TOP 30 Financial institution in Buffalo, New York
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Glownia Financial Group
● ClosedGlownia Financial Group is a leading finance institution located at 8340 Main Street in Buffalo, New York, United States. With a strong reputation for providing expert financial services and guidance, Glownia Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of professionals offers a wide range of services including financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Glownia Financial Group is here to help you every step of the way.
8340 Main St, Buffalo, NY 14221, United States -
PPS Pension & Financial Services
● ClosedPPS 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.
8660 Sheridan Dr, Buffalo, NY 14221, United States -
Counsel Financial
● OpenCounsel Financial is a leading finance institution located at 500 Pearl Street in Buffalo, New York. Specializing in providing financial solutions for law firms and attorneys, Counsel Financial offers a range of services including lines of credit, loans, and financing options tailored to meet the unique needs of legal professionals. With a strong reputation for reliability and expertise in the legal finance industry, Counsel Financial is a trusted partner for law firms seeking financial support for case expenses, litigation costs, and other financial needs.
500 Pearl St Suite 820, Buffalo, NY 14202, United States -
ATT Financial Group
● OpenATT Financial Group is a leading accounting and finance institution located at 345 Buffalo Avenue in the picturesque city of Niagara Falls, New York, United States. With a team of highly skilled professionals, we provide a wide range of financial services to individuals, businesses, and organizations. Our expertise includes tax preparation, financial planning, investment management, and more. Trust ATT Financial Group to help you achieve your financial goals and secure a prosperous future.
345 Buffalo Ave, Niagara Falls, NY 14303, United States -
United Capital Financial Advisors
● ClosedUnited Capital Financial Advisors is a leading finance institution located at 374 Delaware Avenue in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our knowledgeable professionals are here to provide personalized solutions tailored to your unique needs. Trust United Capital Financial Advisors to guide you towards financial success and peace of mind.
374 Delaware Ave # 105, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor David J. Siwiec
● ClosedMerrill Lynch Financial Advisor David J. Siwiec, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that values teamwork and involvement in building strong relationships with clients. The team at DBSR & Associates, including advisors and wealth management client associates, provides access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, offering personalized strategies to help you achieve your financial goals. By prioritizing your personal aspirations and goals, the team works with you to develop a tailored financial plan that considers your future needs and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to create a customized approach. The team is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. With a focus on exemplary client service, Merrill Lynch advisors have received recognition from financial industry publications. Let Merrill Lynch Financial Advisor David J. Siwiec help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Devin S. Joslyn
● ClosedMerrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
Michael Costello - M&T Financial Services
● ClosedMichael Costello - M&T Financial Services is a reputable finance institution located at 4084 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your finances, Michael Costello - M&T Financial Services is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
4084 N Buffalo St, Orchard Park, NY 14127, United States -
Primiano Financial
● OpenPrimiano Financial is a reputable finance institution located at 4211 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, Primiano Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Primiano Financial is dedicated to providing personalized solutions to meet your needs. Trust in Primiano Financial to help you navigate the complexities of the financial world and secure a stable financial future.
4211 N Buffalo St #17a, Orchard Park, NY 14127, United States -
James Munro - UBS Financial Services Inc.
● OpenJames Munro - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue, Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, James Munro - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 295 Main Street in Buffalo, New York, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
295 Main St #914, Buffalo, NY 14203, United States -
Ian Deluke, CFP, CEP - UBS Financial Services Inc.
● OpenIan Deluke, CFP, CEP - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Ian Deluke and his team at UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
The Marshall / Malcolm Group - UBS Financial Services Inc.
● OpenThe Marshall / Malcolm 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, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Kreiner Financial Group - UBS Financial Services Inc.
● OpenKreiner 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.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor James S Cappiello
● ClosedMerrill Lynch Financial Advisor James S Cappiello is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on helping clients prioritize their goals and aspirations, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Through conversations and assessments, the advisors at Merrill Lynch work with clients to develop personalized financial approaches tailored to their unique needs and priorities. With access to investment insights and banking solutions, the institution aims to help clients manage, grow, and preserve their wealth for the future. The advisors at Merrill Lynch are committed to understanding each client's individual goals and working together to create a plan that helps them achieve financial success. By staying informed about changes in clients' lives and financial markets, the institution aims to help clients stay on track to reach their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor James S Cappiello is dedicated to helping clients live their best financial lives.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
The Reinhold Group - UBS Financial Services Inc.
