TOP 10 Investment consultants in Batavia, New York

32 results found

Del Plato Casey Law Firm is a reputable institution located at 73 Main Street in Batavia, New York, United States. With over forty years of experience, our team of attorneys takes pride in providing personalized attention to our clients and their legal needs. We are dedicated to making a difference for you and your family, and it brings us great satisfaction to see the positive impact of our efforts on the lives of our clients. Not only do we provide excellent legal services, but we are also committed to serving our local community. For decades, we have supported various educational, government, charitable, and religious organizations because we believe in giving back to the community that has supported us.

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 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.

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.

PG Capital Management Group is a premier finance institution located at 216 East Main Street in Batavia, New York, United States. As a leading provider of financial services, PG Capital Management Group offers expert investment advice and portfolio management to help clients achieve their financial goals. With a team of experienced professionals, PG Capital Management Group prides itself on delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, PG Capital Management Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bouchard Financial Services is a reputable financial institution located at 4878 Batavia Bethany Townline Road in East Bethany, New York. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services to meet our clients' needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Wealth Management, located at 21 Masse Place in Batavia, New York, is a respected finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced financial advisors, Merrill Lynch can assist with retirement planning, concentrated stock positions, traditional investments, and estate planning. The branch is committed to client service and satisfaction, striving to understand each client's financial situation and create strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Merrill Lynch has been training financial advisors since 1946, providing them with the skills and knowledge needed to help clients pursue their financial goals. Whether you are a seasoned advisor or looking to become one, Merrill Lynch offers professional training, mentoring, and technology to support your career. It is important to consult with legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help clients achieve their financial and life goals.

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.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 219 East Main Street in Batavia, New York, United States. As a recipient of the Ameriprise Client Experience Award for 2023, we are committed to providing the highest quality of service with integrity. Our team of professionals, backed by the Ameriprise Investment Research Group, offers one-to-one financial advice and exceptional client service. We specialize in helping individuals achieve their financial goals by carefully monitoring market conditions and providing guidance on investments. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the privacy and security of our clients' information.

Edward Lisowski, CFP® - Wilmington Advisors @ M&T is a reputable finance institution located at 55 Main Street in Batavia, New York, United States. Led by certified financial planner Edward Lisowski, the team at Wilmington Advisors offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, Edward Lisowski and his team are dedicated to providing top-notch financial solutions to individuals and businesses in the Batavia area. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Edward Lisowski, CFP® - Wilmington Advisors @ M&T is here to help.

Edward Jones - Financial Advisor: David W Hall is a trusted finance institution located at 7 Jackson Street in Batavia, New York, United States. With a focus on personalized financial planning and investment strategies, David W Hall provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: David W Hall is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Sean Walker - Ameriprise Financial Services, LLC is a finance institution located at 161 Worcester Rd, Batavia, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss their financial objectives, whether it's retirement planning, education savings, or a major purchase like a second home. The institution helps clients track their progress, adjust their approach as life changes, and access their investments securely from any device. Additionally, they provide resources for proper document disposal to protect personal information and prevent identity theft. Angel Palacios, a registered advisor, is available to conduct securities business with residents in specific states. Users of the website are bound by Ameriprise Financial's rules and regulations, and the institution is a member of FINRA and SIPC. Clients can refer friends and family members to the institution for financial guidance, and privacy and security are top priorities for 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.

Edward Jones - Financial Advisor: Michael R Marsh is a trusted finance institution located at 7 Jackson Street, Batavia, New York, United States. As a dedicated financial advisor, Michael R Marsh provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Michael R Marsh is committed to guiding individuals towards financial success and security. Contact them today to schedule a consultation and take the first step towards a secure financial future.

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.

t Merrill Lynch Financial Advisor John J. Riter, located at 21 Masse Place in Batavia, New York, our team of experienced professionals at Riter, Grammatico, Reich, White, Tufts & Associates is dedicated to providing the strongest and most robust overall client experience. With over 140 years of combined experience, we offer goals-based planning and investment services to individual, non-profit, and corporate clients in 34 different states and 7 countries. We believe in delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch, combined with the personal touch and friendliness associated with small town values. Our relentless pursuit of financial wellness aims to help clients achieve better outcomes and reach their financial goals. We provide fiduciary advisory services to help manage retirement investments and offer a legacy of service excellence to ensure smooth program operations.

LPL Financial is a finance institution located at 216 East Main Street in Batavia, New York, United States. As a leading provider of investment and financial services, LPL Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, LPL Financial is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial can provide the guidance and support you need to succeed.

Merrill Lynch Financial Advisor Christopher C. White, located at 21 Masse Place in Batavia, New York, is a finance institution that is part of the Riter, Grammatico, Reich, White, Tufts & Associates team. With over 140 years of combined experience, the team provides comprehensive financial planning and investment services to individual, non-profit, and corporate clients in 34 states and 7 countries. The team is dedicated to delivering a personalized client experience, combining the resources of Merrill Lynch with a small-town, friendly approach. They offer fiduciary advisory services, a legacy of service excellence, and a team of experienced professionals who prioritize your financial goals. By listening to your aspirations and addressing your concerns, they work with you to develop a customized financial plan that helps you manage, grow, and preserve your wealth. The team is committed to staying informed about changes in your life and the market, ensuring that your financial approach aligns with your evolving goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Christopher C. White and the RGRWT Group are dedicated to helping you achieve your financial goals.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.

