Business financial planning tools in Buffalo, New York

The Women's Business Center at Canisius College, located at 2001 Main Street in Buffalo, New York, is dedicated to helping women entrepreneurs launch, grow, elevate, and master their businesses. Our advisory and mentorship groups are divided into four categories based on specific stages of business development. The ENetwork program serves entrepreneurs at all stages of business, providing opportunities to learn about business development, refine networking skills, and cultivate valuable business relationships.

Western New York Financial Group is a leading finance institution located at 560 Delaware Avenue in Buffalo, New York. Our team of experienced financial professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the Western New York region. Whether you are looking for investment advice, retirement planning, or insurance products, we are here to help you achieve your financial goals. Visit us today and let us guide you towards a secure financial future.

Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.

Low-Cost Business Consulting is a professional institution located at 1207 Delaware Avenue in Buffalo, New York. Our team of experienced consultants offers affordable and effective business solutions to help small and medium-sized businesses thrive. From strategic planning to marketing strategies, financial analysis to operational efficiency, we provide a wide range of services tailored to meet the unique needs of each client. Whether you are looking to launch a new venture or improve an existing business, our consultants are here to guide you every step of the way. Contact us today to schedule a consultation and take your business to the next level.

Signity Financial is a leading financial institution located at 350 Essjay Road in Buffalo, New York. Specializing in finance, Signity Financial offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Signity Financial provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for the future, or manage your finances more effectively, Signity Financial is dedicated to helping you succeed. Visit us today to learn more about how we can help you secure your financial future.

needs, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.

Buffalo Accounting Department is a reputable institution located at 65 Niagara Square in Buffalo, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, auditing, or any other financial matter, our knowledgeable staff is here to help. Trust Buffalo Accounting Department for all your accounting needs and rest assured that your finances are in good hands.

Buffalo Service Credit Union is a reputable financial institution located at 3495 Bailey Avenue in Buffalo, New York, United States. As a trusted credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized and high-quality service to help our members achieve their financial goals. Visit us today to experience the benefits of banking with Buffalo Service Credit Union.

Buffalo Metropolitan FCU is a financial institution located at 62 South Elmwood Avenue in Buffalo, New York. As a credit union, they offer a range of financial services including savings accounts, loans, and ATM access. With a focus on serving the local community, Buffalo Metropolitan FCU provides personalized assistance and competitive rates to help individuals and families achieve their financial goals.

Welcome to South Side Bank of Buffalo, your trusted local banking partner conveniently located at 2221 Seneca Street, Buffalo, New York 14210. We are committed to providing exceptional financial services tailored to meet the needs of our community. Whether you're opening your first account, planning for the future, or managing your business finances, our dedicated team of professionals is here to assist you every step of the way. At South Side Bank of Buffalo, we offer a wide range of banking solutions including personal and business accounts, loans, mortgages, and investment services. Our friendly and knowledgeable staff are always ready to provide personalized advice and support, ensuring you have the tools and resources needed to achieve your financial goals.

Welcome to Bank of America Financial Center, your trusted partner for all your banking and financial needs. Conveniently located at 164 Military Road, Buffalo, New York 14207, our center is committed to providing exceptional service to the community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable team is here to assist you every step of the way. We offer a comprehensive range of services, including personal and business banking, investment solutions, and wealth management. At Bank of America, we strive to deliver personalized financial solutions tailored to your unique goals. Visit us today and experience the difference of working with a bank that puts your financial well-being first.

Welcome to the Bank of America Financial Center at 10 Fountain Plaza, Buffalo, New York. Conveniently located in the heart of downtown Buffalo, our center is dedicated to providing exceptional banking and financial services to meet all your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced team is here to assist you every step of the way. We offer a comprehensive range of services, including checking and savings accounts, credit cards, mortgages, investment guidance, and more. Visit us today and experience the commitment to customer service and financial expertise that makes Bank of America a trusted name in banking. Your financial well-being is our priority, and we are here to help you achieve your goals.

Welcome to the Bank of America Financial Center, conveniently located at 1452 Hertel Avenue, Buffalo, New York 14216. As a trusted leader in banking and finance, we are committed to providing exceptional financial services tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or seek expert financial advice, our dedicated team is here to assist you every step of the way. With a wide range of services including personal banking, business banking, and investment solutions, we strive to empower our clients with the tools and resources needed to achieve their financial goals. Visit us today and experience the difference at the Bank of America Financial Center, where your financial success is our top priority.

Welcome to St. John's Buffalo Federal Credit Union, your trusted financial partner located in the heart of Buffalo, New York. Conveniently situated at 2322 Seneca Street, we are dedicated to serving the financial needs of our community with a commitment to excellent service and personalized care. As a member-focused credit union, we offer a wide range of financial services, including savings accounts, loans, and convenient ATM access, tailored to help you achieve your financial goals. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day finances, our knowledgeable team is here to assist you every step of the way. Visit us today and experience the difference of a community-oriented financial institution that puts you first. Join St. John's Buffalo Federal Credit Union and become part of a supportive financial community that values your success.

Welcome to Bernard Unger - Prudential Financial, your trusted partner in comprehensive financial and insurance solutions. Conveniently located at 1 John James Audubon Parkway, Buffalo, New York, our agency is dedicated to helping individuals, families, and businesses achieve their financial goals with confidence. At Bernard Unger - Prudential Financial, we understand that navigating the complexities of financial planning and insurance can be challenging. That's why our team of experienced professionals is committed to providing personalized guidance and expert advice tailored to your unique needs. Whether you are planning for retirement, securing your family’s future, or protecting your business, we offer a wide range of services including life insurance, investment solutions, retirement planning, and more.