● OpenThe Reinhold Group - UBS Financial Services Inc. is a leading finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, The Reinhold Group offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Ann Marie Williams
● ClosedMerrill Lynch Financial Advisor Ann Marie Williams is a trusted finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The team of talented and experienced individuals, led by Senior Vice President Anthony (Tony) Miranda, is committed to providing exemplary client service and personalized financial planning. Recognized by Forbes for their wealth management services, Merrill Lynch offers customized wealth management planning to address individual concerns and goals. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work to understand each client's unique priorities and financial situation. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team helps clients create a personalized financial approach centered on their goals and aspirations. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch is dedicated to helping clients achieve their financial goals. With access to a global network of research and specialists, Merrill Lynch provides the latest investment insights, tips, and strategies to help clients live their best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Ann Marie Williams offers comprehensive financial solutions to help clients navigate the complexities of their financial lives.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor William G. Kuch
● ClosedMerrill 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.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Bryan Richard Mackey
● ClosedMerrill 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.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor J. Austin Houlding
● ClosedMerrill Lynch Financial Advisor J. Austin Houlding, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized financial advice and guidance. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial planning, helping you prioritize and achieve your personal goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. Recognized for their exemplary client service, the team has been featured in various financial industry publications, including Forbes and Barron's. They offer a goals-based wealth management approach that puts you at the center of the process, ensuring that your unique priorities and needs are addressed. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your goals and preferences, helping you make informed decisions at every stage of life.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Mike Kurek
● ClosedMerrill Lynch Financial Advisor Mike Kurek is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They believe in helping clients achieve their financial goals by understanding their priorities and needs, and providing customized investment strategies. The institution offers a range of services, including personalized financial planning, wealth management, and investment advice. Their advisors are certified by reputable organizations such as the CFP Board and offer the latest investment insights and strategies to help clients live their best financial life. Investing involves risk, but their team is dedicated to helping clients navigate the complexities of finance and stay on track to achieve their goals.
50 Fountain Plz Suite 1100, Buffalo, NY 14202, United States -
Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc.
● OpenAndrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in providing comprehensive financial planning services, Andrew Durfee and his team offer expertise in areas such as wealth management, retirement planning, and investment strategies. With a focus on personalized solutions tailored to each client's individual needs and goals, they strive to help individuals and families achieve financial success and security. As a trusted advisor in the industry, Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Financial Planning Advisory Group Inc
● ClosedFinancial Planning Advisory Group Inc is a reputable finance institution located at 2425 Sweet Home Road in Buffalo, New York. Our team of experienced financial advisors provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you make informed decisions and secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
2425 Sweet Home Rd Ste C, Buffalo, NY 14228, United States -
Jason Klein - UBS Financial Services Inc.
● OpenJason Klein - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in providing a wide range of financial services, including investment management, wealth planning, and retirement planning, the team at Jason Klein - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert financial advice, this institution is committed to providing top-notch financial solutions to individuals and businesses alike.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Durfee & Pandolfi Wealth Management - UBS Financial Services Inc.
● OpenDurfee & 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.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Paul Nowakowski
● ClosedMerrill Lynch Financial Advisor Paul Nowakowski, located at 50 Fountain Plaza, Buffalo, New York, United States, is a reputable finance institution recognized for its exceptional client service. The team of talented and experienced individuals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Their focus is on understanding and prioritizing the goals that matter most to you, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Merrill helps customize a financial approach that aligns with your investing preferences and goals. The Merrill team is committed to helping you navigate life's changes and complexities by providing personalized financial planning strategies tailored to your unique situation. With a focus on transparency and simplicity, Merrill aims to make the financial planning process an exciting journey towards achieving your goals. By staying connected and regularly reviewing your financial approach, Merrill helps you stay on track towards your desired outcomes. As a Merrill Lynch Wealth Management Advisor, they offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals. With a dedicated Merrill advisor by your side, you can receive expert guidance and support to address fluctuations in the market and changes in your life. Let Merrill Lynch Financial Advisor Paul Nowakowski help you create a financial approach that reflects your personality and priorities, guiding you towards financial success.
50 Fountain Plz Suite 1100, Buffalo, NY 14202, United States -
Carroll Financial Services Inc
● ClosedCarroll Financial Services Inc is a reputable finance institution located at 1400 Sweet Home Road in Buffalo, New York, United States. With a team of experienced professionals, Carroll Financial Services Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Carroll Financial Services Inc is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
1400 Sweet Home Rd Suite 7, Buffalo, NY 14228, United States -
Merrill Lynch Financial Advisor Michael W Burns
● ClosedMerrill Lynch Financial Advisor Michael W Burns is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The 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 relationships based on trust and personalized service. The advisors focus on understanding your goals and priorities, whether it's planning for retirement, buying a home, or funding education. They use research in behavioral finance to tailor investment strategies to your unique personality and goals. The team at Merrill Lynch is committed to helping you achieve your financial goals through personalized planning strategies and ongoing support. Their goal is to simplify the complexities of finance and guide you on the journey to reaching your goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael W Burns is dedicated to helping you live your best financial life.
50 Fountain Plz Suite 1100, Buffalo, NY 14202, United States -
Carl Edward Nagel - UBS Financial Services Inc.
● OpenCarl 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.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to delivering exceptional service and expertise to their clients.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States
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