Business planning services in Batavia, New York
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Getter Tax of Batavia
Getter Tax of Batavia is a reputable accounting and finance institution located at 340 West Main Street in Batavia, New York, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses in the local community. With a commitment to excellence and personalized customer service, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Getter Tax of Batavia for all your accounting and finance needs.
Fieldstone Private Wealth - Ameriprise Financial Services, LLC
Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 219 East Main Street in Batavia, New York, United States. As a recipient of the Ameriprise Client Experience Award for 2023, we are committed to providing the highest quality of service with integrity. Our team of professionals, backed by the Ameriprise Investment Research Group, offers one-to-one financial advice and exceptional client service. We specialize in helping individuals achieve their financial goals by carefully monitoring market conditions and providing guidance on investments. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the privacy and security of our clients' information.
Bouchard Financial Services
Bouchard Financial Services is a reputable financial institution located at 4878 Batavia Bethany Townline Road in East Bethany, New York. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services to meet our clients' needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Applied Business Systems Inc
Applied Business Systems Inc is a leading institution located at 26 Harvester Avenue in Batavia, New York, United States. We specialize in providing innovative solutions for businesses looking to streamline their operations and maximize efficiency. Our team of experts offers a wide range of services including software development, IT consulting, and project management. With a focus on delivering top-notch customer service and cutting-edge technology, Applied Business Systems Inc is the go-to choice for companies seeking to stay ahead in today's competitive market.
Bookkeeping Services
Bookkeeping Services is a professional institution specializing in accounting and finance located at 8 Gateway Drive in Batavia, New York, United States. Our team of experienced professionals is dedicated to providing accurate and reliable bookkeeping services to businesses of all sizes. Whether you need assistance with payroll, tax preparation, or financial reporting, we are here to help. Trust Bookkeeping Services to keep your financial records organized and up-to-date so you can focus on growing your business. Contact us today to learn more about our services.
Keith Seland Tax Services
Keith Seland Tax Services is a reputable accounting and finance institution located at 28 Batavia City Centre in Batavia, New York, United States. With years of experience in the industry, they offer a wide range of tax services to individuals and businesses. Their team of experts is dedicated to providing accurate and efficient tax solutions to help clients navigate the complexities of the tax system. Whether you need assistance with tax preparation, planning, or compliance, Keith Seland Tax Services is here to help you achieve your financial goals. Visit them today to experience their professional and personalized service.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Mancuso, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street in Batavia, New York, offers a wide range of financial services to individuals seeking asset management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony Mancuso provides expert advice on investment strategies, retirement planning, estate planning, and insurance products. As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, Anthony Mancuso upholds the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth individual, or a veteran, Anthony Mancuso is dedicated to helping you achieve your financial goals with personalized solutions tailored to your unique needs.
Nathan Ford - Financial Advisor, Ameriprise Financial Services, LLC
Nathan Ford - Financial Advisor at Ameriprise Financial Services, LLC is located at 113 Main Street in Batavia, New York, United States. As a finance institution, Nathan Ford offers personalized financial advice tailored to your specific goals and needs. Each advisor at Ameriprise has their own "Top areas of focus" to help you achieve your financial objectives. You can review Nathan Ford's background, credentials, and experience to see if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Nathan Ford for a complimentary initial consultation to discuss your financial future.
Sean Walker - Ameriprise Financial Services, LLC
Sean Walker - Ameriprise Financial Services, LLC is a finance institution located at 161 Worcester Rd, Batavia, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss their financial objectives, whether it's retirement planning, education savings, or a major purchase like a second home. The institution helps clients track their progress, adjust their approach as life changes, and access their investments securely from any device. Additionally, they provide resources for proper document disposal to protect personal information and prevent identity theft. Angel Palacios, a registered advisor, is available to conduct securities business with residents in specific states. Users of the website are bound by Ameriprise Financial's rules and regulations, and the institution is a member of FINRA and SIPC. Clients can refer friends and family members to the institution for financial guidance, and privacy and security are top priorities for Ameriprise Financial Services, LLC.
Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC
Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC, located at 219 East Main Street, Batavia, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Scott Neff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Scott Neff offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Neff is registered to conduct securities business in specific states. The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends and family members to Scott Neff for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 113 Main Street, Batavia, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss financial planning concepts and help individuals achieve their financial goals. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring financial security for clients. Referrals are appreciated and will be contacted promptly. Privacy and security are a top priority for Ameriprise Financial Services, LLC.
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Joy is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Batavia, New York, United States. Dylan Joy 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Dylan Joy is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Holden Borrelli - Financial Advisor, Ameriprise Financial Services, LLC
Holden Borrelli is a financial advisor at Ameriprise Financial Services, LLC located at 219 East Main Street in Batavia, New York, United States. Holden 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Holden's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Holden Borrelli has the knowledge and experience to help you achieve your financial goals.
Alyssa Fox - Financial Advisor, Ameriprise Financial Services, LLC
Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 113 Main Street, Batavia, New York, United States. Alyssa Fox is a certified financial advisor with various prestigious designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Alyssa Fox provides personalized financial advice tailored to the individual needs of clients. Whether you are a retiree, small business owner, or high net worth individual, Alyssa Fox can help you navigate the complex world of finance with confidence and success. Contact Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC for expert financial guidance and unparalleled service."
Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services, LLC
Mindy Kilby - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 219 East Main Street, Batavia, New York, United States. Mindy Kilby 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mindy Kilby's expertise in financial planning, investment strategies, estate planning, retirement planning, and more. The institution provides comprehensive financial services and adheres to a strict code of ethics to ensure the best interests of clients are always prioritized. With a focus on asset management, risk management, and investment opportunities, Mindy Kilby is dedicated to helping individuals and small business owners achieve their financial goals."
Mark E. Woodward - Ameriprise Financial Services, Inc.
Mark E. Woodward - Ameriprise Financial Services, Inc. is a finance institution located at 219 East Main Street in Batavia, New York, United States. The institution offers a range of certifications and designations to its professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning and management, ensuring that clients receive expert advice and guidance. The professionals at Mark E. Woodward - Ameriprise Financial Services, Inc. are dedicated to providing comprehensive and personalized financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or estate planning.
Walmart Tech Services
Walmart Tech Services at 4133 Veterans Memorial Drive in Batavia, New York offers a wide range of technology solutions and services to meet the needs of customers. From computer repairs and upgrades to smartphone troubleshooting and software installations, our knowledgeable technicians are here to help. Whether you're looking for assistance with setting up a new device or need advice on improving your existing technology, Walmart Tech Services is your one-stop shop for all things tech-related. Visit us today and let us help you with all your technology needs.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.
Lawley
Lawley is a leading insurance agency located at 20 Jefferson Avenue in Batavia, New York, United States. Specializing in health and business insurance, Lawley is dedicated to building long-term relationships based on trust with customers, insurance carriers, and employees. Under the guidance of Bill, who has over 30 years of experience in Insurance and Risk Management, Lawley's Batavia branch offers a range of insurance services including business insurance for organizations of all sizes, agriculture and farming insurance, employee benefits for businesses, and personal auto, home, and umbrella insurance policies.
Mark Lewis - State Farm Insurance Agent
Mark Lewis - State Farm Insurance Agent is a trusted insurance agency located at 8331 Lewiston Road in Batavia, New York. With a commitment to providing personalized service and comprehensive insurance solutions, Mark Lewis and his team strive to protect their clients' assets and loved ones. Whether you are in need of auto, home, life, or business insurance, you can rely on Mark Lewis - State Farm Insurance Agent to provide you with the coverage you need. Contact them today to discuss your insurance needs and receive a personalized quote.
