TOP 30 Financial planning and strategy in Buffalo, New York
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Lawley
● ClosedLawley is a reputable health and insurance agency located at 361 Delaware Avenue in Buffalo, New York. We are dedicated to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our independent broker status allows us to prioritize your needs and provide top-quality service. The Lawley Principals, Chris Ross, William Lawley Jr., and Mike Lawley, lead our team with a focus on doing what's right for our clients. With a history spanning three generations, Lawley has grown to become a Top 50 National Independent Insurance Broker. We specialize in guiding clients through the complexities of Business Insurance, Risk Management, Employee Benefits, and Personal Insurance. Our goal is to empower you to make confident decisions by keeping you informed on the latest industry news.
361 Delaware Ave, Buffalo, NY 14202, United States -
The Decker Agency, Inc.
● OpenThe Decker Agency, Inc. is an independent insurance agency located in the heart of downtown Buffalo's Allentown district. With two convenient locations at 37 and 39 Elmwood Avenue in Buffalo, New York, our team of experienced agents are dedicated to providing personalized insurance solutions for clients in Buffalo and Western New York. As proud members of the Independent Insurance Agents of Buffalo and Western New York, we strive to offer a wide range of insurance products and services to meet the unique needs of our clients. Contact us today to learn more about how we can help protect what matters most to you.
37 Elmwood Ave, Buffalo, NY 14201, United States -
M&T Insurance Agency Inc.
● ClosedM&T Insurance Agency Inc. is a trusted insurance agency located at 285 Delaware Avenue, Buffalo, New York, United States. With a history dating back to 1927, we offer tailored and comprehensive insurance solutions for all your business needs. Our team of experts develops effective risk management strategies to protect your people and reduce your total cost of risk. We take a strategic approach to organizational wellbeing, investing in your people's health, financial wellbeing, and career growth to align with your goals. As part of The Gallagher Way, we provide a world of solutions to help you face any risk, anywhere in the world. Our global leadership in insurance, risk management, and consulting services ensures that we can help clients navigate challenges and find effective solutions. With over 52,000 employees worldwide, we bring a wealth of experience and expertise to every client interaction.
285 Delaware Ave, Buffalo, NY 14202, United States -
Bene-Care Agency
● ClosedBene-Care Agency is a reputable finance and insurance agency located at 500 Seneca Street in Buffalo, New York, United States. With a strong commitment to providing quality services and personalized solutions, Bene-Care Agency offers a wide range of financial and insurance products to meet the needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate the complex world of finance and insurance, ensuring peace of mind and financial security. Contact Bene-Care Agency today for expert guidance and reliable support.
500 Seneca St #301, Buffalo, NY 14204, United States -
Maranto Agency, Inc.
● ClosedMaranto 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.
36 Hopkins Rd, Buffalo, NY 14221, United States -
Capital Formation Institute, Inc.
● OpenCapital Formation Institute, Inc. is a leading educational institution located at 1576 Sweet Home Road in Buffalo, New York. Our institute is dedicated to providing high-quality training and resources for individuals and businesses looking to enhance their understanding of capital formation and investment strategies. With a team of experienced professionals and a comprehensive curriculum, we offer a range of courses and workshops to help our students succeed in the world of finance. Whether you are a beginner looking to learn the basics or a seasoned investor seeking advanced knowledge, Capital Formation Institute, Inc. is here to support your educational journey.
1576 Sweet Home Rd, Buffalo, NY 14228, United States -
Sheridan Benefits, LLC
● ClosedSheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.
7 Limestone Dr, Buffalo, NY 14221, United States -
Alliance Advisory Group
● ClosedAlliance 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.
600 Delaware Ave, Buffalo, NY 14202, United States -
Pharmacy Benefit Dimensions
● ClosedPharmacy Benefit Dimensions is a health insurance agency located on Wehrle Drive in Buffalo, New York. They specialize in providing comprehensive pharmacy benefit management services to individuals and organizations. With a focus on optimizing medication management and reducing healthcare costs, Pharmacy Benefit Dimensions works with clients to ensure they have access to affordable and effective prescription drugs. Their team of experts is dedicated to enhancing the overall health and well-being of their members through personalized care and innovative solutions.
Wehrle Dr, Buffalo, NY 14221, United States -
Ashley Yeomans - USHEALTH Advisors, LLC
● OpenAshley 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.
338 Harris Hill Rd #208, Buffalo, NY 14221, United States -
Primerica
● ClosedPrimerica is a reputable insurance agency located at 4446 Main Street in Buffalo, New York, United States. With a strong focus on providing comprehensive insurance solutions to individuals and families, Primerica is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica's knowledgeable agents are here to assist you every step of the way. Trust Primerica to provide you with personalized service and reliable insurance options to meet your specific needs.
4446 Main St, Buffalo, NY 14226, United States -
New York Life Insurance & Annuity Corporation
● ClosedNew York Life Insurance & Annuity Corporation is a reputable finance and insurance agency located at 6400 Main Street in Williamsville, New York, United States. With a strong presence in the industry, this institution offers a wide range of insurance and annuity products to help individuals and families secure their financial future. Their experienced team of professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance & Annuity Corporation is committed to helping you achieve your financial goals.
6400 Main St #110, Williamsville, NY 14221, United States -
Michael Messuro - State Farm Insurance Agent
● ClosedMichael 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.
9125 Main St, Clarence, NY 14031, United States -
Hart & Keenan & Co Inc
● ClosedHart & Keenan & Co Inc is a reputable insurance agency located in East Aurora, New York, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, they have been serving the community for many years. Their knowledgeable agents are dedicated to helping clients find the right coverage for their needs, whether it be for auto, home, life, or business insurance. Trust Hart & Keenan & Co Inc to protect what matters most to you.
500 Buffalo Road Second Floor, East Aurora, NY 14052, United States -
David Byrwa
● OpenDavid 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.
818 Ellicott St, Buffalo, NY 142031021, United States -
M. Sadiqur Rahman
● OpenM. Sadiqur Rahman is a reputable doctor located at 565 Abbott Road in Buffalo, New York. Dr. Rahman specializes in providing high-quality healthcare services to patients in the area. With a focus on patient care and well-being, Dr. Rahman is known for his expertise and compassionate approach to medicine. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust Dr. Rahman to provide the personalized care you deserve. Visit M. Sadiqur Rahman for top-notch medical care in Buffalo, New York.
565 Abbott Rd, Buffalo, NY 14220, United States -
The Stefan Project
● ClosedThe Stefan Project is a health institution located at 1185 Sweet Home Road in Buffalo, New York. Our mission is to provide high-quality healthcare services to individuals in need, with a focus on promoting overall wellness and improving quality of life. Our dedicated team of healthcare professionals is committed to delivering compassionate and personalized care to each patient we serve. Whether you are seeking routine medical care or specialized treatment, The Stefan Project is here to support you on your journey to better health. Contact us today to learn more about our services and how we can help you achieve your healthcare goals.
1185 Sweet Home Rd, Buffalo, NY 14226, United States -
The Chase Agency
● ClosedThe Chase Agency is a reputable institution located at 69 Delaware Avenue in Buffalo, New York, United States. Our dedicated team of professionals is committed to providing top-notch services in the fields of insurance, financial planning, and investment management. With years of experience and a strong track record of success, we strive to help our clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, retirement planning, or wealth management services, The Chase Agency is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
69 Delaware Ave # 1101, Buffalo, NY 14202, United States -
Mail Copies Taxes & More
● OpenMail Copies Taxes & More is a comprehensive financial institution located in Buffalo, New York. We offer a wide range of services including tax preparation, copying, mailing, and more. Our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses alike. Visit us at 2156 South Park Avenue to experience our exceptional services firsthand.
