TOP 30 Best Individual financial planning in Amherst, New York

L&M Wealth Management is a leading financial institution located at 3820 Sheridan Drive in Amherst, New York, United States. Specializing in finance, L&M Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, L&M Wealth Management is dedicated to providing top-notch service and expert advice to help you succeed.

EG Tax is a reputable accounting and finance institution located at 3498 Sheridan Drive in Amherst, New York, United States. With a team of experienced professionals, EG Tax offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, EG Tax is dedicated to providing personalized solutions to meet your financial needs. Trustworthy and reliable, EG Tax is committed to helping you achieve your financial goals.

EG Tax is a finance institution located at 2475 Niagara Falls Boulevard in Amherst, New York. Our experienced team of professionals specializes in providing tax preparation, accounting, and financial planning services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their tax savings. Whether you need assistance with tax filing, bookkeeping, or retirement planning, EG Tax is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.

Welcome to the online home of Pat Herberger, Independent Associate & Director at LegalShield, conveniently located at 176 Brenridge Drive, East Amherst, New York 14051. Pat is dedicated to providing personalized legal protection and peace of mind for individuals, families, and businesses in the local community and beyond. With a strong commitment to exceptional service, Pat offers access to affordable legal coverage and identity theft protection through LegalShield's comprehensive plans. Whether you're seeking legal advice, document review, or identity theft monitoring, Pat Herberger is here to guide you every step of the way. As a trusted resource in the East Amherst area, Pat takes pride in helping clients navigate legal challenges with confidence and ease. Explore our website to learn more about the services offered and discover how LegalShield's innovative solutions can empower you to live life worry-free. Contact Pat Herberger today to schedule a consultation and begin your journey toward comprehensive legal protection.

Didonato Knox & Murphy Inc. is a leading accounting and finance institution located at 586 North French Road in Buffalo, New York. Our dedicated team of professionals has the expertise, experience, and tools necessary to effectively serve the tax needs of individuals and small businesses. We are committed to solving problems and aggressively advocating for our clients. Visit us at Suite 2, Amherst, New York 14228 to learn more about how we can help you achieve your financial goals.

Welcome to M&T Bank in Amherst, New York! Conveniently located at 3065 Niagara Falls Boulevard, our East Robinson branch is your local destination for all your banking and financial needs. We invite you to visit us during our business hours or take advantage of our 24/7 ATMs for your convenience. At M&T Bank, your personal banker is a dedicated resource, ready to assist you with a wide range of financial services. Whether you're looking to open a checking or savings account, apply for a mortgage, home equity line of credit, or auto loan, or choose the right credit card, we're here to provide guidance and support every step of the way. Our goal is to help you find the best terms and rates to suit your needs.

Welcome to HSBC Bank, located at 8100 Transit Road, Amherst, New York 14221, United States. As a leading name in banking and finance, HSBC Bank USA, N.A. offers a comprehensive suite of services designed to meet your financial needs, whether local or international. Experience the convenience of managing your finances wherever you are with the HSBC Mobile Banking App. With a Global Money Account, you can make online transactions in eight different currencies seamlessly. Our app, available for iPhone®, iPad®, and AndroidTM devices, provides an improved banking experience on the go, including the ability to deposit checks using your device's camera.

Welcome to Citizens, your trusted partner in banking and financial services, conveniently located at 3180 Sheridan Drive, Amherst, New York 14226. At Citizens, we are committed to providing our community with a comprehensive range of financial solutions tailored to meet your individual and business needs. Whether you are looking for a reliable ATM for quick cash withdrawals, seeking personal or business banking services, or exploring financial planning and investment opportunities, our experienced team is here to assist you every step of the way. We pride ourselves on delivering exceptional customer service and innovative financial products to help you achieve your financial goals. Visit us today and experience the Citizens difference. Your financial well-being is our priority.

Dave McMahon Insurance Agency is a reputable insurance agency located at 4476 Main Street in Amherst, New York. With a commitment to providing personalized service and tailored insurance solutions, our experienced team is dedicated to helping individuals and businesses find the coverage they need to protect what matters most. Whether you're looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the right policy for your unique needs. Contact us today to learn more about how we can help you secure peace of mind for the future.

