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TOP 30 Estate planning consultants in Amherst, NY
13 results found
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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.
Kate Johnson Law
Kate Johnson Law is a reputable law firm located at 2140 Eggert Road in Amherst, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Kate Johnson Law is here to help. Our commitment to excellence and client satisfaction sets us apart as a leading law firm in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Cimasi Law Office
Cimasi Law Office is a reputable legal institution located at 66 Park Circle in Amherst, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, our knowledgeable attorneys are here to help. With a commitment to excellence and client satisfaction, Cimasi Law Office is a trusted choice for all your legal needs. Contact us today to schedule a consultation.
Rupp Law PLLC
Rupp Law PLLC is a reputable law firm located at 2140 Eggert Road in Amherst, New York. Our experienced team of attorneys is dedicated to providing high-quality legal services in a wide range of practice areas, including personal injury, family law, estate planning, and real estate law. We are committed to helping our clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. With a focus on personalized attention and effective communication, Rupp Law PLLC is here to advocate for your rights and interests. Contact us today to schedule a consultation.
The Augello Law Firm
The Augello Law Firm is a reputable legal institution located at 501 John James Audubon Parkway in Amherst, New York. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of representation. With a commitment to professionalism and integrity, The Augello Law Firm strives to achieve the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance for a business matter, The Augello Law Firm is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
The Morris Law Firm PC
The Morris Law Firm PC is a reputable legal institution located at 447 Amherst Street in Buffalo, New York. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch representation for our clients. With a track record of success and a commitment to personalized service, The Morris Law Firm PC is here to help you navigate the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
L&M Wealth Management
L&M Wealth Management is a leading financial institution located at 3820 Sheridan Drive in Amherst, New York, United States. Specializing in finance, L&M Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, L&M Wealth Management is dedicated to providing top-notch service and expert advice to help you succeed.
Larimer Law
Larimer Law is a reputable law firm located at 200 John James Audubon Parkway in Amherst, New York. With a team of experienced attorneys, Larimer Law specializes in various areas of law including family law, estate planning, real estate law, and business law. Our dedicated team is committed to providing personalized and effective legal solutions for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Larimer Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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.
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.
Denise Pacer - Financial Advisor, Ameriprise Financial Services, LLC
Denise Pacer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. Denise Pacer holds various certifications such as 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Denise Pacer is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients.
Kevin Donaghue - TIAA Wealth Management Advisor
Kevin Donaghue - TIAA Wealth Management Advisor is a trusted financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a Wealth Management Advisor, Kevin Donaghue provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, retirement planning, investment strategies, and estate planning, Kevin Donaghue is dedicated to providing expert guidance and support to clients in navigating the complexities of the financial world. Trust Kevin Donaghue - TIAA Wealth Management Advisor to help you make informed decisions and build a solid financial foundation for the future.
McCollum Christoferson Group, LLC
McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.
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