TOP 10 Financial certificates in Williamsville, New York
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Nicholas J Pellicore - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas J Pellicore is a financial advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. He holds various 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Nicholas J Pellicore is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring they meet their financial goals and objectives.
Mark C Massaro - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark C Massaro is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 17 Limestone Drive in Williamsville, New York, United States. Mark holds several certifications and designations, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Mark's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. Mark is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.
John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC
John G Miskey III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Specializing in finance, John G Miskey III holds multiple 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®. These certifications demonstrate expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment management, and more. John G Miskey III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Brandon M Harrington - Associate Financial Advisor, Ameriprise Financial Services, LLC
Brandon M Harrington is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8310 Wehrle Drive in Williamsville, New York, United States. Brandon holds various 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®. These certifications demonstrate Brandon's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, or specialized financial needs, Brandon M Harrington has the knowledge and skills to help you achieve your financial goals.
John Hornung - Financial Advisor, Ameriprise Financial Services, LLC
John Hornung is a Financial Advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive in Williamsville, New York, United States. John Hornung holds various 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®. These certifications demonstrate John Hornung's expertise in asset management, retirement planning, estate planning, investment strategies, and more. John Hornung is committed to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact John Hornung for expert financial guidance and personalized wealth management services.
Michael Lurz - Financial Advisor, Ameriprise Financial Services, LLC
Michael Lurz is a Financial Advisor at Ameriprise Financial Services, LLC located at 2310 Wehrle Drive, Williamsville, New York, United States. Michael Lurz holds various 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®. Michael Lurz specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and expertise in asset management, estate planning, investment strategies, and retirement planning, Michael Lurz is dedicated to helping clients achieve their financial goals.
Gregory Oguich - Financial Advisor, Ameriprise Financial Services, LLC
Gregory Oguich is a Financial Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Gregory holds various 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®. These certifications demonstrate Gregory's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Gregory is dedicated to 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 continuous education, Gregory Oguich is committed to helping clients achieve their financial goals.
PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services, LLC
PJ Di Pirro Jr is a financial advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. He holds various certifications such as 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. He is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His mission is to help clients make informed decisions and achieve their financial goals.
William C Hoock - Associate Financial Advisor, Ameriprise Financial Services, LLC
William C Hoock is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8310 Wehrle Drive, Williamsville, New York, United States. William holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate William's expertise in asset management, retirement planning, estate planning, investment strategies, and more. William is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact William C Hoock for expert financial advice and guidance.
John Baldi - Associate Financial Advisor, Ameriprise Financial Services, LLC
John Baldi is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8310 Wehrle Drive, Williamsville, New York, United States. He holds various 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. John Baldi is dedicated to providing comprehensive financial advice to individuals and businesses, helping them achieve their financial goals.
Daniel Wilkinson - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Wilkinson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6622 Main Street, Williamsville, New York, United States. He holds various certifications and designations such as 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®. These certifications demonstrate his expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Daniel Wilkinson is dedicated to providing high-quality financial advice to individuals and small business owners, helping them achieve their financial goals.
Ameriprise Financial
Ameriprise Financial, located at 6622 Main Street, Williamsville, New York, United States, is a finance institution offering a wide range of certifications and designations to financial professionals. These include the AAMS™ certification for asset management, the ADPA™ designation for domestic partnership advisors, the AEP® designation for estate planners, the AIF® designation for investment fiduciaries, the APMA™ designation for portfolio management advisors, and many more. With a focus on ethics and real-world application, Ameriprise Financial provides comprehensive training and education for individuals looking to excel in the financial planning industry. From retirement planning to estate planning, risk management to investment strategies, Ameriprise Financial equips professionals with the knowledge and skills needed to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Robert S Jellinick
Merrill Lynch Financial Advisor Robert S Jellinick, located at 6245 Sheridan Drive in Williamsville, New York, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial approach tailored to your needs. Through conversations and the Investment Personality Assessment, they aim to customize a plan that helps you pursue your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to address your financial needs and help you manage, grow, and preserve your wealth. By regularly reviewing your goals and financial approach, they strive to keep you on track to achieve what matters most to you. The advisors at Merrill Lynch put you first, offering personalized investment strategies and comprehensive financial solutions to help you live your best financial life. With certifications including CPWA® and CRPC™, they provide expert guidance to help you navigate the complexities of investing and financial planning. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning, tailored to meet your individual needs and goals.
