TOP 30 Family office management in Williamsville, New York

37 results found

The Law Office of Richard W. Cole is a reputable legal institution located in Williamsville, New York. Specializing in various areas of law, including personal injury, real estate, and estate planning, Richard W. Cole is a skilled and experienced lawyer dedicated to providing top-notch legal services to his clients. With a commitment to professionalism and integrity, the Law Office of Richard W. Cole is known for its personalized approach and successful track record in handling a wide range of legal matters. Located at 17 Beresford Court, this law office is a trusted resource for individuals seeking expert legal representation in the Williamsville area.

The Law Office of David P. Marcus, PLLC, located at 8416 Main Street in Williamsville, New York, is led by Dave Marcus, a highly experienced and passionate attorney with over 30 years of practice in the Buffalo area. Dave, a magna cum laude law graduate, is dedicated to using the power of the law to improve the lives of his clients. As a New York State Super Lawyer since 2007, Dave has a proven track record of securing life-changing results for his clients. At The Law Office of Dave P. Marcus, PLLC, clients can expect smart, strategic counsel and aggressive advocacy in a wide array of litigation matters, including personal injury, insurance coverage, commercial disputes, and more. Dave's commitment to achieving effective results has earned him recognition in Best Lawyers in America and New York's Best Lawyers, as well as the prestigious title of New York State Super Lawyer.

NorthCape Wealth Management is a leading financial institution located at 6565 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, NorthCape Wealth Management is committed to helping you achieve financial success. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.

WNY Asset Management is a finance and insurance agency located at 6500 Sheridan Drive in Williamsville, New York, United States. At WNY Asset Management, we believe in the power of dreams and want to help you plan for the future while enjoying the journey. Since 1994, we have been helping our clients achieve their financial goals through personalized financial planning advice. Our team at WNY Asset Management is dedicated to helping you build and preserve your wealth so that you can live the life you've always dreamed of. Contact us at (716) 626-0060 or info@wnyasset.com to learn more about how we can help you reach your financial goals.

Russell Wealth Management is a finance institution located at 6790 Main Street in Williamsville, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Rampart Wealth Management is a leading finance institution located at 2805 Wehrle Drive in Williamsville, New York. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Rampart Wealth Management is committed to providing the highest level of service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.

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 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 Krevat - State Farm Insurance Agent is located at 4504 Main Street in Amherst, New York, United States. Situated between Bruegger's Bagels and Siena restaurants, across from the Sunoco Gas Station, our insurance agency is dedicated to keeping you and your loved ones protected. With a focus on auto insurance, we are here to help you navigate the roads safely as warm weather approaches in Western New York. Our experienced team offers a wide range of insurance services, including Homeowners Insurance, Life Insurance, Business Insurance, Commercial Insurance, and Pet Insurance. We also provide financial advising and reviews for our customers. Open Monday through Thursday from 9:00 am to 5:00 pm, and Fridays from 9:00 am to 4:00 pm, we also offer weekday evenings and Saturday mornings by appointment.

Stellar Dental Care is a premier dental institution located at 7500 Transit Road in Williamsville, New York, United States. Specializing in family and cosmetic dental care, our team is dedicated to providing the highest quality oral health services with a personalized touch. With a commitment to innovation and patient comfort, we strive to create confident smiles that shine. Visit any of our 5 locations in Western New York for the best dental care in the area. Trust Stellar Dental Care for all your dental needs - where your smile is our top priority. Our website is designed by Liz Bucher Digital and managed by StandOut Marketing.

Medical Health Associates of Western New York is a leading pediatric collective located at 8205 Main Street in Williamsville, New York. Our dedicated team of doctors, nurses, and staff are committed to providing high-quality care for your child's medical needs. With a common vision and values, each of our practicing locations operates independently to ensure personalized and attentive care for every patient. We offer seamless and secure online resources through our patient portal, allowing you to easily connect with your physician and access important information whenever you need it. Our innovative use of technology helps improve your patient experience both in the office and at home.

Theresa Rush is a reputable doctor's office located at 2240 North Forest Road in Williamsville, New York, United States. Specializing in providing top-notch healthcare services, Theresa Rush offers personalized care and treatment for patients of all ages. The experienced medical team at this institution is dedicated to promoting health and wellness, and strives to create a comfortable and welcoming environment for all patients. Whether you are in need of routine check-ups, medical consultations, or specialized treatments, Theresa Rush is committed to providing exceptional care to help you achieve optimal health.

