Taxes, Accouting, Financial Planning, With over $325 million dollars assets under management, and over 4,900 individual tax returns prepared annually, CPA's and Certfified Financial Planner, Enrolled Agent, tax preparers, very professional, knowledgeable. Taxes and Investment go hand in hand- They combine Accoutning, Financial Planning, and taxes all under one roof, Highly Recommended.
4605 Post Oak Place DrHouston, TX 77027
From Business: Advantage Business Capital offers some of the most innovative and flexible accounts receivable factoring programs in today's market. This method of obtaining business financing is a viable alternative when traditional business financing fails to provide your business with the capital it needs. Our factoring and asset-based…
1225 Jefferson RdRochester, NY 14623
From Business: At Citizens Bank, we are here to help you bank better with supermarket branches that make it easy to take care of your banking needs right where you shop, offerin…
1 Avenue E StRochester, NY 14621
From Business: Welcome to Bank of America in Rochester, NY, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text ba…
Not impressed with the set up or the tellers. Not up to Canandaigua Bank service that I have received in the past.
I would recommend Whitney's services highly. They're knowledgeable, professional, unfailinglyhonest, responsive and consistently successful money managers.
That the firm is very knowledgeable, responsive to their client needs and have done a very good jobin selecting appropriate investments to help clients achieve their financial goals.
Bill has done an excellent job for us. He invests at the level of risk that we are comfortable with and still achieves good performance.
Long term investor, smart people, high integrity, no account churning, reasonable returns, conservative, with good long term returns.
Your money will be managed conservatively and safely. Don't expect to see wild fluctuations up or down. This is a trustworthy firm.
These guys know what they are doing. Because of the work they have done for my husband and Iwe will be able to retire and maintain our lifestyle. Additionally they are friendly and really enjoyableto work with.
Great staff. Very Knowledgeable and friendly. It has been a pleasure doing work with Whitney & Company. Thank you for everything.
Service sucked. Train your staff. Tried to cash a $70 check and was given the run around. Not to mention I had over $50000 in the bank and $1000 in the checking account. Stupid teller could not put a hold on my checking account for $70.00. Said he had to call my branch. Well I bank at Canandaigua Bank not at a branch. Stupid Asian male. Took 29 minutes to cash a $70 Check, You would think I had a check for $50,000.00.