https://mengelmetzgerbarr.com/Who-We-Serve/Individuals

Rochester Contact

Anthony G. Sandonato, CPA/ABV, CVA, Esq.

585-423-1860

asandonato@mmb-co.com

 

Anthony's Bio >

Elmira Contact

 

Susanne K. Neidrich, CPA

607-734-4183

sneidrich@mmb-co.com

 

Susanne's Bio >

 

 

Canandaigua Contact

Kristina Stamatis Mengel Metzger Barr (MMB) 

Kristina Stamatis, CPA

585-423-1860

kstamatis@mmb-co.com

 

Individuals

You made it. You worked hard, sacrificed, persevered where others would have quit, pushed on and achieved your goals. All while staying true to the things you believe in by staying true to yourself. 

In many ways, that’s our story, too. So we understand that the real value of what you’ve earned goes far beyond the bottom line, that your wealth is more than just a number. That’s why we’ll work with you, one-on-one, to maximize your income, grow your investments and assist you in making the right financial decisions about your future. You made it. We’ll help you make the most of it. 


Services for individuals:

  • Budgeting
  • College planning
  • Estate planning
  • Federal, state and local tax compliance
  • Financial planning
  • Individual tax planning
  • IRS problem resolution
  • Personal cash management services
  • Retirement planning
  • Wealth management services