Mike Makula - Financial Advisor, Ameriprise Financial Services, LLC
Mike 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.
Merrill Lynch Financial Advisor Blake D. Dougherty
Merrill Lynch Financial Advisor Blake D. Dougherty is located at 6245 Sheridan Drive, Suite 300, Williamsville, New York, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on understanding the client's family, goals, and priorities, adapting to their changing needs over time. With access to the global resources of Merrill and Bank of America, the team helps clients design and implement personalized financial plans to pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill Lynch gets to know clients on a personal level to customize financial approaches that align with their aspirations. The institution offers services such as Merrill Personal Wealth Analysis™ to document personalized plans centered on the client's goals. By regularly checking in with clients to discuss changes in their lives and financial markets, Merrill Lynch aims to help clients stay on track to achieve their most important goals. The team at Merrill Lynch is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With certifications from organizations such as the CFP Board and the Investments & Wealth Institute, Merrill Lynch advisors offer expertise and guidance to help clients navigate the complexities of their financial lives.
Forensics Accounting
Forensic Accounting is an institution located at 1967 Wehrle Drive in Williamsville, New York, United States. Specializing in accounting and finance, Forensic Accounting offers a wide range of forensic accounting solutions to the legal and insurance communities in Williamsville. Their team of specialists can assist in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI). In addition to forensic accounting services, the institution also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in business and legal matters, Forensic Accounting brings a wealth of financial and investigative expertise to the litigation process. Their professionals hold various certifications including CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, ensuring high levels of credibility and knowledge in the field.
Derico of East Amherst Corporation
Welcome to Derico of East Amherst Corporation, your premier destination for quality vehicles in Williamsville, New York. Conveniently located at 18 Limestone Drive, we specialize in providing a diverse selection of cars to meet every need and budget. As a trusted car dealer and store, we pride ourselves on delivering exceptional customer service and a seamless buying experience. At Derico of East Amherst, you'll find an extensive inventory of both new and pre-owned vehicles, ensuring you have plenty of options to choose from. Our knowledgeable and friendly staff are dedicated to helping you find the perfect car that fits your lifestyle, offering expert advice and personalized recommendations to make your decision easier.
Town of Amherst Assessor
Welcome to the Town of Amherst Assessor's Office, your trusted local government resource for all property assessment needs. Conveniently located at 5583 Main Street, Williamsville, New York, our office plays a vital role in the accounting and finance sectors by ensuring fair and equitable property assessments for all residents and businesses in the Town of Amherst. Our dedicated team of professionals is committed to providing accurate and timely information to property owners, enabling them to make informed decisions regarding their properties. We strive to maintain transparency and uphold the highest standards of service to support the community's financial well-being.
NY Restaurant Insurance
Welcome to NY Restaurant Insurance, your trusted partner in safeguarding the culinary dreams of New York's vibrant restaurant community. Conveniently located at 8665 Sheridan Drive, Williamsville, New York, we specialize in providing comprehensive insurance solutions tailored specifically for restaurant owners and food service businesses. Our experienced team understands the unique challenges faced by the hospitality industry, and we are committed to offering personalized coverage options that protect your establishment from unforeseen risks. Whether you're running a cozy café, a bustling bistro, or a fine dining restaurant, NY Restaurant Insurance is dedicated to ensuring your peace of mind, allowing you to focus on what you do best—delighting your guests. Contact us today to learn more about our customized insurance plans and how we can help secure the future of your business.
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