Financial planning and consulting in Lancaster, NY
13 results found
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Sagepoint Financial T Carlsen
● ClosedSagepoint Financial T Carlsen is a reputable finance institution located at 5 West Main Street in Lancaster, New York, United States. With a focus on providing top-notch financial services, Sagepoint Financial T Carlsen offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at Sagepoint Financial T Carlsen is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
5 W Main St, Lancaster, NY 14086, United States -
Edward Jones - Financial Advisor: Guy W Porter
● ClosedEdward Jones - Financial Advisor: Guy W Porter is a reputable finance institution located at 5430 Broadway in Lancaster, New York, United States. As a dedicated financial advisor, Guy W Porter provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Guy W Porter is committed to providing top-notch financial guidance and support to individuals and families in the Lancaster community.
5430 Broadway, Lancaster, NY 14086, United States -
Edward Jones - Financial Advisor: Chasity M Salvatore
● OpenEdward Jones - Financial Advisor: Chasity M Salvatore is a reputable financial institution located at 3615 Walden Avenue in Lancaster, New York, United States. Specializing in providing personalized financial advice and services, Chasity M Salvatore is committed to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Chasity M Salvatore is dedicated to providing top-notch financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Chasity M Salvatore and her team are here to help you every step of the way.
3615 Walden Ave Suite 200, Lancaster, NY 14086, United States -
RKL Financial
● ClosedRKL Financial is a reputable accounting and finance institution located at 3725 Walden Avenue in Lancaster, New York, United States. With a team of experienced professionals, RKL Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, RKL Financial is dedicated to providing tailored solutions to meet your specific needs. Trust in RKL Financial for all your financial needs and experience peace of mind knowing that your financial matters are in good hands.
3725 Walden Ave, Lancaster, NY 14086, United States -
Lancaster Accounting & Tax Service
● ClosedLancaster Accounting & Tax Service is a reputable institution located at 4982 William Street in Lancaster, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lancaster Accounting & Tax Service for all your financial needs.
4982 William St, Lancaster, NY 14086, United States -
Allstate Personal Financial Representative: Linda M Heckathorn
● ClosedWelcome to Allstate Personal Financial Representative: Linda M Heckathorn, your trusted partner in financial planning and insurance solutions located in Lancaster, New York. Conveniently situated at 3725 Walden Avenue, our office is dedicated to providing personalized financial services and comprehensive insurance options tailored to meet your unique needs. As a seasoned professional in the finance and insurance industry, Linda M Heckathorn brings a wealth of knowledge and experience to help you navigate the complexities of financial planning. Whether you're looking to secure your family's future, plan for retirement, or protect your assets, Linda is committed to delivering expert guidance and exceptional service.
3725 Walden Avenue, Lancaster, New York 14086, United States -
Michael Casseri - State Farm Insurance Agent
● ClosedWelcome to Michael Casseri - State Farm Insurance Agent, located at 2700 William Street in Cheektowaga, New York. Our dedicated team has been serving the community since 2005, offering personalized insurance plans to meet your needs. While online quoting is not available, you can call, text, or visit our office for a personalized quote. Our licensed professionals are available for in-person or phone consultations to review your current policies and ensure you have the coverage you need. We offer a range of insurance services including Auto, Home, Life, Business, and Renters Insurance. Our team is committed to serving the communities of Cheektowaga, Buffalo, Depew, Lancaster, and beyond with care, compassion, and expertise. Contact us today to see how we can help you manage life's uncertainties and achieve your goals.
2700 William St, Cheektowaga, NY 14227, United States -
WNY Medicare Advisors
● ClosedWNY Medicare Advisors is an insurance agency located at 5775 Broadway in Lancaster, New York, United States. Our team of experienced advisors specializes in helping individuals navigate the complexities of Medicare coverage. We provide personalized guidance and support to ensure our clients make informed decisions about their healthcare options. Whether you are new to Medicare or looking to make changes to your current plan, WNY Medicare Advisors is here to help. Contact us today to schedule a consultation and take the first step towards securing your healthcare future.
5775 Broadway, Lancaster, NY 14086, United States -
Selk Family & Business Insurance & EJ Solomon Taxes
● ClosedSelk Family & Business Insurance & EJ Solomon Taxes is a reputable institution located at 8 Fox Trace in Lancaster, New York, United States. Specializing in accounting, finance, and insurance services, this institution provides expert guidance and support for individuals and businesses alike. With a focus on protecting and maximizing assets, Selk Family & Business Insurance & EJ Solomon Taxes offers comprehensive solutions tailored to meet the unique needs of each client. Trustworthy and experienced, they are dedicated to helping clients navigate the complexities of financial planning and risk management.
8 Fox Trce, Lancaster, NY 14086, United States -
Mary Alice Ubal - State Farm Insurance Agent
● ClosedMary 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.
3132 Walden Ave, Depew, NY 14043, United States -
Clark & Company Wealth Management LLC
● ClosedClark & Company Wealth Management LLC is a boutique wealth management firm located at 5533 Broadway in Lancaster, New York. Founded in 2010, our firm specializes in serving the needs of physicians, high net worth individuals, corporate executives, and businesses. We offer a range of customizable services, strategies, and products tailored to help you meet your specific financial goals. Our team of experienced professionals, including President Craig S. Clark, Vice President Mike Muffoletto, and Wealth Manager J. Scott Birkby, are dedicated to providing personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate and trust management, tax reduction strategies, or more, Clark & Company is here to help you achieve financial success. Contact us today to learn more about how we can assist you in realizing your financial vision.
5533 Broadway, Lancaster, NY 14086, United States -
SMB CPA Accounting PLLC
● ClosedSMB CPA Accounting PLLC, located at 43 Central Avenue in Lancaster, New York, is a financial consultancy specializing in accounting and finance. Founded by Shannon M. (Kelleher) Bauer, a CPA with over 25 years of experience in both public accounting and private industry, SMB Accounting offers expert guidance to small and mid-size business owners in a variety of sectors. Shannon's strategic planning skills and commitment to empowering her clients make SMB Accounting a highly sought-after resource for those looking to improve their financial health. Shannon, a graduate of St. Mary's High School and the University of Notre Dame, is also a co-founder of the Chris Wanat Memorial Fund, Inc. and an active member of various community organizations. With a focus on helping business owners get back to doing what they do best, SMB Accounting provides the support and structure needed for long-term success. Shannon, who resides in Lancaster with her husband and four children, brings the same dedication to her family life as she does to her professional partnerships, ensuring that each of her children has the opportunity to thrive in their endeavors.
43 Central Ave Suite 1, Lancaster, NY 14086, United States -
Tax Preparation by Stephen D Dobson
● OpenWelcome to Tax Preparation by Stephen D Dobson, your trusted partner in navigating the complexities of tax planning and filing. Conveniently located at 3725 Walden Avenue in Lancaster, New York, our dedicated team offers personalized tax preparation services tailored to meet the unique needs of individuals and small businesses in the community. With a commitment to accuracy and integrity, Stephen D Dobson brings years of experience and expertise in finance to ensure that every client receives the highest quality service. Whether you need assistance with individual tax returns, small business tax filing, or strategic tax planning advice, we are here to help you maximize your returns and minimize your liabilities.
3725 Walden Avenue, Lancaster, New York 14086, United States
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