The 30 Best Individual financial planning needs in Getzville, New York

8 results found

Micah Puscheck is a Financial Advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road, Getzville, New York, United States. Micah holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Micah specializes in providing comprehensive financial planning services with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Micah is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, and is committed to helping clients achieve their financial goals. Contact Micah Puscheck today for personalized financial advice tailored to your specific needs and objectives.

Joshua Jeff is a financial advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road in Getzville, New York, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Joshua provides investment recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients can access their accounts and track progress securely from any device. Those interested can schedule a complimentary initial consultation to learn more about the services offered. Joshua Jeff is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. For more information on corporate entities, disclosures, and privacy and security policies, visit the Ameriprise Financial website.

Dan Schmidt - State Farm Insurance Agent is a reputable insurance agency located at 5838 South Transit Road, Lockport, New York, United States. Situated directly across from Tops Friendly Markets and between Applebee's and Kith and Kin, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in Lockport and surrounding areas such as Amherst, North Tonawanda, Getzville, and Clarence. The agency is led by Dan Schmidt, a Lockport native with deep roots in the community. Alongside his dedicated team, Dan is committed to building personal relationships with clients, helping them understand and manage the risks they face every day. With over 100 years of combined experience in the insurance industry, the agency provides exceptional customer service to individuals and families in Lockport and beyond.

Fidelis Care - Buffalo Regional Office is a health insurance agency located at 480 Crosspoint Parkway in Getzville, New York. As part of the Fidelis Care network, this office provides a range of health insurance options to individuals and families in the Buffalo region. With a commitment to quality care and affordable coverage, Fidelis Care is dedicated to helping its members access the healthcare services they need. Visit the Buffalo Regional Office to learn more about their insurance plans and how they can help you stay healthy and protected.

Beyond Accounting, Inc. is a leading accounting and finance institution located at 2350 North Forest Road in Getzville, New York, United States. With a team of highly skilled professionals, Beyond Accounting, Inc. offers a wide range of accounting and finance services to individuals and businesses. From tax preparation and financial planning to bookkeeping and payroll services, they are dedicated to providing top-notch solutions tailored to meet their clients' specific needs. Trust Beyond Accounting, Inc. for all your accounting and finance needs and experience exceptional service and expertise.

Cindy's Mobile Bookkeeping Inc. is a professional accounting and finance institution located at 2655 Millersport Highway in Getzville, New York. With a team of experienced bookkeepers, they offer convenient and reliable mobile bookkeeping services to businesses and individuals in the area. Whether you need assistance with financial statements, payroll processing, or tax preparation, Cindy's Mobile Bookkeeping Inc. is dedicated to providing accurate and efficient solutions tailored to meet your specific needs. Contact them today to learn more about how they can help you manage your finances effectively.

Welcome to Diverse Funding Associates, LLC, your premier partner in financial solutions, conveniently located at 2351 North Forest Road, Getzville, New York. At Diverse Funding Associates, we are dedicated to empowering individuals and businesses alike with tailored financial services designed to meet your unique needs and goals. Our team of experienced financial experts is committed to providing personalized strategies that drive growth, ensure stability, and foster success. Whether you are looking to secure funding, manage investments, or plan for the future, we offer a comprehensive range of services to help you navigate the complexities of finance with confidence. Discover how Diverse Funding Associates, LLC can support your financial journey and help you achieve your aspirations. Visit us today to learn more about our innovative solutions and client-focused approach.

Welcome to Cornerstone Community Federal Credit Union, your trusted financial partner since 1957. Located at 315 Stahl Road, Getzville, New York, we proudly serve the communities of Niagara and Erie County. As a member-focused financial cooperative, we offer a wide range of services designed to meet your banking needs with ease and convenience. At Cornerstone CFCU, we believe in making your financial dreams a reality. Our comprehensive suite of lending products is tailored to fit the unique needs of our members. Whether you're looking for a checking account, an auto loan with competitive rates as low as 5.74% APR, or mortgage solutions, we provide the tools and support to help you succeed financially.