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TOP 30 Financial advice for families in Buffalo, NY
17 results found
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My Boss Financial Solutions
My Boss Financial Solutions is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Strategic Financial Solutions
Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.
Daryl Rowe - Allstate Personal Financial Representative
Daryl Rowe - Allstate Personal Financial Representative is a trusted finance and insurance agency located at 3990 McKinley Parkway in Buffalo, New York. As a dedicated representative, Daryl Rowe provides personalized financial services and insurance options to help individuals and families achieve their financial goals and protect their assets. With a focus on building long-term relationships and providing expert guidance, Daryl Rowe is committed to helping clients secure their financial future. Contact Daryl Rowe - Allstate Personal Financial Representative today for professional financial advice and insurance solutions.
The Hart Financial Group - Northwestern Mutual
The Hart Financial Group - Northwestern Mutual is a finance and insurance agency located at 360 Delaware Avenue in Buffalo, New York. Our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets through comprehensive financial planning and insurance solutions. With a focus on personalized service and tailored advice, we strive to build long-term relationships with our clients and provide them with the guidance they need to secure their financial future. Whether you are looking to invest for retirement, protect your family with life insurance, or plan for your children's education, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure tomorrow.
Fiduciary financial planning
Fiduciary Financial Planning is a reputable finance institution located at 4511 Harlem Road in Buffalo, New York. Our team of experienced financial planners is dedicated to providing personalized and trustworthy financial advice to help our clients achieve their goals. As a fiduciary, we always act in our clients' best interests, ensuring transparency and integrity in our services. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Fiduciary Financial Planning is here to help you navigate the complexities of finance with confidence and peace of mind.
Mass Mutual Financial Group
Mass Mutual Financial Group is a reputable finance and insurance agency located at 2 Buffalo Avenue in Niagara Falls, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Mass Mutual's team of experienced professionals is committed to providing personalized and tailored solutions to meet your needs. Trust Mass Mutual Financial Group to guide you towards a secure and prosperous financial future.
Mike Messuro - State Farm Insurance Agent
Mike Messuro - State Farm Insurance Agent is a trusted insurance agency located at 1320 Orchard Park Road in West Seneca, New York, United States. While online quoting is not available at this time, customers can call, text, or visit the office for a personalized quote. Mike Messuro and his team are proud to serve the West Seneca area and surrounding neighborhoods with a variety of insurance options including Auto, Home, Life, Health, Condo, Renters, and Small Business insurance. With over 30 years of State Farm experience, Mike and his wife Marianne, who serves as the office manager, offer prompt and accurate personalized service to their customers. The team is local, experienced, and dedicated to helping clients make smart financial decisions to protect themselves and their families from unexpected losses.
Maranto Agency, Inc.
Maranto Agency, Inc. is an insurance agency located at 36 Hopkins Road in Buffalo, New York, United States. Our team of advisors takes the time to understand your individual needs, whether it's for your family or your business, before recommending policies from reputable insurance companies. We prioritize both price and protection to ensure you get coverage that fits your budget and lifestyle without sacrificing quality. Our financial insurance consultants are here to help you plan for your financial future and provide comprehensive coverage for your pets' health, including accidents, illnesses, and preventive care. With over 40 years of experience serving Western New York families and businesses, we have built a reputation for excellent coverage and customer service.
Sheridan Benefits, LLC
Sheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.
Brighton Securities
Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
Plail Wealth Management
Plail Wealth Management is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, Plail Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each individual. Trust us to guide you towards a secure financial future.
Thomas Youngman - Alliance Advisory Group
Thomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
Bank of America Private Client Advisor Breauna O Crumpler
Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.
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.
Tonawanda Community Fed CU
Tonawanda Community Federal Credit Union is a trusted financial institution located at 257 Highland Parkway in Buffalo, New York. As a credit union, we prioritize serving our community by providing a wide range of financial services and products to help our members achieve their financial goals. With a focus on personalized service and competitive rates, Tonawanda Community Federal Credit Union is committed to helping individuals and families build a strong financial foundation. Visit us today to learn more about how we can assist you with your banking needs.
McCarthy Williams, PLLC
McCarthy Williams, PLLC is a reputable law firm located at 471 Delaware Avenue in Buffalo, New York. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, the dedicated team of attorneys at McCarthy Williams, PLLC is committed to providing exceptional legal representation to clients throughout the United States. With a strong track record of success and a client-focused approach, McCarthy Williams, PLLC is known for their professionalism, expertise, and personalized attention to each case. Whether you are facing a complex legal issue or seeking guidance on a legal matter, McCarthy Williams, PLLC is here to help you navigate the legal system with confidence.
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