TOP 30 Business financial planning consultants in Buffalo, New York

316 results found

Maranto Agency, Inc. is an insurance agency located at 36 Hopkins Road in Buffalo, New York, United States. Our team of advisors takes the time to understand your individual needs, whether it's for your family or your business, before recommending policies from reputable insurance companies. We prioritize both price and protection to ensure you get coverage that fits your budget and lifestyle without sacrificing quality. Our financial insurance consultants are here to help you plan for your financial future and provide comprehensive coverage for your pets' health, including accidents, illnesses, and preventive care. With over 40 years of experience serving Western New York families and businesses, we have built a reputation for excellent coverage and customer service.

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.

Sheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.

Health Resources Insurance is an insurance agency located at 664 Niagara Falls Boulevard in Buffalo, New York. We specialize in providing insurance services to individuals and families looking to protect their health and well-being. Our dedicated team is here to assist you with any questions or concerns you may have as a current client. Contact us at 716-693-6800 or email us at [email protected] for more information.

Alliance Advisory Group is a leading finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their goals and protect their assets. With a focus on building long-term relationships and delivering exceptional service, Alliance Advisory Group is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Welcome to Michael Casseri - State Farm Insurance Agent, located at 2700 William Street in Cheektowaga, New York. Our dedicated team has been serving the community since 2005, offering personalized insurance plans to meet your needs. While online quoting is not available, you can call, text, or visit our office for a personalized quote. Our licensed professionals are available for in-person or phone consultations to review your current policies and ensure you have the coverage you need. We offer a range of insurance services including Auto, Home, Life, Business, and Renters Insurance. Our team is committed to serving the communities of Cheektowaga, Buffalo, Depew, Lancaster, and beyond with care, compassion, and expertise. Contact us today to see how we can help you manage life's uncertainties and achieve your goals.

Alfred W. Dye Insurance Agency, located at 7202 Boston State Road in North Boston, New York, is dedicated to helping individuals and businesses protect their dreams and investments. The agency offers a variety of insurance policies, including individual Dental, Vision, and Life insurance, as well as comprehensive employee benefits packages. With a focus on minimizing risks and losses, the agency is committed to providing excellent customer service and knowledgeable advice. Clients praise the agency's professionalism, efficiency, and expertise in the insurance industry. Whether you are in need of auto, homeowners, health, or business insurance, Aebly & Associates is a trusted partner with over a century of experience serving clients in the Greater Buffalo Area.

Nationwide Insurance: Kevin K Conley is an insurance agency located at 2521 Niagara Falls Boulevard in Buffalo, New York, United States. With a focus on providing a wide range of insurance products and services, this institution is dedicated to helping individuals and businesses protect their assets and plan for the future. Kevin K Conley and his team of experienced professionals are committed to providing personalized customer service and finding the best insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Nationwide Insurance: Kevin K Conley is here to help you navigate the complex world of insurance and secure your peace of mind.

Mary Alice Ubal - State Farm Insurance Agent is a trusted insurance agency located at 3132 Walden Avenue, Depew, New York. We offer a variety of insurance products including car insurance, home insurance, renters insurance, condo insurance, life insurance, health insurance, and business insurance to protect your family and assets. While online auto quotes are not available at this time, we are here to assist you during our normal business hours Monday, Wednesday, and Friday 9am-5pm and Tuesday, Thursday 9am-7pm. We are also available after normal business hours by appointment only. As a long-time resident of Buffalo, NY and a mom of two amazing kids, Mary Alice Ubal is dedicated to helping others protect what matters most to them. Our mission is to educate our community so you can make informed decisions regarding your family’s financial future. We offer free risk assessments and insurance reviews to ensure you have the coverage you need.

Jill Blachaniec at Comparion Insurance Agency is a trusted insurance agency located in Buffalo, New York. With a commitment to providing personalized service and comprehensive coverage options, our team is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to assist you every step of the way. Visit us at 400 Essjay Road to learn more about how we can help protect what matters most to you.

National Wealth Management is a leading finance and insurance agency located at 747 Hopkins Road in Buffalo, New York. Our institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, estate planning, and insurance coverage. At National Wealth Management, we prioritize building long-term relationships with our clients and providing them with the tools and resources they need to secure their financial future.

David Byrwa is a renowned health institution located at 818 Ellicott Street in Buffalo, New York, United States. With a team of dedicated healthcare professionals, David Byrwa offers top-notch medical services to patients in need. From routine check-ups to specialized treatments, the institution is committed to providing high-quality care to improve the health and well-being of all individuals. Whether you are seeking preventative care or treatment for a specific condition, David Byrwa is here to support you on your journey to better health.

