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Journey Financial Planning & Tax LLC


Schedule Appointment

Face to Face Meetings or

Virtual Financial Planning Services throughout  all of New York State !

Virtual Tax Preparation , Tax Planning and Financial Coaching in the following states: NY, SC, NC, MD, VA, PA, FL

Book a Free 30 -minute consultation to assess your current financial situation and walk you through the financial planning process.

4 Locations to serve our clients throughout New York State!

Rochester, New York ( Main Office Address) ; 3177 Latta Road, #131, Roch NY 14612

Liverpool, New York ; 290 Elmwood Davis Road,  Liverpool NY 13088

Buffalo, New York ; 1967 Wehrle Drive, Williamsville, NY 14222

New York, NY ;40 West, 38th Street, NY NY 10018

Toll Free 844-744-0044

FAX: 585-362-4177

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