TOP 30 Investment knowledge in Batavia, New York

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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.

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.

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.

Pellegrino Property is a reputable real estate agency located at 4060 Pearl Street Road in Batavia, New York. Our dedicated team of professionals is committed to helping clients buy, sell, and rent properties in the area. With years of experience and a deep knowledge of the local market, we provide personalized service to ensure a smooth and successful real estate transaction. Whether you are looking for your dream home, investment property, or commercial space, Pellegrino Property is here to assist you every step of the way. Visit us today to see how we can help you achieve your real estate goals.

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.

Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.