Customized financial planning in Amherst, New York
69 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
University Corporate Centre - Amherst
Welcome to University Corporate Centre - Amherst, located at 500 Corporate Parkway, Amherst, New York 14226. As part of Uniland's legacy of creating award-winning office spaces, we are dedicated to crafting environments that meet your business needs, boost productivity, and inspire both employees and visitors. With over 50 years of experience, Uniland has developed office spaces for various industries, including insurance, legal, and financial services, as well as for sole practitioners and medical groups. At University Corporate Centre, we understand the importance of designing office spaces that enhance patient satisfaction and streamline operations. Our expertise extends from planning convenient parking and access areas to creating welcoming waiting and patient care rooms. Utilize our free Office Space Calculator, developed by Uniland’s Design team, to determine the right amount of space for your business and design a workspace that motivates your staff and impresses your clients.
Level Financial Advisors
Level Financial Advisors is a leading finance institution located at 9310 Transit Road in East Amherst, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to invest, plan for retirement, or manage your assets, our team is here to provide expert guidance and support every step of the way. Visit us today to learn how we can help you reach the next level of financial success.
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. The institution offers a range of certifications and designations to ensure high-quality financial services to its clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications ensure that the advisors at Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped with the knowledge and expertise to provide comprehensive financial planning services to their clients.
Howard Hanna Amherst
Welcome to Howard Hanna Amherst, your trusted partner in real estate, finance, and insurance services. Conveniently located at 5462 Sheridan Drive in the heart of Williamsville, New York, we are committed to providing exceptional service to our community and beyond. As a leading agency in the region, we specialize in helping clients navigate the complexities of buying, selling, and financing their homes, while also offering comprehensive insurance solutions tailored to your needs. Our team of experienced professionals is dedicated to delivering personalized services, ensuring that each client receives the attention and guidance they deserve. Whether you're a first-time homebuyer, looking to invest in property, or seeking reliable insurance coverage, Howard Hanna Amherst is here to support you every step of the way.
Lincoln Financial Group
Lincoln Financial Group is a finance institution located at 6400 Sheridan Drive in Amherst, New York, United States. As a leading provider of financial services, Lincoln Financial Group offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for expertise and customer service, Lincoln Financial Group is committed to helping clients navigate the complexities of the financial world and secure their financial futures. Whether you are looking for retirement planning, investment management, or insurance solutions, Lincoln Financial Group has the knowledge and resources to help you succeed.
ADP Amherst
ADP Amherst is a finance institution located at 6400 Sheridan Drive in Amherst, New York, United States. With a reputation for excellence in financial services, ADP Amherst offers a wide range of financial solutions to individuals and businesses. Our team of dedicated professionals is committed to providing top-notch customer service and expert advice to help our clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, ADP Amherst is here to help. Contact us today to learn more about how we can assist you with your financial needs.
TIAA Financial Services
TIAA Financial Services is a leading financial institution located at 100 Corporate Parkway in Amherst, New York. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, TIAA is committed to providing innovative solutions and personalized guidance to help clients secure their financial future. Visit TIAA Financial Services today to explore their comprehensive offerings and start planning for a brighter tomorrow.
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Paul J Miosi is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4241 Maple Road in Amherst, New York, United States. With a range of 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®, Paul J Miosi is equipped to provide expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Paul J Miosi offers comprehensive financial services to meet the diverse needs of clients.
John Tyczynski - Financial Advisor, Ameriprise Financial Services, LLC
John Tyczynski - Financial Advisor at Ameriprise Financial Services, LLC, located at 4476 Main Street, Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, John provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as life changes. Clients can easily access their investments and track progress towards goals from any device. Those interested can schedule a complimentary initial consultation to learn more about John's services. Securities offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. John Tyczynski is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority, with strict adherence to website rules and regulations. Clients can feel confident in working towards a more secure financial future with Ameriprise Financial Services, LLC.
Curtis Cluster - TIAA Financial Consultant
Curtis Cluster - TIAA Financial Consultant is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a team of experienced financial consultants, they provide expert advice and guidance on a wide range of financial matters including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Curtis Cluster - TIAA Financial Consultant is dedicated to helping you achieve your financial goals.
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.
Allstate Financial Services - Patrick Walsh
Welcome to Allstate Financial Services - Patrick Walsh, your trusted partner in financial and insurance solutions located in the heart of Amherst, New York. Situated at 2201 Kensington Avenue, our agency is dedicated to providing personalized and comprehensive financial services to meet your unique needs. Whether you're seeking reliable insurance coverage, retirement planning, or investment advice, Patrick Walsh and his experienced team are here to guide you every step of the way. We pride ourselves on delivering exceptional customer service, tailored strategies, and peace of mind to individuals and families in our community. Visit us today to discover how we can help you secure a brighter financial future.
