The 30 Best Financial planning consultants in Amherst, New York
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Allstate Personal Financial Representative: Paul Dziama
Welcome to Allstate Personal Financial Representative: Paul Dziama, your trusted partner for comprehensive financial and insurance solutions in Buffalo, New York. Conveniently located at 150 Lawrence Bell Drive, our agency is committed to helping you protect what matters most and achieve your financial goals with confidence. With a deep understanding of the local community's needs, Paul Dziama and his dedicated team offer personalized guidance and expertise in a wide range of services, including life insurance, retirement planning, and investment strategies. Whether you are planning for the future, safeguarding your family's financial security, or exploring investment opportunities, we are here to provide tailored solutions that align with your unique needs and aspirations.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Howard Hanna Amherst/Clarence
Welcome to Howard Hanna Amherst/Clarence, your trusted partner in real estate, finance, and insurance services, conveniently located at 6000 Sheridan Drive, Williamsville, New York. As a leading agency in the region, we are committed to providing exceptional service and expertise to meet all your property and financial needs. Whether you're buying, selling, or renting a home, our experienced real estate professionals are here to guide you every step of the way. Additionally, our comprehensive insurance solutions ensure that your assets are protected, giving you peace of mind. At Howard Hanna Amherst/Clarence, we pride ourselves on our personalized approach, tailored strategies, and a deep understanding of the local market. Visit us today to discover how we can help you achieve your goals with confidence and ease.
Youngers Insurance Agency
Youngers Insurance Agency is a reputable insurance agency located at 501 John James Audubon Parkway in Amherst, New York, United States. At Youngers Insurance Agency, we prioritize our clients above all else. We do not work for an insurance company; we work for you. Our team is dedicated to providing excellent service and ensuring that you receive fair and prompt payment in the event of a loss. We offer personalized service aimed at reducing your losses and controlling your insurance costs. Youngers Insurance Agency represents a carefully selected group of financially sound and reputable insurance companies, allowing us to offer you the best coverage at competitive prices. Trust Youngers Insurance Agency to protect what matters most to you.
reVive Spine Center
reVive Spine Center, located at 3950 East Robinson Road in Amherst, New York, is a premier institution dedicated to providing high-quality spine care to every patient. Our experienced staff is committed to identifying the source of your neck and back pain and creating a personalized treatment plan tailored to your needs. From cervical to sacrum, we specialize in spine care and offer a range of treatment options to help you get back to feeling like yourself again. Our board-certified orthopedic surgeon and certified physician assistant have over 35 years of combined practice, and our goal is to help people lead healthier, more active lifestyles. In response to our patients' needs, we created Restore24, a safe, all-natural alternative to traditional medications. Our flagship product, Relief, is designed to provide effective pain relief without the harmful side effects of prescription drugs.
Meritain Health Inc
Meritain Health Inc, located at 300 Corporate Parkway in Amherst, New York, is a leading health insurance agency specializing in self-funding and third party administration (TPA). Our tailored network, benefit plans, programs, and member communications are designed to meet your specific needs. We prioritize data for plan building and success, offering innovative solutions to drive down the cost of care for our plan sponsors and members. Our industry-leading programs and partnerships with health care innovators help support member health journeys and improve outcomes while lowering costs. With a dedicated client management team and exceptional service, Meritain Health is committed to providing the best experience for our clients. Explore your ideal plan with us and prioritize your heart health this American Heart Month.
FJM & Associates of Buffalo Inc.
FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.
Andy Kandola - State Farm Insurance Agent
The Andy Kandola State Farm Insurance Agency, located at 1450 Niagara Falls Boulevard in Tonawanda, New York, opened in 2018 to provide insurance and financial services to the Buffalo, Tonawanda, North Tonawanda, Kenmore, Lockport, Niagara Falls, Amherst, and surrounding Erie & Niagara counties. Conveniently situated just 1 mile south of I-290, our office is right before Boulevard Mall, next to John's Pizza on Nf's Blvd. If you're burdened by student loan debt, we can help you explore options for consolidation. We also offer advice on choosing the right leash, collar, or harness for your canine companion, as well as tips on DIY auto maintenance to save on repair costs.
Explore What's Next
Explore What's Next is a health institution located at 1416 Sweet Home Road in Amherst, New York, United States. We offer a range of services including psychotherapy, counseling, personal and executive coaching for adults, couples, children, adolescents, and families. Our approach is compassionate, direct, and non-judgmental, with a focus on collaboration to maximize your counseling experience. In addition to our counseling services, The Studio at Explore What's Next offers self-care classes and workshops in yoga, meditation, and mindfulness. We also provide workshops, seminars, and groups on various topics such as relationship dynamics, chronic illness management, and financial wellness. All of our offerings are open to the public in our beautiful, ADA compliant space.
Stress-free college admissions
Stress-free college admissions is a comprehensive institution located at 359 Roycroft Boulevard in Amherst, New York, United States. Our dedicated team of experts is committed to guiding students through the often overwhelming college admissions process with ease and confidence. We provide personalized assistance with application preparation, essay writing, interview coaching, and more to ensure that each student's unique strengths and talents shine through. With our proven track record of success, we make the journey to higher education as smooth and stress-free as possible.
Nottingham Advisors
Nottingham Advisors is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a strong focus on providing expert financial guidance and investment management services, Nottingham Advisors is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Nottingham Advisors is committed to delivering exceptional results and superior customer service. Contact them today to learn more about how they can help you secure a prosperous financial future.
