Financial planning services in Lancaster, NY
19 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Sagepoint Financial T Carlsen
● ClosedSagepoint Financial T Carlsen is a reputable finance institution located at 5 West Main Street in Lancaster, New York, United States. With a focus on providing top-notch financial services, Sagepoint Financial T Carlsen offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at Sagepoint Financial T Carlsen is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
5 W Main St, Lancaster, NY 14086, United States -
Edward Jones - Financial Advisor: Guy W Porter
● ClosedEdward Jones - Financial Advisor: Guy W Porter is a reputable finance institution located at 5430 Broadway in Lancaster, New York, United States. As a dedicated financial advisor, Guy W Porter provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Guy W Porter is committed to providing top-notch financial guidance and support to individuals and families in the Lancaster community.
5430 Broadway, Lancaster, NY 14086, United States -
Edward Jones - Financial Advisor: Chasity M Salvatore
● OpenEdward 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.
3615 Walden Ave Suite 200, Lancaster, NY 14086, United States -
RKL Financial
● ClosedRKL 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.
3725 Walden Ave, Lancaster, NY 14086, United States -
Lancaster Accounting & Tax Service
● ClosedLancaster 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.
4982 William St, Lancaster, NY 14086, United States -
Lancaster Tax Office
● OpenWelcome 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.
21 Central Avenue, Lancaster, New York 14086, United States -
Allstate Personal Financial Representative: Linda M Heckathorn
● ClosedWelcome 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.
3725 Walden Avenue, Lancaster, New York 14086, United States -
Michael Casseri - State Farm Insurance Agent
● ClosedWelcome 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.
2700 William St, Cheektowaga, NY 14227, 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 -
Selk Family & Business Insurance & EJ Solomon Taxes
● ClosedSelk Family & Business Insurance & EJ Solomon Taxes is a reputable institution located at 8 Fox Trace in Lancaster, New York, United States. Specializing in accounting, finance, and insurance services, this institution provides expert guidance and support for individuals and businesses alike. With a focus on protecting and maximizing assets, Selk Family & Business Insurance & EJ Solomon Taxes offers comprehensive solutions tailored to meet the unique needs of each client. Trustworthy and experienced, they are dedicated to helping clients navigate the complexities of financial planning and risk management.
8 Fox Trce, Lancaster, NY 14086, United States -
Mary Alice Ubal - State Farm Insurance Agent
● ClosedMary 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.
3132 Walden Ave, Depew, NY 14043, United States -
Clark & Company Wealth Management LLC
● ClosedClark & 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.
5533 Broadway, Lancaster, NY 14086, United States -
The Caruana Group
● OpenThe 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.
5406 Broadway #206, Lancaster, NY 14086, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM located at 6687 Transit Road, Lancaster, New York 14086. Conveniently situated at Tim Hortons, our ATM is available 24 hours a day, 7 days a week, offering you unparalleled access to your finances whenever you need it. M&T Bank is committed to providing comprehensive financial services, including banking, insurance, investments, mortgage, and commercial financial solutions. With a robust network of 980 branches and 2,100 ATMs, supported by a variety of online and mobile services, we ensure that your banking experience is seamless and efficient. Recognized by the Coalition Greenwich 2022 Commercial Banking Program, M&T Bank is a trusted partner for personal and business banking needs. We are proud to support local businesses, with significant lending through the SBA’s 7(a) program, as highlighted by the Small Business Administration's recent statistics. Whether you're withdrawing cash, checking your balance, or managing your accounts, our Lancaster ATM is here to serve you with the reliability and security you expect from M&T Bank.
6687 Transit Road, Lancaster, New York 14086, United States -
KeyBank
● ClosedWelcome 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.
5207 Broadway, Lancaster, New York 14086, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM at Speedway 9887, conveniently located at 370 Central Avenue, Lancaster, New York 14086. Our ATM is accessible 24 hours a day, 7 days a week, providing you with the flexibility to manage your finances at any time. M&T Bank is dedicated to offering comprehensive financial services, including banking, insurance, investments, mortgage, and commercial financial services. With a robust network of 980 branches and 2,100 ATMs, along with cutting-edge online and mobile services, we are committed to meeting your financial needs. Recognized by the Coalition Greenwich 2022 Commercial Banking Program, M&T Bank has a strong reputation for supporting businesses, as demonstrated by our impressive performance in the Small Business Administration's 7(a) lending program for the fiscal year ending September 30, 2023. Our ATM services are designed to provide you with efficient and secure transactions, whether you're withdrawing cash, checking your balance, or managing your accounts.
370 Central Avenue, Lancaster, New York 14086, United States -
Tax Preparation by Stephen D Dobson
● OpenWelcome to Tax Preparation by Stephen D Dobson, your trusted partner in navigating the complexities of tax planning and filing. Conveniently located at 3725 Walden Avenue in Lancaster, New York, our dedicated team offers personalized tax preparation services tailored to meet the unique needs of individuals and small businesses in the community. With a commitment to accuracy and integrity, Stephen D Dobson brings years of experience and expertise in finance to ensure that every client receives the highest quality service. Whether you need assistance with individual tax returns, small business tax filing, or strategic tax planning advice, we are here to help you maximize your returns and minimize your liabilities.
3725 Walden Avenue, Lancaster, New York 14086, United States -
Alden State Bank
● ClosedWelcome to Alden State Bank, your trusted partner in banking and finance, conveniently located at 5802 Broadway, Lancaster, New York. With a rich history of serving the community since our inception, we pride ourselves on providing personalized financial services tailored to meet the unique needs of each customer. Our commitment to excellence and customer satisfaction is reflected in our comprehensive range of banking solutions, including personal and business accounts, loans, mortgages, and investment services. Whether you're looking to manage your daily finances or plan for the future, our experienced team is here to guide you every step of the way. Visit us today and experience the difference of community-focused banking at Alden State Bank.
5802 Broadway, Lancaster, New York 14086, United States -
Kitchen & Bathroom Remodeling | RenoTitan
● ClosedWelcome 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.
237 Main Street, Buffalo, New York 14203, United States
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos