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TOP 30 Financial health advisors in Buffalo, NY
33 results found
Search for local businesses, places and services near you
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.
Sean Kelly Medicare Advisor
Sean Kelly Medicare Advisor is a reputable insurance agency located at 1902 Ridge Road in Buffalo, New York. As experts in Medicare, they provide personalized guidance and support to help individuals navigate the complexities of their healthcare coverage options. With a commitment to excellence and customer satisfaction, Sean Kelly Medicare Advisor is dedicated to helping clients make informed decisions about their insurance plans. Whether you are looking for assistance with enrollment, understanding your benefits, or exploring supplemental coverage options, Sean Kelly Medicare Advisor is here to help every step of the way. Trustworthy, knowledgeable, and reliable, they are the go-to resource for all your Medicare insurance needs.
FJM & Associates of Buffalo Inc.
FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.
Ashley Yeomans - USHEALTH Advisors, LLC
Ashley Yeomans - USHEALTH Advisors, LLC is an insurance agency located at 338 Harris Hill Road in Buffalo, New York, United States. They offer innovative health coverage tailored to individual needs, understanding that every customer is unique and a 'one size fits all' approach may not always be the answer. With insurance plans underwritten by Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company, they provide a range of options for customers on a limited budget or those seeking additional benefits. Their product portfolio is known for its flexibility and reliability, with a focus on building the best health coverage for each family. As a Gold Stevie Award Winner for 2017, 2018, 2019, and 2020, Ashley Yeomans - USHEALTH Advisors, LLC prides themselves on their unique culture and superior strategy that creates incredible opportunities for their customers. The staff, management, and independently contracted Agents of USHEALTH Advisors, LLC are committed to their mission of Helping Other People Everyday (HOPE), making a positive difference in the lives of others on a daily basis. Visit their office at 300 Burnett Street, Suite 200 in Fort Worth, TX or contact them during their business hours of 7:00 AM - 7:00 PM CT Monday - Friday and 8:00 AM - 1:00 PM CT on Saturday.
Michael Forster Insurance Advisor
Michael Forster Insurance Advisor, located at 10785 Howe Road in Clarence, New York, is a trusted insurance agency dedicated to helping individuals and businesses protect their dreams. The Aebly & Associates team offers a range of individual insurance policies, employee benefits packages, and business insurance solutions tailored to meet the unique needs of each client. With a focus on minimizing risks and losses, the agency provides expert guidance on homeowners insurance, as well as dental, vision, and life insurance options. Clients rave about the professional, courteous, and prompt service they receive from the team at Michael Forster Insurance Advisor. From seamless transitions to better coverage for less money, the agency's commitment to exceptional customer service is evident in every interaction. Whether you are in need of health insurance for your employees or a comprehensive business insurance program, the knowledgeable and experienced team at Aebly & Associates is here to help.
Phillip Tronolone - Prudential Financial
Phillip Tronolone - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized guidance and support every step of the way. Trust Phillip Tronolone - Prudential Financial to be your trusted partner in building a secure financial foundation.
William Geary - Prudential Financial
William Geary - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized and reliable assistance. Trust William Geary - Prudential Financial to guide you towards a more secure financial future.
Mintco Financial, Inc.
Mintco Financial, Inc. is a finance, health, and insurance agency located at 4444 Main Street, Buffalo, New York, United States. At Mintco Financial, we offer a range of financial services including insurance and health plans. Our institution is committed to protecting the privacy and security of personally identifiable information, in compliance with federal laws. We provide various financial options, including loans ranging from $5,000 to $50,000, and insurance coverage up to $1,000,000. Visit our website for more information on our services and offerings. Please note that Mintco Financial, Inc. is not the Health Insurance Marketplace website. For a complete list of Qualified Health Plan options in your state, visit HealthCare.gov.
Florian Financial Group LLC
Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
PPS Pension & Financial Services
PPS Pension & Financial Services is a reputable finance institution located at 8660 Sheridan Drive in Buffalo, New York. With a focus on providing top-notch pension and financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement or looking to grow your investments, PPS Pension & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
Carl Edward Nagel - UBS Financial Services Inc.
