TOP 30 Investment management services in Buffalo, New York

333 results found

The University at Buffalo Foundation is located at 101 Service Center Road in Buffalo, New York, United States. This institution is a university that is dedicated to supporting the University at Buffalo's strategic goals in research, scholarship, and educational excellence. They manage scholarship funds, endowments, and gifts that support various initiatives at UB, such as the Henry A. Panasci Jr. Technology Entrepreneurship Competition, the Distinguished Speakers Series, and the GRoW home project. The UB Foundation plays a crucial role in attracting top scholars and researchers to UB through endowed chairs and supports various programs and facilities on campus, such as Greiner Hall, the Jacobs School of Medicine and Biomedical Sciences, the Anderson Gallery, and the Murchie Family Fieldhouse. They also manage funds that support scholarships, student emergency funds, and the Marching Band Endowment Fund.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

National Wealth Management is a leading finance and insurance agency located at 747 Hopkins Road in Buffalo, New York. Our institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, estate planning, and insurance coverage. At National Wealth Management, we prioritize building long-term relationships with our clients and providing them with the tools and resources they need to secure their financial future.

Sanderson Wealth Management, LLC. is a premier financial institution located at 50 Fountain Plaza in Buffalo, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. With a commitment to transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Trust Sanderson Wealth Management, LLC. to guide you towards a secure and prosperous financial future.

Abaya Wealth Management LLC is a finance institution located at 1 Seneca Street in Buffalo, New York. As a Registered Investment Advisor (RIA), we focus on empowering our clients with a positive money mindset and the confidence to make decisions that lead to long-term happiness and security. Our team at Abaya Wealth Management specializes in financial planning, education, and wealth management, working closely with our clients to understand investing and help them achieve financial security and confidence.

The Arthurs Malof Group - UBS Financial Services Inc. is a prestigious finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in The Arthurs Malof Group - UBS Financial Services Inc. for all your financial needs.

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.

North Woods Wealth Management LLC is a finance institution located at 412 Franklin Street in Buffalo, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Jordan Wealth Management is a leading finance institution located at 3635 Genesee Street in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Jordan Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards financial success and stability.

Crossbar Wealth Partners - 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, Crossbar Wealth Partners offers a wide range of wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Crossbar Wealth Partners - UBS Financial Services Inc. is committed to helping 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.

Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.

Hightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.

Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.

Lifetime Wealth Management Group is a premier financial institution located at 2562 Walden Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. With a commitment to personalized service and a focus on long-term success, Lifetime Wealth Management Group is your partner in building and preserving wealth for a lifetime.

Main Line Capital Management is a finance institution located at 403 Main Street in Buffalo, New York, United States. Specializing in Investment Management and Advisory Services, Main Line Capital Management caters to clients from their offices in East Aurora, New York. With a focus on personalized financial strategies and expert guidance, Main Line Capital Management is committed to helping clients achieve their financial goals.

Sage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.

PPS Pension & Financial Services is a reputable finance institution located at 8660 Sheridan Drive in Buffalo, New York. With a focus on providing top-notch pension and financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement or looking to grow your investments, PPS Pension & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.

Hudson Advisor Services is a leading financial institution located at 237 Main Street in Buffalo, New York, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, Hudson Advisor Services is committed to delivering high-quality financial solutions tailored to each individual's unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Brian Burkhardt is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Seneca Street in Buffalo, New York, United States. Brian Burkhardt 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Burkhardt specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Brian Burkhardt is committed to upholding the highest standards of professionalism and ethics in the finance industry.

Michael Costello - M&T Financial Services is a reputable finance institution located at 4084 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your finances, Michael Costello - M&T Financial Services is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

James Munro - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue, Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, James Munro - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.

Raymond James Financial Services is a finance institution located at 295 Main Street in Buffalo, New York, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James 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 protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.

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.

Kreiner Financial 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, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Kreiner Financial Group is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kreiner Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Reinhold Group - UBS Financial Services Inc. is a leading finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, The Reinhold Group offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike.

Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in providing comprehensive financial planning services, Andrew Durfee and his team offer expertise in areas such as wealth management, retirement planning, and investment strategies. With a focus on personalized solutions tailored to each client's individual needs and goals, they strive to help individuals and families achieve financial success and security. As a trusted advisor in the industry, Andrew Durfee, CFP, ChFC, CRPC - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Jason Klein - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in providing a wide range of financial services, including investment management, wealth planning, and retirement planning, the team at Jason Klein - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert financial advice, this institution is committed to providing top-notch financial solutions to individuals and businesses alike.