The 30 Best Industrial business planning in Buffalo, New York
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Harter Secrest & Emery LLP
Harter Secrest & Emery LLP is a prestigious full-service law firm located in Rochester, New York, with additional offices in Buffalo, Albany, Corning, and New York City. Established in 1894, the firm offers comprehensive legal services to a diverse range of clients, from individuals and family-owned businesses to Fortune 100 companies and major regional institutions. The firm's team of industry insiders provides strategic counseling to the higher education sector, helping to develop innovative solutions to the challenges presented by the rapidly-changing forces impacting education. Harter Secrest & Emery LLP is known for its expertise in data breach response, discrimination and harassment prevention, and real estate law.
Mind Squad
Mind Squad is a unique institution located at 17 Birdsong Parkway in Orchard Park, New York, United States. Led by Sheri L. Mooney, a highly experienced attorney and executive, Mind Squad offers a fresh perspective and industry-specific expertise to help businesses achieve better outcomes. Located in Buffalo, New York, Mind Squad is dedicated to understanding your business, culture, and objectives in order to become one of your trusted advisors. With over 20 years of experience in leading teams and solving business problems, Sheri L. Mooney and the Mind Squad team are committed to providing innovative solutions and strategic guidance to help your business succeed.
Brighton Securities
Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 7936 Seneca Turnpike in Clinton, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help our clients navigate their financial and business challenges. We take a personalized approach to each client, recognizing that every situation is unique and requires a tailored solution. Our team of problem solvers and industry experts are dedicated to serving as trusted partners to our clients. We go beyond traditional accounting services to deeply understand the industries we serve, providing insightful commentary on industry trends through various mediums such as articles, seminars, webinars, and more.
Excelsior Financial
Excelsior Financial is a leading finance institution located at 1207 Delaware Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with investments, loans, or financial planning, Excelsior Financial is here to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Joseph T Beecher
Merrill Lynch Financial Advisor Joseph T Beecher is a trusted institution located at 50 Fountain Plaza, Buffalo, New York, United States. With over 15 years of experience in the Financial Services Industry, Joseph Beecher specializes in advising corporate retirement plans and creating investment plans for high net worth individuals, retirees, and small business owners. He is dedicated to helping clients achieve their financial goals through a disciplined investment strategy and personalized service. Joe Beecher is actively involved in the community and serves on various boards and committees. At Merrill Lynch Wealth Management, Joseph Beecher and his team focus on building strong client relationships based on trust and understanding. They offer personalized investment strategies tailored to each client's unique needs and priorities. By getting to know you personally and keeping track of changes in your life and the financial markets, they can help you stay on track to achieve your goals.
Jensen Marks Langer & Vance, LLC
Jensen Marks Langer & Vance, LLC is a reputable finance institution located at 360 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they specialize in providing a wide range of financial services to their clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Jensen Marks Langer & Vance, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike.
Merrill Lynch Financial Advisor Sally D Abell
Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
Merrill Lynch Financial Advisor Daryl S Planter
Merrill Lynch Financial Advisor Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.
The Magellan Group LLC
The Magellan Group LLC is a management consulting firm located at 14 Lafayette Square in Buffalo, New York, United States. Specializing in Organizational Development, Strategic Planning, and Operations Management, we work with non-profits, healthcare organizations, and businesses to help them achieve their mission and create value for their stakeholders. With industry-wide knowledge, education, insights, and technical expertise, we are able to quickly assess challenges and develop effective solutions. Let The Magellan Group be your compass to organizational success. With years of experience in various industries, our services include Organization Development, Strategic Planning, and Operations Management, all aimed at helping you achieve success.
Buckingham Strategic Wealth
Buckingham Strategic Wealth is a finance institution located at 6435 West Quaker Street in Orchard Park, New York, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham can help you navigate the potential impacts on different sectors and industries. Additionally, if your organization offers restricted stock units (RSUs) as a form of compensation, Buckingham can provide guidance on maximizing their benefits. Your values play a crucial role in shaping your financial plan, and Buckingham can help align your values with your financial goals.
Whitmer Accounting and Tax, LLC
Whitmer Accounting and Tax, LLC is a reputable institution located at 5806 East Lane, Lake View, New York, United States. Specializing in accounting and finance services, this institution caters to individuals and small businesses in the Greater Buffalo area. Duane Whitmer, the founder and practicing accountant, is a graduate of the State University of New York at Fredonia with extensive experience in various industries such as restaurants, manufacturers, wholesalers, and medical providers. He is well-versed in Medicare and Medicaid reporting, as well as audits/reporting for nursing homes. Duane operates his company in Hamburg, NY, with his wife Lindsay and their two dogs. He is dedicated to providing professional and affordable services, including IRS registered tax return preparation. With eFile certification, DJW Financial Services ensures expedited federal and state tax refunds for their clients. Customers have praised Duane for his fair pricing, fast and professional service, and helpful recommendations.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
Blatner & Mineo CPA PC
Blatner & Mineo CPA PC is a reputable accounting and finance institution located at 2954 Seneca Street in Buffalo, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business seeking financial guidance, Blatner & Mineo CPA PC is dedicated to helping you achieve your financial goals.
