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TOP 30 Financial planning and estate planning in Buffalo, NY
33 results found
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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.
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.
Morgan Legal Group PC | Estate Planning Lawyer Buffalo
At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.
Planned Futures Financial Group, LLC
Planned Futures Financial Group, LLC is a leading finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients plan for a secure and prosperous future. We offer a wide range of financial services, including retirement planning, investment management, and estate planning. At Planned Futures Financial Group, LLC, we prioritize personalized service and tailor our recommendations to meet each client's unique financial goals and objectives. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Morrow Financial Services
Morrow Financial Services is a leading finance institution located at 4211 North Buffalo Street in Orchard Park, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or estate planning, we are here to assist you every step of the way. Trust Morrow Financial Services to help you achieve your financial goals and secure a stable financial future.
Weinberg Financial Group
Weinberg Financial Group is a leading finance institution located at 388 Evans Street in Buffalo, New York, United States. Our experienced team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and more. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Ahrens Financial Group
Ahrens Financial Group is a reputable finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their goal is to help 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, Ahrens Financial Group is dedicated to providing personalized and comprehensive financial solutions.
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC
Brian Burkhardt is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Seneca Street in Buffalo, New York, United States. Brian Burkhardt 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Burkhardt specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Brian Burkhardt is committed to upholding the highest standards of professionalism and ethics in the finance industry.
Merrill Lynch Financial Advisor Daniel Jonas Meyer
needs, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.
Mass Mutual Financial Group
Mass Mutual Financial Group is a leading finance and insurance agency located at 37 Franklin Street in Buffalo, New York. With a strong presence in the United States, Mass Mutual offers a wide range of financial services including insurance, retirement planning, investment management, and estate planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or investment advice, Mass Mutual is committed to providing personalized solutions tailored to your individual needs.
Michael Messuro - State Farm Insurance Agent
Michael Messuro - State Farm Insurance Agent is an insurance agency located at 9125 Main Street in Clarence, New York. Just West of Thompson Rd, Sheridan Dr and Main St Intersection, the agency offers personalized quotes for auto, home, life, health, condo, renters, and small business insurance. Michael Messuro and his experienced team, who have a combined 60 years of professional insurance experience, are dedicated to serving customers in Clarence, Williamsville, East Amherst, Akron, Alden, Lancaster, Lockport, Cheektowaga, and other surrounding areas. With a focus on customer needs and priorities, the agency aims to provide superior insurance and financial services to the community. Services offered include auto, home, life, condo, renters, and business insurance, serving areas such as West Seneca, Lackawanna, South Buffalo, Cheektowaga, Lancaster, Elma, Orchard Park, and the rest of the southtowns.
National Wealth Management
National Wealth Management is a leading finance and insurance agency located at 747 Hopkins Road in Buffalo, New York. Our institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, estate planning, and insurance coverage. At National Wealth Management, we prioritize building long-term relationships with our clients and providing them with the tools and resources they need to secure their financial future.
LoTempio P.C. Law Group
LoTempio P.C. Law Group is a reputable law firm located at 181 Franklin Street in Buffalo, New York. Specializing in various areas of law, their team of experienced lawyers provides professional legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, LoTempio P.C. Law Group is dedicated to helping you navigate the legal system with expertise and care. Contact them today for a consultation and see how they can assist you with your legal needs.
Connors LLP
Connors LLP is a prestigious law firm located at 424 Main Street in Buffalo, New York. With a team of highly skilled and experienced lawyers, they provide top-notch legal services to clients in various practice areas. Whether you are in need of legal representation for a personal injury case, business litigation, or estate planning, Connors LLP has the expertise to guide you through the legal process. Their dedication to client success and commitment to excellence make them a trusted choice for legal services in the United States.
The Law Offices of Melissa A. Tocha
The Law Offices of Melissa A. Tocha, located at 4476 Main Street in Buffalo, New York, has been serving clients in Western New York since 2007. Attorney Melissa A. Tocha offers a wide range of legal services including residential and commercial real estate, collections, estate planning, and traffic matters. Whether you are buying or selling a property, our firm is dedicated to protecting your interests and ensuring all legal requirements are met during the closing process. We understand the importance of safeguarding your financial legacy and work diligently to provide personalized attention and professional guidance to all our clients. With dual representation of both the homebuyer/borrower and the lender, we can streamline the real estate transaction and offer discounted personal attorney fees. Effective communication is key in today's real estate market, and our office is committed to keeping you informed every step of the way. Contact the Law Offices of Melissa A. Tocha for a successful and enjoyable experience in the world of real estate. Please note that the information on this website is for general purposes only and should not be considered formal legal advice or the formation of an attorney/client relationship.
