Asset management firm in Buffalo, NY
19 results found
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Morgan Legal Group PC | Estate Planning Lawyer Buffalo
● OpenAt Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.
50 Fountain Plz #1400, Buffalo, NY 14202, United States -
Plail Wealth Management
● OpenPlail Wealth Management is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, Plail Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each individual. Trust us to guide you towards a secure financial future.
50 Fountain Plz Suite 1400, Buffalo, NY 14202, United States -
Sandhill Investment Management
● ClosedSandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.
Key Center South Tower, Buffalo, NY 14202, United States -
CRM Rental Management
● OpenCRM Rental Management is a trusted and efficient real estate agency located on Maryland Street in Buffalo, New York, United States. Our team values trust and teamwork, conducting all interactions with honesty, ethics, and professionalism. We are dedicated to our mission and embrace collaboration, recognizing the power of diverse perspectives. Our agency manages a wide variety of properties and real estate assets, catering to a full spectrum of management needs. From assisting first-time owners to overseeing renovations and managing distressed properties, our experienced staff is equipped to handle any project. Our clients include owners, developers, educational institutions, government agencies, and syndication firms.
Maryland St, Buffalo, NY 14201, United States -
Frontier Management & Development
● ClosedWelcome to Frontier Management & Development, the Buffalo-Niagara Region's premier incremental developer and trusted general contractor. Located at 2315 Whirlpool Street, Niagara Falls, New York, our business specializes in identifying and transforming value-add investment properties throughout the Buffalo and Niagara Falls areas. At Frontier Management & Development, we excel in both commercial and residential projects, focusing on properties with significant potential for enhancement. Our unique approach to "small scale" incremental development allows us to tackle projects that larger firms might overlook, ultimately contributing to building lasting wealth and fostering resilient communities for future generations.
2315 Whirlpool Street, Niagara Falls, New York 14305, United States -
Wnyfg Wealth Management
● OpenWelcome to WNYFG Wealth Management, your trusted partner in financial success located in the heart of Buffalo, New York. At WNYFG Wealth Management, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to guiding you through the complexities of wealth management, ensuring your financial goals are not only met but exceeded. Situated at 14202, Buffalo, our firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. We pride ourselves on our client-centric approach, where your financial aspirations are our top priority. Our commitment to transparency, integrity, and excellence sets us apart as a leading financial advisory firm in the region.
Buffalo, New York 14202, United States -
Strategic Financial Solutions
● ClosedStrategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.
115 Lawrence Bell Dr, Buffalo, NY 14221, United States -
Barry Sternberg, Bankruptcy Attorney
● OpenBarry Sternberg, Bankruptcy Attorney, located at 4245 Union Road in Buffalo, New York, is dedicated to helping individuals understand and navigate the complexities of Chapter 7 and Chapter 13 bankruptcy. With over 30 years of experience, Barry Sternberg offers free consultations to discuss whether bankruptcy is the right choice for your financial situation. Clients can rest assured that their assets, such as their home or vehicles, will be protected throughout the bankruptcy process. While credit cards cannot be used for payment, debit cards are accepted. As an authorized Debt Relief Agency, Barry Sternberg Law Office is committed to helping individuals achieve a fresh financial start under the U.S. Bankruptcy Code. Contact Barry Sternberg today to learn more about how he can assist you in resolving your financial challenges.
4245 Union Rd, Buffalo, NY 14225, United States -
Stratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing
● OpenStratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing is a finance institution located at 181 Franklin Street in Buffalo, New York. As a fiduciary investing firm, they prioritize their clients' best interests and provide personalized financial planning and investment management services. With a commitment to transparency, integrity, and expertise, they strive to help individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stratos Wealth Partners, Ltd. of Beverly Hills is dedicated to providing you with comprehensive financial solutions tailored to your unique needs.
181 Franklin St, Buffalo, NY 14202, United States -
Hightower Lakewater
● ClosedHightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.
137 Summer St, Buffalo, NY 14222, United States -
Morlock & Company, LLC
● OpenMorlock & Company, LLC is a finance institution located at 2801 Wehrle Drive in Buffalo, New York, United States. Specializing in a wide range of financial services, Morlock & Company, LLC offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution is committed to providing top-notch service and guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your assets, Morlock & Company, LLC is dedicated to helping you make informed financial decisions.
