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Accounting and financial planning in Amherst, New York

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  • 1
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  • 5 1
    #1

    Level Financial Advisors

    ● Closed

    Level Financial Advisors is a leading finance institution located at 9310 Transit Road in East Amherst, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to invest, plan for retirement, or manage your assets, our team is here to provide expert guidance and support every step of the way. Visit us today to learn how we can help you reach the next level of financial success.

    9310 Transit Rd Suite 300, East Amherst, NY 14051, United States
    716-634-6113
    levelfa.com
    Level Financial Advisors Level Financial Advisors Level Financial Advisors
    Details
  • 3 2
    #2

    Allied Financial Partners

    ● Closed

    Allied Financial Partners is a leading accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York, United States. With a team of experienced professionals, Allied Financial Partners provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, Allied Financial Partners is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial needs.

    501 John James Audubon Pkwy Suite 390, Amherst, NY 14228, United States
    716-694-0336
    alliedfp.com
    Allied Financial Partners Allied Financial Partners
    Details
  • #3

    Angel Palacios - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.

    8770 Transit Rd Suite 4, East Amherst, NY 14051, United States
    585-343-4551
    ameripriseadvisors.com
    Angel Palacios - Financial Advisor, Ameriprise Financial Services, LLC Angel Palacios - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 3.5 13
    #4

    Tax and accounting services

    ● Closed

    Tax and Accounting Services, located at 440 Amherst Street in Buffalo, New York, offers expert financial advice and services to individuals and businesses in the area. Our team of experienced accountants and finance professionals are dedicated to helping clients navigate the complexities of tax laws and financial regulations. Whether you need help with tax preparation, bookkeeping, or financial planning, our institution is here to provide personalized solutions to meet your needs. Trust Tax and Accounting Services for all your accounting and finance needs.

    440 Amherst St, Buffalo, NY 14207, United States
    716-447-0003
    Tax and accounting services Tax and accounting services
    Details
  • #5

    Accounting for Your Business LLC

    ● Closed

    Accounting for Your Business LLC is a reputable accounting and finance institution located at 2810 Sweet Home Road in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help your business thrive. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to support you every step of the way. Trust Accounting for Your Business LLC to handle all of your accounting needs with precision and expertise.

    2810 Sweet Home Rd, Amherst, NY 14228, United States
    716-703-3323
    accountingforyourbusiness.com
    Accounting for Your Business LLC Accounting for Your Business LLC Accounting for Your Business LLC
    Details
  • 5 1
    #6

    Anthony F. Fontana, Tax Accountant

    ● Closed

    Anthony F. Fontana, Tax Accountant is a reputable institution located at 13 Amherst Court in Huntington, New York, United States. Specializing in accounting and finance services, Anthony F. Fontana offers expert tax preparation and consultation to individuals and businesses alike. With years of experience and a dedication to providing personalized financial solutions, clients can trust Anthony F. Fontana for all their tax-related needs.

    13 Amherst Ct, Huntington, NY 11743, United States
    917-331-9686
    anthonyfontana.tax
    Anthony F. Fontana, Tax Accountant Anthony F. Fontana, Tax Accountant Anthony F. Fontana, Tax Accountant
    Details
  • #7

    Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.

    184 Front Street, Owego, New York 13827, United States
    716-831-8944
    ameripriseadvisors.com
    Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #8

    Priore and Rademaker CPA's

    ● Closed

    Welcome to Priore and Rademaker CPA's, your trusted partner in accounting and finance solutions, located at 501 John James Audubon Parkway, Amherst, New York. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services tailored to meet the unique financial needs of individuals, small businesses, and corporations. Our team of experienced professionals is dedicated to providing expert guidance in tax planning, bookkeeping, auditing, and financial consulting. At Priore and Rademaker CPA's, we pride ourselves on building strong, long-lasting relationships with our clients, ensuring transparency, integrity, and accuracy in all our services. Whether you are looking to optimize your financial strategies or need assistance with compliance and reporting, we are here to help you achieve your financial goals with confidence. Visit us today and discover how we can support your financial success.

    501 John James Audubon Parkway, Amherst, New York 14228, United States
    716-332-6162
    Details
  • #9

    Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open

    Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.

    8770 Transit Road, East Amherst, New York 14051, United States
    585-851-0087
    ameripriseadvisors.com
    Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • #10

    FJM & Associates of Buffalo Inc.

    ● Closed

    FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.

