TOP 30 Financial goals achievement in Getzville, New York

12 results found

Micah Puscheck is a Financial Advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road, Getzville, New York, United States. Micah 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®. Micah specializes in providing comprehensive financial planning services with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Micah is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, and is committed to helping clients achieve their financial goals. Contact Micah Puscheck today for personalized financial advice tailored to your specific needs and objectives.

Joshua Jeff is a financial advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road in Getzville, New York, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Joshua provides investment recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients can access their accounts and track progress securely from any device. Those interested can schedule a complimentary initial consultation to learn more about the services offered. Joshua Jeff is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. For more information on corporate entities, disclosures, and privacy and security policies, visit the Ameriprise Financial website.

Landmark Wealth Management is a finance institution located at 2410 North Forest Road in Getzville, New York. Our dedicated team of financial experts is committed to providing personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. At Landmark Wealth Management, we strive to be a trusted partner in navigating the complexities of the financial world and helping our clients secure their financial future.

Willard and Associates Accounting and Tax Services is a reputable institution located at 2350 North Forest Road in Getzville, New York. Specializing in accounting and finance, they provide expert services to individuals and businesses in the area. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can rely on Willard and Associates Accounting and Tax Services for accurate and reliable financial advice to help them achieve their goals.

Rizzo Michael, CPA is a reputable accounting and finance institution located at 2280 Millersport Highway in Getzville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Rizzo Michael, CPA to provide expert advice and personalized solutions to help them achieve their financial goals.

Advanced Bookkeeping and Management Solutions is a leading institution located at 2655 Millersport Highway in Getzville, New York. Our team of experienced professionals offers top-notch bookkeeping and management services tailored to meet the unique needs of our clients. Whether you are a small business owner or a large corporation, we are dedicated to providing accurate financial reporting, strategic planning, and cost-effective solutions to help you achieve your business goals. Contact us today to learn more about how we can help streamline your operations and maximize your profitability.

Western New York's Jewish Free Loan Society is a non-profit organization that provides interest-free loans to members of the Jewish community in need of financial assistance. Located at 2640 North Forest Road in Getzville, New York, this institution offers support to individuals facing unexpected expenses, medical bills, tuition costs, and more. With a mission to promote self-sufficiency and financial stability, the Jewish Free Loan Society aims to help individuals overcome temporary financial challenges and achieve their goals. The organization operates on the principle of tikkun olam, or repairing the world, by providing a helping hand to those in need within the Western New York Jewish community.

Cornerstone Community Federal Credit Union is a finance institution located at 4255 Witmer Road in Niagara Falls, New York, United States. We offer a variety of banking services tailored to our members' needs, making your banking experience easy and convenient. Whether you're looking for a checking account or a lending product to make your dreams a reality, we've got you covered. Since 1957, we have been serving Niagara County, initially as Unit No. 1 Federal Credit Union, and now as Cornerstone Community Federal Credit Union. Membership is open to those who live, work, volunteer, worship, or go to school in Niagara or Erie County, as well as immediate family members of current credit union members.

Welcome to the Hebrew Benevolent Loan Association, your trusted partner in financial empowerment located at 2640 North Forest Road, Getzville, New York. As a dedicated not-for-profit financial institution, we are committed to providing interest-free loans to individuals and families in need, helping to foster economic stability and independence within our community. With a rich heritage rooted in values of compassion and mutual support, our mission is to offer a helping hand to those facing temporary financial challenges, enabling them to achieve their goals without the burden of high-interest debt. Whether you're looking to fund education, cover medical expenses, or manage unforeseen emergencies, the Hebrew Benevolent Loan Association is here to support you with confidential and personalized service. Join us in building a stronger, more resilient community through the power of benevolent lending.

Welcome to Diverse Funding Associates, LLC, your premier partner in financial solutions, conveniently located at 2351 North Forest Road, Getzville, New York. At Diverse Funding Associates, we are dedicated to empowering individuals and businesses alike with tailored financial services designed to meet your unique needs and goals. Our team of experienced financial experts is committed to providing personalized strategies that drive growth, ensure stability, and foster success. Whether you are looking to secure funding, manage investments, or plan for the future, we offer a comprehensive range of services to help you navigate the complexities of finance with confidence. Discover how Diverse Funding Associates, LLC can support your financial journey and help you achieve your aspirations. Visit us today to learn more about our innovative solutions and client-focused approach.

Welcome to Bank of America, conveniently located at 2305 Millersport Highway in Getzville, New York. As a trusted leader in the banking and finance industry, we are dedicated to providing exceptional service and innovative financial solutions to meet your needs. Our branch offers a full range of banking services, including personal and business accounts, loans, mortgages, and investment options. For your convenience, we feature a drive-thru ATM, allowing you to manage your finances efficiently without leaving the comfort of your vehicle. Whether you’re looking to deposit funds, withdraw cash, or check your account balance, our drive-thru ATM is accessible 24/7 to serve you.

Welcome to Cornerstone Community Federal Credit Union, a trusted financial cooperative serving the Niagara County community since 1957. Located at 5810 South Transit Road, Lockport, New York, we pride ourselves on offering personalized financial solutions tailored to meet the needs of our members. Our commitment to exceptional service and community involvement sets us apart. As a member of Cornerstone, you are more than just a customer; you are an owner. We offer a wide range of financial products, including checking accounts, mortgages, auto loans, and personal loans, all with competitive rates and low fees. Our digital banking services, accessible via the free Cornerstone app, provide the convenience of managing your finances from anywhere, anytime.