Individualized wealth management in Williamsville, New York

Welcome to Umbrella Insurance in New York, your trusted partner for comprehensive insurance solutions. Conveniently located at 8665 Sheridan Drive, Williamsville, NY 14221, our agency is dedicated to serving the diverse insurance needs of individuals, families, and businesses throughout the region. At Umbrella Insurance, we understand that life's uncertainties require reliable protection. Our experienced team of insurance professionals is committed to providing personalized service and expert guidance to help you navigate the complexities of insurance coverage. We offer a wide range of insurance products, including auto, home, life, health, and business insurance, tailored to fit your unique needs and budget.

Welcome to The Trifilo Team, your trusted partner in finance and real estate located in the heart of Williamsville, New York. Situated at 5570 Main Street, our team is dedicated to providing exceptional service in the realms of finance and real estate. Whether you're looking to buy, sell, or invest, we offer expert guidance tailored to your unique needs. Our experienced professionals are committed to helping you navigate the complexities of the market with ease and confidence. Discover the difference of working with a team that prioritizes your goals and delivers results. Visit us today and let The Trifilo Team turn your real estate dreams into reality.

Mainstream Funding Network, Inc. is a finance and real estate agency located at 5586 Main Street in Williamsville, New York, United States. We specialize in providing funding solutions for individuals and businesses looking to invest in real estate or grow their financial portfolios. Our experienced team of professionals offers personalized services and expert advice to help our clients achieve their financial goals. Whether you are looking to purchase a new property, refinance an existing loan, or explore investment opportunities, Mainstream Funding Network, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Lawler & Witkowski, CPAs, PC is a reputable institution specializing in accounting, finance, and legal services. Located at 2250 Wehrle Drive in Williamsville, New York, this firm offers a wide range of professional services to individuals and businesses. With a team of experienced and knowledgeable professionals, Lawler & Witkowski, CPAs, PC is dedicated to providing high-quality financial and legal solutions tailored to meet the unique needs of each client. Whether you require tax preparation, auditing, financial planning, or legal advice, you can trust this institution to deliver exceptional service with integrity and expertise.

The Getzoni Agency, located at 8427 Main Street in Williamsville, New York, is a trusted insurance agency serving Western New York. Our experienced insurance specialists are dedicated to finding the right coverage for your car, home, business, and more. With over 50 years of experience, we offer personalized service to give you peace of mind knowing your most prized possessions are protected. Our team is quick to respond to any issues or questions, providing superior customer support and local service. Whether you're looking for coverage for your family, business, or lifestyle, The Getzoni Agency is where you'll find the right insurance in Buffalo, NY. Highly recommended by our satisfied clients, we are proud to serve the Buffalo and Western New York area with the strongest insurance lines to support your claims. Trust The Getzoni Agency for all your insurance needs.

The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.

Western Division Federal Credit Union is a reputable financial institution located at 6750 Main Street in Williamsville, New York. As a trusted credit union, we offer a wide range of banking and financial services to our members. Our dedicated team is committed to providing personalized and efficient service to help our members achieve their financial goals. Whether you're looking for a savings account, loan, or investment options, Western Division Federal Credit Union is here to help. Join us today and experience the benefits of banking with a community-focused institution.

Welcome to the practice of Debra Stacey, MSNE, PMHNP, AGPCNP, APRN, CDE, where compassionate care meets clinical excellence in the heart of Williamsville, New York. Located at 5820 Main Street, our practice is dedicated to providing comprehensive health services tailored to meet the unique needs of each individual. With a wealth of experience and an array of qualifications, Debra Stacey is a trusted provider in the fields of mental health and primary care. As a Psychiatric Mental Health Nurse Practitioner (PMHNP) and an Adult-Gerontology Primary Care Nurse Practitioner (AGPCNP), Debra offers a holistic approach to healthcare, integrating both mental and physical well-being.

Block Advisors is a trusted institution specializing in accounting and finance services, located at 5311 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Block Advisors is here to help you navigate the complexities of the financial world. Visit us today to see how we can assist you in achieving your financial goals.

New York Life Insurance & Annuity Corporation is a reputable finance and insurance agency located at 6400 Main Street in Williamsville, New York, United States. With a strong presence in the industry, this institution offers a wide range of insurance and annuity products to help individuals and families secure their financial future. Their experienced team of professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance & Annuity Corporation is committed to helping you achieve your financial goals.

Georgetown Lawley Group is a prestigious finance institution located at 5350 Main Street in Williamsville, New York, United States. With a reputation for excellence and expertise in the world of finance, Georgetown Lawley Group offers top-notch financial services to clients seeking investment advice, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Contact us today to learn more about how Georgetown Lawley Group can help you navigate the complex world of finance.

Downing Financial Group is a finance institution located at 8340 Main Street in Williamsville, New York, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, retirement planning, investment strategies, and insurance solutions. Their goal is to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Downing Financial Group is dedicated to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.

Haven Financial Planning is a leading financial institution located at 8469 Sheridan Drive in Williamsville, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide you with the guidance and support you need. Trust Haven Financial Planning to secure your financial future and provide you with peace of mind.

Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™ is a finance institution located at 8600 Main Street in Williamsville, New York, United States. Specializing in financial planning and investment management, Abbey Gwin and her team provide personalized services to help clients achieve their financial goals. With a focus on comprehensive financial planning and a commitment to client education, Countryside Financial is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Brandon M Harrington is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8310 Wehrle Drive in Williamsville, New York, United States. Brandon 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®. These certifications demonstrate Brandon's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, or specialized financial needs, Brandon M Harrington has the knowledge and skills to help you achieve your financial goals.

Edward Jones - Financial Advisor: Steven Kopf is a reputable finance institution located at 1961 Wehrle Drive in Williamsville, New York, United States. With a focus on providing personalized financial planning and investment services, Steven Kopf and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Steven Kopf is committed to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start building a secure financial future.