2156 South Park Ave, Buffalo, NY 14220, United States -
Citizens Income Tax
● ClosedCitizens Income Tax is a reputable accounting and finance institution located at 715 Kensington Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services for individuals and businesses alike. Whether you need assistance with filing your annual tax returns or require expert advice on maximizing your deductions, we are here to help. Trust Citizens Income Tax to ensure that your financial affairs are in order and that you are getting the most out of your tax situation. Contact us today to schedule a consultation.
715 Kensington Ave, Buffalo, NY 14215, United States -
Bond, Schoeneck & King PLLC
● ClosedBond, Schoeneck & King PLLC is a prominent full-service law firm located in Buffalo, New York. With a commitment to the city's growth and success, our team of 285 attorneys provides expert legal services to a diverse range of clients. From managing risk to facilitating sustained growth, we offer valuable insights and solutions for businesses in the Western New York region. Our Buffalo office boasts experienced lawyers who draw from a wide range of practice areas to address the legal needs of our clients. Recognized for their excellence by various organizations, our attorneys are deeply rooted in the Buffalo community, serving on boards and actively participating in local organizations.
The Avant, 200 Delaware Ave # 900, Buffalo, NY 14202, United States -
Upper Edge Consulting
● ClosedUpper Edge Consulting is a renowned finance institution located at 22 Elmview Place in Buffalo, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to excellence set us apart from the rest, making us a trusted partner in financial planning and management. Visit us today to see how Upper Edge Consulting can help you reach new heights in your financial journey.
22 Elmview Pl, Buffalo, NY 14207, United States -
Note Advisors, LLC
● ClosedNote Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life. We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.
50 Lakefront Blvd, Buffalo, NY 14202, United States -
Abaya Wealth Management LLC
● ClosedAbaya Wealth Management LLC is a finance institution located at 1 Seneca Street in Buffalo, New York. As a Registered Investment Advisor (RIA), we focus on empowering our clients with a positive money mindset and the confidence to make decisions that lead to long-term happiness and security. Our team at Abaya Wealth Management specializes in financial planning, education, and wealth management, working closely with our clients to understand investing and help them achieve financial security and confidence.
1 Seneca St Suite 2905, Buffalo, NY 14203, United States -
Lifeline Capital Consulting LLC
● OpenLifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
229 W Genesee St Suite #415, Buffalo, NY 14202, United States -
Bay Harbor Advisors
● OpenBay Harbor Advisors is a leading financial institution located at 2 Union Place in Buffalo, New York. Our team of experienced advisors provides expert financial guidance and investment strategies to help our clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Bay Harbor Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, our team is here to help you every step of the way. Visit us at our convenient location in Buffalo to learn more about how Bay Harbor Advisors can help you secure your financial future.
2 Union Pl, Buffalo, NY 14213, United States -
LJW Wealth Management Of Raymond James
● OpenLJW Wealth Management Of Raymond James is a finance institution located at 468 Delaware Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
468 Delaware Ave Ste 100, Buffalo, NY 14202, United States -
Lawley Retirement Advisors
● ClosedLawley Retirement Advisors is a leading finance institution located at 361 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, we specialize in providing expert financial advice and retirement planning services to our clients. Whether you are looking to invest for your future or plan for a comfortable retirement, our advisors are dedicated to helping you achieve your financial goals. Trust Lawley Retirement Advisors to provide personalized solutions tailored to your individual needs and secure your financial future.
361 Delaware Ave, Buffalo, NY 14202, United States -
IMG Advisors LLC
● ClosedIMG Advisors LLC is a financial institution located at 50 Fountain Plaza in Buffalo, New York. Specializing in investment management and financial consulting, IMG Advisors LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IMG Advisors LLC is dedicated to providing top-notch service and support to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
50 Fountain Plz #1400, Buffalo, NY 14202, United States -
North Woods Wealth Management LLC
● ClosedNorth Woods Wealth Management LLC is a finance institution located at 412 Franklin Street in Buffalo, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
412 Franklin St, Buffalo, NY 14202, United States
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