Financial planning and strategy in Jamestown, New York

Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.

Weinberg Financial Group is a reputable financial institution located at 35 West Harrison Street in Jamestown, New York, United States. Specializing in finance, they offer a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced professionals, Weinberg Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Wilcox Accounting and Tax Services is a reputable institution located at 14 Jamestown Street in Randolph, New York. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Wilcox Accounting and Tax Services for all of your financial needs.

Merrill Lynch Financial Advisor Derek A Watkins is a finance institution located at 55 Southwestern Drive, Jamestown, New York, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Wealth Management Client Associate - Resident Director Assistant is here to assist you in achieving your financial goals, whether it's planning for retirement, saving for a home, or funding education. With access to Merrill's investment insights and banking solutions from Bank of America, we can help develop a personalized financial strategy aligned with your goals. Our team at Swartz-Watkins & Associates offers a strategy that puts you at the center of the planning process, focusing on your personal goals. We understand that life and the financial markets can change over time, so we offer regular check-ins to ensure you stay on track to reach your goals. Let's work together to create a financial approach that reflects your personality and priorities. Contact us today to start achieving your financial aspirations with personalized investment strategies and comprehensive financial solutions.

Edward Jones - Financial Advisor: Joseph Strotman is a leading financial institution located at 832 Foote Avenue in Jamestown, New York, United States. Specializing in personalized financial planning and investment services, Joseph Strotman and his team provide expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joseph Strotman is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Great Lakes Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York, United States. With a team of experienced financial advisors, they provide a wide range of financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, wealth management, or estate planning, the experts at Great Lakes Consulting Group - UBS Financial Services Inc. are dedicated to helping you achieve your financial goals. Visit their office today for personalized financial solutions tailored to your specific needs.

Henderson Financial is a leading finance institution located at 34 West Harrison Street in Jamestown, New York, United States. We specialize in providing a wide range of financial services including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Henderson Financial can help you reach your financial goals.

Merrill Lynch Financial Advisor Jason Brown is a leading financial institution located at 55 Southwestern Drive in Jamestown, New York, United States. Specializing in finance, our team of experts led by Jason Brown provides personalized financial advice and services to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, we are dedicated to helping individuals and businesses navigate the complex world of finance with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Kyle Leikam, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the resources of Merrill and Bank of America, Kyle Leikam and his team offer comprehensive wealth management solutions designed to address the ever-changing market conditions and financial needs of their clients. By taking the time to understand each client's unique situation, they can develop a personalized plan to help them pursue their financial goals and navigate life's changes. From retirement planning to education funding, Kyle Leikam is committed to providing thoughtful guidance and support to help clients achieve their aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Kyle Leikam is dedicated to helping clients live their best financial lives.

Hansen Financial Group is a leading finance institution located at 415 West 4th Street in Jamestown, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

Carlson Financial Group is a reputable finance institution located at 863 Fairmount Avenue in Jamestown, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our dedicated professionals are committed to providing personalized solutions to meet our clients' needs. Trust Carlson Financial Group to guide you towards a secure financial future.

Bakewell Financial Services is a leading finance institution located at 516 Lafayette Street in Jamestown, New York, United States. With a strong reputation for providing expert financial advice and services, Bakewell Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our team of experienced professionals is here to guide you every step of the way. Trust Bakewell Financial Services to provide you with personalized solutions tailored to your specific needs and circumstances.

The Jamestown, NY Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York. As a branch of UBS, a global financial services company, this office provides a range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, the Jamestown branch offers personalized wealth management, investment advice, and financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the UBS Jamestown branch is committed to providing you with expert guidance and exceptional service.

Merrill Lynch Financial Advisor Michele L Turk is a finance institution located at 55 Southwestern Drive in Jamestown, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Specializing in wealth management, the team offers services such as resident director assistance, personalized financial planning, and investment strategies tailored to each client's unique goals and priorities. By getting to know each client personally, the team at Merrill Lynch can help create a financial approach that reflects their personality and helps them achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial future. The team at Merrill Lynch is committed to helping clients navigate the complexities of their financial lives and build a customized investment approach to address their needs and pursue their goals. Whether planning for retirement, funding a child's education, or preserving wealth for future generations, Merrill Lynch Financial Advisor Michele L Turk is dedicated to helping clients achieve their financial aspirations.