Lipsitz Green Scime Cambria LLP
Lipsitz Green Scime Cambria LLP is a prestigious accounting, finance, and law firm located at 42 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide top-notch services in a wide range of legal and financial matters. Whether you need assistance with tax planning, estate planning, business transactions, or litigation, this firm has the expertise to help you navigate complex legal and financial issues. Trust Lipsitz Green Scime Cambria LLP to provide you with the personalized and effective solutions you need to achieve your goals.
Nesper, Ferber, DiGiacomo, Johnson & Grimm, LLP
Nesper, Ferber, DiGiacomo, Johnson & Grimm, LLP is a prestigious law firm located at 200 John James Audubon Parkway in Buffalo, New York. With a team of experienced attorneys specializing in various areas of law, including corporate law, real estate, and estate planning, the firm is dedicated to providing top-notch legal services to clients in the Buffalo area and beyond. Known for their professionalism, expertise, and commitment to client satisfaction, Nesper, Ferber, DiGiacomo, Johnson & Grimm, LLP is a trusted partner for individuals and businesses seeking high-quality legal representation.
Gross Shuman P.C.
Gross Shuman P.C. is a reputable law firm located at 465 Main Street in Buffalo, New York. With a team of experienced lawyers, they specialize in a wide range of legal services including personal injury, estate planning, real estate, and business law. Clients can expect professional representation and personalized attention to their legal needs. Whether you are seeking legal advice for a personal matter or business issue, Gross Shuman P.C. is dedicated to providing high-quality legal services to help you achieve the best possible outcome.
Roach, Lennon & Brown, PLLC
Roach, Lennon & Brown, PLLC is a reputable law firm located at 535 Washington Street in Buffalo, New York. With a team of experienced attorneys, the firm offers a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Roach, Lennon & Brown, PLLC is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a legal dispute or need assistance with a complex legal matter, the attorneys at Roach, Lennon & Brown, PLLC are committed to helping you navigate the legal system and achieve the best possible outcome.
Baumeister Denz, LLP
Baumeister Denz, LLP is a reputable law firm located at 174 Franklin Street in Buffalo, New York. Our team of experienced attorneys specializes in a wide range of legal services, including personal injury, family law, estate planning, and business law. We are committed to providing our clients with personalized and effective legal representation to help them navigate through their legal issues. With a strong track record of success and a dedication to our clients' best interests, Baumeister Denz, LLP is a trusted choice for individuals and businesses in need of legal assistance in the Buffalo area.
George W Laub & Associates
George W Laub & Associates is a reputable finance institution located at 424 Main Street in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, George W Laub & Associates is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances effectively.
Jordan Wealth Management
Jordan Wealth Management is a leading finance institution located at 3635 Genesee Street in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Jordan Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards financial success and stability.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
Lifetime Wealth Management Group
Lifetime Wealth Management Group is a premier financial institution located at 2562 Walden Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. With a commitment to personalized service and a focus on long-term success, Lifetime Wealth Management Group is your partner in building and preserving wealth for a lifetime.
Troy & Banks
Troy & Banks is a reputable accounting and finance institution located at 2216 Kensington Avenue in Buffalo, New York. With a team of highly skilled professionals, Troy & Banks offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Troy & Banks to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you need help with budgeting, retirement planning, or estate planning, Troy & Banks is dedicated to providing top-notch service and guidance. Visit their office in Buffalo today to learn more about how they can help you secure a stable financial future.
Eudaimonia Wealth
Eudaimonia Wealth is a prestigious finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve financial well-being and prosperity. We offer a wide range of services including investment management, retirement planning, estate planning, and risk management. At Eudaimonia Wealth, we prioritize our clients' financial goals and work diligently to provide personalized solutions to help them reach their objectives. Trust Eudaimonia Wealth to guide you towards a secure and prosperous financial future.
Nicholas Popovec - Wilmington Advisors @ M&T
Nicholas Popovec - Wilmington Advisors @ M&T is a finance institution located at 3637 Delaware Avenue in Buffalo, New York, United States. With a team of experienced advisors, they provide comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future. Whether you need help with investment planning, retirement planning, or estate planning, Nicholas Popovec - Wilmington Advisors @ M&T is dedicated to providing personalized and professional financial guidance.
Bank of America Private Client Advisor Breauna O Crumpler
Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.
McCollum Christoferson Group, LLC
McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.
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