TOP 30 Financial institution security in Batavia, New York

13 results found

Bouchard Financial Services is a reputable financial institution located at 4878 Batavia Bethany Townline Road in East Bethany, New York. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services to meet our clients' needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 219 East Main Street in Batavia, New York, United States. As a recipient of the Ameriprise Client Experience Award for 2023, we are committed to providing the highest quality of service with integrity. Our team of professionals, backed by the Ameriprise Investment Research Group, offers one-to-one financial advice and exceptional client service. We specialize in helping individuals achieve their financial goals by carefully monitoring market conditions and providing guidance on investments. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the privacy and security of our clients' information.

Sean Walker - Ameriprise Financial Services, LLC is a finance institution located at 161 Worcester Rd, Batavia, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss their financial objectives, whether it's retirement planning, education savings, or a major purchase like a second home. The institution helps clients track their progress, adjust their approach as life changes, and access their investments securely from any device. Additionally, they provide resources for proper document disposal to protect personal information and prevent identity theft. Angel Palacios, a registered advisor, is available to conduct securities business with residents in specific states. Users of the website are bound by Ameriprise Financial's rules and regulations, and the institution is a member of FINRA and SIPC. Clients can refer friends and family members to the institution for financial guidance, and privacy and security are top priorities for Ameriprise Financial Services, LLC.

Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC, located at 219 East Main Street, Batavia, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Scott Neff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Scott Neff offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Neff is registered to conduct securities business in specific states. The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends and family members to Scott Neff for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 113 Main Street, Batavia, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss financial planning concepts and help individuals achieve their financial goals. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring financial security for clients. Referrals are appreciated and will be contacted promptly. Privacy and security are a top priority for Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Michael R Marsh is a trusted finance institution located at 7 Jackson Street, Batavia, New York, United States. As a dedicated financial advisor, Michael R Marsh provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Michael R Marsh is committed to guiding individuals towards financial success and security. Contact them today to schedule a consultation and take the first step towards a secure financial future.

LPL Financial is a finance institution located at 216 East Main Street in Batavia, New York, United States. As a leading provider of investment and financial services, LPL Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, LPL Financial is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial can provide the guidance and support you need to succeed.

Merrill Lynch Financial Advisor Steven P. Tufts is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution, part of the Riter, Grammatico, Reich, White, Tufts & Associates team, is dedicated to providing clients with a robust overall client experience and goals-based planning and investment services. With over 140 years of combined experience, the team offers advanced and complementary skills to best serve the diverse needs of clients in 34 different states and 7 different countries. They pride themselves on delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Steven P. Tufts focuses on helping clients pursue better financial outcomes through a relentless pursuit of financial wellness. They offer Fiduciary Advisory Services to help clients manage their retirement investments and feel secure about their financial futures. The team is committed to providing service excellence and financial wellness solutions to help clients achieve their goals and make informed financial decisions.

Merrill Lynch Financial Advisor Emily L. Marling is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide exceptional client experience and goal-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. The institution offers fiduciary advisory services, helping clients manage their retirement investments and secure their financial futures. They work closely with clients to develop personalized financial plans that align with their goals and priorities. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to customize their financial approach.

Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.

Tonawanda Valley Federal Credit Union is a financial institution located at 10 Jefferson Avenue in Batavia, New York, United States. As a credit union, they offer a variety of financial services such as loans, savings accounts, and more. In addition to their in-person services, they also provide ATM services for added convenience. Please note that Tonawanda Valley Federal Credit Union also offers information on their website that is not directly related to their products or services. This information is provided through third party service providers via web links. By accessing these links, you will be leaving TVFCU’s website and entering a website hosted by another party. It is important to review the privacy and security policies of the site you are entering, as they may differ from those of TVFCU.

Welcome to M&T Bank in Batavia, located at 55 Main Street in New York, United States. Our branch offers a wide range of banking and financial services to meet your personal and business needs. Whether you're looking to open a new account, apply for a loan, or explore commercial banking solutions, our dedicated team is here to assist you every step of the way. With over 1,000 branches and 1,700 ATMs, M&T Bank is committed to providing convenient access to banking services for customers across the Northeastern United States. Our experienced personal bankers and business banking specialists are ready to help you find the right products and services to achieve your financial goals.