erb financial
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
2243 Lyell Ave, Rochester, New York, 146...Phone Number
(585) 426-8190Website
www.erbfinancial.comRevenue
<$5 MillionIndustry
About erb financial
Erb Financial, based in Rochester, NY since 1953, specializes in income tax preparation and investment management services. They cater primarily to individuals and small businesses, including sole proprietors and those with rental properties, offering tailored tax solutions and investment strategies. The firm emphasizes a hassle-free approach to taxes and investing, providing year-round support and personalized financial planning. With a team of experienced professionals, Erb Financial aims to help clients navigate tax laws and achieve their long-term financial goals.Explore more
erb financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
erb financial
<$5M
11-50
Private
-
1953
PY
Phillip YargeauCo-owner, Head of Investment Team, Registered Representative
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Erb Financial, based in Rochester, NY since 1953, specializes in income tax preparation and investment management services. They cater primarily to individuals and small businesses, including sole proprietors and those with rental properties, offering tailored tax solutions and investment strategies. The firm emphasizes a hassle-free approach to ta... Read More