SC Parker LLC is a finance institution located at 5892 Main Street, Williamsville, New York, United States. Since 1925, SC Parker Advisors have been helping individuals plan, invest, and succeed with investment planning. As an independent investment firm, we conduct thorough market research to find the highest quality investments for each client, without being obligated to offer any particular company's investments. Our goal is to help clients achieve financial success by developing personalized financial plans that address their unique circumstances and goals. We focus on simplifying financial matters, implementing effective practices, and managing risk to increase wealth. Our emphasis is on diversification, balanced investing, and sustainable returns over time. We believe that building a portfolio is a lifelong process that starts with good planning and savings practices. Studies have shown that working with a financial advisor leads to higher levels of success. Our Financial Professionals are registered to conduct securities and insurance business in certain states. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This website is intended for U.S. residents only and does not constitute an offer to sell brokerage services to persons outside of the United States. We are currently registered to sell Securities in multiple states. Check the background of our financial professionals on FINRA's Broker Check.

Michael Lurz is a Financial Advisor at Ameriprise Financial Services, LLC located at 2310 Wehrle Drive, Williamsville, New York, United States. Michael Lurz 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®. Michael Lurz specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and expertise in asset management, estate planning, investment strategies, and retirement planning, Michael Lurz is dedicated to helping clients achieve their financial goals.

Cashmore Advisors Group is a leading finance institution located at 6750 Main Street in Williamsville, New York, United States. Our team of experienced advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Cashmore Advisors Group to help you navigate the complexities of the financial world and secure a stable and prosperous future.

Feeley Bonaventura & Hyzy is a leading accounting and finance institution located at 5695 Main Street in Williamsville, 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 and planning to investment management and retirement planning, they offer comprehensive solutions tailored to meet their clients' specific needs. Trust Feeley Bonaventura & Hyzy to help you navigate the complexities of the financial world and achieve your financial goals.

Bellanca Mark CPA is a reputable accounting and finance institution located at 17 Sunrise Boulevard in Williamsville, New York, United States. With years of experience in the industry, Bellanca Mark CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of skilled professionals is dedicated to providing top-notch service and personalized solutions to help clients achieve their financial goals. Whether you need assistance with bookkeeping, investment strategies, or IRS audits, Bellanca Mark CPA is here to help. Contact them today to schedule a consultation and take control of your finances.

Wittlin, Dry & Dry LLP is a reputable accounting and finance institution located at 17 Beresford Court in Williamsville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you need help with your personal finances or managing your business accounts, Wittlin, Dry & Dry LLP is dedicated to helping you achieve your financial goals.

Keith B. Schulefand, Esq. is a highly respected law firm located at 1301 North Forest Road in Williamsville, New York. Specializing in various areas of law, including family law, estate planning, and real estate law, the firm is dedicated to providing exceptional legal services to its clients. With a strong reputation for professionalism and expertise, Keith B. Schulefand, Esq. is committed to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact them today for expert legal representation.

EG Tax is a reputable accounting and finance institution located at 8171 Main Street in Williamsville, New York. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, EG Tax is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can help you navigate the complexities of tax and finance.

Andreozzi Bluestein LLP is a leading accounting and finance firm located at 333 International Drive in Williamsville, New York. Our team of experienced lawyers and financial experts are dedicated to providing top-notch services to our clients. With a focus on integrity and professionalism, we strive to help individuals and businesses navigate complex financial matters with ease. Whether you need assistance with tax planning, estate planning, or legal advice, our team is here to help. Contact Andreozzi Bluestein LLP today for all your accounting and finance needs.

Welcome to Citizens, your trusted partner in banking and financial services, conveniently located at 5225 Sheridan Drive, Williamsville, New York 14221, United States. At Citizens, we are committed to providing exceptional financial solutions tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art ATM services ensure you have easy access to your funds whenever you need them. Visit us today and experience the personalized service and comprehensive financial offerings that have made Citizens a leading choice for individuals and businesses alike. Your financial well-being is our priority, and we look forward to serving you.

Welcome to Citizens, your trusted partner in banking and financial services, conveniently located at 6850 Main Street, Williamsville, New York. At Citizens, we are committed to providing our community with a comprehensive range of financial solutions tailored to meet your individual needs. Whether you're looking to manage your daily banking, explore lending options, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Our state-of-the-art ATM services ensure you have quick and easy access to your funds whenever you need them. With a focus on customer satisfaction, we strive to deliver a seamless banking experience that combines convenience, security, and personalized service.

Welcome to Evans Bank - Corporate Headquarters, your trusted financial partner located in the heart of Williamsville, New York. Situated at 6460 Main Street, our headquarters is dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. At Evans Bank, we pride ourselves on delivering personalized financial solutions, innovative products, and unparalleled customer service. Our experienced team is committed to understanding your unique needs and helping you achieve your financial goals. Whether you're looking for personal banking, business solutions, or wealth management, Evans Bank is here to support your financial journey. Visit us today to experience the difference of a community-focused bank with the expertise and resources to help you succeed.

Welcome to M&T Bank - Williamsville, NY Located at 740 Maple Road, Williamsville, New York 14221, M&T Bank's North Forest branch is your trusted partner in banking and finance. We are dedicated to providing personalized and comprehensive financial services to meet your individual and business needs.

Morgan Stanley Financial Advisors, located at 450 Essjay Road in Williamsville, New York, is a reputable finance institution that offers a wide range of financial services to individuals and businesses. With a team of experienced financial advisors, Morgan Stanley provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for your future, or navigate complex financial decisions, Morgan Stanley Financial Advisors can help you achieve your financial goals. Trust in their expertise and dedication to help you secure your financial future.