Gold Crown Services LLC is a trusted finance institution located at 340 Harris Hill Road in Williamsville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and attention to detail, Gold Crown Services LLC is committed to helping you secure a prosperous financial future.

Morris & Bray is a law firm located at 1299 Union Road in West Seneca, New York. The institution offers legal services and is home to several attorneys specializing in various fields of law. Some of the attorneys at Morris & Bray include Stacy L. Bechakas, Stephen N. Bray, Doreen E. Letty, J. Michael Kelleher, Kevin Hourihan, Gary A. Joseph, Carolyn E. Leed, Jeffrey C. Magavern, Christopher J. Mikienis, Neil A. Pawlowski, Brandon W. Piasecki, Christopher J. Tyrpak, David C. Weir, Joseph H. Shaw, Jennifer L. Burke, Teresa A. Hill, Alfonso Marra Bax, Cheryl L. Stein, Darren M. Swetz, Melissa A. Tocha, and more. The institution also has additional offices in various locations such as Williamsville, Buffalo, Ellicottville, and Rochester. The attorneys at Morris & Bray provide a range of legal services to clients in the area.

The Cormier Briggs Group is a finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to help. With a focus on personalized service and tailored financial solutions, The Cormier Briggs Group is dedicated to helping our clients secure their financial future.

Tyrpak Wealth Strategies is a reputable finance and insurance agency located at 6622 Main Street in Williamsville, New York, United States. With a team of experienced professionals, we offer comprehensive wealth management services to help clients achieve their financial goals. From retirement planning to investment strategies, we provide personalized solutions to meet the unique needs of each individual or business. Trust Tyrpak Wealth Strategies to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Patrick J Buettner is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. With over 30 years of experience in the financial services industry, Patrick J. Buettner focuses on developing strategies and advice for individuals, families, and businesses to help them achieve their short and long-term financial goals. He is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the Williamsville, NY office. Patrick holds a degree in Finance from Canisius College and has an AAMS designation from the College for Financial Planning Institutes Corp. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies. Patrick is dedicated to building strong client relationships based on trust and personalized service, and believes in the importance of community involvement. By listening to his clients and understanding their goals and priorities, Patrick creates personalized financial plans to help them achieve financial success. With access to the resources of Merrill and Bank of America, he offers advice and guidance based on individual needs and market conditions, helping clients stay on track to reach their financial goals. Let Merrill Lynch Financial Advisor Patrick J Buettner help you achieve your financial objectives and secure your financial future.

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.

Gregory Oguich is a Financial Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Gregory 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 Gregory's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Gregory is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuous education, Gregory Oguich is committed to helping clients achieve their financial goals.

The Cisco Signor Group is a prominent finance institution located at 6225 Sheridan Drive in Williamsville, New York. With a strong presence in the financial industry, The Cisco Signor Group offers a wide range of financial services to its clients. Whether you are looking for investment advice, wealth management, or financial planning, the experienced professionals at The Cisco Signor Group are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Robert S Jellinick, located at 6245 Sheridan Drive in Williamsville, New York, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial approach tailored to your needs. Through conversations and the Investment Personality Assessment, they aim to customize a plan that helps you pursue your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to address your financial needs and help you manage, grow, and preserve your wealth. By regularly reviewing your goals and financial approach, they strive to keep you on track to achieve what matters most to you. The advisors at Merrill Lynch put you first, offering personalized investment strategies and comprehensive financial solutions to help you live your best financial life. With certifications including CPWA® and CRPC™, they provide expert guidance to help you navigate the complexities of investing and financial planning. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning, tailored to meet your individual needs and goals.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Wells Fargo Advisors is a leading financial institution located at 6390 Main Street in Williamsville, New York, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Wells Fargo Advisors is committed to providing personalized solutions tailored to your individual needs. Visit them today to start your journey towards financial success.

LXR Travel LLC is a travel agency located at 5651 Main Street, Williamsville, New York, United States. We pride ourselves on enhancing the digital world with personalized service from door-to-door and beyond. Our mission is to empower and help our travelers find their passions in order to achieve the best Return on Life®. What sets us apart from others in the industry is our dedicated team of travel experts who prioritize safety, well-being, and building strong relationships with our clients. Each trip is carefully planned and executed to ensure maximum traveler satisfaction. We provide VIP service without the VIP price, ensuring that every traveler feels valued and supported throughout their journey.