Keith Roth: Allstate Insurance
Keith Roth: Allstate Insurance is a reputable insurance agency located at 590 East Main Street in Batavia, New York, United States. With a focus on providing personalized insurance solutions, Keith Roth and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, Keith Roth: Allstate Insurance offers a wide range of coverage options to meet your individual needs. With a commitment to excellent customer service and a strong reputation for reliability, you can trust Keith Roth: Allstate Insurance to provide you with the insurance protection you need.
Zachary Korzelius - GEICO Insurance Agent
Zachary Korzelius - GEICO Insurance Agent is a trusted insurance agency located at 222 East Main Street in Batavia, New York. As a GEICO Insurance Agent, Zachary Korzelius offers a range of insurance products and services to meet the needs of individuals and businesses in the area. With a focus on providing excellent customer service and personalized insurance solutions, Zachary Korzelius is committed to helping clients find the right coverage at the right price. Whether you're looking for auto, home, life, or business insurance, Zachary Korzelius - GEICO Insurance Agent is here to help you protect what matters most. Contact them today to learn more about their insurance options and get a free quote.
H&R Block
H&R Block is a renowned accounting and finance institution located at 4140 Veterans Memorial Drive in Batavia, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.
The Harvester Center
The Harvester Center is a versatile institution located at 56 Harvester Avenue in Batavia, New York, United States. This unique establishment offers a variety of services including a bar, cafe, finance, food, restaurant, and store all under one roof. Whether you're looking for a place to grab a coffee, enjoy a delicious meal, shop for local goods, or even handle your financial needs, The Harvester Center has you covered. With its convenient location and diverse offerings, this institution is a one-stop destination for all your needs.
EG Tax
EG Tax is a reputable accounting and finance institution located at 319 West Main Street in Batavia, New York, United States. With a team of experienced professionals, EG Tax offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. Whether you are an individual or a business owner, EG Tax is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Contact EG Tax today to schedule a consultation and take control of your finances.
ESL Federal Credit Union
ESL Federal Credit Union is a financial institution located at 4214 Veterans Memorial Drive in Batavia, New York, United States. As a credit union, ESL offers a range of financial services including ATM access, loans, savings accounts, and more. With a commitment to serving the community and providing members with personalized financial solutions, ESL Federal Credit Union is a trusted partner for all your banking needs.
Domino's Pizza
Domino's Pizza is a popular food institution located at 6 Court Street in Batavia, New York, United States. Known for its delicious pizzas and convenient meal delivery and takeaway services, this restaurant offers a wide variety of toppings and crust options to satisfy every craving. Whether you're looking for a classic pepperoni pizza or a specialty pie, Domino's Pizza has something for everyone. With a commitment to quality ingredients and speedy service, Domino's Pizza is a go-to spot for a quick and satisfying meal.
Brian P. Degnan Attorney
Brian P. Degnan Attorney is a trusted legal institution located at 81 Main Street in Batavia, New York, United States. Specializing in various areas of law, Brian P. Degnan offers expert legal services to clients in need of representation and guidance. With a commitment to providing personalized attention and effective solutions, this law firm is dedicated to helping clients navigate the complexities of the legal system. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with estate planning, Brian P. Degnan Attorney is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Tompkins Insurance Agencies
Tompkins Insurance Agencies is a reputable insurance agency located at 90 Main Street in Batavia, New York. With a strong presence in the community, they offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Their experienced agents are dedicated to providing personalized and professional service to help clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, Tompkins Insurance Agencies is committed to finding the right coverage at the right price. Visit their office today to speak with a knowledgeable agent and secure your peace of mind.
Donohue Insurance
Donohue Insurance is a reputable insurance agency located at 39 Vine Street in Batavia, New York. Our knowledgeable agents are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best price. With a commitment to exceptional customer service and a wide range of insurance options, Donohue Insurance is your trusted partner in protecting what matters most. Contact us today for a free quote and let us help you secure your future.
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