UBS Financial Services Inc. is a finance institution located at 201 West 3rd Street, Jamestown, New York, United States. We believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, and we strive to turn financial visions into reality by providing expert advice tailored to specific needs. Our current thinking focuses on keeping our clients ahead of the curve, with events and reports such as UBS ElectionWatch 2024 and UBS Road to the Election weekly video series. We aim to help clients pursue their financial goals today, tomorrow, and for generations to come, by creating wealth strategies that support them throughout their lives. For prominent individuals and families, we offer expert insights and connections to help navigate financial success. Our services include investment advisory and brokerage services, with a focus on wealth management needs and goals over different timeframes. We strive to provide exceptional service and support to help clients pursue what's important to them.

Merrill Lynch Financial Advisor Michael Kenline, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, Michael will work with you to create a personalized plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue financial success by making informed investment decisions that align with what matters most to you.

Bayview Financial Group is a leading finance institution located at 415 West 4th Street in Jamestown, New York. With a strong presence in the United States, Bayview Financial Group offers a wide range of financial services to individuals and businesses. From wealth management to investment advisory services, Bayview Financial Group is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Bayview Financial Group is a trusted partner in the world of finance.

Lorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative in Jamestown, NY, located at 2200 Foote Avenue, offers a wide range of insurance options from Bankers Life and other top insurance companies. Lorraine Frownfelter, as a Financial Advisor, can help you navigate through Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Start planning your next steps with Lorraine Frownfelter today.

Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement. Booking is now open for post-tax season appointments, with extensions available and pre-payments if needed. You can schedule a 1-on-1 meeting with Bruce for tax planning, payroll, business advising, or Medicare, either in person or virtually. Bruce is a licensed insurance agent and broker who can help you select the right insurance plan for your needs and budget. Our offices are open year-round, and we also offer assistance with navigating New York State sales tax laws for small businesses. With advanced online technology and attentive professionals, you can trust us to handle your payroll needs. Tax meetings are by appointment only, and you can book online or by phone. Let Gleason Tax Advisory help you with all your financial needs in Jamestown, NY.

Lawley, located at 3988 Vineyard Drive in Dunkirk, New York, is a trusted health and insurance agency dedicated to building long-term relationships based on trust. Serving customers, insurance carriers, and employees, Lawley offers the latest healthcare compliance, business insurance, and personal insurance news straight to your inbox. Specializing in personal auto, home, and umbrella insurance, as well as business insurance, risk management consulting, and employee benefits for businesses of all sizes, Lawley is committed to protecting individuals and businesses in Dunkirk, Fredonia, and beyond. Formerly known as Lawley Tradition, Lawley is proud to serve communities in New York and Pennsylvania, including Gowanda, Olean, Allegany, Jamestown, Ellicottville, Salamanca, and Erie.

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Summit Wealth Management Inc is a finance institution located at 1285 North Main Street in Jamestown, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

James W Vanstrom & Co is a reputable accounting and finance institution located at 1279 North Main Street in Jamestown, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to investment advice, James W Vanstrom & Co is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Alliance Advisory Group is a leading financial institution located at 513 West 3rd Street in Jamestown, New York, United States. Specializing in finance, Alliance Advisory Group offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alliance Advisory Group is dedicated to helping you navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Anne Jones, Bankers Life Agent, located at 2200 Foote Avenue in Jamestown, New York, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Anne Jones, as an insurance sales representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, Anne Jones can help you navigate the complexities of Medicare. Additionally, as the need for long-term care becomes more prevalent, Anne Jones can assist you in planning for the future and having important discussions with your loved ones. Take the first step in securing your financial future by contacting Anne Jones, Bankers Life Agent, today.

Acme Tax Service is a trusted accounting and finance institution located at 205 North Main Street in Jamestown, New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, our dedicated staff is here to assist you every step of the way. Our commitment to excellence and customer satisfaction sets us apart as a top choice for all your financial needs. Contact us today to schedule an appointment and let us help you navigate the complexities of the tax system with ease.

D & R Accounting & Tax Solutions is a reputable institution located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch solutions for individuals and businesses alike. With years of experience and expertise in tax preparation, bookkeeping, and financial consulting, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and tax needs.

C B Westrom & Co is a reputable accounting and finance institution located at 205 North Main Street in Jamestown, New York, United States. With a strong focus on providing top-quality financial services, their team of experts offers a wide range of accounting and finance solutions to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, C B Westrom & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.