Individualized wealth management in Jamestown, New York

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 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.

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.

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.

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.

Johnathan Hafner, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York. As a Bankers Life Agent, we specialize in providing a wide range of insurance products and services to help individuals and families protect their financial future. Our team of experienced agents is dedicated to helping clients find the right insurance solutions tailored to their specific needs. Whether you are looking for life insurance, health insurance, or retirement planning, we are here to help. Visit us today to learn more about how we can help you secure your financial well-being.

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.

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.

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.

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.

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.

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.

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.

Collin Randall, Bankers Life Agent is a reputable insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in providing comprehensive insurance solutions, Collin Randall is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, Collin Randall, Bankers Life Agent is committed to ensuring that clients have the coverage they need to safeguard their assets and loved ones. Contact us today to learn more about our insurance offerings and how we can assist you in securing peace of mind for the future.

Danielle Eckberg, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. As a Bankers Life Agent, Danielle Eckberg specializes in providing insurance products and services to individuals and families. With a focus on personalized customer service and expert advice, clients can trust Danielle Eckberg to help them find the right insurance solutions to meet their needs. Whether it's life insurance, health insurance, or retirement planning, Danielle Eckberg is dedicated to helping clients protect their financial future. Contact them today to learn more about the insurance options available.

Parker Gratto, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. As a representative of Bankers Life, they specialize in providing insurance products and financial services to help individuals and families plan for their future and protect their assets. With a focus on personalized customer service and a commitment to finding the right coverage for each client's unique needs, Parker Gratto is dedicated to helping their clients achieve financial security and peace of mind. Contact them today to learn more about their insurance options and how they can help you plan for a secure future.

Christine Mason, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Specializing in providing personalized insurance solutions, Christine Mason helps clients protect their financial future with a range of insurance products offered by Bankers Life. With a focus on customer service and attention to detail, clients can trust Christine Mason to provide expert guidance and support in selecting the right insurance coverage for their individual needs. Contact Christine Mason, Bankers Life Agent today to secure your peace of mind and safeguard your financial well-being.