Welcome to Allstate Personal Financial Representative: Paul Dziama, your trusted partner for comprehensive financial and insurance solutions in Buffalo, New York. Conveniently located at 150 Lawrence Bell Drive, our agency is committed to helping you protect what matters most and achieve your financial goals with confidence. With a deep understanding of the local community's needs, Paul Dziama and his dedicated team offer personalized guidance and expertise in a wide range of services, including life insurance, retirement planning, and investment strategies. Whether you are planning for the future, safeguarding your family's financial security, or exploring investment opportunities, we are here to provide tailored solutions that align with your unique needs and aspirations.

Lawley is a reputable health and insurance agency located at 361 Delaware Avenue in Buffalo, New York. We are dedicated to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our independent broker status allows us to prioritize your needs and provide top-quality service. The Lawley Principals, Chris Ross, William Lawley Jr., and Mike Lawley, lead our team with a focus on doing what's right for our clients. With a history spanning three generations, Lawley has grown to become a Top 50 National Independent Insurance Broker. We specialize in guiding clients through the complexities of Business Insurance, Risk Management, Employee Benefits, and Personal Insurance. Our goal is to empower you to make confident decisions by keeping you informed on the latest industry news.

Lelonek Agency Inc is a reputable insurance agency located at 2476 William Street in Buffalo, New York. With a team of experienced professionals, we are dedicated to providing our clients with personalized insurance solutions to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. Our priority is to ensure that our clients have the peace of mind knowing that they are protected in the event of any unforeseen circumstances. Contact us today to learn more about our services and how we can help you secure your future.

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.

Unum is an insurance agency located at 491 Potters Road in Buffalo, New York, United States. They specialize in leave management services delivered through an advanced digital platform, offering elevated employee experiences. Unum makes it easier for HR to handle leave planning and benefits administration, while also ensuring a smooth return to work process for employees. They provide simplified benefits experiences from enrollment to administration, and help businesses maximize their benefits ROI through HRIS integration. Whether you have Unum coverage or offer it to your employees, Unum is dedicated to serving your needs and providing the necessary tools and information through their secure website.

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.

The Bonadio Group is a top 50 CPA firm located at 7936 Seneca Turnpike in Clinton, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help our clients navigate their financial and business challenges. We take a personalized approach to each client, recognizing that every situation is unique and requires a tailored solution. Our team of problem solvers and industry experts are dedicated to serving as trusted partners to our clients. We go beyond traditional accounting services to deeply understand the industries we serve, providing insightful commentary on industry trends through various mediums such as articles, seminars, webinars, and more.

"We Are FSC" is a finance institution located at 3870 North Buffalo Street in Orchard Park, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed decisions about their finances. Whether you need assistance with investments, retirement planning, or insurance, we are here to help. Visit us today to learn more about how we can assist you with all of your financial needs.

Buckingham Strategic Wealth is a finance institution located at 6435 West Quaker Street in Orchard Park, New York, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham can help you navigate the potential impacts on different sectors and industries. Additionally, if your organization offers restricted stock units (RSUs) as a form of compensation, Buckingham can provide guidance on maximizing their benefits. Your values play a crucial role in shaping your financial plan, and Buckingham can help align your values with your financial goals.

Allen Street Consulting is a leading accounting and finance institution located in Buffalo, New York. With a prime location at 394 Franklin Street, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to assist you every step of the way. Trust Allen Street Consulting to help you navigate the complexities of the financial world with ease and confidence.

Troy & Banks is a reputable accounting and finance institution located at 2216 Kensington Avenue in Buffalo, New York. With a team of highly skilled professionals, Troy & Banks offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Troy & Banks to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you need help with budgeting, retirement planning, or estate planning, Troy & Banks is dedicated to providing top-notch service and guidance. Visit their office in Buffalo today to learn more about how they can help you secure a stable financial future.

Raymond James is a renowned financial institution located at 468 Delaware Avenue in Buffalo, New York, United States. As a leading player in the finance industry, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. With a strong reputation for providing personalized and comprehensive financial solutions, Raymond James is dedicated to helping clients achieve their financial goals and secure their futures. Trusted by individuals, businesses, and institutions alike, Raymond James is committed to delivering exceptional service and expertise in the world of finance.

SCORE, located at 130 South Elmwood Avenue in Buffalo, New York, is a finance institution dedicated to helping entrepreneurs at every stage of their business journey. Our mentors are experienced professionals and successful entrepreneurs ready to assist you in achieving your business goals. If you are interested in giving back, consider becoming a SCORE mentor yourself. Join us on April 30 – May 1, 2024, for the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE. This event will feature educational webinars, networking opportunities, and professional guidance from SCORE mentors.

Craig Paul Newell - M&T Bank is a finance institution located at 285 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, Craig Paul Newell - M&T Bank offers a wide range of banking products and solutions to meet the needs of its customers. Whether you are looking for personal banking services, business banking solutions, or wealth management assistance, the experienced professionals at Craig Paul Newell - M&T Bank are dedicated to helping you achieve your financial goals. Visit their location in Buffalo today to learn more about the services they offer.

BizManager is a one-stop shop located at 1207 Delaware Avenue in Buffalo, New York, offering a wide range of products and services for businesses of all sizes. From office supplies and equipment to technology solutions and marketing services, BizManager is dedicated to helping businesses thrive and succeed. Our knowledgeable staff is always ready to assist with any business needs and provide top-notch customer service. Visit us today and let BizManager be your partner in business success.