TPS Group
TPS Group is an established institution located at 270 North Pointe Parkway in Buffalo, New York, United States. With a reputation for excellence in providing top-notch financial and retirement planning services, TPS Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial matters, TPS Group is committed to providing expert guidance and support every step of the way.
Dansa D'Arata Soucia LLP
Dansa D'Arata Soucia LLP is a reputable accounting and finance institution located at 500 Pearl Street in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business looking for financial guidance, Dansa D'Arata Soucia LLP is the trusted partner you can rely on.
Knowles Solutions
Knowles Solutions is a reputable accounting and finance institution based in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, auditing, and consulting. Their dedication to providing top-notch solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Knowles Solutions is committed to helping you achieve your goals and secure a stable financial future.
Kirisits & Associates Cpas Pllc: Kirisits Lisa M CPA
Kirisits & Associates CPAs PLLC, led by Lisa M Kirisits, CPA, is a reputable accounting and finance institution located at 1231 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
MS Consultants, LLC
MS Consultants, LLC is a leading accounting and finance institution located at 100 Corporate Parkway in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax planning, auditing, or financial consulting, MS Consultants, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to see how they can assist you with your financial needs.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.
Phillips Lytle LLP
Phillips Lytle LLP is a prestigious law firm located at 125 Main Street in Buffalo, New York, United States. The firm embodies "The Phillips Lytle Way" which is their culture, commitment, and credo. They approach sophisticated legal matters efficiently and creatively, going above and beyond for their clients. Their team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep industry knowledge. Phillips Lytle promotes diversity, equity, and inclusion in the legal profession and within their firm, valuing the unique perspectives and experiences of every colleague. The firm is known for its world-class talent, delivering ultra-responsive service and absolute subject matter expertise. They have strong relationships and partnerships with outside organizations, allowing them to navigate complex legal issues with ease.
Charles Schwab
Charles Schwab is a renowned finance institution located at 8118 Transit Road in Buffalo, New York, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Dopkins & Co LLP
Dopkins & Co LLP is a leading accounting and finance institution located at 200 International Drive in Buffalo, New York, United States. With a team of experienced professionals, Dopkins & Co LLP offers a wide range of services including auditing, tax planning, financial consulting, and more. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are a small business owner or a large corporation, Dopkins & Co LLP is dedicated to helping you achieve your financial goals.
Eckert Seamans
Eckert Seamans is a prestigious law firm located at 91 Jewett Parkway in Buffalo, New York, United States. With a team of experienced attorneys, the firm offers a wide range of legal services to clients in various industries. Known for their dedication to excellence and commitment to providing top-notch legal representation, Eckert Seamans is a trusted partner for individuals and businesses seeking expert legal advice and guidance. Whether you are facing a complex legal issue or need assistance with a transaction, the attorneys at Eckert Seamans are ready to help you navigate the legal landscape with confidence and skill.
Reznicki & Company, LLP
Reznicki & Company, LLP is a reputable accounting and finance institution located at 2425 Sweet Home Road in Buffalo, New York. With a team of experienced professionals, they provide a wide range of services including auditing, tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Reznicki & Company, LLP is dedicated to helping you achieve your financial goals.
Smolen Bonghi
Smolen Bonghi is a reputable accounting and finance institution located at 2425 Sweet Home Road in Buffalo, 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 financial planning, Smolen Bonghi is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Whether you need assistance with budgeting, investments, or bookkeeping, Smolen Bonghi is the trusted choice for all your accounting and finance needs.
The Bonadio Group
The Bonadio Group, located at 171 Sully's Trail in Pittsford, New York, is a top 50 CPA firm offering a wide range of accounting and finance services. With a focus on diving deep into each industry they serve, they provide tailored solutions to help clients overcome financial and business challenges. Known for being problem solvers, industry experts, and trusted partners, The Bonadio Group is committed to finding the best solutions for each individual client. As members of the Moore North America, Inc. Association, they offer knowledgeable commentary on industry trends through various platforms such as written articles, seminars, webinars, and thought leadership. Clients rely on The Bonadio Group for their deep knowledge of their businesses and priorities, making them strategic partners in their success. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is dedicated to helping clients thrive in their respective industries.
Buffamante Whipple Buttafaro
Buffamante Whipple Buttafaro is a renowned accounting and finance institution located at 130 South Union Street in Olean, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Buffamante Whipple Buttafaro is dedicated to helping you achieve your financial goals.
Raymond James
Raymond James is a renowned financial institution located at 468 Delaware Avenue in Buffalo, New York, United States. As a leading player in the finance industry, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. With a strong reputation for providing personalized and comprehensive financial solutions, Raymond James is dedicated to helping clients achieve their financial goals and secure their futures. Trusted by individuals, businesses, and institutions alike, Raymond James is committed to delivering exceptional service and expertise in the world of finance.
DLP Consulting WNY
DLP Consulting WNY is a minority/woman-owned business located at 1339 Jefferson Avenue in Buffalo, New York. Our team specializes in providing bookkeeping, tax preparation, employee relations, and day-to-day operational support for businesses of all sizes. With our CEO's extensive 30 year background in management roles across various industries, as well as owning and operating her own businesses, we are dedicated to being a trusted ally for our clients. Trust DLP Consulting WNY to help your business thrive and succeed.
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