Asset management for high net worth in Jamestown, New York

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.

Great Lakes Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York, United States. With a team of experienced financial advisors, they provide a wide range of financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, wealth management, or estate planning, the experts at Great Lakes Consulting Group - UBS Financial Services Inc. are dedicated to helping you achieve your financial goals. Visit their office today for personalized financial solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

Merrill Lynch Financial Advisor Derek A Watkins is a finance institution located at 55 Southwestern Drive, Jamestown, New York, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Wealth Management Client Associate - Resident Director Assistant is here to assist you in achieving your financial goals, whether it's planning for retirement, saving for a home, or funding education. With access to Merrill's investment insights and banking solutions from Bank of America, we can help develop a personalized financial strategy aligned with your goals. Our team at Swartz-Watkins & Associates offers a strategy that puts you at the center of the planning process, focusing on your personal goals. We understand that life and the financial markets can change over time, so we offer regular check-ins to ensure you stay on track to reach your goals. Let's work together to create a financial approach that reflects your personality and priorities. Contact us today to start achieving your financial aspirations with personalized investment strategies and comprehensive financial solutions.