Louis Benton
Louis Benton is a reputable finance institution located at 2797 Niagara Falls Boulevard in Amherst, New York. With a strong track record of providing top-notch financial services, Louis Benton is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, the experienced team at Louis Benton is committed to providing personalized solutions tailored to your specific needs. Trust Louis Benton to be your partner in financial success.
L&M Wealth Management
L&M Wealth Management is a leading financial institution located at 3820 Sheridan Drive in Amherst, New York, United States. Specializing in finance, L&M Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, L&M Wealth Management is dedicated to providing top-notch service and expert advice to help you succeed.
Pathway Partners Wealth Advisors
Pathway Partners Wealth Advisors is a finance institution located at 100 Corporate Parkway in Amherst, New York, United States. At Pathway Partners Wealth Advisors, we understand that every client is unique. That's why we have developed a comprehensive process to guide you through the creation, implementation, and monitoring of your financial plan. During the discovery phase, we take the time to get to know you, your goals, and what matters most to you. We believe that a solid understanding of your individual situation is essential before any investment discussions can take place.
Wealth Management Services LLC
Wealth Management Services LLC is a leading finance institution located at 100 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer a range of services tailored to meet your individual needs. Trust Wealth Management Services LLC to provide expert guidance and support in managing your wealth effectively.
Bronsky & Company, CPAs
Bronsky & Company, CPAs is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Bronsky & Company, CPAs is committed to helping you achieve your financial goals.
Sroda & Associates CPA's P.C.
Sroda & Associates CPA's P.C. is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, financial planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals.
Spectrum Wealth Management
Spectrum Wealth Management is a leading financial institution located at 4925 Main Street in Amherst, New York, United States. Specializing in accounting and finance services, we offer personalized wealth management solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help you navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or manage your taxes, Spectrum Wealth Management is here to help you secure a prosperous financial future.
Waddell & Reed Inc
Waddell & Reed Inc is a reputable finance institution located at 8600 Transit Road in East Amherst, New York, United States. With a strong focus on providing financial services and investment opportunities, Waddell & Reed Inc is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals and a commitment to personalized service, Waddell & Reed Inc offers a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are looking to plan for retirement, invest for the future, or simply manage your finances more effectively, Waddell & Reed Inc is here to help you every step of the way.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 100 Corporate Parkway in Amherst, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Known for their commitment to financial security and personalized planning, Northwestern Mutual is a trusted institution that has been serving clients for many years. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual has the expertise and resources to help you make informed decisions and secure your financial future.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.
Brian Makey - Thrivent
Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.
Arbor Capital Management Corporation
Arbor Capital Management Corporation is a leading finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a team of experienced professionals, Arbor Capital Management Corporation provides a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Their personalized approach and commitment to delivering exceptional results make them a trusted partner for all your financial needs.
Atlas Debt Relief
Atlas Debt Relief, located at 115 Lawrence Bell Drive in Amherst, New York, is a finance institution dedicated to helping individuals tackle their credit card debt through a simple and effective program. With experienced representatives working on your behalf, Atlas Debt Relief negotiates with creditors to reduce the amount you owe, ultimately leading to favorable settlements. You only pay into a secure FDIC-insured account once a settlement is secured for you, providing peace of mind as you work towards financial freedom. The program typically resolves and pays off all debt within 2 to 4 years, allowing you to save money and get out of debt quicker than you ever thought possible. Testimonials from satisfied clients highlight the professionalism and support provided by Atlas Debt Relief consultants. The institution does not discriminate in its services, ensuring that everyone receives the help they need regardless of background.
Gelder & Company, LLP
Gelder & Company, LLP is a reputable finance institution located at 6265 Sheridan Drive in Amherst, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, tax planning, and accounting services. Their commitment to excellence and personalized approach ensures that clients receive tailored solutions to meet their financial goals. Whether you are an individual looking for wealth management or a business in need of financial consulting, Gelder & Company, LLP is dedicated to helping you achieve financial success.
Snowden Lane Partners
Snowden Lane Partners is a finance institution located at 6400 Sheridan Drive in New York, United States. They offer a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Snowden Lane Partners is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and families seeking expert financial guidance.
Healthcare Navigators of WNY
Healthcare Navigators of WNY is a financial institution located in East Amherst, New York, that specializes in helping individuals and families navigate the complex world of healthcare expenses. Whether you are looking for assistance with insurance claims, medical billing, or understanding your healthcare coverage, our team of experts is here to help. With our personalized approach, we strive to alleviate the financial burden of healthcare costs and ensure that you receive the care you need without breaking the bank. Visit us at 128 Brenridge Drive to learn more about how we can assist you with your healthcare financial needs.
J&S Private Wealth Management
J&S Private Wealth Management is a leading finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust J&S Private Wealth Management to guide you towards a secure financial future.
Jonathan Moyer - TIAA Wealth Management Advisor
Jonathan Moyer - TIAA Wealth Management Advisor is a premier financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Jonathan Moyer provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity, expertise, and personalized service, Jonathan Moyer - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to build and preserve wealth.
Nicholas Gagliardo - TIAA Wealth Management Advisor
Nicholas Gagliardo - TIAA Wealth Management Advisor is a finance institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Nicholas Gagliardo offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, clients can rely on Nicholas Gagliardo for expert advice and guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Nicholas Gagliardo is dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.
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