TOP 30 Financial planning firms in Buffalo, New York

125 results found

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.

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.

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.

Western New York Financial Group is a leading finance institution located at 560 Delaware Avenue in Buffalo, New York. Our team of experienced financial professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the Western New York region. Whether you are looking for investment advice, retirement planning, or insurance products, we are here to help you achieve your financial goals. Visit us today and let us guide you towards a secure financial future.

Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.

Vision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.

The Qasas CPA Firm, PLLC is a reputable accounting and finance institution located at 823 Englewood Avenue in Buffalo, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Clients can trust The Qasas CPA Firm for accurate and reliable financial advice and assistance.

The Marshall / Malcolm Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Jeffrey P Baker is located at 6245 Sheridan Drive, Williamsville, New York, United States. The Scott Klein Gates Gandolfo Group at Merrill Lynch offers personalized financial advice and guidance to help clients achieve their goals. With a focus on building strong client relationships, the team provides access to global investment capabilities and banking solutions from Bank of America. The advisors at Merrill Lynch Wealth Management prioritize the investor's goals and work to develop tailored financial strategies to help clients pursue their aspirations. Recognized for their exemplary client service, the team has been featured in Forbes' "Best-in-State Next-Generation Wealth Advisors" list multiple times. With a commitment to trust and personalized service, the team at Merrill Lynch Financial Advisor Jeffrey P Baker is dedicated to helping clients navigate their financial journey and achieve long-term success.

Buffalo Tax Pro Services LLC is a reputable accounting and finance institution located at 1054 Broadway in Buffalo, New York. Our team of experienced professionals is dedicated to providing high-quality tax preparation and financial services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Trust Buffalo Tax Pro Services LLC to handle all of your accounting and financial needs with professionalism and expertise.

Kane Firm is a reputable accounting and finance institution located at 5225 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, Kane Firm offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Kane Firm to provide expert advice and personalized solutions to help them achieve their financial goals.

Buffalo Accounting Firms is a reputable and professional accounting institution located at 805 North Forest Road in Buffalo, New York, United States. Our team of experienced accountants and financial experts is dedicated to providing top-notch accounting services to individuals and businesses in the Buffalo area. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting services, our knowledgeable staff is here to assist you. With a commitment to excellence and customer satisfaction, Buffalo Accounting Firms is your trusted partner for all your accounting needs.

Buffalo Bookkeeping and Payroll is a renowned accounting and finance institution located at 779 Prospect Avenue in Buffalo, New York, United States. With a team of experienced professionals, we offer comprehensive bookkeeping and payroll services to businesses of all sizes. Our services are tailored to meet the specific needs of each client, ensuring accuracy and efficiency in financial management. Trust Buffalo Bookkeeping and Payroll to handle all your accounting and payroll needs with precision and expertise.

Buffalo Tax Service, LLC is a finance institution located at 11216 Sunrise Lane in East Aurora, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the Buffalo area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes with ease. Whether you need help with tax preparation, planning, or IRS representation, Buffalo Tax Service, LLC is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Looking for expert CPA firms in Amherst, Clarence, and Williamsville, NY for all your tax preparation needs? Look no further than our convenient location at 5530 Sheridan Dr in Buffalo, NY. Our team of experienced professionals specializes in accounting and finance services to help individuals and businesses navigate the complexities of tax season. Trust us to provide accurate and efficient tax preparation services to ensure you maximize your returns and minimize your liabilities. Contact us today to schedule a consultation and let us take the stress out of tax season for you.

Financial Planning Advisory Group Inc is a reputable financial consulting firm located at 2425 Sweet Home Rd Ste C, Buffalo, NY 14228, United States. Specializing in comprehensive financial planning and investment management, the firm offers a wide range of services tailored to meet the unique needs of each client. Their team of experienced advisors is committed to helping individuals, families, and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, looking to invest wisely, or need advice on wealth management, Financial Planning Advisory Group Inc provides professional and trustworthy services aimed at securing your financial future. Visit their office in Buffalo, NY, to experience dedicated financial planning support in a friendly and professional environment.

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.

Mail 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.

Kaufman Utz Accounting LLC is a reputable accounting and finance institution located at 113 West Buffalo Street in Warsaw, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Kaufman Utz Accounting LLC for all your accounting and finance needs.

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 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.

Hodgson Russ LLP is a prestigious accounting, finance, and law firm located at 140 Pearl Street in Buffalo, New York. With a team of highly skilled professionals, they provide a wide range of services to individuals and businesses in the United States. From tax planning and financial consulting to legal representation and litigation support, Hodgson Russ LLP is dedicated to helping their clients achieve their goals and navigate complex financial and legal matters with confidence. With a strong reputation for excellence and a commitment to client satisfaction, Hodgson Russ LLP is a trusted partner for all your accounting, finance, and legal needs.

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 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 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. 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.

Michael Schiavone is a reputable institution located at 42 Delaware Avenue in Buffalo, New York, United States. Specializing in accounting, finance, and legal services, Michael Schiavone offers expert advice and guidance to individuals and businesses alike. With a team of experienced professionals, the institution is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are seeking assistance with tax preparation, financial planning, or legal matters, Michael Schiavone is committed to delivering exceptional results. Trust in Michael Schiavone for all your accounting, finance, and legal needs.

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.

The Center for Elder Law & Justice, located at 438 Main Street in Buffalo, New York, is dedicated to improving the quality of life for older, disabled, and low-income adults through the provision of free legal services in Western New York. Our mission is to use the legal system to ensure that our clients can live independently and with dignity. Any New Yorker age 55 and above can call our Free Legal Advice Helpline at 1-844-481-0973 to speak with an attorney. The Helpline is open Monday through Friday from 9:00am to 11:00am EST, and messages can be left outside of those hours or emailed at helpline@elderjusticeny.org. Our licensed attorneys respond within 3 business days. Testimonials from clients express gratitude for the assistance provided by the Center, with comments highlighting the professionalism, efficiency, and support received.

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.