TOP 30 Financial transition in Buffalo, New York

42 results found

Buffalo-Insurance.com is a trusted insurance agency located at 6043 Transit Road in Depew, New York. Our team of insurance specialists are dedicated to finding the best coverage for your car, home, business, and more. With over 50 years of experience, we offer personalized service to ensure that you have peace of mind knowing your loved ones and possessions are protected. Whether you are looking for auto, home, or business insurance, our agency is here to help. Clients have praised our quick response to issues and questions, making us a top choice in Buffalo, NY. Contact us today to find the right insurance coverage for your needs.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

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.

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.

Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.

Financial Planning Advisory Group Inc is a reputable finance institution located at 2425 Sweet Home Road in Buffalo, New York. Our team of experienced financial advisors provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you make informed decisions and secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Amanda Marshall - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Amanda Marshall - UBS Financial Services Inc. is dedicated to providing personalized financial solutions and expert advice to help clients achieve their financial goals.

needs, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA® is a reputable finance institution located at 4370 Buffalo Road, North Chili, New York. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Rudy A Diedreck offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. With a focus on personalized service and a commitment to excellence, clients can trust Edward Jones - Financial Advisor: Rudy A Diedreck to provide comprehensive financial solutions tailored to their unique needs. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Rudy A Diedreck and his team are dedicated to helping you secure a stable financial future.

Welcome to Audi Buffalo, your premier destination for exceptional automotive experiences in Bowmansville, New York. Conveniently located at 6501 Transit Road, our dealership offers an extensive selection of the latest Audi models, as well as a diverse inventory of high-quality pre-owned vehicles to suit every lifestyle and budget. At Audi Buffalo, we pride ourselves on providing unparalleled customer service and a seamless car-buying experience. Our knowledgeable sales team is here to assist you in finding the perfect vehicle that meets your needs and preferences. Whether you're looking for a sleek sedan, a versatile SUV, or a high-performance sports car, we have the perfect Audi waiting for you.

Welcome to Solar By CIR Buffalo, your trusted partner for top-quality and affordable solar energy solutions. Located at 2517 Long Road, Grand Island, New York, we specialize in helping homeowners, business owners, and communities throughout Buffalo and Western New York embrace sustainable energy choices. With over 1,300 successful solar panel installations, we have empowered more than 1,000 satisfied customers to harness the financial benefits of clean, renewable energy from the sun. At Solar By CIR, we pride ourselves on our expert staff and in-house electricians, ensuring that every project is completed with precision and care. Unlike many others, we do not subcontract any of our labor, allowing us to maintain the highest standards of quality and reliability. Our best-in-class solar design and installation services are tailored to meet the unique needs of each client, whether residential, commercial, or industrial.

Welcome to Sell My House Fast Buffalo, your trusted partner in hassle-free home selling located at 567 Exchange Street, Buffalo, New York 14210. Specializing in quick, efficient, and stress-free real estate transactions, we offer Buffalo homeowners an easy alternative to the traditional home selling process. Our mission is to simplify and expedite your home sale, providing you with a fair, all-cash offer and the flexibility to sell on your terms. At Sell My House Fast Buffalo, we understand that selling a home can often be a time-consuming and stressful experience. That's why we’re committed to offering a streamlined process that eliminates the need for repairs, renovations, or cleaning. Whether you’re avoiding foreclosure, dealing with a divorce, moving, or facing any challenging situation, we’re here to help. We buy homes in any condition and handle all the details, so you don’t have to.

College Solutions Network is a prestigious university located at 300 International Drive in Buffalo, New York, United States. Our institution is dedicated to providing high-quality education and resources to help students succeed in their academic and professional endeavors. With a strong focus on innovation and personalized learning, we strive to prepare our students for the challenges of the modern world. Join us at College Solutions Network and unlock your full potential.

Michael Forster Insurance Advisor, located at 10785 Howe Road in Clarence, New York, is a trusted insurance agency dedicated to helping individuals and businesses protect their dreams. The Aebly & Associates team offers a range of individual insurance policies, employee benefits packages, and business insurance solutions tailored to meet the unique needs of each client. With a focus on minimizing risks and losses, the agency provides expert guidance on homeowners insurance, as well as dental, vision, and life insurance options. Clients rave about the professional, courteous, and prompt service they receive from the team at Michael Forster Insurance Advisor. From seamless transitions to better coverage for less money, the agency's commitment to exceptional customer service is evident in every interaction. Whether you are in need of health insurance for your employees or a comprehensive business insurance program, the knowledgeable and experienced team at Aebly & Associates is here to help.

Farmers Insurance - Danyell Watkins is an insurance agency located at 5373 Transit Road in Buffalo, New York. They offer a variety of insurance products underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. The agency also provides life insurance through Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. With a focus on providing personalized coverage options, Farmers Insurance - Danyell Watkins aims to meet the insurance needs of individuals and businesses in the Buffalo area. Contact them for more information on available products and services.

Delavan-Canisius College is a transit station located on East Delavan Avenue in Buffalo, New York, United States. It serves as a hub for commuters traveling to and from various destinations in the area. The station provides convenient access to public transportation options, making it a popular choice for students, professionals, and residents alike. With its central location and efficient services, Delavan-Canisius College is a vital link in the transportation network of Buffalo.

