TOP 30 Institutional investing in Amherst, New York

Jonathan Moyer - TIAA Wealth Management Advisor is a premier financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Jonathan Moyer provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity, expertise, and personalized service, Jonathan Moyer - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to build and preserve wealth.

Denise Pacer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. Denise Pacer holds various certifications such as 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Denise Pacer is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients.

Nicholas Gagliardo - TIAA Wealth Management Advisor is a finance institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Nicholas Gagliardo offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, clients can rely on Nicholas Gagliardo for expert advice and guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Nicholas Gagliardo is dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.

Alex Hamill - TIAA Wealth Management Advisor is a financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor in wealth management, Alex Hamill offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on providing tailored solutions and expert guidance, Alex Hamill helps clients navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alex Hamill is dedicated to providing top-notch financial advice and support. Trust Alex Hamill - TIAA Wealth Management Advisor to help you make informed decisions and build a solid financial foundation for the future.

Richard Fineberg is a reputable finance institution located at 2797 Niagara Falls Boulevard in Amherst, New York, United States. With a focus on providing expert financial services to individuals and businesses, Richard Fineberg offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Richard Fineberg is dedicated to helping you achieve your financial goals. Trust in Richard Fineberg for all your financial needs.

Richard Brewer - TIAA Wealth Management Advisor is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a focus on providing personalized wealth management services, Richard Brewer and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Richard Brewer - TIAA Wealth Management Advisor offers expert advice and guidance to help you make informed decisions. Trust in their expertise and experience to help you navigate the complexities of the financial world and build a solid financial foundation for yourself and your loved ones.

Curtis Cluster - TIAA Financial Consultant is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a team of experienced financial consultants, they provide expert advice and guidance on a wide range of financial matters including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Curtis Cluster - TIAA Financial Consultant is dedicated to helping you achieve your financial goals.

Ed Huber - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations. Licensing information can be found through the State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Services may vary by state and not all team members offer all products. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Kevin Donaghue - TIAA Wealth Management Advisor is a trusted financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a Wealth Management Advisor, Kevin Donaghue provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, retirement planning, investment strategies, and estate planning, Kevin Donaghue is dedicated to providing expert guidance and support to clients in navigating the complexities of the financial world. Trust Kevin Donaghue - TIAA Wealth Management Advisor to help you make informed decisions and build a solid financial foundation for the future.

Jackson Tarr is a reputable finance institution located at 3180 Sheridan Drive in Amherst, New York, United States. With a focus on providing top-notch financial services, Jackson Tarr offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals is dedicated to helping clients make sound financial decisions. Visit Jackson Tarr today to learn more about how they can assist you with your financial needs.

Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in financial planning and wealth management, the team at Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is dedicated to helping clients achieve their financial goals. With a focus on providing personalized solutions and expert advice, this institution is committed to helping individuals and families secure their financial future.

Curvin Wealth Solutions is a finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Curvin Wealth Solutions is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Nick Cecere - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer services from Monday to Thursday, from 9 a.m. to 4 p.m., with evening appointments also available. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Not all team members may offer all products, programs, and services in all states. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on privacy and disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.

Lincoln Financial Group is a finance institution located at 6400 Sheridan Drive in Amherst, New York, United States. As a leading provider of financial services, Lincoln Financial Group offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for expertise and customer service, Lincoln Financial Group is committed to helping clients navigate the complexities of the financial world and secure their financial futures. Whether you are looking for retirement planning, investment management, or insurance solutions, Lincoln Financial Group has the knowledge and resources to help you succeed.

Sunbridge Management is a leading finance institution located at 8600 Transit Road in East Amherst, New York, United States. With a team of experienced professionals, Sunbridge Management provides a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, Sunbridge Management is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Prudential Financial: Gregory Croll is a finance institution located at 10225 Main Street in Clarence, New York, United States. Specializing in financial services, this institution offers expertise in investment planning, retirement planning, insurance, and wealth management. With a focus on personalized solutions and client satisfaction, Prudential Financial: Gregory Croll is dedicated to helping individuals and businesses achieve their financial goals.

Kirkland Asset Management is a leading finance institution located at 3500 Main Street in Amherst, New York, United States. Specializing in wealth management, investment advising, and financial planning, Kirkland Asset Management is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Kirkland Asset Management is a trusted partner for individuals and businesses looking to grow and protect their assets.

Dale Bielicki - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Operating hours are Monday - Thursday from 9 a.m. to 4 p.m., with evening appointments available. Licensing information can be found through the State Insurance Department website. Thrivent offers financial advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. The institution does not provide legal, accounting or tax advice. Visit thrivent.com for more information on professional designations and services provided.

Jared is a renowned finance and jewelry store located at 1591 Niagara Falls Boulevard in Amherst, New York, United States. Offering a wide range of exquisite jewelry pieces and expert financial services, Jared is a one-stop destination for all your luxury needs. With a reputation for quality and exceptional customer service, Jared is a trusted institution for those seeking the perfect piece of jewelry or financial advice. Visit us today to experience the luxury and elegance that Jared has to offer.

Classic Rarities, LLC is a top coin dealer located in Buffalo, NY. Our institution specializes in rare and unique coins, providing collectors with a wide selection of valuable pieces. We serve customers in Buffalo, Amherst, Williamsville, Cheektowaga, Tonawanda, North Tonawanda, East Aurora, Niagara Falls, Clarence, Lackawanna, West Seneca, Lockport, Eden, Hamburg, Orchard Park, Grand Island, Kenmore, Depew, and Lancaster. Meetings with our knowledgeable staff are available by appointment only at our location on 71 Main Street in Hamburg, New York. Whether you are a seasoned collector or new to the world of numismatics, our team is here to assist you in finding the perfect addition to your collection. Contact us at (716) 863-9099 or visit our website for more information.