Patrick Walsh - Prudential Financial
Welcome to Patrick Walsh - Prudential Financial, your trusted partner in financial planning and insurance solutions located in the heart of Buffalo, New York. Situated at 1 John James Audubon Parkway, our agency is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their future. With a comprehensive range of services, including retirement planning, investment management, life insurance, and more, we tailor our strategies to meet your unique needs. Our experienced team is committed to providing personalized guidance and exceptional customer service. Discover the peace of mind that comes with a well-structured financial plan. Visit us today and take the first step towards a secure and prosperous future.
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.
Elmwood Agency
Elmwood Agency is an independent insurance agency located at 90 Bryant Woods South, Amherst, New York, United States. With experienced agents specializing in Home, Auto, Rental Coverage and more throughout NY and TX, our mission is to simplify the process of shopping for insurance. Our team of compassionate agents is dedicated to providing a diverse selection of coverage lines to meet your individual needs. With offices in Rochester and Buffalo, NY, Elmwood Agency strives to make obtaining insurance a smooth and rewarding experience for our customers. We offer coverage options for homes, vehicles, recreational toys, and more, tailored to your specific needs. Our services extend beyond selling homeowners policies, as we can assist you in various aspects of the home buying process.
Jacob Czaja - State Farm Insurance Agent
Jacob Czaja - State Farm Insurance Agent is a dedicated insurance agency located at 3555 Sheridan Drive in Amherst, New York. Our mission is to make a positive impact in the communities we serve by providing personalized insurance solutions to our customers. As a second-generation agent, I have gained valuable insights and knowledge about the insurance industry from a young age. Our team is committed to educating and empowering our customers to make informed insurance decisions, whether it's auto, home, life, or retirement insurance. We strive to build lasting relationships with our customers and embody the "Good Neighbor" slogan made famous by State Farm. Our team members Marquell and Thea are passionate about helping people and are licensed to assist with various personal lines of insurance. We invite you to experience our services and give us a call for a quote today. Remember, at Jacob Czaja State Farm, we are here to guide you through the process and ensure you have the coverage that suits your specific requirements.
Michael Messuro - State Farm Insurance Agent
Michael Messuro - State Farm Insurance Agent is an insurance agency located at 9125 Main Street in Clarence, New York. Just West of Thompson Rd, Sheridan Dr and Main St Intersection, the agency offers personalized quotes for auto, home, life, health, condo, renters, and small business insurance. Michael Messuro and his experienced team, who have a combined 60 years of professional insurance experience, are dedicated to serving customers in Clarence, Williamsville, East Amherst, Akron, Alden, Lancaster, Lockport, Cheektowaga, and other surrounding areas. With a focus on customer needs and priorities, the agency aims to provide superior insurance and financial services to the community. Services offered include auto, home, life, condo, renters, and business insurance, serving areas such as West Seneca, Lackawanna, South Buffalo, Cheektowaga, Lancaster, Elma, Orchard Park, and the rest of the southtowns.
Dan Schmidt - State Farm Insurance Agent
Dan Schmidt - State Farm Insurance Agent is a reputable insurance agency located at 5838 South Transit Road, Lockport, New York, United States. Situated directly across from Tops Friendly Markets and between Applebee's and Kith and Kin, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in Lockport and surrounding areas such as Amherst, North Tonawanda, Getzville, and Clarence. The agency is led by Dan Schmidt, a Lockport native with deep roots in the community. Alongside his dedicated team, Dan is committed to building personal relationships with clients, helping them understand and manage the risks they face every day. With over 100 years of combined experience in the insurance industry, the agency provides exceptional customer service to individuals and families in Lockport and beyond.
Michele Proietti - State Farm Insurance Agent
Michele Proietti - State Farm Insurance Agent is a reputable insurance agency located at 3140 Sheridan Drive, Amherst, New York, United States. At this institution, online auto quotes are not available, so customers are encouraged to call or text during regular business hours for assistance. To celebrate Women's History Month, the agency is giving away a gift basket featuring products from women-owned businesses in Western New York. Michele Proietti, the local State Farm Agent, has over two decades of insurance experience and is dedicated to helping policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and beyond. The agency also has a second location in Williamsville. The team at Michele Proietti Agency is committed to providing personalized insurance solutions to protect customers' income and assets. They offer a range of insurance products including auto, life, homeowners, small business, and pet insurance. The agency's staff, including Alicia, Jasmine, and Lee Ann, are experienced professionals who are passionate about helping customers find the right coverage. State Farm insurance products are underwritten by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Additionally, deposit products are offered by U.S. Bank National Association, and credit card services are provided by U.S. Bank National Association under a license from Visa U.S.A. Inc. Customers are advised to consult with their State Farm agent regarding pre-existing conditions or any changes in their insurance policies. State Farm is not responsible for the content of third-party sites and recommends consulting a tax or legal advisor for personalized advice.
Scott Krevat - State Farm Insurance Agent
Scott Krevat - State Farm Insurance Agent is located at 4504 Main Street in Amherst, New York, United States. Situated between Bruegger's Bagels and Siena restaurants, across from the Sunoco Gas Station, our insurance agency is dedicated to keeping you and your loved ones protected. With a focus on auto insurance, we are here to help you navigate the roads safely as warm weather approaches in Western New York. Our experienced team offers a wide range of insurance services, including Homeowners Insurance, Life Insurance, Business Insurance, Commercial Insurance, and Pet Insurance. We also provide financial advising and reviews for our customers. Open Monday through Thursday from 9:00 am to 5:00 pm, and Fridays from 9:00 am to 4:00 pm, we also offer weekday evenings and Saturday mornings by appointment.
Strategic Consulting
Strategic Consulting, located at 115 Lawrence Bell Drive, Amherst, New York, United States, is a finance institution dedicated to helping individuals achieve financial freedom. With over 11 years of experience, our consultants customize solutions to meet your specific needs, whether you are looking for a loan or options to resolve credit card debt. Our goal is to assess your financial situation and connect you with solutions that fit your budget and goals. Our satisfied clients have praised our efficiency and hassle-free process. Strategic Consulting educates and empowers consumers to manage their debt effectively and reach financial wellness. Please note that for Minnesota users, we do not directly provide debt settlement services but act as an intermediary between debtors and entities offering such services. Contact us today to put yourself on the path to financial success!
Kathleen Clouden - State Farm Insurance Agent
Kathleen Clouden - State Farm Insurance Agent is a trusted insurance agency located at 3407 Delaware Avenue in Kenmore, New York. With over 40 years of experience in the insurance industry, Kathleen Clouden is dedicated to helping her neighbors in Western New York protect what matters most to them. As a State Farm agent, Kathleen offers a range of insurance services including car, motorcycle, home, renters, life, and business insurance. Her team of licensed professionals has a combined insurance experience of over 50 years, ensuring that customers receive expert advice and personalized service. In addition to providing insurance coverage, Kathleen Clouden is actively involved in giving back to the community. She supports local initiatives such as Ken-Ton Closet, Toys 4 Tots, and WNY Hero's Holiday Drive, showing her commitment to helping those in need. Kathleen and her team are passionate about serving the residents of Kenmore, Tonawanda, Amherst, and Buffalo, NY, and are always available to answer questions and offer support. Whether you're looking to review your current insurance policies or explore new coverage options, Kathleen Clouden - State Farm Insurance Agent is here to help. Contact them today for a free quote and discover the peace of mind that comes with having a trusted insurance partner on your side.
Jared
Jared is a renowned finance and jewelry store located at 1591 Niagara Falls Boulevard in Amherst, New York, United States. Offering a wide range of exquisite jewelry pieces and expert financial services, Jared is a one-stop destination for all your luxury needs. With a reputation for quality and exceptional customer service, Jared is a trusted institution for those seeking the perfect piece of jewelry or financial advice. Visit us today to experience the luxury and elegance that Jared has to offer.
Larsen Insurance Agency
Larsen Insurance Agency is a top-rated insurance agency located at 8665 Sheridan Drive in Williamsville, New York, serving clients in Buffalo, Amherst, Clarence, Tonawanda, and surrounding areas. With over 15 years of experience, Larsen Insurance Agency offers personalized service and competitive rates for all your insurance needs. Whether you're looking for auto, home, business, or life insurance, Larsen Insurance Agency has you covered. Their team of professionals, led by Tom Larsen, is dedicated to providing excellent customer service and finding the best insurance options for each individual client.
NT Able Agency Inc.
NT Able Agency Inc. is a professional insurance agency located at 1551 Erie Avenue in North Tonawanda, New York. We serve residents in all of Niagara and Erie County, including North Tonawanda, Amherst, and Niagara Falls. Our goal is to provide you with insurance coverage that meets your needs at a price you can afford. With relationships with multiple insurance carriers, we can research and compare plans and pricing to present you with options that align with your goals. We have strong relationships with dealerships and other insurance agents and brokers, who often refer their friends and customers to our office for their insurance needs. They trust that we will find the best price for a variety of coverage options, giving them the confidence to make well-informed decisions. NT Able Agency Inc. is proud to serve the Niagara and Erie County communities, offering expert insurance advice and personalized service. Contact us today at 716-695-0300 or email us at AbleAgency@aol.com for all your insurance needs.
