Directory/Arts & Culture/Companies/Financial Services/Edit history
Edit history
Snapshots recorded when suggested edits were approved.
Version 1— Imported from RockWiki archive — April 9, 2026
Snapshot details
- Name
- Companies/Financial Services
- URL slug
- companiesfinancial-services
- Category
- landmark
- Description
- Accountants See also Payroll & Benefits, below. ABW Financial Services Accu-Books BOMA Tax and Consulting The Bonadio Group Brophy, Dailey & Incardona, LLP DeJoy, Knauf & Blood, LLP Dunn & Pedro CPA's P.C. EFP Rotenberg, LLP H-2 Tax Associates Hufsmith & Associates CPA's Juanitas Tax and Business Services Journey Financial Planning & Tax Services Insero & Company CPAs, P.C. Llwe Business Services Plus The Tax Experience Thaney & Associates Certified Public Accountants Financial Advisors See also Investment Firms, below Investment Firms Charles Schwab Citigroup Upstate NY HQ. Howe & Rusling JP Morgan/Chase Smith Barney Wall Street Financial Group Financial planning. Lenders See also Banks and Credit Unions Merchant Services Continental Service Group - also known as ConServe - Website - Collections processing, Based in Fairport NY Electronic Merchant Systems Young & Company CPAs LLP Mortgage Brokers See also Banks and Credit Unions First Rochester Mortgage Corp. Nothnagle Home Securities Corporation Premium Mortgage Corp. Prime Select Mortgage Payroll & Benefits See also Accountants, above. Benefit Link LLC Website - Employee benefits administration and compliance.- Founded in Rochester Benefit Resource, Inc. Website - Employee benefits administration. Bond Financial Network Green Leaf Professional Services, Inc. InsuranceTrak Services - Website Commercial Insurance/Business Insurance - Founded in Rochester Landmark Group - Commercial Insurance & Employee Benefits Firm. Mary Perry Accredited Disability Representative - Specialist in Social Security Ovation Payroll Website - Formerly E-CHX, Inc., founded in Rochester PayChex USA Payroll Agency, LLC - Website Payroll Processing, etc. - Founded in Rochester
- Status
- Active listing
- As of snapshot
- 4/9/2026, 6:55:56 AM