Holden Borrelli is a financial advisor at Ameriprise Financial Services, LLC located at 219 East Main Street in Batavia, New York, United States. Holden 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 Holden's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Holden Borrelli has the knowledge and experience to help you achieve your financial goals.

Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 113 Main Street, Batavia, New York, United States. Alyssa Fox is a certified financial advisor with various prestigious designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Alyssa Fox provides personalized financial advice tailored to the individual needs of clients. Whether you are a retiree, small business owner, or high net worth individual, Alyssa Fox can help you navigate the complex world of finance with confidence and success. Contact Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC for expert financial guidance and unparalleled service."

Normand R Fluet Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 219 East Main Street, Batavia, New York, United States. Normand R Fluet Jr 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Normand R Fluet Jr is dedicated to providing comprehensive financial planning services to clients, specializing in asset management, estate planning, retirement planning, and investment strategies. Normand R Fluet Jr is committed to upholding the highest standards of professionalism and ethics in the financial industry.

Merrill Lynch Financial Advisor Michael A Anderson is a finance institution located at 21 Masse Place, Batavia, New York, United States. With a focus on managing your wealth and understanding your financial goals, Michael Anderson can help create a personalized strategy tailored to your needs. By combining the investment insights of Merrill and the banking solutions of Bank of America, he offers a comprehensive approach to wealth management. Michael Anderson is committed to giving back to the community and volunteers with local organizations. With the support of the global resources of Merrill, his team is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis, a personalized plan can be developed to help you achieve your financial goals.

Mindy Kilby - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 219 East Main Street, Batavia, New York, United States. Mindy Kilby 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 Mindy Kilby's expertise in financial planning, investment strategies, estate planning, retirement planning, and more. The institution provides comprehensive financial services and adheres to a strict code of ethics to ensure the best interests of clients are always prioritized. With a focus on asset management, risk management, and investment opportunities, Mindy Kilby is dedicated to helping individuals and small business owners achieve their financial goals."

Mark E. Woodward - Ameriprise Financial Services, Inc. is a finance institution located at 219 East Main Street in Batavia, New York, United States. The institution offers a range of certifications and designations to its professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning and management, ensuring that clients receive expert advice and guidance. The professionals at Mark E. Woodward - Ameriprise Financial Services, Inc. are dedicated to providing comprehensive and personalized financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or estate planning.

Merrill Lynch Financial Advisor Steven P. Tufts is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution, part of the Riter, Grammatico, Reich, White, Tufts & Associates team, is dedicated to providing clients with a robust overall client experience and goals-based planning and investment services. With over 140 years of combined experience, the team offers advanced and complementary skills to best serve the diverse needs of clients in 34 different states and 7 different countries. They pride themselves on delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Steven P. Tufts focuses on helping clients pursue better financial outcomes through a relentless pursuit of financial wellness. They offer Fiduciary Advisory Services to help clients manage their retirement investments and feel secure about their financial futures. The team is committed to providing service excellence and financial wellness solutions to help clients achieve their goals and make informed financial decisions.

Merrill Lynch Financial Advisor Michael J. Grammatico, located at 21 Masse Place in Batavia, New York, offers comprehensive financial planning and investment services to individual, non-profit, and corporate clients. The team, known as Riter, Grammatico, Reich, White, Tufts & Associates, has over 140 years of combined experience serving clients in Western New York and beyond. They provide personalized advice and guidance tailored to each client's unique needs, with a focus on helping them achieve their financial goals. With access to the resources of Merrill Lynch and Bank of America, the team is dedicated to helping clients manage, grow, and preserve their wealth for the long term. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Michael J. Grammatico can help you create a customized financial approach to suit your needs. With a commitment to service excellence and a deep understanding of behavioral finance, the team is dedicated to helping clients make informed decisions and achieve financial success. Contact Merrill Lynch Financial Advisor Michael J. Grammatico to start the conversation about your financial goals and priorities today.

Merrill Lynch Financial Advisor Calvin J. Klemmer is a finance institution located at 21 Masse Place in Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide top-notch client experience and goals-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. They strive to deliver the best of both worlds - the resources of a world-class organization like Merrill Lynch, with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Calvin J. Klemmer is dedicated to helping clients pursue better financial outcomes and offers fiduciary advisory services to assist with retirement planning and investment advice. They work tirelessly to provide a strong, healthy, and compliant program that engages employees and simplifies the process for clients. The team believes in developing a personalized financial approach tailored to each client's goals and aspirations, whether it's planning for retirement, saving for education, or passing on wealth to future generations.

Merrill Lynch Financial Advisor Emily L. Marling is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide exceptional client experience and goal-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. The institution offers fiduciary advisory services, helping clients manage their retirement investments and secure their financial futures. They work closely with clients to develop personalized financial plans that align with their goals and priorities. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to customize their financial approach.

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.