TOP 10 Customized financial strategies in Buffalo, New York

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.

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.

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.

Merrill Lynch Financial Advisor Faraaz Mohammed Ali, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Faraaz can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Faraaz demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Faraaz can help you create a personalized plan focused on achieving what matters most to you. By understanding your investment personality and goals, Faraaz can customize a financial approach to help you pursue your aspirations and manage investment risk. With a focus on building a long-term relationship, Faraaz aims to help you stay on track to achieve your financial objectives as your life and goals evolve. Whether you are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Faraaz can work with you to develop a comprehensive approach designed to address your financial needs. As a Merrill Lynch Wealth Management Advisor, Faraaz Mohammed Ali is dedicated to helping you reach your financial goals through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Emily Kuch, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Emily works to create flexible plans that adapt to changing market conditions. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving her clients and understanding their unique needs. Through the Merrill Personal Wealth Analysis™, Emily helps clients build personalized plans centered on their aspirations and priorities. With a focus on family, goals, and priorities, she aims to help clients pursue their financial objectives and navigate life's changes. By listening to clients and understanding their investing preferences through the Investment Personality Assessment, Emily can customize financial approaches to align with what matters most to each individual. Through ongoing conversations and regular reviews, she helps clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. With a mission to understand each client personally and design plans that reflect their personality and priorities, Emily works to turn aspirations into reality and provide guidance to help manage investment risk. By offering dedicated one-on-one relationships and comprehensive financial solutions, Emily and the Merrill Lynch team prioritize clients' needs and provide insights, tips, and strategies to help them live their best financial lives.

Merrill Lynch Financial Advisor Jennifer R Runfola is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, CFP®, CRPC™, CPFA, leads the team with his expertise in individual wealth management and retirement planning. At Merrill Lynch, the financial advisors focus on building strong client relationships based on trust and personalized service. The team uses a disciplined planning process to understand each client's unique concerns and goals, such as retirement planning, education funding, and wealth transfer. By getting to know each client, their priorities, and goals, the team can help address financial challenges and opportunities.

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 Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.

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.

Next Financial is a leading financial institution located at 4043 Maple Road in Buffalo, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning, investment management, and wealth building strategies. With a focus on customer service and a commitment to excellence, Next Financial is your trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure a brighter financial future.

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.

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.

Merrill Lynch Financial Advisor David J. Siwiec, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that values teamwork and involvement in building strong relationships with clients. The team at DBSR & Associates, including advisors and wealth management client associates, provides access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, offering personalized strategies to help you achieve your financial goals. By prioritizing your personal aspirations and goals, the team works with you to develop a tailored financial plan that considers your future needs and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to create a customized approach. The team is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. With a focus on exemplary client service, Merrill Lynch advisors have received recognition from financial industry publications. Let Merrill Lynch Financial Advisor David J. Siwiec help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals.

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.

Merrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.

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 Graziano Spagnolo, located at 50 Fountain Plaza in Buffalo, New York, offers personalized financial advice and guidance to help you achieve your goals. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has received accolades from Forbes and Barron's for their wealth management expertise. By understanding your unique financial situation and goals, the team can create a customized wealth management strategy tailored to your needs. Through the Merrill Personal Wealth Analysis™, they can help you document and track your progress towards achieving your goals. With a focus on ongoing communication and adjustments to your financial approach as needed, the team is dedicated to helping you navigate life's changes and market fluctuations. Let Merrill Lynch Financial Advisor Graziano Spagnolo be your primary source for financial advice and guidance, and work with you to achieve your financial goals.

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.

Merrill Lynch Financial Advisor Matthew E. Ryan is located at 50 Fountain Plaza, Buffalo, New York, United States. Specializing in finance, DBSR & Associates believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at DBSR & Associates works together to offer a personalized strategy that prioritizes your goals and puts you at the center of the planning process. They can assist with a variety of financial needs, such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the long term.

