Finance management company in Williamsville, New York
43 results found
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Bankers Conseco Life Insurance Company
● ClosedBankers Conseco Life Insurance Company, located at 6225 Sheridan Drive in Williamsville, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the right coverage, and also offer long-term care planning to prepare for the future. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities, providing award-winning training programs and unlimited earning potential. If you're interested in helping your community achieve a financially secure retirement, consider a career with Bankers Conseco Life Insurance Company.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United StatesAdvertisements -
MLMIC Insurance Company
● ClosedMLMIC Insurance Company, located at 300 International Drive in Williamsville, New York, is the leading medical liability insurance provider in the state. With the opportunity to save up to 30% on premiums, they offer a range of discounts and savings programs for healthcare professionals. As the only AM Best A rated admitted insurance company predominantly writing medical malpractice insurance in New York, MLMIC provides unparalleled coverage options and custom solutions. As a member of the Berkshire Hathaway family, they offer exclusive benefits and concierge-level service to their policyholders. Contact MLMIC today to see how you can start saving in minutes and ensure you have the coverage you need for your practice.
300 International Dr Suite 100, Williamsville, NY 14221, United States -
Manage Your Business
● OpenManage Your Business is a premier institution located at 5792 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to helping entrepreneurs and business owners effectively manage their businesses. Whether you need assistance with financial planning, marketing strategies, or operational efficiency, we are here to provide expert guidance and support. With our personalized approach and proven track record of success, Manage Your Business is the go-to destination for all your business management needs. Contact us today to see how we can help your business thrive and grow.
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Cohen & Company
● ClosedWelcome to Cohen & Company, located at 6325 Main Street, Williamsville, New York. As a leading firm in accounting and finance, we specialize in providing tailored solutions for a diverse range of clients, including private companies, public and private funds, advisers, and Fortune 1000 enterprises. Our seasoned professionals bring industry-specific insights to the table, ensuring that you receive expert guidance in navigating complex financial landscapes. At Cohen & Company, we are committed to keeping you informed and ahead of the curve. Explore our thought leadership articles, events, and news to gain valuable perspectives on business-critical topics. Our team is dedicated to offering compliance and consulting services to developers, homebuilders, property owners, and construction companies, both residential and commercial.
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Howard Hanna Williamsville
● ClosedWelcome to Howard Hanna Williamsville, your premier destination for all your real estate, finance, and insurance needs in Williamsville, New York. Conveniently located at 914 Maple Road, our office is committed to providing exceptional service whether you are buying or selling a home. Our team of dedicated Howard Hanna Realtors is passionate about delivering the highest level of professionalism, quality customer service, and meticulous attention to detail. At Howard Hanna Williamsville, we understand the importance of building strong relationships with our clients. We take pride in representing you and work tirelessly to help you achieve your real estate goals. Our commitment to excellence is reflected in the positive testimonials from our satisfied clients, which are available upon request.
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Promark Partners Insurance Services
● ClosedPromark Partners Insurance Services is an Independent Insurance Agency located at 7 Limestone Drive in Williamsville, New York. As a leading finance and insurance agency, we offer a wide range of options for all your business, personal, and professional insurance needs. Our dedicated team of experts works together to address all your concerns and find the best coverage for you. In addition to our personalized services, we also provide national programs for Design Professionals, Dance Studios, Gun Clubs, and Drones/UAVs. Whether you are looking to enhance your current insurance program, reduce costs, or both, we are here to help. Contact Promark Partners Insurance Services today to see how we can assist you with your insurance needs.
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Franklin Insurance Agency, LLC
● ClosedFranklin Insurance Agency, LLC is a reputable insurance agency located at 8111 Sheridan Drive in Williamsville, New York. Specializing in personal auto, home, property, recreational vehicles, and commercial insurance, we are dedicated to meeting the individual needs of our clients. As an Independent Insurance Agency, we have partnered with 10 financially strong and reputable insurance companies to offer the best coverage options at affordable premiums. Our team of professionals is committed to providing prompt, knowledgeable, and professional service to ensure that our clients have the peace of mind and security they deserve. With over 20 years of experience, Franklin Insurance Agency, LLC is the trusted choice for all your insurance needs.
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New York Life Insurance & Annuity Corporation
● ClosedNew York Life Insurance & Annuity Corporation is a reputable finance and insurance agency located at 6400 Main Street in Williamsville, New York, United States. With a strong presence in the industry, this institution offers a wide range of insurance and annuity products to help individuals and families secure their financial future. Their experienced team of professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance & Annuity Corporation is committed to helping you achieve your financial goals.