Carl Edward Nagel - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Carl Edward Nagel - UBS Financial Services Inc. is comprised of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carl Edward Nagel - UBS Financial Services Inc. is here to help you every step of the way.
Amanda Marshall - UBS Financial Services Inc.
Amanda Marshall - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Amanda Marshall - UBS Financial Services Inc. is dedicated to providing personalized financial solutions and expert advice to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Lucas Mann
Merrill Lynch Financial Advisor Lucas Mann, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage and grow their wealth through personalized strategies tailored to their unique goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lucas Mann focuses on building long-term relationships with clients, providing personalized financial plans that adapt to changing market conditions and individual needs. By understanding each client's aspirations and concerns, Lucas Mann aims to help them pursue their financial goals with confidence and clarity. As a Chartered Retirement Planning Counselor™, Lucas Mann is equipped to guide clients through the complexities of financial planning, offering insights and strategies to help them achieve their desired outcomes. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Lucas Mann is committed to helping clients navigate the challenges and opportunities of wealth management. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Lucas Mann strives to empower clients to make informed decisions and pursue their financial aspirations with a sense of purpose and confidence.
division tax advisors inc
Welcome to Division Tax Advisors Inc., your trusted partner in accounting and finance located at 1109 Orchard Park Road, West Seneca, New York. We're thrilled to have you visit our online home, whether you're familiar with the Grisanti Family or new to our community. Our mission is to collaborate with you and help your business thrive. Serving small businesses throughout Western New York and individuals nationwide, Division Tax Advisors is your one-stop destination for tax preparation, payroll processing, and business bookkeeping needs. We believe in simplifying your professional services under one roof, minimizing errors, and mitigating risks in today's complex world. Join our family, and let us handle the intricacies of your financial needs.
Gleason Tax Advisory
Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement. Booking is now open for post-tax season appointments, with extensions available and pre-payments if needed. You can schedule a 1-on-1 meeting with Bruce for tax planning, payroll, business advising, or Medicare, either in person or virtually. Bruce is a licensed insurance agent and broker who can help you select the right insurance plan for your needs and budget. Our offices are open year-round, and we also offer assistance with navigating New York State sales tax laws for small businesses. With advanced online technology and attentive professionals, you can trust us to handle your payroll needs. Tax meetings are by appointment only, and you can book online or by phone. Let Gleason Tax Advisory help you with all your financial needs in Jamestown, NY.
Marc Scherrer - State Farm Insurance Agent
Marc Scherrer - State Farm Insurance Agent is a trusted insurance agency located at 2161 Sheridan Drive in Tonawanda, New York. With over 27 years of insurance experience, Marc Scherrer is dedicated to helping the community of Erie County with all their insurance needs. Whether you're looking for Home and Auto, Renters, or Life insurance, the knowledgeable team at Marc Scherrer's office will ensure you find the coverage that fits your needs. The agency also offers insurance for snow mobiles, boats, ATVs, camping trailers, and motorhomes. They are committed to providing exceptional service to both existing and new customers, helping them choose the correct policies for themselves and their loved ones. Serving areas such as Tonawanda, Buffalo, Kenmore, Williamsville, and more, the team at Marc Scherrer Agency has over 65 years of combined experience in helping the people of Erie County with their insurance needs.
Centinello Insurance Agency LLC
Centinello Insurance Agency LLC is a trusted insurance agency located at 1274 Bailey Avenue in Buffalo, New York. We provide a wide range of insurance options to meet the needs of our clients, including auto, home, life, and business insurance. Our experienced agents are dedicated to helping you find the right coverage at the best possible price. Whether you are looking to protect your family, your assets, or your business, Centinello Insurance Agency LLC is here to help. Contact us today to learn more about our insurance solutions.
C. John Crane, Inc.
C. John Crane, Inc. is a reputable accounting, finance, and insurance agency located at 670 Abbott Road in Buffalo, New York, United States. With a commitment to providing top-notch financial services, they offer expert advice and solutions to individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of financial planning, tax preparation, and insurance coverage. Trust C. John Crane, Inc. to provide sound financial guidance and support for all your accounting and insurance needs.
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.
