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TOP 30 Insurance professionals in Williamsville, NY
72 results found
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.
Jacob Glofka, MBA, CLTC
Jacob Glofka, MBA, CLTC is a reputable finance institution located at 6500 Sheridan Drive in Williamsville, New York, United States. With a focus on providing expert financial advice and services, Jacob Glofka, MBA, CLTC offers a range of financial solutions to help clients achieve their goals. Whether it's retirement planning, investment management, or insurance needs, the institution prides itself on delivering personalized and professional service to each client. With a dedicated team of experts and a commitment to excellence, Jacob Glofka, MBA, CLTC is a trusted partner for all your financial needs.
C&W Financial - Northwestern Mutual
C&W Financial - Northwestern Mutual is a finance and insurance agency located at 5488 Sheridan Drive in Williamsville, New York, United States. With a focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, C&W Financial - Northwestern Mutual is committed to providing personalized service and tailored solutions to meet your individual needs. Contact us today to schedule a consultation and start building a secure financial future.
The Hartford
The Hartford is a reputable insurance agency located at 333 International Drive in Williamsville, New York, United States. With a strong presence in the insurance industry, The Hartford offers a wide range of insurance products and services to meet the needs of individuals and businesses. Their team of experienced professionals is dedicated to providing exceptional customer service and personalized insurance solutions. Whether you are looking for auto, home, life, or business insurance, The Hartford is committed to helping you protect what matters most. Visit their office today to learn more about their offerings and how they can help you secure your future.
Mihelbergel Financial Services
Mihelbergel Financial Services is a reputable finance institution located at 5214 Main Street in Williamsville, New York, United States. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Mihelbergel Financial Services is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
SC Parker LLC
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.
Thomas Topper - Prudential Financial
Thomas Topper - Prudential Financial is a reputable finance and insurance agency located at 5477 Main Street in Williamsville, New York, United States. With a focus on providing top-notch financial services and insurance products, Thomas Topper - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Thomas Topper - Prudential Financial are here to assist you every step of the way. Visit us today to learn more about our services and how we can help secure your financial future.
Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC is a finance institution located at 305 Spindrift Drive in Williamsville, New York, United States. Specializing in providing investment solutions for financial advisors, tax professionals, and licensed insurance representatives, we offer world-class back-office support and advanced solutions for both institutional and retail clients. Our dedicated team works tirelessly to develop models that help clients grow, protect, and diversify their assets. Committed to building a more secure future for our clients, we believe in not only protecting their income and assets but also helping them make the most of their lives. With an investment approach designed to maximize success, our Economic & Market Updates provide valuable insights for advisors and clients alike. Our Investment Committee, boasting over 200 years of industry experience, ensures that clients are in good hands. Independent Solutions Wealth Management, LLC is an SEC Registered Investment Advisory firm dedicated to bringing Wall Street to Main Street.
Ameriprise Financial
Ameriprise Financial, located at 6622 Main Street, Williamsville, New York, United States, is a finance institution offering a wide range of certifications and designations to financial professionals. These include the AAMS™ certification for asset management, the ADPA™ designation for domestic partnership advisors, the AEP® designation for estate planners, the AIF® designation for investment fiduciaries, the APMA™ designation for portfolio management advisors, and many more. With a focus on ethics and real-world application, Ameriprise Financial provides comprehensive training and education for individuals looking to excel in the financial planning industry. From retirement planning to estate planning, risk management to investment strategies, Ameriprise Financial equips professionals with the knowledge and skills needed to help clients achieve their financial goals.
The BlackOak Group
The BlackOak Group, located at 350 Essjay Road in Williamsville, New York, is a trusted institution specializing in wealth and risk management. Our team of experienced financial professionals is dedicated to serving the needs of our clients' families, businesses, and business owners. Whether you are concerned about covering healthcare costs, pursuing your passions without jeopardizing financial security, or planning for the experiences of a lifetime, we are here to help. Our financial professionals hold 24 industry designations and are committed to helping you achieve your financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
O'Donnell Heating & Air Conditioning Inc - Buffalo
O'Donnell Heating & Air Conditioning Inc in Buffalo, New York has been providing quality HVAC services since 1961. As a general contractor, they offer reliable heating and air conditioning services in Buffalo, Amherst, and surrounding areas in Western New York. Specializing in HVAC and water heating services, they offer installation, replacement, repair, and maintenance options, as well as air quality and ductwork solutions. With prompt response, affordable pricing, and a two-year guarantee on repairs, O'Donnell Heating & Air Conditioning Inc is dedicated to customer satisfaction. They are available 24/7 for emergency services and offer cost-effective strategies. As a Lennox Premier Dealer, they provide leading innovations in heating, cooling, air quality, and water heating. Fully licensed and insured, O'Donnell Heating & Air Conditioning Inc serves Eggertsville, Amherst, Snyder, Williamsville, Buffalo, Tonawanda, Cheektowaga, Depew, and Lancaster, NY. Customers have praised their excellent service, professionalism, and honesty.
Forensics Accounting
Forensic Accounting is an institution located at 1967 Wehrle Drive in Williamsville, New York, United States. Specializing in accounting and finance, Forensic Accounting offers a wide range of forensic accounting solutions to the legal and insurance communities in Williamsville. Their team of specialists can assist in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI). In addition to forensic accounting services, the institution also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in business and legal matters, Forensic Accounting brings a wealth of financial and investigative expertise to the litigation process. Their professionals hold various certifications including CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, ensuring high levels of credibility and knowledge in the field.
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