erb financial
Finance · New York, United States · 11-50 Employees
View Company Info for Free
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, 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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to erb financial
Compare insights from companies similar to erb financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
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
erb financial Tech Stack
A closer look at the technologies used by erb financial
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding erb financial
Sign Up For FreeTo access detailed company insights
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