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Penny Eaton, Bankers Life Agent
● ClosedPenny Eaton, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York, United States. The institution offers a team of experienced insurance sales representatives and financial advisors to assist clients with their insurance needs. With a diverse team including Ali Ahmed, Matthew Antes, and John Balk, clients can expect personalized service and expert advice. Whether you are looking for life insurance, retirement planning, or investment options, the professionals at Penny Eaton are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation with one of their knowledgeable representatives, such as James Cardinale, Jenna Clark, or Olivia Hudson. Trust in Penny Eaton, Bankers Life Agent for all your insurance and financial planning needs.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United States -
Randall Wysocki, Bankers Life Agent
● ClosedRandall Wysocki, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York, United States. As a Bankers Life Agent, Randall Wysocki specializes in providing insurance products and services to individuals and families. With a strong focus on customer service and personalized solutions, this institution strives to help clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Randall Wysocki is dedicated to helping you find the right coverage to meet your needs. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United StatesAdvertisements -
Darius Brown, Bankers Life Agent
● ClosedDarius Brown, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive, Williamsville, New York, United States. As a dedicated Bankers Life agent, Darius Brown provides personalized insurance solutions to help clients protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Darius Brown is committed to helping individuals and families secure their assets and achieve peace of mind. Contact Darius Brown today to discuss your insurance needs and start planning for a secure tomorrow.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United States -
Stephen Campo, Bankers Life Agent
● ClosedStephen Campo, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York, United States. As a Bankers Life Agent, Stephen Campo offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on providing personalized and professional service, Stephen Campo is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Stephen Campo, Bankers Life Agent is here to help you navigate the complexities of the insurance world and make informed decisions for your future. Contact us today to learn more about how we can help you secure your financial well-being.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United States -
Queen City Financial Group
● ClosedQueen City Financial Group is a premier finance and insurance agency located at 305 Spindrift Drive in Williamsville, New York. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Queen City Financial Group is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
305 Spindrift Dr, Williamsville, NY 14221, United StatesAdvertisements -
Myra Schroeder, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedMyra Schroeder, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 6225 Sheridan Drive, Williamsville, New York, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Andrea Grajeda, also a Financial Representative at this institution, can assist you in comparing Medicare Advantage plans to find the best coverage for your needs. With options for prescription drug coverage and low monthly premiums, Medicare Advantage Plans provide comprehensive healthcare solutions. As the need for long-term care becomes increasingly important, our agents are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start preparing for what's ahead.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United States -
Aubrey Johnson, Bankers Life Agent
● ClosedAubrey Johnson, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York. As a trusted representative of Bankers Life, Aubrey Johnson offers a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Aubrey Johnson is dedicated to helping clients find the right insurance solutions to meet their specific needs. Visit Aubrey Johnson, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
6225 Sheridan Dr Ste 300, Williamsville, NY 14221, United States -
Gold Crown Services LLC
● OpenGold 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.
340 Harris Hill Rd STE 102, Williamsville, NY 14221, United StatesAdvertisements -
Peter Grubea Attorneys
● ClosedPeter Grubea Attorneys is a reputable law firm specializing in finance law, located at 336 Harris Hill Road in Williamsville, New York. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to their clients in the United States. Whether you need assistance with financial transactions, investment strategies, or any other finance-related legal matters, Peter Grubea Attorneys is dedicated to helping you navigate the complexities of the legal system and achieve the best possible outcome. Trust in their expertise and professionalism to guide you through your legal challenges.
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Lawler & Witkowski, CPAs, PC
● ClosedLawler & Witkowski, CPAs, PC is a reputable institution specializing in accounting, finance, and legal services. Located at 2250 Wehrle Drive in Williamsville, New York, this firm offers a wide range of professional services to individuals and businesses. With a team of experienced and knowledgeable professionals, Lawler & Witkowski, CPAs, PC is dedicated to providing high-quality financial and legal solutions tailored to meet the unique needs of each client. Whether you require tax preparation, auditing, financial planning, or legal advice, you can trust this institution to deliver exceptional service with integrity and expertise.
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Tyrpak Wealth Strategies
● ClosedTyrpak 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.
6622 Main St Suite 6, Williamsville, NY 14221, United StatesAdvertisements -
Wealth Optimization Network, LLC
● ClosedWealth Optimization Network, LLC is a finance institution located in Buffalo, New York, United States. Our team of experts is dedicated to helping individuals and businesses optimize their wealth through strategic financial planning and investment management. With a focus on personalized solutions and client satisfaction, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you maximize your wealth.
6631 Main St STE - 1, Williamsville, Buffalo, NY 14221, United States -
Caine & Weiner
● ClosedCaine & Weiner is a finance institution located at 338 Harris Hill Road in Williamsville, New York, United States. With a strong reputation for providing top-notch financial services, Caine & Weiner offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with debt collection, credit reporting, or financial consulting, Caine & Weiner has the expertise and resources to meet your needs. Their team of professionals is dedicated to providing exceptional service and helping clients achieve their financial goals.
