The 30 Best Family wealth in Jamestown, New York

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

Edward Jones - Financial Advisor: Joseph Strotman is a leading financial institution located at 832 Foote Avenue in Jamestown, New York, United States. Specializing in personalized financial planning and investment services, Joseph Strotman and his team provide expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joseph Strotman is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

UBS Financial Services Inc. is a finance institution located at 201 West 3rd Street, Jamestown, New York, United States. We believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, and we strive to turn financial visions into reality by providing expert advice tailored to specific needs. Our current thinking focuses on keeping our clients ahead of the curve, with events and reports such as UBS ElectionWatch 2024 and UBS Road to the Election weekly video series. We aim to help clients pursue their financial goals today, tomorrow, and for generations to come, by creating wealth strategies that support them throughout their lives. For prominent individuals and families, we offer expert insights and connections to help navigate financial success. Our services include investment advisory and brokerage services, with a focus on wealth management needs and goals over different timeframes. We strive to provide exceptional service and support to help clients pursue what's important to them.

Tyler Winters, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. The institution offers a range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals including Amanda Bailey, Lorraine Frownfelter, Nicole Jacobus, Brian Jaeger, Anne Jones, Jennifer Schmitt, Jack Sturges, and Luissa Witkowski, clients can expect personalized service and expert advice. Whether you are looking for life insurance, retirement planning, or investment options, Tyler Winters, Bankers Life Agent is dedicated to helping you protect your financial future.

Conour Rodgers, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of agents is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and explore the insurance options that best suit your needs.

Johnathan Hafner, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York. As a Bankers Life Agent, we specialize in providing a wide range of insurance products and services to help individuals and families protect their financial future. Our team of experienced agents is dedicated to helping clients find the right insurance solutions tailored to their specific needs. Whether you are looking for life insurance, health insurance, or retirement planning, we are here to help. Visit us today to learn more about how we can help you secure your financial well-being.

Collin Randall, Bankers Life Agent is a reputable insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in providing comprehensive insurance solutions, Collin Randall is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, Collin Randall, Bankers Life Agent is committed to ensuring that clients have the coverage they need to safeguard their assets and loved ones. Contact us today to learn more about our insurance offerings and how we can assist you in securing peace of mind for the future.

Danielle Eckberg, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. As a Bankers Life Agent, Danielle Eckberg specializes in providing insurance products and services to individuals and families. With a focus on personalized customer service and expert advice, clients can trust Danielle Eckberg to help them find the right insurance solutions to meet their needs. Whether it's life insurance, health insurance, or retirement planning, Danielle Eckberg is dedicated to helping clients protect their financial future. Contact them today to learn more about the insurance options available.

Parker Gratto, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. As a representative of Bankers Life, they specialize in providing insurance products and financial services to help individuals and families plan for their future and protect their assets. With a focus on personalized customer service and a commitment to finding the right coverage for each client's unique needs, Parker Gratto is dedicated to helping their clients achieve financial security and peace of mind. Contact them today to learn more about their insurance options and how they can help you plan for a secure future.

Spectrum Eye Care is a premier eye health facility located in Jamestown, NY, dedicated to providing exceptional optometric services to the community. Our mission is to deliver comprehensive eye care with a professional commitment to each of our patients, ensuring their vision and ocular health are maintained with the highest standards.

Welcome to Krista Przybelinski's health practice, conveniently located at 138 East Main Street, Westfield, New York. As a dedicated Adult Nurse Practitioner, Krista Przybelinski has been a valued member of the Westfield Family Physicians (WFP) team since March 2014. Her extensive experience in emergency room nursing in Rochester, NY, and her advanced education—including a Master of Science in Adult Nurse Practitioner from Daemen College—equip her to provide exceptional care to patients aged 18 and above. Please note that beginning January 1, 2023, our practice will no longer be able to see patients for their Workers Compensation injuries. We remain committed to offering a wide range of health services to support our community’s well-being.

Welcome to Abdul Shahzad MD, located at 419 Central Avenue, Dunkirk, New York. We are proud to introduce Dr. Abdul R. Shahzad, MD, FACS, FCCWS, CWS, a highly experienced general surgeon who has recently joined Lake Erie Medical Services, P.C. (LEMS). With a distinguished career spanning nearly 40 years, Dr. Shahzad specializes in general laparoscopic surgery and trauma wound care. His expertise includes laparoscopic appendectomy and gallbladder surgeries, cancer surgeries, and a wealth of practical and teaching experience from a level one trauma center. Dr. Shahzad brings a compassionate approach to patient care, treating each individual with kindness, respect, and dignity. He is dedicated to providing the best evidence-based surgical practices right here in Dunkirk, ensuring you receive top-notch care without the need to travel far from home. With a philosophy rooted in family values, Dr. Shahzad's calm demeanor and competence shine through, especially in stressful situations.