TOP 30 Individual investments in Jamestown, New York

33 results found

Jamestown Area Community FCU is a local credit union located at 915 East 2nd Street in Jamestown, New York, United States. As a financial institution, it offers a range of banking services to the community, including savings accounts, checking accounts, loans, and more. With a focus on serving the needs of its members, Jamestown Area Community FCU provides personalized service and competitive rates to help individuals and families achieve their financial goals. Visit us today to learn more about how we can help you manage your money effectively.

The Jamestown, NY Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York. As a branch of UBS, a global financial services company, this office provides a range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, the Jamestown branch offers personalized wealth management, investment advice, and financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the UBS Jamestown branch is committed to providing you with expert guidance and exceptional service.

Bankers Conseco Life Insurance Company, located at 2200 Foote Avenue in Jamestown, New York, offers a wide range of insurance options through their knowledgeable agents. They provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. Specializing in Medicare Advantage plans, they can help you find the right coverage for your needs. With the rising costs of healthcare and the importance of long-term care planning, Bankers Conseco Life Insurance Company is here to help you prepare for the future. They are also currently seeking individuals interested in agent, manager, and investment professional opportunities to help others in their community achieve a financially secure retirement. With award-winning training programs and unlimited earning potential, Bankers Conseco Life Insurance Company offers a rewarding career path for those looking to make a difference. Come achieve more with Bankers Conseco Life Insurance Company!

GIGGS PROPERTY is a comprehensive financial institution located at 111 West 2nd Street in Jamestown, New York, United States. Specializing in ATM services, finance, and real estate agency, GIGGS PROPERTY provides a wide range of financial solutions to meet the needs of individuals and businesses alike. With a dedicated team of professionals, GIGGS PROPERTY is committed to providing top-notch customer service and helping clients achieve their financial goals. Whether you are looking to buy, sell, or invest in real estate, or simply need convenient access to cash through our ATM services, GIGGS PROPERTY is here to assist you every step of the way.

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.

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 Financial Advisor Jason Brown is a leading financial institution located at 55 Southwestern Drive in Jamestown, New York, United States. Specializing in finance, our team of experts led by Jason Brown provides personalized financial advice and services to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, we are dedicated to helping individuals and businesses navigate the complex world of finance with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.

Nelson Mark R is a reputable finance institution located at 513 West 3rd Street in Jamestown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Nelson Mark R is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Kyle Leikam, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the resources of Merrill and Bank of America, Kyle Leikam and his team offer comprehensive wealth management solutions designed to address the ever-changing market conditions and financial needs of their clients. By taking the time to understand each client's unique situation, they can develop a personalized plan to help them pursue their financial goals and navigate life's changes. From retirement planning to education funding, Kyle Leikam is committed to providing thoughtful guidance and support to help clients achieve their aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Kyle Leikam is dedicated to helping clients live their best financial lives.

Hansen Financial Group is a leading finance institution located at 415 West 4th Street in Jamestown, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

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.

James W Vanstrom & Co is a reputable accounting and finance institution located at 1279 North Main Street in Jamestown, 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 investment advice, James W Vanstrom & Co is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Alliance Advisory Group is a leading financial institution located at 513 West 3rd Street in Jamestown, New York, United States. Specializing in finance, Alliance Advisory Group offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alliance Advisory Group is dedicated to helping you navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Joseph Strotman is a leading financial institution located at 832 Foote Avenue in Jamestown, New York, United States. Specializing in personalized financial planning and investment services, Joseph Strotman and his team provide expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joseph Strotman is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Carlson Financial Group is a reputable finance institution located at 863 Fairmount Avenue in Jamestown, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our dedicated professionals are committed to providing personalized solutions to meet our clients' needs. Trust Carlson Financial Group to guide you towards a secure financial future.

