TOP 10 Client focused financial services in Fredonia, New York

Edward Jones - Financial Advisor: Joel W Muth is a reputable finance institution located at 2 Park Place in Fredonia, New York, United States. Joel W Muth is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joel W Muth offers a wide range of financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Joel W Muth is committed to helping you navigate the complexities of the financial world with confidence.

Summit Wealth Management Inc is a leading finance institution located at 35 East Main Street in Fredonia, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Summit Wealth Management Inc is committed to guiding our clients towards financial success and security. Contact us today to learn more about how we can help you plan for a brighter financial future.

Whitmer Accounting and Tax, LLC is a reputable accounting and finance institution located at 2 South Main Street, Franklinville, New York, United States. Specializing in serving individuals and small businesses in the Greater Buffalo area, Duane Whitmer, the founder and practicing accountant, has been in the field since 2009. With a degree in accounting from the State University of New York at Fredonia, Duane has extensive experience working with various industries such as restaurants, manufacturers, wholesalers, and medical providers. Duane is well-versed in Medicare and Medicaid reporting, as well as audits/reporting for nursing homes. As an IRS registered tax return preparer, DJW Financial Services offers more than just filing federal and state tax returns. Clients can expect helpful recommendations and professional tax assistance at competitive prices.