The 30 Best Independent consulting services in Buffalo, New York

Mollot & Hardy, Inc. is a reputable finance and insurance agency located at 646 North French Road in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mollot & Hardy, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.

Goldfarb Financial is a reputable finance institution located at 4549 Main Street in Buffalo, New York. Our team of experienced financial experts is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with financial planning, Goldfarb Financial is here to help. We strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how Goldfarb Financial can help you reach your financial goals.

The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.

Main Line Capital Management is a finance institution located at 403 Main Street in Buffalo, New York, United States. Specializing in Investment Management and Advisory Services, Main Line Capital Management caters to clients from their offices in East Aurora, New York. With a focus on personalized financial strategies and expert guidance, Main Line Capital Management is committed to helping clients achieve their financial goals.

Cetera Investors is a finance institution located at 300 Airborne Parkway West in Cheektowaga, New York, United States. Our team of independent financial professionals is dedicated to helping you achieve your financial goals and secure a stronger future. Whether you need assistance with retirement planning, tax-smart investing, or any other financial matter, we are here to provide clear and transparent guidance tailored to your specific needs. With years of experience serving the community, we are committed to helping you navigate the path to greater financial well-being. Contact us today to learn how we can support you on your journey to financial success.

Wealth Optimization Network, LLC is a finance institution located in Buffalo, New York, United States. Our team of experts is dedicated to helping individuals and businesses optimize their wealth through strategic financial planning and investment management. With a focus on personalized solutions and client satisfaction, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you maximize your wealth.

The Bonadio Group is a top 50 CPA firm located at 100 Riley Street in East Aurora, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide tailored solutions for every engagement. As problem solvers and industry experts, we are trusted partners to our clients. We are committed to finding the best solution for each individual client because we understand that one size does not fit all. Our clients rely on us as strategic, community-oriented partners with a deep knowledge of their businesses and priorities.

Raymond James is a renowned financial institution located at 468 Delaware Avenue in Buffalo, New York, United States. As a leading player in the finance industry, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. With a strong reputation for providing personalized and comprehensive financial solutions, Raymond James is dedicated to helping clients achieve their financial goals and secure their futures. Trusted by individuals, businesses, and institutions alike, Raymond James is committed to delivering exceptional service and expertise in the world of finance.

The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.

Eudaimonia Wealth is a prestigious finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve financial well-being and prosperity. We offer a wide range of services including investment management, retirement planning, estate planning, and risk management. At Eudaimonia Wealth, we prioritize our clients' financial goals and work diligently to provide personalized solutions to help them reach their objectives. Trust Eudaimonia Wealth to guide you towards a secure and prosperous financial future.

United Capital Financial Advisors is a leading finance institution located at 374 Delaware Avenue in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our knowledgeable professionals are here to provide personalized solutions tailored to your unique needs. Trust United Capital Financial Advisors to guide you towards financial success and peace of mind.

Robert Powalski, III, CFP - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experts at Alliance Advisory Group are dedicated to providing personalized and tailored solutions to meet your specific needs. Trustworthy and reliable, they strive to build long-term relationships with their clients based on integrity and transparency. Contact them today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor David J. Siwiec, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that values teamwork and involvement in building strong relationships with clients. The team at DBSR & Associates, including advisors and wealth management client associates, provides access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, offering personalized strategies to help you achieve your financial goals. By prioritizing your personal aspirations and goals, the team works with you to develop a tailored financial plan that considers your future needs and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to create a customized approach. The team is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. With a focus on exemplary client service, Merrill Lynch advisors have received recognition from financial industry publications. Let Merrill Lynch Financial Advisor David J. Siwiec help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.

The Berube Group - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Berube Group - Alliance Advisory Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Daniel W. Meyer - Wilmington Advisors @ M&T is a finance institution located at 285 Delaware Avenue in Buffalo, New York, United States. Specializing in financial advisory services, the team at Daniel W. Meyer - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world. With a focus on personalized service and tailored solutions, they strive to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Daniel W. Meyer - Wilmington Advisors @ M&T are here to assist you every step of the way.

Merrill Lynch Financial Advisor Samuel E Cappiello, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Cappiello can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and understanding their needs. Through the Merrill Personal Wealth Analysis™, Samuel can create a personalized plan centered on your aspirations and priorities, adjusting it as your life and goals evolve. As a Merrill Lynch Wealth Management Advisor, he focuses on building long-term relationships with clients, helping them pursue their financial objectives through thoughtful planning and strategic investment decisions. By getting to know you personally and understanding your unique financial situation, Samuel Cappiello can design a customized approach to help you achieve your goals while managing investment risk. With a dedication to putting clients first and providing comprehensive financial solutions, Samuel Cappiello is committed to helping you live your best financial life.

Hightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.

Ian DeLuke - Morgan Stanley is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the team at Ian DeLuke - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, their experienced professionals are here to assist you every step of the way. Trust in Ian DeLuke - Morgan Stanley for all of your financial needs.

Noble Wealth Partners is a leading finance institution located at 434 Delaware Avenue in Buffalo, New York, United States. With a focus on providing tailored financial solutions to meet the unique needs of each client, our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Noble Wealth Partners is committed to providing expert guidance and personalized service to help you secure a prosperous financial future. Contact us today to schedule a consultation and start building your wealth with confidence.

Christopher Shafer - RBC Wealth Management Financial Advisor is a reputable finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a trusted financial advisor, Christopher Shafer provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building strong relationships and providing expert guidance, clients can trust in the expertise and experience of Christopher Shafer to navigate the complexities of the financial market and secure their financial future.

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.

Located at One Fountain Plaza in Buffalo, New York, Wilmington Trust is a leading finance institution offering wealth and institutional services for M&T Bank. With a focus on helping families and businesses succeed, our experienced professionals provide expert guidance and forward-thinking solutions. Plan your visit to our Buffalo location and schedule an appointment to learn more about how we can help you achieve your financial goals.

The Glick Investment Group at RBC Wealth Management is a leading finance institution located at 6225 Sheridan Drive in Buffalo, New York. Our team of experienced professionals provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or growing your wealth, The Glick Investment Group is here to help you every step of the way.

Davis Financial is a finance institution located at 435 Creekside Drive in Buffalo, New York, United States. Our team of expert financial advisors will work with you to develop a customized financial program that suits your objectives and goals. We offer a range of products and services to help you execute a sound financial plan. Davis Financial is proud to be recognized as one of the Best Financial Advisors in Buffalo, New York in 2019. Securities and Advisory Services are offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Please note that Davis Financial and Cadaret Grant & Co., Inc. are separate entities. Check the background of our investment professionals to learn more about our trusted team.

Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.

Monarch Wealth Management, LLC is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and begin your journey towards financial success.

West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.

J. Fred Schoellkopf, VI - Morgan Stanley is a renowned finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment opportunities and wealth management solutions tailored to meet the unique needs of each client. The team of experienced professionals at J. Fred Schoellkopf, VI - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing expert advice and personalized strategies to help you succeed.

Gruver Zweifel & Scott is an accounting and finance institution located at 7936 Seneca Turnpike in Clinton, New York, United States. Situated in the historic Mohawk Valley, their Utica office caters to a wide range of clients including business, government, education, and non-profit organizations in the region. The Utica office was established in 2012 through a merger with Richard Zweifel's CPA office, enhancing the firm's presence in central New York and expanding their reach. As part of The Bonadio Group, an independent member of Moore North America, Inc. (MNA), they offer a comprehensive range of services to businesses in Buffalo, Rochester, Syracuse, and beyond. Visit their office in Clinton or learn more about their services online.