2801 Wehrle Dr #1, Buffalo, NY 14221, United States -
OMNI Security Inc
● ClosedWelcome to OMNI Security Inc. Located at 725 Main Street, Buffalo, New York, OMNI Security Inc. is your trusted local electronics store specializing in state-of-the-art security solutions. We pride ourselves on delivering exceptional service and top-quality products that enhance the safety and efficiency of both homes and businesses.
725 Main Street, Buffalo, New York 14203, United States -
Lackawanna Development Department
● OpenWelcome to the Lackawanna Development Department! Located at 714 Ridge Road, Lackawanna, New York 14218, we serve as the local government office dedicated to fostering economic growth and community development within the City of Lackawanna. Our department is committed to revitalizing the city and enhancing the quality of life for our residents through strategic planning, collaboration, and sustainable development initiatives. We are thrilled to announce several exciting projects that highlight our commitment to economic development and community enhancement. Recently, the City of Lackawanna has partnered with Empire Building Diagnostics (EBD) and IT FITZ Concrete to transform over 4.7 acres of long-vacant industrial property on Alliance Drive in the First Ward. These projects are set to create new jobs and stimulate economic activity in the area. EBD will expand its operations, adding 20-30 new jobs, while IT FITZ Concrete plans to build a new office and warehouse facility.
714 Ridge Road, Lackawanna, New York 14218, United States -
Judy N. Cuzzacrea Wagner
● OpenWelcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
726 Exchange Street, Buffalo, New York 14210, United States -
Beer Roger J CPA
● OpenWelcome to Beer Roger J CPA - Your Trusted Partner in Accounting and Finance Located at 1 West Fayette Street, Syracuse, New York, Beer Roger J CPA is a premier accounting and finance firm dedicated to helping clients achieve their financial goals. Our mission is to understand each client's unique objectives and provide innovative, practical counsel to deliver valued results. We pride ourselves on our ability to develop long-term relationships built on trust, understanding, and consistent high-quality service.
1 West Fayette Street, Syracuse, New York 13202, United States -
The Bonadio Group
● ClosedWelcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
432 North Franklin Street, Syracuse, New York 13204, United States -
Weiler Robert K
● OpenWelcome to Weiler Robert K, your trusted partner in accounting and finance solutions located at 110 West Fayette Street, Syracuse, New York. Our mission is to understand each client's unique goals and provide innovative and practical counsel to achieve valued results. We pride ourselves on building long-term relationships with our clients, rooted in trust and a deep understanding of their business and objectives. At Weiler Robert K, our team of expert attorneys are not only counselors and strategists but also dedicated advocates for our clients. We anticipate your needs and provide prompt, high-quality service that consistently delivers value. Our commitment to excellence is reflected in our recognition by The Best Lawyers in America®.
110 West Fayette Street, Syracuse, New York 13202, United States -
Howard Hanna WNY, Inc. - Lisa Uschold
● ClosedWelcome to Howard Hanna WNY, Inc. - Lisa Uschold, your trusted real estate agency located at 6505 East Quaker Street, Orchard Park, New York. Led by Lisa Uschold, a licensed Associate Real Estate Broker with certifications in GRI, SRS, SRES, and E-Pro, our agency is dedicated to providing exceptional real estate services tailored to meet your unique needs. With over a decade of full-time real estate experience since 2010, Lisa Uschold has built a reputation for excellence, earning numerous awards and the unwavering trust of her clients. Whether you're buying, selling, or seeking advice on residential, farm, land, or commercial properties, Lisa's expertise ensures you are in capable hands.
6505 East Quaker Street Howard Hanna WNY, Inc, Orchard Park, New York 14127, United States -
Howard Hanna WNY, Inc.-Lisa Uschold Associate Broker
● ClosedWelcome to Howard Hanna WNY, Inc. - Lisa Uschold Associate Broker, your trusted real estate partner located at 11825 Snyder Road, Springville, New York. With a passion for real estate and a commitment to professionalism, Lisa Uschold is dedicated to providing exceptional service to her clients in Western New York and beyond. Lisa Uschold, a licensed Associate Real Estate Broker with GRI, SRS, SRES, and E-Pro certifications, brings a wealth of experience and expertise to every transaction. Since 2010, she has been a full-time real estate agent, earning numerous awards for her outstanding work. Her clients trust her implicitly, returning time and again for her guidance in real estate matters and personal advice.
11825 Snyder Road, Springville, New York 14141, United States
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