The 30 Best Individual financial planning needs in East Amherst, New York

13 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.

Progressive Planning Services, Inc. is a reputable finance institution located at 8610 Transit Road in East Amherst, New York. With a focus on providing comprehensive financial planning services, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Progressive Planning Services, Inc. offers personalized solutions tailored to your specific needs. Trustworthy and client-focused, they are committed to guiding you towards a secure financial future. Contact them today to learn more about their services and how they can help you plan for tomorrow.

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.

Joseph Parlato: Allstate Insurance is an established insurance agency located at 8770 Transit Road in East Amherst, New York. With a focus on providing top-notch insurance solutions, this institution offers a wide range of coverage options to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Joseph Parlato and his team are dedicated to helping you find the right policy to protect what matters most to you. With a commitment to excellent customer service and personalized attention, Joseph Parlato: Allstate Insurance is a trusted choice for all your insurance needs in the East Amherst area.

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.

Waddell & Reed Inc is a reputable finance institution located at 8600 Transit Road in East Amherst, New York, United States. With a strong focus on providing financial services and investment opportunities, Waddell & Reed Inc is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals and a commitment to personalized service, Waddell & Reed Inc offers a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are looking to plan for retirement, invest for the future, or simply manage your finances more effectively, Waddell & Reed Inc is here to help you every step of the way.

Healthcare Navigators of WNY is a financial institution located in East Amherst, New York, that specializes in helping individuals and families navigate the complex world of healthcare expenses. Whether you are looking for assistance with insurance claims, medical billing, or understanding your healthcare coverage, our team of experts is here to help. With our personalized approach, we strive to alleviate the financial burden of healthcare costs and ensure that you receive the care you need without breaking the bank. Visit us at 128 Brenridge Drive to learn more about how we can assist you with your healthcare financial needs.

Sunbridge Management is a leading finance institution located at 8600 Transit Road in East Amherst, New York, United States. With a team of experienced professionals, Sunbridge Management provides a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, Sunbridge Management is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

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 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 the M&T Bank ATM located at Speedway 9878, 6011 Transit Road, East Amherst, New York 14051. Conveniently accessible 24 hours a day, 7 days a week, our ATM offers a reliable solution for your financial needs anytime you require. M&T Bank is committed to providing comprehensive financial services, including banking, insurance, investments, mortgage, and commercial financial services, through a robust network of 980 branches and 2,100 ATMs. Additionally, our online and mobile services ensure you can manage your finances seamlessly from anywhere. Recognized by the Coalition Greenwich 2022 Commercial Banking Program, M&T Bank is dedicated to supporting businesses and individuals alike. Our involvement in the SBA’s 7(a) lending program highlights our commitment to fostering small business growth. Visit our ATM for quick and secure transactions, and experience the convenience and reliability that M&T Bank offers. Visa® is a registered trademark of Visa International Service Association, and all other referenced service marks and trade names are the property of their respective owners.

Welcome to Alden State Bank, your trusted financial partner located at 6545 Transit Road, East Amherst, New York. As a community-focused bank, we are dedicated to providing personalized financial services to meet the diverse needs of our clients. Whether you're looking to open a checking account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At Alden State Bank, we pride ourselves on offering a wide range of banking products and services tailored to both individuals and businesses. Our commitment to exceptional customer service ensures that you receive the attention and support you deserve. We strive to build lasting relationships with our clients, understanding that each financial journey is unique.

Welcome to Michelle Farina Agency, your trusted partner in navigating the complex world of health insurance. Conveniently located at 9904 Transit Road, East Amherst, New York, our agency is dedicated to helping you understand and choose the best health insurance options tailored to your needs and budget. With over 30 years of experience, Michelle Farina is an expert in Medicare Insurance Plans and other health insurance options, including the NYSOH Marketplace. We pride ourselves on connecting the dots for our clients, ensuring you make informed decisions about your healthcare coverage today, tomorrow, and beyond.