Asset protection and wealth management in Buffalo, New York
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Buffalo First Wealth Management, LLC
● ClosedBuffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.
7606 Transit Rd, Buffalo, NY 14221, 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 -
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc.
● OpenDurfee & Pandolfi Wealth Management - UBS Financial Services Inc. is a premier finance institution located in Buffalo, New York. With a prime location at 250 Delaware Avenue, this institution offers top-notch wealth management services to clients looking to grow and protect their assets. Specializing in personalized financial strategies, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, clients can trust that their investments are in good hands. Whether you are looking to plan for retirement, save for your children's education, or simply grow your wealth, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
RBC Wealth Management Branch - Buffalo, NY
● ClosedThe RBC Wealth Management Branch in Buffalo, NY is a leading financial institution located at 6225 Sheridan Drive in Williamsville, New York. As part of the renowned RBC Wealth Management network, this branch offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, RBC Wealth Management in Buffalo provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, you can trust the experts at RBC Wealth Management Branch in Buffalo to provide you with the guidance and support you need.
6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States -
IMG Advisors LLC
● ClosedIMG Advisors LLC is a financial institution located at 50 Fountain Plaza in Buffalo, New York. Specializing in investment management and financial consulting, IMG Advisors LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IMG Advisors LLC is dedicated to providing top-notch service and support to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
50 Fountain Plz #1400, Buffalo, NY 14202, United States -
Thomas Youngman - Alliance Advisory Group
● ClosedThomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
Ahrens Financial Group
● OpenAhrens Financial Group is a reputable finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ahrens Financial Group is dedicated to providing personalized and comprehensive financial solutions.
300 Corporate Pkwy, Buffalo, NY 14226, United States -
Fiduciary financial planning
● OpenFiduciary Financial Planning is a reputable finance institution located at 4511 Harlem Road in Buffalo, New York. Our team of experienced financial planners is dedicated to providing personalized and trustworthy financial advice to help our clients achieve their goals. As a fiduciary, we always act in our clients' best interests, ensuring transparency and integrity in our services. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Fiduciary Financial Planning is here to help you navigate the complexities of finance with confidence and peace of mind.
4511 Harlem Rd, Buffalo, NY 14226, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 295 Main Street in Buffalo, New York, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
295 Main St #914, Buffalo, NY 14203, United States -
Kreiner Financial Group - UBS Financial Services Inc.
● OpenKreiner Financial Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Kreiner Financial Group is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kreiner Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
The Berube Group - Alliance Advisory Group
● ClosedThe Berube Group - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Berube Group - Alliance Advisory Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
Sterling Investment Counsel, LLC
● ClosedSterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.
360 Delaware Ave Suite 400, Buffalo, NY 14202, United States -
J. Fred Schoellkopf, VI - Morgan Stanley
● OpenJ. Fred Schoellkopf, VI - Morgan Stanley is a renowned finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment opportunities and wealth management solutions tailored to meet the unique needs of each client. The team of experienced professionals at J. Fred Schoellkopf, VI - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing expert advice and personalized strategies to help you succeed.
50 Fountain Plz Suite 400, Buffalo, NY 14202, 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 -
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
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