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TOP 30 Financial advisor for families in Buffalo, NY
24 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.
James T Suchocki: Primerica - Financial Services
James T Suchocki: Primerica - Financial Services is a reputable finance and insurance agency located at 490 Center Road in Buffalo, New York. With a focus on providing top-notch financial services to individuals and families, the institution offers a wide range of products including investments, insurance, and debt solutions. Led by experienced professionals, James T Suchocki: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest for retirement, protect your assets with insurance, or reduce your debt burden, this institution is committed to providing personalized solutions tailored to your unique needs. Visit James T Suchocki: Primerica - Financial Services today to start your journey towards financial security and success.
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.
Note Advisors, LLC
Note Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life. We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.
Merrill Lynch Financial Advisor Sally D Abell
Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
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.
Kreiner Financial Group - UBS Financial Services Inc.
Kreiner Financial Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Kreiner Financial Group is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kreiner Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor William G. Kuch
Merrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.
Merrill Lynch Financial Advisor Bryan Richard Mackey
Merrill Lynch Financial Advisor Bryan Richard Mackey is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Through conversations, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the support of Merrill's global resources, we offer personalized financial approaches tailored to your needs. Our mission is to understand you, your goals, and what matters most to you, helping you design and implement a personalized plan to achieve financial success. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your life and goals change, we update your financial approach to reflect these changes. Let us work together to help you achieve your financial goals and live your best financial life.
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc.
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is a premier finance institution located in Buffalo, New York. With a prime location at 250 Delaware Avenue, this institution offers top-notch wealth management services to clients looking to grow and protect their assets. Specializing in personalized financial strategies, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, clients can trust that their investments are in good hands. Whether you are looking to plan for retirement, save for your children's education, or simply grow your wealth, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
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.
Buffalo Wealth Partners - Ameriprise Financial Services, LLC
Buffalo Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 6622 Main Street, Williamsville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution also hosts social events like the BWP Happy Hour to engage with clients and their loved ones. Ameriprise financial advisors are registered in certain U.S. states and provide a complimentary initial consultation to discuss financial planning concepts. They cannot guarantee future financial results. Clients can refer friends or family members to the institution for financial goal achievement. The institution adheres to strict privacy and security regulations.
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.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 360 Delaware Avenue in Buffalo, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families plan for their future and protect their assets. Their team of experienced professionals is dedicated to providing personalized solutions and guidance to help clients achieve their financial goals. Trust Northwestern Mutual to provide reliable and comprehensive financial planning services to secure your financial future.
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.
Stratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing
Stratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing is a finance institution located at 181 Franklin Street in Buffalo, New York. As a fiduciary investing firm, they prioritize their clients' best interests and provide personalized financial planning and investment management services. With a commitment to transparency, integrity, and expertise, they strive to help individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stratos Wealth Partners, Ltd. of Beverly Hills is dedicated to providing you with comprehensive financial solutions tailored to your unique needs.
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.
Capital Management Group
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.
Hightower Lakewater
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
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.
Novity Wealth Solutions
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.
Wilmington Trust
Located at One Fountain Plaza in Buffalo, New York, Wilmington Trust is a leading finance institution offering wealth and institutional services for M&T Bank. With a focus on helping families and businesses succeed, our experienced professionals provide expert guidance and forward-thinking solutions. Plan your visit to our Buffalo location and schedule an appointment to learn more about how we can help you achieve your financial goals.
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