Erb Financial, a locally owned company based in Rochester, NY since 1953, offers hassle-free and honest tax and investment services. Their experienced preparers and Enrolled Agents provide personal income tax preparation, small business tax preparation, and tax problem resolution, ensuring clients receive the fairest treatment allowed by law. Additionally, Erb Financial offers investment management, retirement planning, tax planning strategies, insurance solutions, and assistance with IRAs and rollovers.
With roots dating back to 1953, Erb Financial started as Erb's Income Tax, providing income tax services to the local community. Over the years, they expanded their services to include insurance and investment products, becoming Erb Financial in 2000. Today, their team of 20 dedicated professionals, many with over 20 years of experience, offers comprehensive financial services to individuals and small businesses. Located in the town of Gates, NY, Erb Financial is committed to providing straightforward and reliable financial guidance to help clients achieve their long-term goals.
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