Financial advisor resources in Jamestown, New York

Merrill Lynch Financial Advisor Kyle Leikam, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the resources of Merrill and Bank of America, Kyle Leikam and his team offer comprehensive wealth management solutions designed to address the ever-changing market conditions and financial needs of their clients. By taking the time to understand each client's unique situation, they can develop a personalized plan to help them pursue their financial goals and navigate life's changes. From retirement planning to education funding, Kyle Leikam is committed to providing thoughtful guidance and support to help clients achieve their aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Kyle Leikam is dedicated to helping clients live their best financial lives.

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.

Merrill Lynch Financial Advisor Michele L Turk is a finance institution located at 55 Southwestern Drive in Jamestown, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Specializing in wealth management, the team offers services such as resident director assistance, personalized financial planning, and investment strategies tailored to each client's unique goals and priorities. By getting to know each client personally, the team at Merrill Lynch can help create a financial approach that reflects their personality and helps them achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial future. The team at Merrill Lynch is committed to helping clients navigate the complexities of their financial lives and build a customized investment approach to address their needs and pursue their goals. Whether planning for retirement, funding a child's education, or preserving wealth for future generations, Merrill Lynch Financial Advisor Michele L Turk is dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Derek A Watkins is a finance institution located at 55 Southwestern Drive, Jamestown, New York, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Wealth Management Client Associate - Resident Director Assistant is here to assist you in achieving your financial goals, whether it's planning for retirement, saving for a home, or funding education. With access to Merrill's investment insights and banking solutions from Bank of America, we can help develop a personalized financial strategy aligned with your goals. Our team at Swartz-Watkins & Associates offers a strategy that puts you at the center of the planning process, focusing on your personal goals. We understand that life and the financial markets can change over time, so we offer regular check-ins to ensure you stay on track to reach your goals. Let's work together to create a financial approach that reflects your personality and priorities. Contact us today to start achieving your financial aspirations with personalized investment strategies and comprehensive financial solutions.

Bayview Financial Group is a leading finance institution located at 415 West 4th Street in Jamestown, New York. With a strong presence in the United States, Bayview Financial Group offers a wide range of financial services to individuals and businesses. From wealth management to investment advisory services, Bayview Financial Group is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Bayview Financial Group is a trusted partner in the world of finance.

Welcome to Jamestown Area Community FCU, your trusted financial partner located at 121 Chautauqua Avenue, Lakewood, New York. We are dedicated to serving our community with a wide range of financial services tailored to meet your needs. Whether you're looking for a reliable ATM for convenient cash access or seeking personalized financial solutions, our friendly and knowledgeable staff is here to assist you. At Jamestown Area Community FCU, we prioritize your financial well-being and strive to provide exceptional service in a welcoming environment. Visit us today and discover how we can help you achieve your financial goals.

D. Patti Grant Procurement & Consultation is a leading institution specializing in procurement services and consultation. Located at 623 Prosser Hill Road in Jamestown, New York, this institution offers expert advice and support for businesses looking to streamline their procurement processes and improve their overall efficiency. With a team of experienced professionals, D. Patti Grant Procurement & Consultation is dedicated to helping clients achieve their procurement goals and maximize their resources. Whether you are a small business or a large corporation, this institution provides tailored solutions to meet your specific needs. Contact them today to learn more about how they can help your business succeed.

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.

The Small Business Development Center at JCC is a valuable resource for entrepreneurs and small business owners in Jamestown, New York. Located at 241 James Avenue, this institution offers a wide range of services and support to help businesses thrive and grow. Whether you need assistance with business planning, marketing strategies, financial management, or anything in between, the SBDC at JCC is here to help. With expert advisors and a wealth of resources at your disposal, you can feel confident that your business is in good hands. Visit us today and take the first step towards achieving your business goals.