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TOP 30 Best investment funds in Buffalo, NY
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University At Buffalo Foundation
The University at Buffalo Foundation is located at 101 Service Center Road in Buffalo, New York, United States. This institution is a university that is dedicated to supporting the University at Buffalo's strategic goals in research, scholarship, and educational excellence. They manage scholarship funds, endowments, and gifts that support various initiatives at UB, such as the Henry A. Panasci Jr. Technology Entrepreneurship Competition, the Distinguished Speakers Series, and the GRoW home project. The UB Foundation plays a crucial role in attracting top scholars and researchers to UB through endowed chairs and supports various programs and facilities on campus, such as Greiner Hall, the Jacobs School of Medicine and Biomedical Sciences, the Anderson Gallery, and the Murchie Family Fieldhouse. They also manage funds that support scholarships, student emergency funds, and the Marching Band Endowment Fund.
Buffalo First Wealth Management, LLC
Buffalo 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.
HB&O Funding Company
HB&O Funding Company is a reputable finance institution located at 3907 North Buffalo Street in Orchard Park, New York, United States. With a strong commitment to providing financial solutions to individuals and businesses, HB&O Funding Company offers a wide range of financial services including loans, investment opportunities, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit HB&O Funding Company today to learn more about their services and how they can assist you with your financial needs.
Capital Formation Institute, Inc.
Capital Formation Institute, Inc. is a leading educational institution located at 1576 Sweet Home Road in Buffalo, New York. Our institute is dedicated to providing high-quality training and resources for individuals and businesses looking to enhance their understanding of capital formation and investment strategies. With a team of experienced professionals and a comprehensive curriculum, we offer a range of courses and workshops to help our students succeed in the world of finance. Whether you are a beginner looking to learn the basics or a seasoned investor seeking advanced knowledge, Capital Formation Institute, Inc. is here to support your educational journey.
YourWay Benefits
YourWay Benefits is an insurance agency located at 170 Franklin Street in Buffalo, New York. We specialize in helping organizations and their employees maximize health benefits. Our unique approach allows employees to receive tax-free funds that can be used to select and purchase their own individual health insurance from their community marketplace. Additionally, employees can use these funds to cover out-of-pocket health expenses while employed or upon separation, with the option to invest and grow the funds tax-free over time. We offer a comprehensive platform and a range of services to help manage your plan effectively. This includes flexible plan design, personalized enrollment and support, ongoing education on maximizing benefits, employer-branded portals, regulatory compliance assistance, and access to an easy-to-use participant portal and mobile app for quick claims processing and reimbursements.
Hands & Paws
Hands & Paws is a food store located at 999 Broadway in Buffalo, New York, United States. We offer a variety of high-quality food products for both hands and paws. At Hands & Paws, we strive to make shopping convenient and affordable for our customers. You can pay by bank wire and receive a 1% discount on your purchase, or use Adyen, a popular payment processor used by leading tech companies like Uber and eBay.
Oneida Health Cancer Care of Roswell Park Care Network: Radiation Oncology
Oneida Health Cancer Care of Roswell Park Care Network: Radiation Oncology, located at 601 Seneca Street, Oneida, New York, United States, is a state-of-the-art facility dedicated to providing top-quality cancer care close to home. Affiliated with Roswell Park Comprehensive Cancer Center in Buffalo, NY, the Dorothy G. Griffin Radiation Oncology Center offers advanced treatment options delivered by highly trained specialists following the same quality standards as the renowned cancer center in Buffalo. With a $9 million investment, including funds from the New York State Department of Health and private donors, the center features modern technology such as a CT scanner and a TrueBeam linear accelerator for radiation therapy. This allows for more comprehensive treatment options and precise targeting of cancer cells while minimizing side effects on nearby normal tissues and organs.
Merrill Lynch Financial Advisor Faraaz Mohammed Ali
Merrill Lynch Financial Advisor Faraaz Mohammed Ali, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Faraaz can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Faraaz demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Faraaz can help you create a personalized plan focused on achieving what matters most to you. By understanding your investment personality and goals, Faraaz can customize a financial approach to help you pursue your aspirations and manage investment risk. With a focus on building a long-term relationship, Faraaz aims to help you stay on track to achieve your financial objectives as your life and goals evolve. Whether you are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Faraaz can work with you to develop a comprehensive approach designed to address your financial needs. As a Merrill Lynch Wealth Management Advisor, Faraaz Mohammed Ali is dedicated to helping you reach your financial goals through personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Joseph T Beecher
Merrill Lynch Financial Advisor Joseph T Beecher is a trusted institution located at 50 Fountain Plaza, Buffalo, New York, United States. With over 15 years of experience in the Financial Services Industry, Joseph Beecher specializes in advising corporate retirement plans and creating investment plans for high net worth individuals, retirees, and small business owners. He is dedicated to helping clients achieve their financial goals through a disciplined investment strategy and personalized service. Joe Beecher is actively involved in the community and serves on various boards and committees. At Merrill Lynch Wealth Management, Joseph Beecher and his team focus on building strong client relationships based on trust and understanding. They offer personalized investment strategies tailored to each client's unique needs and priorities. By getting to know you personally and keeping track of changes in your life and the financial markets, they can help you stay on track to achieve your goals.