Tax and Accounting Services, located at 440 Amherst Street in Buffalo, New York, offers expert financial advice and services to individuals and businesses in the area. Our team of experienced accountants and finance professionals are dedicated to helping clients navigate the complexities of tax laws and financial regulations. Whether you need help with tax preparation, bookkeeping, or financial planning, our institution is here to provide personalized solutions to meet your needs. Trust Tax and Accounting Services for all your accounting and finance needs.

Explore What's Next is a health institution located at 1416 Sweet Home Road in Amherst, New York, United States. We offer a range of services including psychotherapy, counseling, personal and executive coaching for adults, couples, children, adolescents, and families. Our approach is compassionate, direct, and non-judgmental, with a focus on collaboration to maximize your counseling experience. In addition to our counseling services, The Studio at Explore What's Next offers self-care classes and workshops in yoga, meditation, and mindfulness. We also provide workshops, seminars, and groups on various topics such as relationship dynamics, chronic illness management, and financial wellness. All of our offerings are open to the public in our beautiful, ADA compliant space.

Welcome to Citizens, your trusted partner in banking and finance, conveniently located at 2797 Niagara Falls Boulevard in Amherst, New York. Our branch is dedicated to providing exceptional financial services tailored to meet the needs of our community. Whether you're looking to manage your personal finances, explore investment opportunities, or need assistance with business banking, our experienced team is here to guide you every step of the way. With a user-friendly ATM on-site, we offer quick and easy access to your funds around the clock. At Citizens, we pride ourselves on delivering personalized service and innovative solutions to help you achieve your financial goals. Visit us today and experience the difference of a community-focused bank committed to your success.

Guardian Life Insurance Co-America is a reputable insurance agency located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted provider of life insurance, Guardian Life Insurance Co-America offers a range of policies to meet the individual needs of their clients. With a commitment to protecting the financial security of their policyholders, the agency provides personalized service and expert guidance to help customers make informed decisions about their insurance coverage. Whether you are looking for term life, whole life, or universal life insurance, Guardian Life Insurance Co-America is dedicated to helping you find the right policy to safeguard your loved ones' future.

Johnson Agency Allstate Insurance is a reputable insurance agency located at 7767 Transit Road in East Amherst, New York. As a trusted provider of Allstate insurance products, our team of experienced agents is dedicated to helping individuals and families find the right coverage to protect their assets and loved ones. Whether you are in need of auto, home, life, or business insurance, we strive to provide personalized service and tailored solutions to meet your unique needs. Visit us today to learn more about our comprehensive insurance options and how we can help you secure peace of mind for the future.

Cordell & Cordell - Divorce Attorney Office in Buffalo, New York, is a trusted institution specializing in providing legal representation for individuals going through divorce proceedings. Our team of experienced lawyers is dedicated to helping clients navigate the complexities of divorce law with compassion and expertise. Located at 100 Corporate Parkway, our office is committed to advocating for our clients' best interests and achieving favorable outcomes in their divorce cases. Contact us today for personalized and professional legal assistance during this challenging time.

Welcome to Richmond North Associates, your trusted financial partner located in the heart of Amherst, New York. Situated at 4955 North Bailey Avenue, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of each client. At Richmond North Associates, we specialize in a wide range of financial solutions, including investment planning, retirement strategies, tax optimization, and wealth management. Our team of experienced professionals is committed to delivering personalized advice and innovative strategies to help you achieve your financial goals. Whether you are an individual looking to secure your financial future or a business seeking expert financial guidance, Richmond North Associates is here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of finance with confidence and ease.

Welcome to Northwest Bank, your trusted financial partner located conveniently at 3105 Niagara Falls Boulevard, Amherst, New York. 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 comprehensive range of services is designed to support your goals. At Northwest Bank, we offer a variety of banking solutions including savings and checking accounts, loans, mortgages, and investment opportunities. Our user-friendly ATMs and online banking platforms ensure you have access to your accounts anytime, anywhere. Our dedicated team of financial experts is here to provide personalized advice and support, helping you make informed decisions for a secure financial future.

Welcome to KeyBank, your trusted financial partner located at 3171 Sheridan Drive, Amherst, New York. Conveniently situated in the heart of Amherst, we are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking for personal banking solutions, business accounts, or financial advice, our dedicated team is here to assist you. At KeyBank, we offer a comprehensive range of services including secure ATM access, checking and savings accounts, loans, investment advice, and more. Our state-of-the-art facilities ensure a seamless banking experience, allowing you to manage your finances with ease and confidence.

Grana & Teibel is a leading accounting and finance institution located at 300 Corporate Parkway in Amherst, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Grana & Teibel is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Contact Grana & Teibel today to learn more about how they can assist you with your accounting and finance needs.

Welcome to Lake Shore Savings Bank, your trusted partner in banking and finance located at 5751 Transit Road, East Amherst, New York. With a commitment to providing exceptional customer service and personalized financial solutions, we cater to the diverse needs of our community. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Lake Shore Savings Bank, we pride ourselves on building lasting relationships with our customers, offering a range of services designed to help you achieve your financial goals. Visit us today to experience the difference of community banking with a personal touch.

Welcome to KeyBank, your trusted partner in financial services located conveniently at 804 Hopkins Road, Amherst, New York 14221. As a leading provider in banking and finance, we are committed to helping individuals and businesses achieve their financial goals with ease and confidence. At KeyBank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions tailored to meet your unique needs. Our state-of-the-art ATM facilities ensure you have access to your finances 24/7, providing utmost convenience and security.

Welcome to Paul Giangreco - Aflac Insurance Agent, located at 1412 Sweet Home Road, Amherst, New York 14228. As a trusted insurance agency, we are dedicated to providing you with an extra layer of protection for life's unexpected moments. Our comprehensive range of insurance policies ensures that you can feel confident and secure about your coverage. Life can be unpredictable, but with Aflac, you're prepared. Whether it's a sudden accident or a serious health diagnosis, Aflac pays cash benefits directly to you, helping to alleviate financial stress. This allows you to focus on what truly matters—your recovery and well-being.

FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.

Seville & Co LLC is a reputable health insurance agency located at 90 Amherst Drive in Yonkers, New York. Our dedicated team of professionals are committed to providing top-quality insurance services to individuals and families in the United States. With a focus on personalized care and comprehensive coverage options, we strive to ensure our clients receive the best possible healthcare solutions. Contact us today to learn more about how Seville & Co LLC can help meet your insurance needs.

New York Life, located in Amherst, New York, United States, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the added benefit of being able to invest policy cash values in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. New York Life also offers expertise in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a focus on community engagement and charitable giving, New York Life is dedicated to helping families protect their financial futures and thrive. Their diverse workforce reflects the communities they serve, and they are committed to making a positive impact through volunteerism and charitable donations. With a strong reputation for financial stability and accountability to policy owners, New York Life has been in business since 1845 and continues to uphold their values of diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need assistance with a complex situation, New York Life's agents are ready to provide tailored solutions to meet your needs and budget.

Nottingham Advisors is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a strong focus on providing expert financial guidance and investment management services, Nottingham Advisors is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Nottingham Advisors is committed to delivering exceptional results and superior customer service. Contact them today to learn more about how they can help you secure a prosperous financial future.

Louis Benton is a reputable finance institution located at 2797 Niagara Falls Boulevard in Amherst, New York. With a strong track record of providing top-notch financial services, Louis Benton is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, the experienced team at Louis Benton is committed to providing personalized solutions tailored to your specific needs. Trust Louis Benton to be your partner in financial success.

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.

Wealth Management Services LLC is a leading finance institution located at 100 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer a range of services tailored to meet your individual needs. Trust Wealth Management Services LLC to provide expert guidance and support in managing your wealth effectively.

Sroda & Associates CPA's P.C. is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, financial planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals.