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TOP 30 Customized financial strategies in Batavia, NY
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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.
Edward Jones - Financial Advisor: Michael R Marsh
Edward Jones - Financial Advisor: Michael R Marsh is a trusted finance institution located at 7 Jackson Street, Batavia, New York, United States. As a dedicated financial advisor, Michael R Marsh provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Michael R Marsh is committed to guiding individuals towards financial success and security. Contact them today to schedule a consultation and take the first step towards a secure financial future.
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.
Merrill Lynch Financial Advisor Michael A Anderson
Merrill Lynch Financial Advisor Michael A Anderson is a finance institution located at 21 Masse Place, Batavia, New York, United States. With a focus on managing your wealth and understanding your financial goals, Michael Anderson can help create a personalized strategy tailored to your needs. By combining the investment insights of Merrill and the banking solutions of Bank of America, he offers a comprehensive approach to wealth management. Michael Anderson is committed to giving back to the community and volunteers with local organizations. With the support of the global resources of Merrill, his team is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis, a personalized plan can be developed to help you achieve your financial goals.
Lawley
Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.
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