The 30 Best Financial planning specialist in Amherst, New York

15 results found

HD Financial Specialists is a leading finance institution located at 6049 Transit Road in East Amherst, New York. Our team of experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. With a focus on integrity and client satisfaction, HD Financial Specialists is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Paul J Miosi is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4241 Maple Road in Amherst, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Paul J Miosi is equipped to provide expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Paul J Miosi offers comprehensive financial services to meet the diverse needs of clients.

Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. The institution offers a range of certifications and designations to ensure high-quality financial services to its clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications ensure that the advisors at Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped with the knowledge and expertise to provide comprehensive financial planning services to their clients.

Denise Pacer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. Denise Pacer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Denise Pacer is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients.

Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.

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.

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.

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.

McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.

PEQ Tax Services LLC is a professional accounting and finance institution located at 3960 Harlem Road in Amherst, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, PEQ Tax Services LLC is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

I-Evolve Technology Services is a leading provider of VOIP phones, cloud computing, and network security solutions. Located at 501 John James Audubon Parkway in Amherst, New York, our institution offers cutting-edge technology services to help businesses streamline their communication systems, enhance their data storage capabilities, and protect their networks from cyber threats. With a team of experienced professionals and a commitment to customer satisfaction, I-Evolve Technology Services is dedicated to helping businesses thrive in the digital age.

At Life Sounds Audiology, we are committed to providing patients with high-quality hearing and balance care. As a non-profit organization, we prioritize our patients' best interests. Our team of audiologists holds doctoral-level degrees and are Board Certified by the American Academy of Audiology. We are dedicated to using best practices in Audiology for all our services, including the fitting and programming of hearing aids.Why Choose Life Sounds Audiology for Your Hearing Care?We believe that everyone deserves access to exceptional hearing care. Understanding that cost can be a significant obstacle, we have structured our practice to provide quality care that fits within our patients' financial means. We participate in many hearing aid discount programs and accept Medicaid and Fidelis insurance. Our expert insurance specialist is available to help you understand your hearing aid benefits and available discounts. Additionally, we offer an unbundled model, allowing patients to only pay for necessary services. We are in-network for many third-party plans, making hearing aids more affordable. As a certified member of the Dr. Cliff Network, our audiologists are verified to use best practices in Audiology.Your First Appointment:1. Greeting: You will be welcomed by our friendly front office staff and asked to fill out light paperwork regarding your medical and family history to help our audiologists better understand your health. 2. Individualized Plan: The audiologist will work with you to create a personalized communication plan, which may include hearing aid technology. Different styles and levels of technology will be explained to you.3. Evaluation: The audiologist will discuss your hearing history and goals, followed by an audiometric evaluation using the latest testing protocols and top-of-the-line equipment. Your results will be reviewed, and any questions you have will be answered.4. Fitting Appointment: If you decide to proceed with hearing aid technology, our front office staff will schedule another appointment for your fitting.Why Choose Life Sounds Audiology for Your Dizziness and Balance Testing?Dizziness and balance issues are common complaints that significantly impact quality of life. Our audiologists are specially trained in diagnostic testing using state-of-the-art videonystagmography (VNG) equipment. We collaborate with your medical provider to develop an appropriate treatment plan.What to Expect at Your Dizziness and Balance Appointment:- Pre-Testing: You will receive basic restrictions to follow before testing.

Welcome to Facial Pain & Apnea Appliance Therapy Located at 3980 Sheridan Drive, Amherst, New York, our practice is dedicated to helping you regain control of your life by addressing chronic pain, dysfunction, and sleep issues. Under the expert care of Dr. Jeffrey Goldberg, a renowned TMJ & Jaw Pain Specialist, we offer conservative, non-surgical therapies tailored to treat TMJ disorders, headaches, chronic facial pain, sleep apnea, and related conditions.

Welcome to Linda Zhang, MD - Expert Surgical Care in Manhattan Located in the heart of Manhattan at 5 East 98th Street, Linda Zhang, MD offers exceptional surgical care with a focus on minimally invasive and bariatric surgery. Dr. Zhang is a highly trained and board-certified general surgeon with a distinguished academic and professional background.

Welcome to M&T Bank - University Plaza Branch in Amherst, NY Discover a banking experience that puts your financial well-being first at M&T Bank, located at 3500 Main Street in the heart of Amherst, New York. Our University Plaza branch is your local destination for comprehensive banking and financial services tailored to meet your personal and business needs.