TOP 30 Financial planning professionals in Lancaster, New York

17 results found

Edward Jones - Financial Advisor: Chasity M Salvatore is a reputable financial institution located at 3615 Walden Avenue in Lancaster, New York, United States. Specializing in providing personalized financial advice and services, Chasity M Salvatore is committed to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Chasity M Salvatore is dedicated to providing top-notch financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Chasity M Salvatore and her team are here to help you every step of the way.

RKL Financial is a reputable accounting and finance institution located at 3725 Walden Avenue in Lancaster, New York, United States. With a team of experienced professionals, RKL Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, RKL Financial is dedicated to providing tailored solutions to meet your specific needs. Trust in RKL Financial for all your financial needs and experience peace of mind knowing that your financial matters are in good hands.

Lancaster Accounting & Tax Service is a reputable institution located at 4982 William Street in Lancaster, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lancaster Accounting & Tax Service for all your financial needs.

Welcome to the Lancaster Tax Office, your trusted partner in accounting and finance solutions, conveniently located at 21 Central Avenue, Lancaster, New York. As a dedicated local government office, we specialize in providing comprehensive tax services tailored to meet the needs of individuals, families, and businesses in the Lancaster community and surrounding areas. Our team of experienced professionals is committed to delivering accurate and timely financial guidance, ensuring you navigate the complexities of tax regulations with ease. Whether you're seeking assistance with tax preparation, financial planning, or navigating local government financial services, the Lancaster Tax Office is here to support you every step of the way. Visit us today to experience personalized service and expertise you can rely on.

Welcome to Allstate Personal Financial Representative: Linda M Heckathorn, your trusted partner in financial planning and insurance solutions located in Lancaster, New York. Conveniently situated at 3725 Walden Avenue, our office is dedicated to providing personalized financial services and comprehensive insurance options tailored to meet your unique needs. As a seasoned professional in the finance and insurance industry, Linda M Heckathorn brings a wealth of knowledge and experience to help you navigate the complexities of financial planning. Whether you're looking to secure your family's future, plan for retirement, or protect your assets, Linda is committed to delivering expert guidance and exceptional service.

Nickel City Insurance Agency is a reputable insurance agency located at 5532 Broadway in Lancaster, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With our personalized service and competitive rates, you can trust Nickel City Insurance Agency to protect what matters most to you. Contact us today to discuss your insurance needs and receive a quote.

Weimer Over Agency, Inc. is a reputable insurance agency located at 10 Franklin Street in Lancaster, New York, United States. With a strong commitment to providing quality insurance solutions, our experienced team of professionals is dedicated to helping individuals and businesses find the right coverage to protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to tailor a policy that suits your unique needs and budget. Trust Weimer Over Agency, Inc. to provide you with reliable insurance options and exceptional customer service.

Welcome to Michael Casseri - State Farm Insurance Agent, located at 2700 William Street in Cheektowaga, New York. Our dedicated team has been serving the community since 2005, offering personalized insurance plans to meet your needs. While online quoting is not available, you can call, text, or visit our office for a personalized quote. Our licensed professionals are available for in-person or phone consultations to review your current policies and ensure you have the coverage you need. We offer a range of insurance services including Auto, Home, Life, Business, and Renters Insurance. Our team is committed to serving the communities of Cheektowaga, Buffalo, Depew, Lancaster, and beyond with care, compassion, and expertise. Contact us today to see how we can help you manage life's uncertainties and achieve your goals.

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.

Mary Alice Ubal - State Farm Insurance Agent is a trusted insurance agency located at 3132 Walden Avenue, Depew, New York. We offer a variety of insurance products including car insurance, home insurance, renters insurance, condo insurance, life insurance, health insurance, and business insurance to protect your family and assets. While online auto quotes are not available at this time, we are here to assist you during our normal business hours Monday, Wednesday, and Friday 9am-5pm and Tuesday, Thursday 9am-7pm. We are also available after normal business hours by appointment only. As a long-time resident of Buffalo, NY and a mom of two amazing kids, Mary Alice Ubal is dedicated to helping others protect what matters most to them. Our mission is to educate our community so you can make informed decisions regarding your family’s financial future. We offer free risk assessments and insurance reviews to ensure you have the coverage you need.

Clark & Company Wealth Management LLC is a boutique wealth management firm located at 5533 Broadway in Lancaster, New York. Founded in 2010, our firm specializes in serving the needs of physicians, high net worth individuals, corporate executives, and businesses. We offer a range of customizable services, strategies, and products tailored to help you meet your specific financial goals. Our team of experienced professionals, including President Craig S. Clark, Vice President Mike Muffoletto, and Wealth Manager J. Scott Birkby, are dedicated to providing personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate and trust management, tax reduction strategies, or more, Clark & Company is here to help you achieve financial success. Contact us today to learn more about how we can assist you in realizing your financial vision.

Mil-Sher Tax Services is a reputable accounting and finance institution located at 31 Central Avenue in Lancaster, New York, United States. With a team of experienced professionals, Mil-Sher Tax Services specializes in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, our dedicated team is here to assist you every step of the way. Trust Mil-Sher Tax Services to help you navigate the complex world of taxes and finances with ease and confidence.

SMB CPA Accounting PLLC, located at 43 Central Avenue in Lancaster, New York, is a financial consultancy specializing in accounting and finance. Founded by Shannon M. (Kelleher) Bauer, a CPA with over 25 years of experience in both public accounting and private industry, SMB Accounting offers expert guidance to small and mid-size business owners in a variety of sectors. Shannon's strategic planning skills and commitment to empowering her clients make SMB Accounting a highly sought-after resource for those looking to improve their financial health. Shannon, a graduate of St. Mary's High School and the University of Notre Dame, is also a co-founder of the Chris Wanat Memorial Fund, Inc. and an active member of various community organizations. With a focus on helping business owners get back to doing what they do best, SMB Accounting provides the support and structure needed for long-term success. Shannon, who resides in Lancaster with her husband and four children, brings the same dedication to her family life as she does to her professional partnerships, ensuring that each of her children has the opportunity to thrive in their endeavors.

Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.

The Caruana Group is a reputable institution located at 5406 Broadway in Lancaster, New York, United States. With a strong focus on providing top-notch financial services and investment solutions, The Caruana Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Caruana Group is committed to providing you with the expertise and support you need.

Welcome to KeyBank, your trusted financial partner located at 5207 Broadway, Lancaster, New York. As a leading bank and financial institution, we are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to assist you every step of the way. At KeyBank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions. Our convenient ATM services ensure that you have access to your funds whenever you need them. We pride ourselves on delivering personalized service and tailored financial solutions to help you achieve your financial goals.

Welcome to RenoTitan, your premier destination for kitchen and bathroom remodeling services in Buffalo, New York. Located at 237 Main Street, our company is dedicated to transforming your living spaces with expertise and care. As a trusted electrician, general contractor, home goods store, and plumber, we offer a comprehensive range of services to meet all your remodeling needs. At RenoTitan, we specialize in turning your bathroom into a luxurious and functional oasis. Whether you're looking for stylish tiles, smart storage solutions, or a complete makeover, our team can handle projects of any size with precision and quality craftsmanship. Our kitchen remodeling services are designed to create spaces that blend style and functionality seamlessly, with custom cabinetry, stunning countertops, and energy-efficient appliances.