M. Sadiqur Rahman is a reputable doctor located at 565 Abbott Road in Buffalo, New York. Dr. Rahman specializes in providing high-quality healthcare services to patients in the area. With a focus on patient care and well-being, Dr. Rahman is known for his expertise and compassionate approach to medicine. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust Dr. Rahman to provide the personalized care you deserve. Visit M. Sadiqur Rahman for top-notch medical care in Buffalo, New York.

Ravenell Services LLC is a reputable accounting and finance institution located at 18 Fairfield Street in Buffalo, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our dedicated staff is committed to delivering high-quality and personalized financial solutions to meet our clients' needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Ravenell Services LLC is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Mail Copies Taxes & More is a comprehensive financial institution located in Buffalo, New York. We offer a wide range of services including tax preparation, copying, mailing, and more. Our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses alike. Visit us at 2156 South Park Avenue to experience our exceptional services firsthand.

Lefko John is a reputable accounting and finance institution located at 1961 Wehrle Drive in Buffalo, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, Lefko John is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to see how they can help you achieve your financial goals.

Citizens Income Tax is a reputable accounting and finance institution located at 715 Kensington Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services for individuals and businesses alike. Whether you need assistance with filing your annual tax returns or require expert advice on maximizing your deductions, we are here to help. Trust Citizens Income Tax to ensure that your financial affairs are in order and that you are getting the most out of your tax situation. Contact us today to schedule a consultation.

Kaufman Utz Accounting LLC is a reputable accounting and finance institution located at 113 West Buffalo Street in Warsaw, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Kaufman Utz Accounting LLC for all your accounting and finance needs.

LoTempio P.C. Law Group is a reputable law firm located at 181 Franklin Street in Buffalo, New York. Specializing in various areas of law, their team of experienced lawyers provides professional legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, LoTempio P.C. Law Group is dedicated to helping you navigate the legal system with expertise and care. Contact them today for a consultation and see how they can assist you with your legal needs.

Hodgson Russ LLP is a prestigious accounting, finance, and law firm located at 140 Pearl Street in Buffalo, New York. With a team of highly skilled professionals, they provide a wide range of services to individuals and businesses in the United States. From tax planning and financial consulting to legal representation and litigation support, Hodgson Russ LLP is dedicated to helping their clients achieve their goals and navigate complex financial and legal matters with confidence. With a strong reputation for excellence and a commitment to client satisfaction, Hodgson Russ LLP is a trusted partner for all your accounting, finance, and legal needs.

Lipsitz Green Scime Cambria LLP is a prestigious accounting, finance, and law firm located at 42 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide top-notch services in a wide range of legal and financial matters. Whether you need assistance with tax planning, estate planning, business transactions, or litigation, this firm has the expertise to help you navigate complex legal and financial issues. Trust Lipsitz Green Scime Cambria LLP to provide you with the personalized and effective solutions you need to achieve your goals.

The Center for Elder Law & Justice, located at 438 Main Street in Buffalo, New York, is dedicated to improving the quality of life for older, disabled, and low-income adults through the provision of free legal services in Western New York. Our mission is to use the legal system to ensure that our clients can live independently and with dignity. Any New Yorker age 55 and above can call our Free Legal Advice Helpline at 1-844-481-0973 to speak with an attorney. The Helpline is open Monday through Friday from 9:00am to 11:00am EST, and messages can be left outside of those hours or emailed at [email protected]. Our licensed attorneys respond within 3 business days. Testimonials from clients express gratitude for the assistance provided by the Center, with comments highlighting the professionalism, efficiency, and support received.

Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.

Flaherty Salmin CPAs is a reputable accounting and finance institution located at 2300 Buffalo Road in Rochester, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Flaherty Salmin CPAs is committed to helping their clients achieve financial success. Their dedication to excellence and personalized service sets them apart as a trusted partner in financial management.

Note Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life. We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.

George W Laub & Associates is a reputable finance institution located at 424 Main Street in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, George W Laub & Associates is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances effectively.

Bay Harbor Advisors is a leading financial institution located at 2 Union Place in Buffalo, New York. Our team of experienced advisors provides expert financial guidance and investment strategies to help our clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Bay Harbor Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, our team is here to help you every step of the way. Visit us at our convenient location in Buffalo to learn more about how Bay Harbor Advisors can help you secure your financial future.

Jensen Marks Langer & Vance, LLC is a reputable finance institution located at 360 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they specialize in providing a wide range of financial services to their clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Jensen Marks Langer & Vance, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike.

North Woods Wealth Management LLC is a finance institution located at 412 Franklin Street in Buffalo, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Miller Gesko Inc is a finance institution located at 237 Main Street in Buffalo, New York, United States. Our specialized wealth and personal business management firm is dedicated to serving the affluent. We understand that each individual's journey is unique, which is why we believe in taking the time to truly listen and understand your goals and priorities before offering tailored wealth management solutions. At Miller Gesko Inc, we are committed to guiding you and your family towards financial success by creating a personalized strategy that aligns with your values and aspirations.