Merrill Lynch Financial Advisor Jennifer R Runfola
Merrill Lynch Financial Advisor Jennifer R Runfola is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, CFP®, CRPC™, CPFA, leads the team with his expertise in individual wealth management and retirement planning. At Merrill Lynch, the financial advisors focus on building strong client relationships based on trust and personalized service. The team uses a disciplined planning process to understand each client's unique concerns and goals, such as retirement planning, education funding, and wealth transfer. By getting to know each client, their priorities, and goals, the team can help address financial challenges and opportunities.
Merrill Lynch Financial Advisor Daryl S Planter
Merrill Lynch Financial Advisor Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.
Merrill Lynch Financial Advisor Boyd C Wible
Merrill Lynch Financial Advisor Boyd C Wible is located at 50 Fountain Plaza, Buffalo, New York, United States. This institution offers finance services, with a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team is led by Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, who holds multiple professional designations and has been with Merrill Lynch Wealth Management since 1997. The institution offers customized wealth management planning to address individual concerns and goals, such as retirement planning, education funding, and wealth transfer. The team at Merrill Lynch believes in getting to know each client personally to create a financial approach that reflects their unique needs and priorities. They offer access to a global network of research and specialists to help clients optimize their short- and long-range goals. The institution also provides tools such as the Merrill Personal Wealth Analysis™ to help clients track changes in their life and financial goals. Merrill Lynch Financial Advisor Boyd C Wible is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions.
PPS Pension & Financial Services
PPS Pension & Financial Services is a reputable finance institution located at 8660 Sheridan Drive in Buffalo, New York. With a focus on providing top-notch pension and financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement or looking to grow your investments, PPS Pension & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
The InVentures Group
The InVentures Group is a leading innovation and entrepreneurship institution located at 19 Elm Street in Buffalo, New York, United States. Our mission is to empower individuals to turn their ideas into successful ventures through mentorship, networking, and resources. We offer a wide range of programs and services to support aspiring entrepreneurs at every stage of their journey, from concept development to market launch. Join us at The InVentures Group and let us help you bring your innovative ideas to life.
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC
Brian Burkhardt is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Seneca Street in Buffalo, New York, United States. Brian Burkhardt holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Burkhardt specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Brian Burkhardt is committed to upholding the highest standards of professionalism and ethics in the finance industry.
Merrill Lynch Financial Advisor Devin S. Joslyn
Merrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.
Merrill Lynch Financial Advisor James S Cappiello
Merrill Lynch Financial Advisor James S Cappiello is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on helping clients prioritize their goals and aspirations, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Through conversations and assessments, the advisors at Merrill Lynch work with clients to develop personalized financial approaches tailored to their unique needs and priorities. With access to investment insights and banking solutions, the institution aims to help clients manage, grow, and preserve their wealth for the future. The advisors at Merrill Lynch are committed to understanding each client's individual goals and working together to create a plan that helps them achieve financial success. By staying informed about changes in clients' lives and financial markets, the institution aims to help clients stay on track to reach their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor James S Cappiello is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Ann Marie Williams
Merrill Lynch Financial Advisor Ann Marie Williams is a trusted finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The team of talented and experienced individuals, led by Senior Vice President Anthony (Tony) Miranda, is committed to providing exemplary client service and personalized financial planning. Recognized by Forbes for their wealth management services, Merrill Lynch offers customized wealth management planning to address individual concerns and goals. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work to understand each client's unique priorities and financial situation. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team helps clients create a personalized financial approach centered on their goals and aspirations. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch is dedicated to helping clients achieve their financial goals. With access to a global network of research and specialists, Merrill Lynch provides the latest investment insights, tips, and strategies to help clients live their best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Ann Marie Williams offers comprehensive financial solutions to help clients navigate the complexities of their financial lives.
Merrill Lynch Financial Advisor William G. Kuch
Merrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.
Merrill Lynch Financial Advisor J. Austin Houlding
Merrill Lynch Financial Advisor J. Austin Houlding, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized financial advice and guidance. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial planning, helping you prioritize and achieve your personal goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. Recognized for their exemplary client service, the team has been featured in various financial industry publications, including Forbes and Barron's. They offer a goals-based wealth management approach that puts you at the center of the process, ensuring that your unique priorities and needs are addressed. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your goals and preferences, helping you make informed decisions at every stage of life.
