Customized wealth management in Buffalo, New York

Five Star Bank is a premier financial institution located at 40-50 Fountain Plaza in Buffalo, New York. As a trusted bank offering a wide range of financial services, Five Star Bank is committed to providing top-notch customer service and innovative banking solutions. With a focus on excellence, integrity, and community involvement, Five Star Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Five Star Bank is here to provide you with five-star service every step of the way.

Welcome to Lake Shore Savings Bank, your trusted partner in banking and finance located at 3438 Delaware Avenue, Buffalo, New York. At Lake Shore Savings Bank, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. Our dedicated team of professionals is here to assist you with a wide range of banking solutions, from personal checking and savings accounts to business loans and mortgages. We pride ourselves on delivering personalized customer service and maintaining the highest standards of integrity and security. Whether you're planning for the future, managing day-to-day finances, or looking to invest, Lake Shore Savings Bank is here to support you every step of the way. Visit us today and experience the difference of a community-focused bank that truly cares about your financial well-being.

Welcome to Five Star Bank, your trusted partner in finance located at 5491 Sheridan Drive, Buffalo, New York. As a leading financial institution in the community, we are committed to offering personalized banking solutions tailored to meet your unique needs. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Five Star Bank, we pride ourselves on providing exceptional customer service and innovative financial products designed to help you achieve your financial goals. Visit us today and experience the difference of banking with a five-star establishment.

Welcome to the Bank of America Financial Center at 10 Fountain Plaza, Buffalo, New York. Conveniently located in the heart of downtown Buffalo, our center is dedicated to providing exceptional banking and financial services to meet all your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced team is here to assist you every step of the way. We offer a comprehensive range of services, including checking and savings accounts, credit cards, mortgages, investment guidance, and more. Visit us today and experience the commitment to customer service and financial expertise that makes Bank of America a trusted name in banking. Your financial well-being is our priority, and we are here to help you achieve your goals.

Welcome to KeyBank, your trusted financial partner conveniently located at 274 Elmwood Avenue, Buffalo, New York 14222. As a leading bank and financial service provider, we are committed to delivering exceptional banking solutions tailored to meet your personal and business needs. Whether you’re managing everyday finances, planning for the future, or seeking expert financial advice, our team is here to support you every step of the way. At KeyBank, we offer a comprehensive range of services, including personal and business banking, loans, investments, and wealth management. Our state-of-the-art ATMs provide easy access to your accounts, allowing you to perform transactions quickly and efficiently. We pride ourselves on our customer-focused approach, ensuring a seamless banking experience with every visit.

Welcome to Citizens at 6 Fountain Plaza, Buffalo, New York! Conveniently located in the heart of Buffalo, our branch offers a comprehensive range of financial services to meet your needs. Whether you're looking to manage your personal finances, explore business banking solutions, or simply need access to an ATM, our dedicated team is here to assist you. At Citizens, we are committed to providing exceptional service and personalized financial solutions. Our experienced staff is ready to help you with everything from opening a new account and applying for loans to planning your financial future. We understand the importance of reliable banking services, which is why we offer secure, user-friendly online and mobile banking options, allowing you to manage your finances anytime, anywhere.

Welcome to Evans Bank at Westminster Commons, your trusted partner in financial services, conveniently located at 419 Monroe Street, Buffalo, New York 14212. As a proud member of the Buffalo community, we are committed to providing personalized banking solutions designed to meet the unique needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Evans Bank, we prioritize building long-lasting relationships with our clients by offering a wide range of financial products and services tailored to both individuals and businesses. Our commitment to excellent customer service ensures that you receive the attention and support you deserve. Visit us today at Westminster Commons and discover how we can help you achieve your financial goals with confidence and ease. Experience the difference of community-focused banking with Evans Bank.

Welcome to KeyBank, your trusted partner in banking and financial services, conveniently located at 4239 North Buffalo Street, Orchard Park, New York. Serving the vibrant community of Orchard Park, we are committed to providing exceptional financial solutions tailored to your needs. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, KeyBank offers a comprehensive range of services designed to make your banking experience seamless and efficient. Our friendly and knowledgeable staff is here to assist you with personalized financial advice, ensuring you have the tools and resources to manage your finances effectively. At KeyBank, we understand the importance of convenience, which is why we offer state-of-the-art ATM facilities and digital banking options, allowing you to access your accounts anytime, anywhere.

Welcome to M&T Bank, your trusted financial partner located conveniently at 1580 Hertel Avenue, Buffalo, New York 14216. Our Hertel Parkside branch is here to serve all your banking needs in the Buffalo area. Whether you're looking to open a checking or savings account, apply for a mortgage, home equity line of credit, or auto loan, or find the perfect credit card, our team of personal bankers is ready to assist you. We are committed to providing personalized guidance, answering your questions, and helping you secure the best terms and rates. For business clients, M&T Bank offers comprehensive commercial and small business solutions. Our Business Banking Specialists are equipped to help you start, expand, or manage your business finances with tailored products and services designed to meet your unique needs.