Michele Proietti - State Farm Insurance Agent
Michele Proietti - State Farm Insurance Agent is a reputable insurance agency located at 3140 Sheridan Drive, Amherst, New York, United States. At this institution, online auto quotes are not available, so customers are encouraged to call or text during regular business hours for assistance. To celebrate Women's History Month, the agency is giving away a gift basket featuring products from women-owned businesses in Western New York. Michele Proietti, the local State Farm Agent, has over two decades of insurance experience and is dedicated to helping policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and beyond. The agency also has a second location in Williamsville. The team at Michele Proietti Agency is committed to providing personalized insurance solutions to protect customers' income and assets. They offer a range of insurance products including auto, life, homeowners, small business, and pet insurance. The agency's staff, including Alicia, Jasmine, and Lee Ann, are experienced professionals who are passionate about helping customers find the right coverage. State Farm insurance products are underwritten by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Additionally, deposit products are offered by U.S. Bank National Association, and credit card services are provided by U.S. Bank National Association under a license from Visa U.S.A. Inc. Customers are advised to consult with their State Farm agent regarding pre-existing conditions or any changes in their insurance policies. State Farm is not responsible for the content of third-party sites and recommends consulting a tax or legal advisor for personalized advice.
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.
Alliance Advisory Group
Alliance Advisory Group is a leading finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their goals and protect their assets. With a focus on building long-term relationships and delivering exceptional service, Alliance Advisory Group is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Alfred W. Dye Insurance Agency
Alfred W. Dye Insurance Agency, located at 7202 Boston State Road in North Boston, New York, is dedicated to helping individuals and businesses protect their dreams and investments. The agency offers a variety of insurance policies, including individual Dental, Vision, and Life insurance, as well as comprehensive employee benefits packages. With a focus on minimizing risks and losses, the agency is committed to providing excellent customer service and knowledgeable advice. Clients praise the agency's professionalism, efficiency, and expertise in the insurance industry. Whether you are in need of auto, homeowners, health, or business insurance, Aebly & Associates is a trusted partner with over a century of experience serving clients in the Greater Buffalo Area.
Mary Alice Ubal - State Farm Insurance Agent
Mary Alice Ubal - State Farm Insurance Agent is a trusted insurance agency located at 3132 Walden Avenue, Depew, New York. We offer a variety of insurance products including car insurance, home insurance, renters insurance, condo insurance, life insurance, health insurance, and business insurance to protect your family and assets. While online auto quotes are not available at this time, we are here to assist you during our normal business hours Monday, Wednesday, and Friday 9am-5pm and Tuesday, Thursday 9am-7pm. We are also available after normal business hours by appointment only. As a long-time resident of Buffalo, NY and a mom of two amazing kids, Mary Alice Ubal is dedicated to helping others protect what matters most to them. Our mission is to educate our community so you can make informed decisions regarding your family’s financial future. We offer free risk assessments and insurance reviews to ensure you have the coverage you need.
Jill Blachaniec at Comparion Insurance Agency
Jill Blachaniec at Comparion Insurance Agency is a trusted insurance agency located in Buffalo, New York. With a commitment to providing personalized service and comprehensive coverage options, our team is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to assist you every step of the way. Visit us at 400 Essjay Road to learn more about how we can help protect what matters most to you.
David Byrwa
David Byrwa is a renowned health institution located at 818 Ellicott Street in Buffalo, New York, United States. With a team of dedicated healthcare professionals, David Byrwa offers top-notch medical services to patients in need. From routine check-ups to specialized treatments, the institution is committed to providing high-quality care to improve the health and well-being of all individuals. Whether you are seeking preventative care or treatment for a specific condition, David Byrwa is here to support you on your journey to better health.
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.
Thomas Youngman - Alliance Advisory Group
Thomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
Paul D. Voytovich, CPA, CFP
Paul D. Voytovich, CPA, CFP is a reputable accounting and finance institution located at 3778 North Buffalo Street in Orchard Park, New York, United States. With expertise in both tax preparation and financial planning, they provide a wide range of services to individuals and businesses alike. The team at Paul D. Voytovich is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax filing, retirement planning, or investment strategies, their experienced professionals are here to help. Trust Paul D. Voytovich, CPA, CFP for all your accounting and finance needs.
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