Merrill Lynch Financial Advisor Anthony Miranda
Merrill Lynch Financial Advisor Anthony Miranda, located at 50 Fountain Plaza in Buffalo, New York, offers personalized financial services tailored to your unique needs and goals. With a team of experienced professionals, including Senior Vice President Tony Miranda, who holds multiple industry certifications, Merrill Lynch provides comprehensive wealth management, retirement planning, and investment services. Their disciplined planning process and access to global resources ensure that your financial goals are met, whether it's saving for retirement, funding education, or transferring wealth to the next generation. By getting to know you personally and understanding your priorities, Merrill Lynch can help you navigate the complexities of the financial markets and achieve your long-term objectives. Visit Merrill Lynch Financial Advisor Anthony Miranda to start building a customized investment approach that reflects your individual needs and aspirations.
Merrill Lynch Financial Advisor Matthew E. Ryan
Merrill Lynch Financial Advisor Matthew E. Ryan is located at 50 Fountain Plaza, Buffalo, New York, United States. Specializing in finance, DBSR & Associates believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at DBSR & Associates works together to offer a personalized strategy that prioritizes your goals and puts you at the center of the planning process. They can assist with a variety of financial needs, such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the long term.
Merrill Lynch Financial Advisor Paul Nowakowski
Merrill Lynch Financial Advisor Paul Nowakowski, located at 50 Fountain Plaza, Buffalo, New York, United States, is a reputable finance institution recognized for its exceptional client service. The team of talented and experienced individuals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Their focus is on understanding and prioritizing the goals that matter most to you, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Merrill helps customize a financial approach that aligns with your investing preferences and goals. The Merrill team is committed to helping you navigate life's changes and complexities by providing personalized financial planning strategies tailored to your unique situation. With a focus on transparency and simplicity, Merrill aims to make the financial planning process an exciting journey towards achieving your goals. By staying connected and regularly reviewing your financial approach, Merrill helps you stay on track towards your desired outcomes. As a Merrill Lynch Wealth Management Advisor, they offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals. With a dedicated Merrill advisor by your side, you can receive expert guidance and support to address fluctuations in the market and changes in your life. Let Merrill Lynch Financial Advisor Paul Nowakowski help you create a financial approach that reflects your personality and priorities, guiding you towards financial success.
Merrill Lynch Financial Advisor Michael W Burns
Merrill Lynch Financial Advisor Michael W Burns is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The advisors focus on understanding your goals and priorities, whether it's planning for retirement, buying a home, or funding education. They use research in behavioral finance to tailor investment strategies to your unique personality and goals. The team at Merrill Lynch is committed to helping you achieve your financial goals through personalized planning strategies and ongoing support. Their goal is to simplify the complexities of finance and guide you on the journey to reaching your goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael W Burns is dedicated to helping you live your best financial life.
Merrill Lynch Financial Advisor Chris A. Sebastian
Merrill Lynch Financial Advisor Chris A. Sebastian, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized wealth management services. The Sebastian, Awner, Houlding, Spagnolo Group believes in building strong client relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has been featured in various financial industry publications such as Forbes and Barron's. With a goals-based wealth management approach, the team focuses on putting clients at the center of the wealth management process, helping them identify and prioritize personal goals. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to develop a customized financial approach aligned with their goals. With access to the resources of Merrill and Bank of America, the team can assist clients in navigating life's changes and complexities, helping them stay on track to achieve their financial goals. Whether you're planning for retirement, funding education, or preserving wealth, the team at Merrill Lynch Financial Advisor Chris A. Sebastian is dedicated to providing the guidance and diligence needed at every step of the financial planning process.
C & M Capital Resources Inc
C & M Capital Resources Inc is a finance institution located at 3625 Seneca Street in Buffalo, New York. We specialize in providing capital resources and financial solutions to individuals and businesses in need of funding. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest, grow your business, or manage your finances, C & M Capital Resources Inc is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you succeed.
Merrill Lynch Financial Advisor Lucas Mann
Merrill Lynch Financial Advisor Lucas Mann, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage and grow their wealth through personalized strategies tailored to their unique goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lucas Mann focuses on building long-term relationships with clients, providing personalized financial plans that adapt to changing market conditions and individual needs. By understanding each client's aspirations and concerns, Lucas Mann aims to help them pursue their financial goals with confidence and clarity. As a Chartered Retirement Planning Counselor™, Lucas Mann is equipped to guide clients through the complexities of financial planning, offering insights and strategies to help them achieve their desired outcomes. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Lucas Mann is committed to helping clients navigate the challenges and opportunities of wealth management. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Lucas Mann strives to empower clients to make informed decisions and pursue their financial aspirations with a sense of purpose and confidence.
West Branch Capital LLC
West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.
Radius Federal Credit Union
Radius Federal Credit Union is a trusted financial institution located at 2853 Delaware Avenue in Buffalo, New York. As a credit union, we offer a wide range of financial services including savings accounts, loans, and investment options to help our members achieve their financial goals. Our convenient ATM services make accessing your funds quick and easy. Join us at Radius Federal Credit Union and let us help you secure your financial future.
Northwest Bank
Northwest Bank is a trusted financial institution located at 690 Kenmore Avenue in Buffalo, New York. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, customers can easily access their funds and manage their finances. Northwest Bank is committed to providing exceptional customer service and helping individuals and businesses achieve their financial goals.
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