TOP 10 Financial advisor firm in New City, New York

Saperston Asset Management is a leading finance institution located at 172 Lake Street in Hamburg, New York, United States. With a strong reputation for providing expert financial advice and investment management services, Saperston Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced team is here to provide personalized solutions tailored to your unique needs. Trust Saperston Asset Management to guide you towards a secure financial future.

Jeffrey Hansgen - Morgan Stanley is a finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. As a branch of the prestigious Morgan Stanley financial services firm, Jeffrey Hansgen offers a wide range of financial services including wealth management, investment advisory, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Jeffrey Hansgen - Morgan Stanley is dedicated to helping you secure a stable financial future.

James Joseph - 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 providing top-notch financial services, James Joseph - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and commitment to excellence in serving its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, James Joseph - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Scott Saperston - Morgan Stanley is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. As a branch of the renowned Morgan Stanley financial services firm, we offer a wide range of financial solutions and investment opportunities to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Scott Saperston - Morgan Stanley is here to help you every step of the way.

Salpi Doering - Morgan Stanley is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment management, wealth management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Salpi Doering - Morgan Stanley is committed to delivering expert guidance and support.

The Mohney Kneeland Malaney Team at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Mohney Kneeland Malaney Team is here to help you every step of the way.

Leigh Baldwin & Co LLC of Utica is a reputable finance institution located at 1 Hopper Street in Utica, New York, United States. With a strong focus on providing top-notch financial services, Leigh Baldwin & Co LLC offers personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, the experienced team at Leigh Baldwin & Co LLC is dedicated to helping you make informed decisions and secure your financial future.

Capital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.

O'Neill Associates is a reputable finance institution located at 135 Main Street in Lockport, New York, United States. With a strong focus on providing top-notch financial services, O'Neill Associates offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at O'Neill Associates is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, O'Neill Associates is the go-to institution for all your financial needs in Lockport.

Richard Fineberg is a reputable finance institution located at 2797 Niagara Falls Boulevard in Amherst, New York, United States. With a focus on providing expert financial services to individuals and businesses, Richard Fineberg offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Richard Fineberg is dedicated to helping you achieve your financial goals. Trust in Richard Fineberg for all your financial needs.

David Wolf - Raymond James is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial planning and investment solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Todd R Allen - Morgan Stanley is a finance institution located at 202 West State Street in Olean, New York, United States. As part of the renowned Morgan Stanley brand, Todd R Allen offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Todd R Allen - Morgan Stanley provides personalized investment strategies, wealth management solutions, and financial planning services to clients in the Olean area and beyond. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Todd R Allen - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Mercury Capital Partner LLC is a finance institution located at 726 Exchange Street in Buffalo, New York, United States. Specializing in investment management and financial advisory services, Mercury Capital Partner LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, the institution provides innovative strategies and expert guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Mercury Capital Partner LLC is dedicated to helping you succeed.

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.

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.

Ian DeLuke - Morgan Stanley is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the team at Ian DeLuke - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, their experienced professionals are here to assist you every step of the way. Trust in Ian DeLuke - Morgan Stanley for all of your financial needs.

Landmark Strategy Group, LLC is a finance institution located at 1902 Ridge Road, West Seneca, New York, United States. They offer free online resources and tools to help individuals make informed financial decisions. Specializing in the acquisition of non-performing accounts receivable portfolios, Landmark Strategy Group provides professional and compliant services for creditors looking to sell off their distressed portfolios. Founded by industry experts Mark Lesinski, Sean Welch, Donald Digiacamo, and Ryan Kazmark, the firm offers customized solutions to maximize the value of these portfolios. With over eight decades of experience in the industry, their executive team ensures a quick valuation, streamlined purchase process, and exceptional post-sale management. By selling non-performing portfolios, creditors can improve cash flow, reduce compliance burdens, and focus on their core business. Landmark Strategy Group, LLC is committed to providing efficient and effective receivables management services for their clients.

Ganci Michael A is a reputable accounting and finance institution located at 2475 Harlem Road in Cheektowaga, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment advice, Ganci Michael A is dedicated to providing top-notch expertise and personalized solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your financial future.

McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.

Sixt Gerhard & Associates CPA's, PLLC is a trusted accounting and finance institution located at 1075 Davis Road in West Falls, New York, United States. With over four decades of experience, our second-generation family business is dedicated to getting to know our clients on a personal level to tailor our recommendations and achieve the best results possible. We are committed to providing year-round support at every stage of your business or life, combining time-tested values with modern technology to make the process straightforward, convenient, and transparent. As full-time accounting and tax professionals, we are here to assist with your complex, ever-changing financial needs. Our small size allows us to offer individualized attention and decades of experience to each client. Visit our resource library for free tools, calculators, and information that can be useful for individuals and small businesses. Trust Sixt Gerhard & Associates to answer your questions and provide trusted guidance, because that's what helpers do.

Curvin Wealth Solutions is a finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Curvin Wealth Solutions is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Novity Wealth Solutions is a premier financial institution located at 300 Corporate Parkway in Buffalo, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We provide personalized investment strategies, retirement planning, and estate planning services to individuals and families. At Novity Wealth Solutions, we are committed to providing top-notch customer service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you plan for a brighter financial future.

SC 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.

Securities America Inc is a leading finance institution located at 388 Evans Street in Williamsville, New York, United States. As a trusted provider of investment services, Securities America Inc offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Securities America Inc is dedicated to providing personalized and comprehensive investment solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Securities America Inc is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Independent Solutions Wealth Management, LLC is a finance institution located at 305 Spindrift Drive in Williamsville, New York, United States. Specializing in providing investment solutions for financial advisors, tax professionals, and licensed insurance representatives, we offer world-class back-office support and advanced solutions for both institutional and retail clients. Our dedicated team works tirelessly to develop models that help clients grow, protect, and diversify their assets. Committed to building a more secure future for our clients, we believe in not only protecting their income and assets but also helping them make the most of their lives. With an investment approach designed to maximize success, our Economic & Market Updates provide valuable insights for advisors and clients alike. Our Investment Committee, boasting over 200 years of industry experience, ensures that clients are in good hands. Independent Solutions Wealth Management, LLC is an SEC Registered Investment Advisory firm dedicated to bringing Wall Street to Main Street.

Buffalo Wealth Partners is a leading financial institution located at 6622 Main Street in Williamsville, New York. As a trusted provider of financial services, we specialize in wealth management, investment planning, and financial advisory services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. At Buffalo Wealth Partners, we pride ourselves on providing personalized solutions tailored to each client's unique needs and circumstances. Contact us today to learn how we can help you grow and protect your wealth.

AAA Tax Services Inc is a trusted accounting and finance institution located at 550 South Transit Street in Lockport, New York, United States. Our dedicated staff is committed to providing top-notch service to our clients. To make your experience with us even easier, we offer a secure encrypted electronic upload for your tax information. Simply use the provided link to securely upload your documents. We want to express our gratitude to our loyal clients for their continued support and trust in us. If you have any questions or need assistance, feel free to give us a call at 716-625-7405. Thank you for choosing AAA Tax Services Inc.

Morlock & Company, LLC is a finance institution located at 2801 Wehrle Drive in Buffalo, New York, United States. Specializing in a wide range of financial services, Morlock & Company, LLC offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution is committed to providing top-notch service and guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your assets, Morlock & Company, LLC is dedicated to helping you make informed financial decisions.

Matthew Shontz is a finance institution located at 2040 George Urban Boulevard in Depew, New York, United States. Specializing in financial services, Matthew Shontz offers a range of investment options, retirement planning, and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, Matthew Shontz is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial world. Trustworthy and reliable, Matthew Shontz is committed to helping clients secure their financial future.

A Realty & Tax Prep is a reputable accounting and finance institution located at 4713 Broadway in Depew, New York, United States. With a team of experienced professionals, they provide expert services in real estate management and tax preparation. Whether you are looking to buy or sell property, or need assistance with your tax filings, A Realty & Tax Prep is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they strive to provide top-notch service to all their clients.