Note Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life. We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.

Powherhouse Money Coaching is a finance and insurance agency located at 1323 North Forest Road in Buffalo, New York. Our team of badass coaches and bestselling authors are the founders of the #MoneyBitch Movement. We are here to help you overcome limiting beliefs, understand your money to grow your wealth, and create a life you love. Our mission is to help you let go of what's holding you back and empower you to reach your goals. As experienced Money & Business Coaches, we provide support, tough love, and professional expertise to help you shift your money mindset and take control of your financial future. Whether you're a business owner looking to scale up or an individual seeking personal growth, we can help you step into your power and build a future you're proud of.

Charles Schwab is a renowned finance institution located at 8118 Transit Road in Buffalo, New York, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Esther Guylas Tax Services Inc is a reputable accounting and finance institution located at 4545 Transit Road in Buffalo, New York. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and more. We are dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Visit us today to experience personalized and reliable tax services.

Klawon Dave E CPA is a reputable accounting and finance institution located at 5373 Transit Road in Williamsville, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Klawon Dave E CPA is here to assist you every step of the way.

E-Z Loan Auto Sales of Lockport is a trusted car dealer and finance institution located at 6145 South Transit Road in Lockport, New York. As part of a group of used car dealerships in Western New York, we specialize in helping customers with bad credit or no credit get approved for financing through our Accelerated Approval Program. With over 20 years of experience, we have assisted tens of thousands of customers in rebuilding their credit and driving away in a quality vehicle. Our dealership offers a wide selection of used cars, trucks, and SUVs for sale, all of which have undergone an extensive reconditioning process. Each vehicle also comes with a 24-month / 24,000-mile limited warranty at no additional cost. Our exclusive partnership with Buffalo Auto Acceptance Corp. allows us to provide on-the-spot financing decisions, making the car buying process quick and easy for our customers.

Northwest Bank is a trusted financial institution located at 4435 Transit Road in Buffalo, New York, United States. As a full-service bank, Northwest Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access and a commitment to customer service, Northwest Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit Northwest Bank today to experience personalized banking solutions tailored to meet your needs.

TD Ameritrade is a leading finance institution located at 8118 Transit Road in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, TD Ameritrade offers a wide range of investment options, tools, and resources to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, TD Ameritrade's knowledgeable team is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Trust TD Ameritrade to be your partner in building a secure financial future.

Welcome to Terry E Thompson - West Herr Auto Group, your premier car dealership located at 8040 Transit Road, Williamsville, New York 14221. As a dedicated Car Sales Professional, Terry Thompson is committed to providing a superior car-buying experience tailored to your unique needs. Whether you're in the market for a robust Chevy truck, a sleek Chevrolet SUV, or any other top-brand vehicle, our extensive inventory has something for everyone. At West Herr Chevrolet of Williamsville, we believe in transparency and honesty. We provide clear information about vehicle pricing, features, and benefits, ensuring you have all the details you need to make an informed decision. Our personalized service means we listen carefully to your preferences, lifestyle, and budget to recommend the best vehicle options for you.

Small Business and Startup Coaching (SBSC) is a premier business consultancy located at 8350 Transit Rd, Buffalo, NY 14221, United States. Dedicated to empowering entrepreneurs and small business owners, SBSC provides expert guidance and tailored coaching services to help clients navigate the complexities of starting and growing a business. Our seasoned coaches bring a wealth of experience and practical insights to every session, offering personalized strategies in areas such as business planning, marketing, financial management, and operational efficiency. Whether you're launching a new startup or looking to take your existing business to the next level, SBSC is committed to your success. We pride ourselves on fostering a supportive and collaborative environment where innovative ideas can flourish. Join us at SBSC and turn your business aspirations into reality with confidence and clarity.

Welcome to Willcare, your trusted partner in health and home care services located at 105 Earhart Drive, Buffalo, New York. As a dedicated team of healthcare professionals, we are proud to be an integral part of the Southwest New York community. Our mission is simple yet profound: to provide quality service by truly understanding and connecting with our patients on a personal level. At Willcare, we believe that the best healthcare journey is one that is personalized to meet the unique needs of each individual. Our passionate commitment to clinical excellence and service quality drives us to make healthcare better every day. We empower our clinicians and staff to build strong relationships within the communities they serve, ensuring that care is delivered with compassion and understanding.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to The Summit Federal Credit Union, conveniently located at 2290 Delaware Avenue, Buffalo, New York 14216. As a trusted financial institution, we are committed to providing our members with exceptional banking, ATM, and financial services tailored to meet your needs. At The Summit, we prioritize the security and prosperity of your savings. Your funds are federally insured up to $250,000 and backed by the full faith and credit of the United States Government, under the National Credit Union Administration, a U.S. Government Agency.

Welcome to ATM at 5445 Transit Road, Buffalo, New York 14221! Conveniently located in the heart of Buffalo, our ATM provides quick and easy access to your financial needs. Whether you're a local resident or just passing through, our state-of-the-art machine offers a range of services, including cash withdrawals, balance inquiries, and more, all designed to make your banking experience seamless. Open 24/7, our ATM ensures you have access to your funds whenever you need them. With a commitment to security and efficiency, we strive to deliver superior service and reliability. Visit us today at our Transit Road location for all your financial needs!