Eric Harvey - Alliance Advisory Group is a leading finance and insurance agency located at 513 West 3rd Street in Jamestown, New York, United States. With a team of experienced professionals, we provide expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, our dedicated advisors are here to help you every step of the way. Trust Eric Harvey - Alliance Advisory Group to provide you with the knowledge and support you need to secure your financial future.

Bakewell Financial Services is a leading finance institution located at 516 Lafayette Street in Jamestown, New York, United States. With a strong reputation for providing expert financial advice and services, Bakewell Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our team of experienced professionals is here to guide you every step of the way. Trust Bakewell Financial Services to provide you with personalized solutions tailored to your specific needs and circumstances.

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.

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.

Emma Steele - Alliance Advisory Group is a finance institution located at 513 West 3rd Street in Jamestown, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to provide personalized guidance and support. Trust Emma Steele - Alliance Advisory Group to help you navigate the complex world of finance and secure a stable financial future.

Merrill Lynch Financial Advisor Derek A Watkins is a finance institution located at 55 Southwestern Drive, Jamestown, New York, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Wealth Management Client Associate - Resident Director Assistant is here to assist you in achieving your financial goals, whether it's planning for retirement, saving for a home, or funding education. With access to Merrill's investment insights and banking solutions from Bank of America, we can help develop a personalized financial strategy aligned with your goals. Our team at Swartz-Watkins & Associates offers a strategy that puts you at the center of the planning process, focusing on your personal goals. We understand that life and the financial markets can change over time, so we offer regular check-ins to ensure you stay on track to reach your goals. Let's work together to create a financial approach that reflects your personality and priorities. Contact us today to start achieving your financial aspirations with personalized investment strategies and comprehensive financial solutions.

Tyler Winters, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. The institution offers a range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals including Amanda Bailey, Lorraine Frownfelter, Nicole Jacobus, Brian Jaeger, Anne Jones, Jennifer Schmitt, Jack Sturges, and Luissa Witkowski, clients can expect personalized service and expert advice. Whether you are looking for life insurance, retirement planning, or investment options, Tyler Winters, Bankers Life Agent is dedicated to helping you protect your financial future.

Bayview Financial Group is a leading finance institution located at 415 West 4th Street in Jamestown, New York. With a strong presence in the United States, Bayview Financial Group offers a wide range of financial services to individuals and businesses. From wealth management to investment advisory services, Bayview Financial Group is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Bayview Financial Group is a trusted partner in the world of finance.

H&R Block is a renowned accounting and finance institution located at 101 West 5th Street in Jamestown, New York, United States. With a reputation for excellence and expertise in tax preparation, financial planning, and other accounting services, H&R Block has been serving individuals and businesses in the community for years. Their team of skilled professionals is dedicated to providing top-notch financial guidance and support to help clients achieve their financial goals. Whether you need help with tax filing, investment planning, or budgeting, H&R Block is the go-to institution for all your accounting and finance needs.

C B Westrom & Co is a reputable accounting and finance institution located at 205 North Main Street in Jamestown, New York, United States. With a strong focus on providing top-quality financial services, their team of experts offers a wide range of accounting and finance solutions to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, C B Westrom & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.

M and J Services of WNY is a finance institution located at 500 West 5th Street in Jamestown, New York. We offer a wide range of financial services to individuals and businesses in the Western New York region. Our experienced team is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with banking, investments, or financial planning, M and J Services of WNY is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Conour Rodgers, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of agents is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and explore the insurance options that best suit your needs.

Marie Costello, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in a range of insurance products, Marie Costello is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, clients can trust in the expertise and professionalism of Marie Costello, Bankers Life Agent.

Peter Frederick is a leading doctor and health institution located at 21 Porter Avenue in Jamestown, New York, United States. With a dedicated team of healthcare professionals, Peter Frederick offers a wide range of medical services to cater to the needs of patients in the local community. From routine check-ups to specialized treatments, Peter Frederick is committed to providing high-quality care and personalized attention to each individual. Visit us today and experience top-notch healthcare in a welcoming and compassionate environment.