    626 N French Rd STE 3, Amherst, NY 14228, United States
    716-932-7004
    fjmbenefitsadvisors.com
    Details
  • #11

    New York life

    ● Open

    New York Life, located in Amherst, New York, United States, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the added benefit of being able to invest policy cash values in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. New York Life also offers expertise in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a focus on community engagement and charitable giving, New York Life is dedicated to helping families protect their financial futures and thrive. Their diverse workforce reflects the communities they serve, and they are committed to making a positive impact through volunteerism and charitable donations. With a strong reputation for financial stability and accountability to policy owners, New York Life has been in business since 1845 and continues to uphold their values of diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need assistance with a complex situation, New York Life's agents are ready to provide tailored solutions to meet your needs and budget.

    Amherst, NY 14221, United States
    newyorklife.com
    Details
  • 5 1
    #12

    Bronsky & Company, CPAs

    ● Closed

    Bronsky & Company, CPAs is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Bronsky & Company, CPAs is committed to helping you achieve your financial goals.

    501 John James Audubon Pkwy, Amherst, NY 14228, United States
    716-634-1100
    bronskyandcompany.com
    Bronsky & Company, CPAs
    Details
  • #13

    Sroda & Associates CPA's P.C.

    ● Closed

    Sroda & Associates CPA's P.C. is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, financial planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals.

    501 John James Audubon Pkwy # 202, Amherst, NY 14228, United States
    716-636-0549
    srodaassociates.com
    Details
  • 5 3
    #14

    Spectrum Wealth Management

    ● Closed

    Spectrum Wealth Management is a leading financial institution located at 4925 Main Street in Amherst, New York, United States. Specializing in accounting and finance services, we offer personalized wealth management solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help you navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or manage your taxes, Spectrum Wealth Management is here to help you secure a prosperous financial future.

    4925 Main St Suite 202, Amherst, NY 14226, United States
    716-362-9229
    Details
  • 5 3
    #15

    Brian Makey - Thrivent

    ● Closed

    Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.

    4476 Main St, Amherst, NY 14226, United States
    716-695-2200
    connect.thrivent.com
    Brian Makey - Thrivent Brian Makey - Thrivent Brian Makey - Thrivent
    Details
  • #16

    Gelder & Company, LLP

    ● Open

    Gelder & Company, LLP is a reputable finance institution located at 6265 Sheridan Drive in Amherst, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, tax planning, and accounting services. Their commitment to excellence and personalized approach ensures that clients receive tailored solutions to meet their financial goals. Whether you are an individual looking for wealth management or a business in need of financial consulting, Gelder & Company, LLP is dedicated to helping you achieve financial success.

    6265 Sheridan Dr The Margaret L. Wendt Foundation Reader's Bridge, Amherst, NY 14221, United States
    716-628-4314
    gelderandcompany.com
    Details
  • #17

    Ed Huber - Thrivent

    ● Closed

    Ed Huber - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations. Licensing information can be found through the State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Services may vary by state and not all team members offer all products. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

    4476 Main St #208, Amherst, NY 14226, United States
    716-695-2200
    connect.thrivent.com
    Ed Huber - Thrivent Ed Huber - Thrivent Ed Huber - Thrivent
    Details
  • #18

    Nick Cecere - Thrivent

    ● Closed

    Nick Cecere - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer services from Monday to Thursday, from 9 a.m. to 4 p.m., with evening appointments also available. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Not all team members may offer all products, programs, and services in all states. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on privacy and disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.

    4476 Main St #208, Amherst, NY 14226, United States
    716-695-2200
    connect.thrivent.com
    Nick Cecere - Thrivent Nick Cecere - Thrivent Nick Cecere - Thrivent
    Details
  • #19

    Dale Bielicki - Thrivent

    ● Closed

    Dale Bielicki - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Operating hours are Monday - Thursday from 9 a.m. to 4 p.m., with evening appointments available. Licensing information can be found through the State Insurance Department website. Thrivent offers financial advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. The institution does not provide legal, accounting or tax advice. Visit thrivent.com for more information on professional designations and services provided.

    4476 Main St #208, Amherst, NY 14226, United States
    716-695-2200
    connect.thrivent.com
    Dale Bielicki - Thrivent Dale Bielicki - Thrivent Dale Bielicki - Thrivent
    Details
  • 5 5
    #20

    Armenia CPA PLLC

    ● Closed

    Armenia CPA PLLC is a reputable accounting and finance institution located at 350 Alberta Drive in Amherst, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual or a business owner, Armenia CPA PLLC is dedicated to helping you achieve your financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in your financial success.

    350 Alberta Dr #201, Amherst, NY 14226, United States
    716-875-2100
    armeniacpa.com
    Armenia CPA PLLC
    Details
  • 4.6 158
    #21

    H&R Block

    ● Closed

    H&R Block is a renowned accounting and finance institution located at 3500 Main Street in Amherst, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Visit us today and let us help you navigate the complexities of the financial world with ease and confidence.

    3500 Main St Suite 320, Amherst, NY 14226, United States
    716-838-9641
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
  • 5 4
    #22

    Aldrich CPA Mark D

    ● Closed

    Aldrich CPA Mark D is a reputable accounting and finance institution located at 1400 Sweet Home Road in Amherst, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, Aldrich CPA Mark D is committed to helping you achieve your financial goals and maximize your financial success.

    1400 Sweet Home Rd #8, Amherst, NY 14228, United States
    716-932-7674
    Details
  • 4.5 112
    #23

    H&R Block

    ● Closed

    H&R Block is a reputable accounting and finance institution located at 333 Amherst Street in Buffalo, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate through complex financial matters with ease and confidence. Visit us today to experience personalized and reliable financial solutions tailored to meet your specific needs.

    333 Amherst St, Buffalo, NY 14207, United States
    716-447-9904
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
  • 4 7
    #24

    EG Tax

    ● Closed

    EG Tax is a reputable accounting and finance institution located at 3498 Sheridan Drive in Amherst, New York, United States. With a team of experienced professionals, EG Tax offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, EG Tax is dedicated to providing personalized solutions to meet your financial needs. Trustworthy and reliable, EG Tax is committed to helping you achieve your financial goals.

    3498 Sheridan Dr, Amherst, NY 14226, United States
    716-446-0578
    egtax.com
    Details
  • #25

    PEQ Tax Services LLC

    ● Closed

    PEQ Tax Services LLC is a professional accounting and finance institution located at 3960 Harlem Road in Amherst, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, PEQ Tax Services LLC is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

    3960 Harlem Rd # 7A, Amherst, NY 14226, United States
    716-633-0771
    facebook.com
    Details
  • #26

    Sendziak Robert CPA

    ● Open

    Sendziak Robert CPA is a reputable accounting and finance institution located at 522 Amherst Street in Buffalo, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of professional services to individuals and businesses. From tax preparation and planning to financial consulting and audit services, Sendziak Robert CPA is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs.

    522 Amherst St, Buffalo, NY 14207, United States
    716-877-8876
    cpasamherst.com
    Details
  • #27

    Becker, Levin & Associates

    ● Open

    Becker, Levin & Associates is a reputable accounting and finance institution located in New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax planning, auditing, or financial consulting, Becker, Levin & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all aspects of accounting and finance.

    Amherst, NY 14228, United States
    Details
  • 2.7 3
    #28

    Grana & Teibel

    ● Open

    Grana & Teibel is a leading accounting and finance institution located at 300 Corporate Parkway in Amherst, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Grana & Teibel is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Contact Grana & Teibel today to learn more about how they can assist you with your accounting and finance needs.

    300 Corporate Pkwy # 116N, Amherst, NY 14226, United States
    716-862-4270
    Details
  • 3.2 20
    #29

    EG Tax

    ● Closed

    EG Tax is a finance institution located at 2475 Niagara Falls Boulevard in Amherst, New York. Our experienced team of professionals specializes in providing tax preparation, accounting, and financial planning services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their tax savings. Whether you need assistance with tax filing, bookkeeping, or retirement planning, EG Tax is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.

    2475 Niagara Falls Blvd, Amherst, NY 14228, United States
    716-849-0304
    egtax.com
    EG Tax
    Details
  • 4 13
    #30

    Sweet Home Federal Credit Union

    ● Closed

    Sweet Home Federal Credit Union is a trusted financial institution located at 1960 Sweet Home Road in Buffalo, New York, United States. As an ATM and finance provider, we offer exclusive financial services for the towns of Amherst and Tonawanda. Our updated interface ensures a seamless user experience, with news and updates regularly posted on our website. Join us for an event at Sean Patrick’s Restaurant on Thursday, May 16, 2024 at 5:00 p.m. Please note that we do not send text messages regarding loans. Take advantage of our great auto loan rates for the fall and winter seasons by visiting us today. Our operating hours are Monday to Friday from 9:00 a.m. to 4:00 p.m., with drive-thru services starting at 8:30 a.m. Contact us at (716) 691-9187 for any inquiries or to report a lost or stolen debit or credit card.

    1960 Sweet Home Rd, Buffalo, NY 14228, United States
    716-691-9187
    sweethomefcu.org
    Details
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