TOP 30 Investment management firms in Buffalo, New York

63 results found

Plail Wealth Management is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, Plail Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each individual. Trust us to guide you towards a secure financial future.

LJW Wealth Management Of Raymond James is a finance institution located at 468 Delaware Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Stratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing is a finance institution located at 181 Franklin Street in Buffalo, New York. As a fiduciary investing firm, they prioritize their clients' best interests and provide personalized financial planning and investment management services. With a commitment to transparency, integrity, and expertise, they strive to help individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stratos Wealth Partners, Ltd. of Beverly Hills is dedicated to providing you with comprehensive financial solutions tailored to your unique needs.

Capital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.

Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.

CRM Rental Management is a trusted and efficient real estate agency located on Maryland Street in Buffalo, New York, United States. Our team values trust and teamwork, conducting all interactions with honesty, ethics, and professionalism. We are dedicated to our mission and embrace collaboration, recognizing the power of diverse perspectives. Our agency manages a wide variety of properties and real estate assets, catering to a full spectrum of management needs. From assisting first-time owners to overseeing renovations and managing distressed properties, our experienced staff is equipped to handle any project. Our clients include owners, developers, educational institutions, government agencies, and syndication firms.

Welcome to Frontier Management & Development, the Buffalo-Niagara Region's premier incremental developer and trusted general contractor. Located at 2315 Whirlpool Street, Niagara Falls, New York, our business specializes in identifying and transforming value-add investment properties throughout the Buffalo and Niagara Falls areas. At Frontier Management & Development, we excel in both commercial and residential projects, focusing on properties with significant potential for enhancement. Our unique approach to "small scale" incremental development allows us to tackle projects that larger firms might overlook, ultimately contributing to building lasting wealth and fostering resilient communities for future generations.

Welcome to Buffalo Brick & Mortar LLC, your trusted partner in real estate solutions located at 567 Exchange Street, Buffalo, New York 14210. Specializing in finance, general contracting, and real estate, we are dedicated to making the home-selling process as simple and stress-free as possible for our clients throughout Buffalo and Western New York. Are you looking to sell your house quickly and for a fair cash price, regardless of its condition? Look no further! At Buffalo Brick & Mortar LLC, we buy houses as-is, with no agents, no fees, and no need for repairs. Whether your property is in pristine condition or in need of significant work, we are here to help. Our streamlined process allows you to sell your home on a timeline that suits you, and we even take care of cleaning out the property for you.

Welcome to WNYFG Wealth Management, your trusted partner in financial success located in the heart of Buffalo, New York. At WNYFG Wealth Management, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to guiding you through the complexities of wealth management, ensuring your financial goals are not only met but exceeded. Situated at 14202, Buffalo, our firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. We pride ourselves on our client-centric approach, where your financial aspirations are our top priority. Our commitment to transparency, integrity, and excellence sets us apart as a leading financial advisory firm in the region.

Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.

Serotte Law is a dedicated institution located at 370 Franklin Street, Buffalo, New York, United States. Specializing in immigration law, our team of lawyers works tirelessly to help clients achieve success in the U.S. Whether you are looking to start a business, reunite with family, or invest in opportunities, we are here to guide you every step of the way. Our services range from partnering with HR managers to streamline the immigration process, to assisting startups and their employees in thriving in the U.S. We also work with individuals seeking to establish lives in the country, as well as founders looking to attract global talent. Our goal is to remove barriers and help you gain entry to the U.S. with ease.

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.

Western New York Financial Group is a leading finance institution located at 560 Delaware Avenue in Buffalo, New York. Our team of experienced financial professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the Western New York region. Whether you are looking for investment advice, retirement planning, or insurance products, we are here to help you achieve your financial goals. Visit us today and let us guide you towards a secure financial future.

Lifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

The Rauch Schoellkopf Group at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York. Our team of dedicated professionals offers a wide range of financial services and expertise to help our clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of satisfaction and success in their financial endeavors. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.

Miller Gesko Inc is a finance institution located at 237 Main Street in Buffalo, New York, United States. Our specialized wealth and personal business management firm is dedicated to serving the affluent. We understand that each individual's journey is unique, which is why we believe in taking the time to truly listen and understand your goals and priorities before offering tailored wealth management solutions. At Miller Gesko Inc, we are committed to guiding you and your family towards financial success by creating a personalized strategy that aligns with your values and aspirations.

Waterford Advisors, LLC is a finance institution located at 3858 North Buffalo Street in Orchard Park, New York, United States. Our experienced team of advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Waterford Advisors, LLC is dedicated to providing expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Morrow Financial Services is a leading finance institution located at 4211 North Buffalo Street in Orchard Park, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or estate planning, we are here to assist you every step of the way. Trust Morrow Financial Services to help you achieve your financial goals and secure a stable financial future.

Capital Markets Advisors LLC is a finance institution located at 4211 North Buffalo Street in Orchard Park, New York. With a strong focus on capital markets, they provide expert financial advice and services to help clients navigate the complexities of the financial world. Whether you are looking to invest, manage risk, or grow your wealth, Capital Markets Advisors LLC is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized solutions tailored to your unique needs.

Crane Capital Group is a prestigious finance institution located at 670 Abbott Road in Buffalo, New York, United States. With a reputation for excellence and expertise in financial services, Crane Capital Group offers a wide range of investment and wealth management solutions to its clients. The institution is known for its commitment to providing personalized and tailored financial advice, helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Crane Capital Group is dedicated to delivering exceptional service and building long-lasting relationships with its clients.

TPS Group is an established institution located at 270 North Pointe Parkway in Buffalo, New York, United States. With a reputation for excellence in providing top-notch financial and retirement planning services, TPS Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial matters, TPS Group is committed to providing expert guidance and support every step of the way.

Vision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.

Charles Schwab is a renowned finance institution located at 8118 Transit Road in Buffalo, New York, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Troy & Banks is a reputable accounting and finance institution located at 2216 Kensington Avenue in Buffalo, New York. With a team of highly skilled professionals, Troy & Banks offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Troy & Banks to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you need help with budgeting, retirement planning, or estate planning, Troy & Banks is dedicated to providing top-notch service and guidance. Visit their office in Buffalo today to learn more about how they can help you secure a stable financial future.

Scott Saperston - Morgan Stanley is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. As a branch of the renowned Morgan Stanley financial services firm, we offer a wide range of financial solutions and investment opportunities to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Scott Saperston - Morgan Stanley is here to help you every step of the way.

The Marshall / Malcolm Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

The Mohney Kneeland Malaney Team at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Mohney Kneeland Malaney Team is here to help you every step of the way.

UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to delivering exceptional service and expertise to their clients.

David Wolf - Raymond James is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial planning and investment solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.