Merrill Lynch Financial Advisor Mike Kurek is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They believe in helping clients achieve their financial goals by understanding their priorities and needs, and providing customized investment strategies. The institution offers a range of services, including personalized financial planning, wealth management, and investment advice. Their advisors are certified by reputable organizations such as the CFP Board and offer the latest investment insights and strategies to help clients live their best financial life. Investing involves risk, but their team is dedicated to helping clients navigate the complexities of finance and stay on track to achieve their goals.

Merrill Lynch Financial Advisor Samuel E Cappiello, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Cappiello can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and understanding their needs. Through the Merrill Personal Wealth Analysis™, Samuel can create a personalized plan centered on your aspirations and priorities, adjusting it as your life and goals evolve. As a Merrill Lynch Wealth Management Advisor, he focuses on building long-term relationships with clients, helping them pursue their financial objectives through thoughtful planning and strategic investment decisions. By getting to know you personally and understanding your unique financial situation, Samuel Cappiello can design a customized approach to help you achieve your goals while managing investment risk. With a dedication to putting clients first and providing comprehensive financial solutions, Samuel Cappiello is committed to helping you live your best financial life.

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.

Carl Edward Nagel - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Carl Edward Nagel - UBS Financial Services Inc. is comprised of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carl Edward Nagel - UBS Financial Services Inc. is here to help you every step of the way.

Merrill Lynch Financial Advisor Chris A. Sebastian, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized wealth management services. The Sebastian, Awner, Houlding, Spagnolo Group believes in building strong client relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has been featured in various financial industry publications such as Forbes and Barron's. With a goals-based wealth management approach, the team focuses on putting clients at the center of the wealth management process, helping them identify and prioritize personal goals. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to develop a customized financial approach aligned with their goals. With access to the resources of Merrill and Bank of America, the team can assist clients in navigating life's changes and complexities, helping them stay on track to achieve their financial goals. Whether you're planning for retirement, funding education, or preserving wealth, the team at Merrill Lynch Financial Advisor Chris A. Sebastian is dedicated to providing the guidance and diligence needed at every step of the financial planning process.

Amanda Marshall - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Amanda Marshall - UBS Financial Services Inc. is dedicated to providing personalized financial solutions and expert advice to help clients achieve their financial goals.

needs, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.

Merrill Lynch Financial Advisor Lucas Mann, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage and grow their wealth through personalized strategies tailored to their unique goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lucas Mann focuses on building long-term relationships with clients, providing personalized financial plans that adapt to changing market conditions and individual needs. By understanding each client's aspirations and concerns, Lucas Mann aims to help them pursue their financial goals with confidence and clarity. As a Chartered Retirement Planning Counselor™, Lucas Mann is equipped to guide clients through the complexities of financial planning, offering insights and strategies to help them achieve their desired outcomes. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Lucas Mann is committed to helping clients navigate the challenges and opportunities of wealth management. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Lucas Mann strives to empower clients to make informed decisions and pursue their financial aspirations with a sense of purpose and confidence.

Allaire Financial Strategies is a reputable finance institution located at 22 Wainwright Road in Buffalo, New York, United States. Our dedicated team of financial experts is committed to providing personalized strategies and solutions to help individuals and businesses achieve their financial goals. With a focus on customer satisfaction and long-term success, Allaire Financial Strategies offers a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Trust us to guide you towards a secure financial future.

Davis Financial is a finance institution located at 435 Creekside Drive in Buffalo, New York, United States. Our team of expert financial advisors will work with you to develop a customized financial program that suits your objectives and goals. We offer a range of products and services to help you execute a sound financial plan. Davis Financial is proud to be recognized as one of the Best Financial Advisors in Buffalo, New York in 2019. Securities and Advisory Services are offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Please note that Davis Financial and Cadaret Grant & Co., Inc. are separate entities. Check the background of our investment professionals to learn more about our trusted team.