The 30 Best Individualized financial advice in Getzville, New York

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.

Torin Lucas - State Farm Insurance Agent is a trusted insurance agency located at 55 Crosspoint Parkway in Getzville, New York. As a State Farm agent, Torin Lucas provides a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the area. With a commitment to exceptional customer service and personalized insurance solutions, Torin Lucas is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, Torin Lucas - State Farm Insurance Agent is here to help you find the coverage that fits your unique needs. Contact them today to discuss your insurance options and get a personalized quote.

Landmark Wealth Management is a finance institution located at 2410 North Forest Road in Getzville, New York. Our dedicated team of financial experts is committed to providing personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. At Landmark Wealth Management, we strive to be a trusted partner in navigating the complexities of the financial world and helping our clients secure their financial future.

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.

Willard and Associates Accounting and Tax Services is a reputable institution located at 2350 North Forest Road in Getzville, New York. Specializing in accounting and finance, they provide expert services to individuals and businesses in the area. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can rely on Willard and Associates Accounting and Tax Services for accurate and reliable financial advice to help them achieve their goals.

Rizzo Michael, CPA is a reputable accounting and finance institution located at 2280 Millersport Highway in Getzville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Rizzo Michael, CPA to provide expert advice and personalized solutions to help them achieve their financial goals.

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.