Individualized financial approaches in Jamestown, New York

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.

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 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.

The Benjamin Toter Office is a renowned accounting and finance institution located at 617 North Main Street in Jamestown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, the Benjamin Toter Office is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.

Welcome to the Lakewood Family YMCA, your community hub for health, wellness, and personal growth located at 183 East Fairmount Avenue, Lakewood, New York. At the Lakewood Family YMCA, we are dedicated to fostering a supportive and inclusive environment where individuals and families can thrive. Our mission is to strengthen the community through youth development, healthy living, and social responsibility. We believe that everyone deserves the opportunity to lead a healthy and active lifestyle, which is why we ensure that no one is turned away due to financial constraints. Your generous donations to the Jamestown Area YMCA directly support initiatives like summer camps, programs to combat childhood obesity, and other life-changing opportunities for those in need.