TOP 30 Comprehensive financial services in Buffalo, New York

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Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.

Doktor Bookkeeping & Tax Services is a professional accounting and finance institution located at 2067 Buffalo Street Extension in Jamestown, New York, United States. With a team of experienced professionals, we offer a wide range of services including bookkeeping, tax preparation, financial planning, and more. Our goal is to provide our clients with accurate and reliable financial solutions to help them achieve their goals. Contact us today to learn more about how we can help you with your accounting and finance needs.

Aebly and Associates Insurance Services, Inc. is a reputable finance, health, and insurance agency located at 3638 Seneca Street, West Seneca, New York, United States. The institution specializes in helping individuals protect their dreams with various dental, vision, and life insurance policies tailored for every family. They also offer comprehensive employee benefits packages designed to fit the overall strategy of companies, particularly focusing on keeping risks and losses to a minimum, especially for small businesses. Homeowners insurance, which covers property structures, personal possessions, and liability, is also available at Aebly and Associates. The institution prides itself on its quick turnaround time in answering questions and wealth of knowledge in the benefits arena. Clients have praised the professionalism, efficiency, and expertise of the staff, particularly mentioning individuals like Mary Jo, Alison Lytle, Tina, and Julius. Aebly and Associates have been serving the insurance needs of clients in the West Seneca, Boston, Grand Island, and Greater Buffalo Areas since 1913.

Bison Insurance Services, LLC is an insurance agency located at 300 International Drive in Williamsville, New York. Serving residents of Western New York and surrounding areas, we have extensive experience in helping clients prepare for the unexpected by offering a wide range of insurance products tailored to your needs. As independent agents, we have established strong relationships with top national and regional carriers in the industry, ensuring that we can provide you with comprehensive and expert insurance solutions. Our experienced staff is committed to offering competitive pricing, coverage options, and peace of mind knowing that your insurance needs are in good hands.

Gallego Agency is a reputable insurance agency located at 2075 Abbott Road in Lackawanna, New York. With a commitment to providing excellent service and comprehensive insurance solutions, Gallego Agency serves the community of Buffalo and beyond. Their knowledgeable agents are dedicated to helping clients find the best insurance coverage to meet their individual needs. Whether you're looking for auto, home, life, or business insurance, Gallego Agency is here to assist you every step of the way. Visit them today to discuss your insurance options and secure your peace of mind.

FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.

William Geary - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized and reliable assistance. Trust William Geary - Prudential Financial to guide you towards a more secure financial future.

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.

The Hart Financial Group - Northwestern Mutual is a finance and insurance agency located at 360 Delaware Avenue in Buffalo, New York. Our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets through comprehensive financial planning and insurance solutions. With a focus on personalized service and tailored advice, we strive to build long-term relationships with our clients and provide them with the guidance they need to secure their financial future. Whether you are looking to invest for retirement, protect your family with life insurance, or plan for your children's education, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure tomorrow.

At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.

Gramkee Financial Consulting is a leading financial institution located at 1207 Delaware Avenue in Buffalo, New York. With a team of experienced financial advisors, we provide comprehensive financial consulting services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our experts are here to guide you every step of the way. Trust Gramkee Financial Consulting to provide personalized solutions tailored to your individual needs and circumstances. Reach out to us today to schedule a consultation and take control of your 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.

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.

Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.

Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.

Hightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.

The Left Brain Accounting & Bookkeeping Services is a reputable institution located at 632 West Ferry Street in Buffalo, New York, United States. Specializing in accounting and finance, our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients manage their finances effectively and achieve their financial goals. Whether you need help with bookkeeping, tax preparation, or financial planning, The Left Brain Accounting & Bookkeeping Services is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.

Ahrens Financial Group is a reputable finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ahrens Financial Group is dedicated to providing personalized and comprehensive financial solutions.

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.

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 Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

James Munro - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue, Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, James Munro - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.

Kreiner Financial Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Kreiner Financial Group is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kreiner Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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 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 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 Michael Ferranti, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team work to build strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and focused on achieving what matters most to them. By understanding each client's unique financial situation and aspirations, Michael helps design and implement a plan to help them pursue their financial goals while managing investment risk.

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.

Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in providing comprehensive financial planning services, Andrew Durfee and his team offer expertise in areas such as wealth management, retirement planning, and investment strategies. With a focus on personalized solutions tailored to each client's individual needs and goals, they strive to help individuals and families achieve financial success and security. As a trusted advisor in the industry, Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.