Sweet Home Federal Credit Union is a trusted financial institution located at 1960 Sweet Home Road in Buffalo, New York, United States. As an ATM and finance provider, we offer exclusive financial services for the towns of Amherst and Tonawanda. Our updated interface ensures a seamless user experience, with news and updates regularly posted on our website. Join us for an event at Sean Patrick’s Restaurant on Thursday, May 16, 2024 at 5:00 p.m. Please note that we do not send text messages regarding loans. Take advantage of our great auto loan rates for the fall and winter seasons by visiting us today. Our operating hours are Monday to Friday from 9:00 a.m. to 4:00 p.m., with drive-thru services starting at 8:30 a.m. Contact us at (716) 691-9187 for any inquiries or to report a lost or stolen debit or credit card.

Tompkins Community Bank is a trusted financial institution located at 1 Hopkins Road in Amherst, New York, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our community. Our dedicated team of professionals is committed to providing personalized customer service and helping our customers achieve their financial goals. Whether you are looking for a checking account, mortgage, or investment services, Tompkins Community Bank is here to help you every step of the way. Visit us today and experience the difference of banking with a community-minded institution.

L W Integrity Funding LLC is a finance institution located at 4498 Main Street in Amherst, New York, United States. We specialize in providing funding solutions with integrity and transparency. Our team of experts is dedicated to helping individuals and businesses secure the financial assistance they need to achieve their goals. Whether you are looking for a loan, investment opportunity, or financial advice, L W Integrity Funding LLC is here to support you every step of the way. Contact us today to learn more about our services and how we can help you reach your financial objectives.

Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.

Welcome to The Summit Federal Credit Union located at 877 New York 13, Cortland, New York 13045. As a trusted name in banking and finance, we are dedicated to serving our community with a wide range of financial services tailored to meet your needs. Our Cortland branch offers convenient features including ample parking, a lobby ATM, full office hours, and a drive-up teller for easy access to your accounts. At The Summit, we provide a variety of financial products such as checking and savings accounts, credit cards, and mortgage solutions. To enjoy our comprehensive services, membership is required. Rest assured, your savings are federally insured up to $250,000 and backed by the full faith and credit of the United States Government, through the National Credit Union Administration, a U.S. Government Agency. We are also proud to be an Equal Housing Lender, NMLS# 454066.

Welcome to Chase ATM, conveniently located at 572 Amherst Street, Buffalo, New York 14207, United States. As a trusted name in the finance industry, we are committed to providing exceptional banking services tailored to meet your needs. Our Amherst Street location offers easy access to a wide range of financial services, ensuring you can manage your finances with ease and security. At Chase, we pride ourselves on offering more than just an ATM service. Our Business Banking team is ready to assist you with expert guidance to improve cash flow, credit solutions, and payroll management. We also provide a suite of online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase Bank, located at 572 Amherst Street, Buffalo, New York 14207, United States. As a leading financial institution, we are committed to serving the banking and financial needs of our community. Whether you're looking for personal or business banking solutions, our team of experienced professionals is here to provide you with the guidance and support you need. At Chase, we offer a comprehensive range of services including ATMs, personal and business banking, and financial advisory services. Our Business Banking division specializes in helping businesses improve cash flow, provide credit solutions, and manage payroll efficiently. Additionally, we offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to meet the specific needs of your business.

Welcome to KeyBank, your trusted financial partner located at 201 Amherst Street, Buffalo, New York. As a leading bank and financial institution, we are dedicated to providing personalized banking solutions to meet your unique needs. Whether you're looking for personal or business banking services, our experienced team is here to assist you with a wide range of offerings including checking and savings accounts, loans, mortgages, and investment advice. At KeyBank, we understand the importance of convenience, which is why we offer a 24/7 ATM service to ensure you have access to your funds whenever you need them. Our commitment to customer service and financial guidance is at the core of everything we do. Visit us today to experience top-notch banking services in a welcoming and professional environment.

Welcome to Broadview Federal Credit Union, your trusted financial partner located at 3155 Niagara Falls Boulevard, Amherst, New York 14228. As a dedicated financial institution, we are committed to providing exceptional banking services tailored to meet the diverse needs of our community. Our state-of-the-art ATM facilities ensure convenient and secure access to your funds, offering a seamless banking experience 24/7. Whether you're looking to manage your finances, apply for a loan, or simply need expert financial advice, our friendly and knowledgeable team is here to assist you every step of the way. At Broadview Federal Credit Union, your financial well-being is our top priority. Visit us today and discover the difference of personalized financial services designed with you in mind.

Welcome to ATM Clements Hall, your trusted local banking and financial services partner located at 3435 Main Street, Amherst, New York 14241. We are dedicated to providing our community with convenient and reliable financial solutions tailored to meet your individual needs. At ATM Clements Hall, we offer a wide range of services including personal and business banking, loans, investment advice, and more. Our friendly and knowledgeable staff are committed to delivering exceptional customer service and helping you achieve your financial goals. Whether you're looking to manage daily transactions or plan for the future, ATM Clements Hall is here to support you every step of the way. Visit us today to experience the difference of a community-focused banking institution.