Firm for financial planning in Jamestown, New York

Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.

Great Lakes Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York, United States. With a team of experienced financial advisors, they provide a wide range of financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, wealth management, or estate planning, the experts at Great Lakes Consulting Group - UBS Financial Services Inc. are dedicated to helping you achieve your financial goals. Visit their office today for personalized financial solutions tailored to your specific needs.

UBS Financial Services Inc. is a finance institution located at 201 West 3rd Street, Jamestown, New York, United States. We believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, and we strive to turn financial visions into reality by providing expert advice tailored to specific needs. Our current thinking focuses on keeping our clients ahead of the curve, with events and reports such as UBS ElectionWatch 2024 and UBS Road to the Election weekly video series. We aim to help clients pursue their financial goals today, tomorrow, and for generations to come, by creating wealth strategies that support them throughout their lives. For prominent individuals and families, we offer expert insights and connections to help navigate financial success. Our services include investment advisory and brokerage services, with a focus on wealth management needs and goals over different timeframes. We strive to provide exceptional service and support to help clients pursue what's important to them.

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.

Good Shepherd Consulting is a reputable institution located at 78 Lee Avenue in Jamestown, New York, United States. Our team of experienced consultants are dedicated to providing top-quality services to our clients, helping them navigate through various challenges and achieve their goals. With a focus on professionalism, integrity, and personalized attention, we strive to deliver innovative solutions and expert guidance in a wide range of areas including business management, finance, marketing, and more. Trust Good Shepherd Consulting to be your partner in success.

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Saxton, Kocur and Associates, LLP is an accounting and finance institution located at 301 East 2nd Street in Jamestown, New York, United States. Our mission is to establish lasting client relationships and operate with a strong sense of integrity. We are dedicated to helping our clients and staff reach their personal and business objectives. Our services include auditing and attestation, tax preparation and planning, business accounting, payroll, financial statements, new business formations, estates and trusts, and resolving tax issues. Visit us in Jamestown for all your accounting and financial needs.

Buffamante Whipple Buttafaro is a well-established accounting and finance institution located in Jamestown, New York. With a prime location at 201 West 3rd Street, this institution offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals provides expert advice and assistance in areas such as tax preparation, auditing, financial planning, and more. Whether you are looking for help with personal finances or need assistance with your business accounting, Buffamante Whipple Buttafaro is dedicated to providing top-notch service to meet your needs.

Robert Johnson - Alliance Advisory Group is a finance institution located at 513 West 3rd Street in Jamestown, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to provide personalized and professional guidance. Trust Robert Johnson - Alliance Advisory Group to help you navigate the complexities of the financial world and secure a prosperous future.

Guiffrida Deborah A is a reputable accounting and finance institution located at 747 Foote Avenue in Jamestown, New York, United States. With a focus on providing expert financial services, Guiffrida Deborah A offers a wide range of accounting solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of financial management with precision and integrity. Whether you are in need of tax preparation, financial planning, or bookkeeping services, Guiffrida Deborah A is committed to delivering personalized and reliable solutions to meet your specific needs. Contact them today to learn more about how they can assist you in achieving your financial goals.

D & R Accounting & Tax Solutions is a reputable institution located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch solutions for individuals and businesses alike. With years of experience and expertise in tax preparation, bookkeeping, and financial consulting, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and tax needs.

Brunacini Harold L CPA is a reputable accounting and finance institution located at 1279 North Main Street in Jamestown, New York, United States. With years of experience and expertise in the field, they provide a wide range of professional services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with filing your taxes or managing your finances, Brunacini Harold L CPA is committed to providing top-notch service and personalized solutions to meet your needs.

Joseph E Mitchell EA Inc is a reputable accounting and finance institution located at 205 North Main Street in Jamestown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Joseph E Mitchell EA Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Dawson, Kelly A CPA is a reputable accounting and finance institution located at 2 East 2nd Street in Jamestown, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust Dawson, Kelly A CPA for accurate and reliable financial advice to help them navigate their personal and business finances successfully.

Mitchell Westrom & Associates is a reputable accounting and finance firm located at 2 East 2nd Street in Jamestown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Mitchell Westrom & Associates for their expertise and dedication to helping individuals and businesses achieve their financial goals.

Lawley, located at 3988 Vineyard Drive in Dunkirk, New York, is a trusted health and insurance agency dedicated to building long-term relationships based on trust. Serving customers, insurance carriers, and employees, Lawley offers the latest healthcare compliance, business insurance, and personal insurance news straight to your inbox. Specializing in personal auto, home, and umbrella insurance, as well as business insurance, risk management consulting, and employee benefits for businesses of all sizes, Lawley is committed to protecting individuals and businesses in Dunkirk, Fredonia, and beyond. Formerly known as Lawley Tradition, Lawley is proud to serve communities in New York and Pennsylvania, including Gowanda, Olean, Allegany, Jamestown, Ellicottville, Salamanca, and Erie.

Peter Grubea Attorneys is a leading finance and legal institution located at 24 East 3rd Street in Jamestown, New York. Our team of experienced attorneys specialize in various areas of law including finance, business, real estate, and more. We are dedicated to providing high-quality legal services to our clients, helping them navigate complex legal matters with ease. With a strong reputation for excellence and a commitment to client satisfaction, Peter Grubea Attorneys is the trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you.