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TOP 30 Insurance consultation services in Batavia, NY
10 results found
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Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Mancuso, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street in Batavia, New York, offers a wide range of financial services to individuals seeking asset management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony Mancuso provides expert advice on investment strategies, retirement planning, estate planning, and insurance products. As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, Anthony Mancuso upholds the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth individual, or a veteran, Anthony Mancuso is dedicated to helping you achieve your financial goals with personalized solutions tailored to your unique needs.
Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC
Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC, located at 219 East Main Street, Batavia, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Scott Neff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Scott Neff offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Neff is registered to conduct securities business in specific states. The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends and family members to Scott Neff for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Joy is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Batavia, New York, United States. Dylan Joy 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 expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Dylan Joy is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Lawley
Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.
Vivify Hydration Lounge & Medispa
Vivify Hydration Lounge & Medispa, located at 413 East Main Street in Batavia, New York, offers a unique blend of health and spa services. The institution specializes in IV hydration therapy, providing a safe and effective way to boost the body's immune system with essential vitamins and antioxidants. In addition, they offer discounts for firefighters, law enforcement, EMS, active duty, and veteran service members. Gift certificates are available for purchase on their website, making them a perfect gift for any occasion. Customers can also take advantage of their QUENCH cards, which offer a discount on every 5th visit. It is recommended to check with your insurance company before receiving any services.
The Financial Guys
The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.
Allstate Personal Financial Representative: James Battistella
Allstate Personal Financial Representative: James Battistella is a trusted finance and insurance agency located at 590 East Main Street in Batavia, New York, United States. With a focus on personalized service and expert financial advice, James Battistella is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage, retirement planning, or investment advice, James Battistella is committed to providing you with the guidance and support you need to secure your financial future. Contact us today to schedule a consultation and start planning for a more secure tomorrow.
Corner Stone Abstract
Corner Stone Abstract is a trusted insurance agency located at 81 Main Street in Batavia, New York. We specialize in providing comprehensive insurance services to our clients, offering a wide range of coverage options to meet their individual needs. Our team of experienced professionals is dedicated to helping clients find the right insurance solutions to protect their assets and provide peace of mind. Whether you are in need of home, auto, or business insurance, Corner Stone Abstract is here to help. Visit us today to learn more about our personalized insurance options and exceptional customer service.
Crossroads Abstract Corporation
Crossroads Abstract Corporation is a leading insurance agency located at 216 East Main Street in Batavia, New York. With years of experience in the industry, we specialize in providing comprehensive insurance solutions to protect your assets and loved ones. Our dedicated team of professionals is committed to delivering personalized service and tailored insurance plans to meet your specific needs. Trust Crossroads Abstract Corporation to provide you with peace of mind and financial security. Contact us today to learn more about our services and how we can help you safeguard your future.
HUNT Real Estate ERA
HUNT Real Estate ERA is a reputable real estate agency located at 97 Main Street in Batavia, New York, United States. Our team of experienced HUNT Real Estate Sales Professionals is dedicated to serving our clients and communities with integrity and professionalism. Whether you are looking to buy, sell, or invest in property, we are here to help you every step of the way. In addition to our real estate services, we also offer HUNT Mortgage, HUNT Insurance, HUNT Commercial, HUNT Property Solutions, and Network Title Agency. Contact us today to connect with one of our knowledgeable agents and start your real estate journey with us. Please note that HUNT Mortgage, HUNT Insurance, HUNT Commercial, HUNT Property Solutions, and Network Title Agency are independently operated from ERA Franchise Systems, LLC.
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