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Queen City Professional Services
● ClosedQueen City Professional Services is an institution located at 1323 North Forest Road in Williamsville, New York, United States. Specializing in accounting, finance, and insurance services, we are dedicated to strategically navigating Workers' Compensation Insurance for businesses in Western New York. Our team focuses on consulting and structuring internal business operations to ensure compliance with state standards in workers' compensation insurance. We offer free consultations for new and existing businesses, utilizing techniques of risk management and loss prevention to help protect your profits and save money.
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Tax Technologies, Inc.
● ClosedTax Technologies, Inc. is a leading finance institution located at 2821 Wehrle Drive in Williamsville, New York, United States. Specializing in tax technology solutions, this innovative company offers a wide range of services to help individuals and businesses navigate the complexities of tax compliance and planning. With a team of experienced professionals and cutting-edge technology, Tax Technologies, Inc. is dedicated to providing top-notch financial services to its clients. Whether you need help with tax preparation, consulting, or software solutions, this institution has the expertise and resources to meet your needs.
2821 Wehrle Dr #5, Williamsville, NY 14221, United States -
SC Parker LLC
● ClosedSC Parker LLC is a finance institution located at 5892 Main Street, Williamsville, New York, United States. Since 1925, SC Parker Advisors have been helping individuals plan, invest, and succeed with investment planning. As an independent investment firm, we conduct thorough market research to find the highest quality investments for each client, without being obligated to offer any particular company's investments. Our goal is to help clients achieve financial success by developing personalized financial plans that address their unique circumstances and goals. We focus on simplifying financial matters, implementing effective practices, and managing risk to increase wealth. Our emphasis is on diversification, balanced investing, and sustainable returns over time. We believe that building a portfolio is a lifelong process that starts with good planning and savings practices. Studies have shown that working with a financial advisor leads to higher levels of success. Our Financial Professionals are registered to conduct securities and insurance business in certain states. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This website is intended for U.S. residents only and does not constitute an offer to sell brokerage services to persons outside of the United States. We are currently registered to sell Securities in multiple states. Check the background of our financial professionals on FINRA's Broker Check.
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Joseph Wrzosek
● OpenJoseph Wrzosek is a reputable finance institution located at 5225 Sheridan Drive in Williamsville, New York, United States. With a focus on providing top-notch financial services, Joseph Wrzosek is known for their expertise in investment management, financial planning, and wealth preservation. Their team of experienced professionals 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 protect your assets, Joseph Wrzosek is committed to providing personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can help you secure your financial success.
5225 Sheridan Dr, Williamsville, NY 14221, United StatesAdvertisements -
Hoffman Financial Services Network
● ClosedHoffman Financial Services Network is a leading finance institution located at 6400 Main Street in Williamsville, New York, United States. Our experienced team of financial advisors provides personalized services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of financial solutions to meet our clients' needs. Trust Hoffman Financial Services Network to guide you towards a secure financial future.
6400 Main St #110, Williamsville, NY 14221, United States -
Anthony Baldi & Associates - Ameriprise Financial Services, LLC
● ClosedAnthony Baldi & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8310 Wehrle Drive, Williamsville, New York, United States. They offer a complimentary initial consultation to discuss your financial goals, whether it be retirement, education, or a major purchase. Their services include investment recommendations based on your goals and risk tolerance, regular progress reviews, and secure online access to track your investments. Their financial advisors are registered in certain U.S. states and adhere to strict regulations. They cannot guarantee future financial results but strive to help clients achieve their goals. Schedule a consultation today to learn more about how they can assist you with your financial planning needs.
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Mike Makula - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMike Makula is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6622 Main Street, Williamsville, New York, United States. Mike holds several 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®. Mike specializes in 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 continuing education, Mike is dedicated to helping clients make informed decisions and achieve their financial goals.
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The BlackOak Group
● OpenThe BlackOak Group, located at 350 Essjay Road in Williamsville, New York, is a trusted institution specializing in wealth and risk management. Our team of experienced financial professionals is dedicated to serving the needs of our clients' families, businesses, and business owners. Whether you are concerned about covering healthcare costs, pursuing your passions without jeopardizing financial security, or planning for the experiences of a lifetime, we are here to help. Our financial professionals hold 24 industry designations and are committed to helping you achieve your financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
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EFPR Group, LLP
● ClosedEFPR Group, LLP is a leading accounting and finance institution located at 6390 Main Street in Williamsville, New York, United States. With a team of highly skilled professionals, EFPR Group, LLP offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business, EFPR Group, LLP is dedicated to helping you achieve your financial goals.
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