Dan Hawrylczak - State Farm Insurance Agent
Welcome to Dan Hawrylczak - State Farm Insurance Agent located at 1335 Hertel Avenue in Buffalo, New York. Our insurance agency provides a wide range of insurance products including car insurance, home insurance, life and health insurance, pet insurance, business insurance, and more. While online auto quotes are not available at this time, we are here to assist you with all your insurance needs. Our office serves the entire state of New York, with a focus on areas such as Buffalo, Amherst, Tonawanda, Lancaster, and Erie County. We also cater to cities like Niagara Falls, Rochester, Dunkirk, Westfield, and more, extending our services to various counties in Western New York.
Joseph Parlato: Allstate Insurance
Joseph Parlato: Allstate Insurance is an established insurance agency located at 8770 Transit Road in East Amherst, New York. With a focus on providing top-notch insurance solutions, this institution offers a wide range of coverage options to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Joseph Parlato and his team are dedicated to helping you find the right policy to protect what matters most to you. With a commitment to excellent customer service and personalized attention, Joseph Parlato: Allstate Insurance is a trusted choice for all your insurance needs in the East Amherst area.
I-Evolve Technology Services -- VOIP Phones, Cloud Computing & Network Security
I-Evolve Technology Services is a leading provider of VOIP phones, cloud computing, and network security solutions. Located at 501 John James Audubon Parkway in Amherst, New York, our institution offers cutting-edge technology services to help businesses streamline their communication systems, enhance their data storage capabilities, and protect their networks from cyber threats. With a team of experienced professionals and a commitment to customer satisfaction, I-Evolve Technology Services is dedicated to helping businesses thrive in the digital age.
Axxcess Insurance Agencies
Axxcess Insurance Agencies is a reputable insurance agency located at 4550 North Bailey Avenue in Amherst, New York. With a commitment to providing exceptional service and comprehensive coverage options, Axxcess Insurance Agencies is dedicated to meeting the insurance needs of individuals and businesses in the United States. Whether you are looking for auto, home, life, or commercial insurance, the experienced team at Axxcess Insurance Agencies is here to help you find the perfect policy to protect what matters most to you. Contact us today to learn more about our personalized insurance solutions.
Brian Pawlik - State Farm Insurance Agent
Brian Pawlik - State Farm Insurance Agent is a trusted insurance agency located at 6265 Sheridan Drive in Williamsville, New York. As spring arrives in Upstate New York, it's time to tackle household tasks and ensure your assets are protected. Whether you need insurance for your home, car, boat, jewelry, or more, the Brian Pawlik State Farm Agency is here to help. We offer personalized insurance options tailored to your needs and budget, always acting in your best interests. Our team of experts will provide you with advice on getting the right protection at the right price, without any pressure or gimmicks. We prioritize integrity, honesty, and knowledge to earn your trust and business. At our agency, we value lifelong relationships with our customers and strive to provide excellent customer service. Our office hours are Monday through Friday, and we have a 24/7 Customer Response Center for your convenience. We serve customers in Williamsville, Amherst, East Amherst, Clarence, Lancaster, and throughout New York State. Whether you're a new driver looking for passenger safety tips or a homeowner seeking moisture resistance advice, we are here to help.
Nearby cities:
People also searched for:
- Tax Advisor in Amherst
- Financial Consulting in Amherst
- Financial Advisor in Amherst
- Tax Consultant in Amherst
- Tax Preparation Services in Amherst
- Personal Loan in Amherst
- Car Insurance Companies in Amherst
- Health Insurance Companies in Amherst
- Life Insurance Companies in Amherst
- Home Insurance Companies in Amherst
- Small Business Loan in Amherst
More Categories:
- Building Materials in Amherst
- Notary & Lawyer in Amherst
- Manicure & Pedicure in Amherst
- Sporting Goods in Amherst
- Auto Parts in Amherst
- Cafe & Coffee Shop & Pub in Amherst
- Hospital in Amherst
- Car Service in Amherst
- Cleaning Services in Amherst
- Children's Entertainment in Amherst
- Baby & Pregnancy Stores in Amherst
- Vacation House Rentals in Amherst
- Dentistry in Amherst
- School & Kindergarten in Amherst
- Clothing Store in Amherst
- Finance & Loans in Amherst
- Beauty Salon in Amherst
- Household Appliances in Amherst
- Theater & Cinema in Amherst
- Handyman Services in Amherst
- Jewelry in Amherst
- Public Pools & Water Park in Amherst
- Taxi & Freight Transport in Amherst
- Nightclub in Amherst
- Travel Agency in Amherst
- Pharmacy in Amherst
- Visa Support in Amherst
- Pawnshops in Amherst
- Audit & Consulting in Amherst
- Pets in Amherst
- Restaurant in Amherst
- Furniture in Amherst
- Grocery Store in Amherst
- Flower Store & Florist in Amherst
- Pizza & Sushi in Amherst
- Hotel & Motel & Hostel in Amherst
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos