454-8780
Fax: (585) 625-0024
info@rac-co.com
Medicare Guidance
Brenda Foster
129 S. Union Street, Suite F
Spencerport NY, 14459
Office: 585-729-1901
brenfoster@rochester.rr.com/
Medicarevalue.com/brendafoster
Real Estate Service
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Sonya Russell and Lisa Gianvecchio
919 Winton Road
Suite 307
Rochester NY, 14618
Office: 585-737-6129
Fax: 585-765-4090
lisa@geracirealty.com /
sonya@geracirealty.com -
Oliver Cacovski
2000 S Winton Rd #201, Rochester, NY 14618
Suite 201
Rochester NY, 14618
Cell: 585-721-1329
Office: 585-362-8901
olivercacovski@kw.com