The 30 Best Family office consulting in New City, New York
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The Marshall / Malcolm Group - UBS Financial Services Inc.
The Marshall / Malcolm Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.
Kreiner Financial Group - UBS Financial Services Inc.
Kreiner Financial Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Kreiner Financial Group is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kreiner Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
The DeLuke Tamasy Group - Morgan Stanley
The DeLuke Tamasy Group at Morgan Stanley is a finance institution located at 50 Fountain Plaza in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Bryan Richard Mackey
Merrill Lynch Financial Advisor Bryan Richard Mackey is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Through conversations, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the support of Merrill's global resources, we offer personalized financial approaches tailored to your needs. Our mission is to understand you, your goals, and what matters most to you, helping you design and implement a personalized plan to achieve financial success. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your life and goals change, we update your financial approach to reflect these changes. Let us work together to help you achieve your financial goals and live your best financial life.
Daniel W. Meyer - Wilmington Advisors @ M&T
Daniel W. Meyer - Wilmington Advisors @ M&T is a finance institution located at 285 Delaware Avenue in Buffalo, New York, United States. Specializing in financial advisory services, the team at Daniel W. Meyer - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world. With a focus on personalized service and tailored solutions, they strive to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Daniel W. Meyer - Wilmington Advisors @ M&T are here to assist you every step of the way.
Merrill Lynch Financial Advisor Samuel E Cappiello
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.
J C Miano Investment Advisory
J C Miano Investment Advisory is a reputable finance institution located at 258 Genesee Street in Utica, New York, United States. With a team of experienced professionals, we offer expert investment advice and guidance to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust J C Miano Investment Advisory to provide you with the expertise and support you need to navigate the complexities of the financial market.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 8770 Transit Road, East Amherst, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers initial consultations to discuss financial planning concepts, but does not provide written analysis or recommendations. While future financial results cannot be guaranteed, Ameriprise Financial aims to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are appreciated and will be contacted promptly. Feel free to inform your friends or family members that Ameriprise Financial will be reaching out to assist them.
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc.
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is a premier finance institution located in Buffalo, New York. With a prime location at 250 Delaware Avenue, this institution offers top-notch wealth management services to clients looking to grow and protect their assets. Specializing in personalized financial strategies, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, clients can trust that their investments are in good hands. Whether you are looking to plan for retirement, save for your children's education, or simply grow your wealth, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
Carroll Financial Services Inc
Carroll Financial Services Inc is a reputable finance institution located at 1400 Sweet Home Road in Buffalo, New York, United States. With a team of experienced professionals, Carroll Financial Services Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Carroll Financial Services Inc is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
Caitlin M. Kahabka - Wilmington Advisors @ M&T
Caitlin M. Kahabka - Wilmington Advisors @ M&T is a finance institution located at 285 Delaware Avenue in Buffalo, New York, United States. Our team of experienced advisors provides personalized financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our knowledgeable team is here to provide expert guidance and support. Trust Caitlin M. Kahabka - Wilmington Advisors @ M&T to help you navigate the complexities of the financial world and secure a prosperous future.
Jonathan Moyer - TIAA Wealth Management Advisor
Jonathan Moyer - TIAA Wealth Management Advisor is a premier financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Jonathan Moyer provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity, expertise, and personalized service, Jonathan Moyer - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to build and preserve wealth.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to delivering exceptional service and expertise 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.
Aimee L. Qualiana - Wilmington Advisors @ M&T
Aimee L. Qualiana - Wilmington Advisors @ M&T is a finance institution located at 5737 South Transit Road in Lockport, New York, United States. Specializing in providing expert financial advice and services, the team at Wilmington Advisors helps clients navigate the complexities of investments, wealth management, and financial planning. With a focus on personalized solutions and exceptional customer service, Aimee L. Qualiana and her team are dedicated to helping clients achieve their financial goals and secure their financial future.
