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
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
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1
About erb financial
Erb Financial, based in Rochester, NY since 1953, offers comprehensive tax preparation and investment management services. They cater primarily to individuals and small businesses, including sole proprietors and those with rental properties, providing tailored solutions for tax savings and financial planning. Their services include personal and small business tax preparation, investment management, retirement planning, and insurance solutions. With a commitment to client education and support, Erb Financial aims to simplify the financial process and ensure clients receive fair treatment in tax matters.Explore more
erb financial Org Chart
EE
Investment Service Specialist
LE
Financial Advisor
RL
Licensed Registered Representative, Investmen...
PS
Financial Advisor
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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
Company Profile Activity
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erb financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Erb Financial, based in Rochester, NY since 1953, offers comprehensive tax preparation and investment management services. They cater primarily to individuals and small businesses, including sole proprietors and those with rental properties, providing tailored solutions for tax savings and financial planning. Their services include personal and sma... Read More