Welcome to KeyBank, your trusted partner in banking and financial services, conveniently located at 1017 Broadway, Buffalo, New York 14212. As a leading financial institution, we are committed to providing our community with a comprehensive range of services tailored to meet your banking needs. Whether you're looking to open a new account, explore loan options, or simply withdraw cash from our easily accessible ATM, our friendly and knowledgeable staff is here to assist you every step of the way. At KeyBank, we pride ourselves on delivering exceptional customer service and innovative financial solutions that empower you to achieve your financial goals. Visit us today to experience personalized banking in the heart of Buffalo.

Welcome to KeyBank, your trusted partner in banking and financial services, conveniently located at 2157 Seneca Street, Buffalo, New York. At KeyBank, we are committed to providing our community with a wide range of financial solutions tailored to meet your personal and business needs. Whether you're looking to manage your daily banking transactions, access a reliable ATM, or explore comprehensive financial planning and investment options, our team of dedicated professionals is here to assist you. We pride ourselves on delivering exceptional customer service and innovative financial products to help you achieve your financial goals. Visit us today and experience the KeyBank difference.

Welcome to Met Life Resources, your trusted partner in financial planning and investment management, conveniently located at 6265 Sheridan Drive, Buffalo, New York. At Met Life Resources, we are dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. Our team of experienced professionals offers a wide range of services, including retirement planning, wealth management, insurance solutions, and investment strategies tailored to meet your unique needs. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Whether you are planning for retirement, securing your family's future, or growing your investments, Met Life Resources is here to guide you every step of the way. Visit us today to discover how we can help you create a secure and prosperous financial future.

Welcome to KeyBank, your trusted partner in financial services located conveniently at 2421 Main Street, Buffalo, New York 14214. As a leading bank and financial institution, we are committed to providing exceptional service and comprehensive financial solutions to meet your personal and business needs. At KeyBank, we offer a wide range of services including personal banking, business banking, wealth management, and more. Whether you're looking to open a checking or savings account, secure a loan, or plan for your financial future, our knowledgeable team is here to assist you every step of the way.

Welcome to KeyBank, your trusted financial partner conveniently located at 250 Delaware Avenue, Buffalo, New York 14202. As a leading provider in banking and financial services, KeyBank is committed to helping you achieve your financial goals. Whether you're looking to manage your daily transactions, seek advice on financial planning, or access personalized banking solutions, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art ATM services offer easy and secure access to your funds anytime you need. Visit us today to experience exceptional customer service and a wide range of financial products tailored to meet your needs. At KeyBank, your financial success is our priority.

Northwest Bank is a trusted financial institution located at 4435 Transit Road in Buffalo, New York, United States. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access and a commitment to customer service, Northwest Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit Northwest Bank today to experience personalized banking solutions tailored to meet your needs.

Welcome to Citizens Bank ATM at 6 Fountain Plaza, Buffalo, New York 14202. As a trusted financial partner, we are committed to helping you manage and grow your finances at every stage of life. Our ATM is designed to offer you convenient access to your accounts, whether you're withdrawing cash or checking your balance. At Citizens, we believe in providing financial solutions that align with your goals. From college funding options that simplify your education financing to Citizens FastLine® for a quick and easy Home Equity Line of Credit, we offer a range of services to support your financial journey. Our innovative Round Ups‡ program helps you save effortlessly by rounding up your debit card purchases to the nearest dollar and transferring the difference to your savings.

Welcome to M&T Bank, your trusted financial partner located in the heart of Buffalo, New York. Situated at the address Buffalo, NY 14203, we are proud to serve our community with a comprehensive range of banking and financial services tailored to meet your unique needs. At M&T Bank, we are committed to providing exceptional customer service and financial solutions that help individuals, families, and businesses achieve their financial goals. Whether you are looking to open a personal checking account, secure a mortgage, or manage your investments, our team of experienced professionals is here to guide you every step of the way.

Located on Main Street in Buffalo, New York, O'Bannon & Davis is a trusted insurance agency dedicated to helping clients navigate the uncertainties of life. Whether you are planning for the future, retirement, or simply looking for the best way to protect your assets, our team of experienced professionals is here to provide personalized service tailored to your unique needs. At O'Bannon & Davis, we understand that one size does not fit all when it comes to financial planning. That's why we take the time to get to know each client and their individual goals, creating customized solutions that will help them achieve their dreams. If you're tired of generic advice and cookie-cutter solutions, let us show you the difference that personalized service can make.

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.

Meredith S. Beck-Joslyn, PhD is a reputable doctor located at 1207 Delaware Avenue in Buffalo, New York. Dr. Beck-Joslyn specializes in health-related issues and provides expert care and treatment to her patients. With a wealth of knowledge and experience, she is dedicated to helping individuals improve their overall well-being and achieve optimal health. Patients can trust in Dr. Beck-Joslyn's expertise and compassionate approach to healthcare.

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.

Thomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure 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.

Sage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.