Moors & Cabot
Moors & Cabot is a reputable finance institution located at 744 Davison Road in Lockport, New York. With a history of providing top-notch financial services to clients, Moors & Cabot offers a wide range of investment solutions and wealth management services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or asset management, Moors & Cabot is committed to providing personalized solutions tailored to your individual needs. Visit their office in Lockport today to learn more about how they can help you reach your financial goals.
Angelika Welsh - Wilmington Advisors @ M&T
Angelika Welsh - Wilmington Advisors @ M&T is a reputable finance institution located at 3637 Delaware Avenue in Kenmore, New York, United States. With a team of experienced advisors, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Angelika Welsh - Wilmington Advisors @ M&T is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellent service to secure your financial future.
Richard Brewer - TIAA Wealth Management Advisor
Richard Brewer - TIAA Wealth Management Advisor is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a focus on providing personalized wealth management services, Richard Brewer and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Richard Brewer - TIAA Wealth Management Advisor offers expert advice and guidance to help you make informed decisions. Trust in their expertise and experience to help you navigate the complexities of the financial world and build a solid financial foundation for yourself and your loved ones.
Tucker-Haskins & Associates
Tucker-Haskins & Associates is a reputable finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Tucker-Haskins & Associates is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
Angel Palacios - Financial Advisor, Ameriprise Financial Services, LLC
Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.
Joseph P. Loschiavo - Wilmington Advisors @ M&T
Joseph P. Loschiavo - Wilmington Advisors @ M&T is a renowned finance institution located at 10 Slade Avenue in West Seneca, New York, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph P. Loschiavo - Wilmington Advisors @ M&T is dedicated to providing expert guidance and support every step of the way. Visit their office today to start planning for a brighter financial future.
Louis Licata - Morgan Stanley
Louis Licata - Morgan Stanley is a renowned finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong reputation for excellence in financial services, Louis Licata - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Louis Licata - Morgan Stanley is committed to providing top-notch service and support every step of the way.
Winterhalter Wealth Management
Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.
Hightower Lakewater
Hightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.
Plail Wealth Management
Plail Wealth Management is a reputable finance institution located at 434 Delaware Avenue in Buffalo, New York, United States. With a team of experienced financial experts, Plail Wealth Management offers a wide range of services including investment management, financial planning, retirement planning, and wealth preservation strategies. Clients can trust in Plail Wealth Management's commitment to providing personalized solutions to help them achieve their financial goals and secure their financial future.
Sandhill Investment Management
Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.
Patrick Signor - RBC Wealth Management Financial Advisor
Patrick Signor - RBC Wealth Management Financial Advisor is a reputable financial institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a trusted advisor, Patrick Signor offers expert financial guidance and personalized wealth management services to clients seeking to achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Patrick Signor helps clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, investing for the future, or managing your wealth, Patrick Signor is dedicated to providing tailored solutions to meet your unique needs.
Nicholas Zinter - RBC Wealth Management Financial Advisor
Nicholas Zinter - RBC Wealth Management Financial Advisor is a trusted financial institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a dedicated financial advisor, Nicholas Zinter provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Nicholas Zinter and his team strive to help clients make informed decisions about their investments and financial planning. Trust Nicholas Zinter - RBC Wealth Management Financial Advisor to provide comprehensive financial solutions tailored to meet your individual needs.
Scott McBride - Wilmington Advisors @ M&T
Scott McBride - Wilmington Advisors @ M&T is a finance institution located at 5225 Transit Road in Williamsville, New York, United States. Specializing in providing expert financial advice and services, the professionals at this institution work closely with clients to help them achieve their financial goals. With a strong focus on personalized solutions and strategic planning, Scott McBride - Wilmington Advisors @ M&T is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
Noble Wealth Partners
Noble Wealth Partners is a leading finance institution located at 434 Delaware Avenue in Buffalo, New York, United States. With a focus on providing tailored financial solutions to meet the unique needs of each client, our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Noble Wealth Partners is committed to providing expert guidance and personalized service to help you secure a prosperous financial future. Contact us today to schedule a consultation and start building your wealth with confidence.
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