Welcome to dB Hearing Health & Medspa Timeless Solutions, where we are dedicated to providing a full spectrum of hearing services to patients of all ages. Located in Orchard Park, NY, we proudly serve the communities of Williamsville, Rochester, Penfield, Snyder, Amherst, Harris Hill, Cleveland Hill, Bowmansville, Buffalo, Cheektowaga, Getzville, and other surrounding cities in Erie County.Our Mission:At dB Hearing Health & Medspa Timeless Solutions, we believe that treating hearing loss is not just about improving your ears; it's about enhancing your overall quality of life. From understanding your loved ones better to enjoying social gatherings again, improved hearing can positively impact many areas of your life. This is why Dawn L. Bowerman, our dedicated New York State Licensed Hearing Aid Dispenser and Practice Owner, is passionate about what she does. Dawn understands the importance of hearing in leading a healthy and happy life, and she looks forward to helping you experience the beauty of a “World Full of Sound.”Why Choose Us:- Comprehensive Hearing Services: We offer a range of services including hearing aid fitting, hearing batteries, hearing evaluations, and hearing tests. - State-of-the-Art Tools: Our advanced hearing assessment tools help us determine your unique hearing profile, allowing for a personalized healthcare plan. - Wide Variety of Hearing Aids: We partner with leading manufacturers globally, offering a wide variety of options, features, styles, brands, and budgets to find the best match for you.

dB Hearing Health & Medspa Timeless Solutions: Your Comprehensive Hearing Care Experts Located at 2801 Wehrle Dr Suite 3, Williamsville, NY 14221, United States, dB Hearing Health & Medspa Timeless Solutions is dedicated to enhancing your quality of life through a full spectrum of hearing services. Whether you need a hearing aid fitting, hearing batteries, a comprehensive hearing evaluation, or a detailed hearing test, we are here to serve patients of all ages across Williamsville, Rochester, Penfield, Snyder, Amherst, Harris Hill, Cleveland Hill, Bowmansville, Buffalo, Cheektowaga, Getzville, and other surrounding cities in Erie County.

Welcome to Brian Parisi Copier Systems Inc, your premier technology partner located at 8316 Main Street, Williamsville, New York. As a locally owned and operated store, we pride ourselves on being experienced, knowledgeable, professional, and responsible, offering state-of-the-art business solutions tailored to your needs. At Brian Parisi Copier Systems, we specialize in hardware, cloud services, digital document management, and IT support to help your business thrive. Our dedicated team is committed to providing personalized care and added value to every client. We are proud to be recognized as WNY's best technology partner, in collaboration with RICOH and KIP Wide Format Systems.

Welcome to Dr. Michael Stoffman, MD, University at Buffalo Neurosurgery, your trusted partner in advanced neurosurgical care. Conveniently located at 6930 Williams Road, Suite 3800, Niagara Falls, New York, our practice is dedicated to providing exceptional care in the field of neurosurgery. Dr. Michael Stoffman, originally from London, Ontario, joined UBNS in 2016 following over a decade of private practice in Western New York. As the Chief of Neurosurgery at Niagara Falls Memorial Hospital, Dr. Stoffman brings a wealth of expertise and experience to his patients. He routinely performs surgeries at Mount St. Mary’s Hospital, Niagara Falls Memorial Medical Center, and Kenmore Mercy Hospital.

Welcome to Richard L. Collins, MD, where compassionate care meets medical excellence. Conveniently located at 325 Essjay Road in Williamsville, New York, Dr. Collins is dedicated to providing personalized healthcare solutions tailored to meet the unique needs of each patient. With a commitment to promoting wellness and improving quality of life, Dr. Collins specializes in a comprehensive range of medical services, ensuring that every patient receives the highest standard of care. Our practice is built on a foundation of trust, respect, and open communication, creating a comfortable environment for patients to discuss their health concerns. Whether you're seeking routine check-ups, preventive care, or treatment for specific health conditions, Dr. Collins and his skilled team are here to guide you every step of the way. We pride ourselves on staying at the forefront of medical advancements, utilizing the latest technologies and treatments to deliver effective and efficient healthcare solutions.