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WP and Associates CPAs PCFinancial advisor in Rochester, NY

WP and Associates CPAs PC is a financial advisor at 687 Lee Rd a205, Rochester, NY 14606, ranked #38 of 73 financial planners in Rochester and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rochester, NYUpdated 0 paid placements in any rankingHow we rank

Call (585) 426-3540Website ↗

Key facts

Key facts about WP and Associates CPAs PC
Address687 Lee Rd a205, Rochester, NY 14606Get directions
Phone(585) 426-3540
Websitewheelerpepper.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Rochester and 4 towns within 25 miles: Gates-North Gates, Greece, Irondequoit and Brighton.

Based in Rochester, NYView on map

Opening hours

Opening hours for WP and Associates CPAs PC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about WP and Associates CPAs PC

How is WP and Associates CPAs PC ranked in Rochester?

WP and Associates CPAs PC is ranked #38 of 73 financial planners in Rochester by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WP and Associates CPAs PC’s hours?

WP and Associates CPAs PC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WP and Associates CPAs PC serve?

Serves Rochester and 4 towns within 25 miles: Gates-North Gates, Greece, Irondequoit and Brighton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WP and Associates CPAs PC?

WP and Associates CPAs PC has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WP and Associates CPAs PC?

Call WP and Associates CPAs PC on (585) 426-3540. The business is at 687 Lee Rd a205, Rochester, NY 14606. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WP and Associates CPAs PC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WP and Associates CPAs PC (this business)—685.0 (5)NoNo
OakWood Financial Services#36683.8 (9)NoNo9.1 mi
Echelon Wealth Advisors, LLC#37684.7 (6)NoNo6.2 mi
The Gregory L. Schaffer Companies#39685.0 (5)NoNo2.8 mi

See all 73 ranked financial planners in Rochester