TOP 10 Investment management strategies in Getzville, New York
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Landmark Wealth Management
Landmark Wealth Management is a finance institution located at 2410 North Forest Road in Getzville, New York. Our dedicated team of financial experts is committed to providing personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. At Landmark Wealth Management, we strive to be a trusted partner in navigating the complexities of the financial world and helping our clients secure their financial future.
Nick Manning Real Estate
Nick Manning Real Estate is a premier real estate agency located at 501 John James Audubon Parkway in Getzville, New York. With a team of experienced and dedicated real estate professionals, we are committed to helping our clients buy, sell, and rent properties in the greater New York area. Whether you are looking for your dream home, an investment property, or commercial real estate, our team at Nick Manning Real Estate is here to provide you with exceptional service and expertise every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.
Micah Puscheck - Financial Advisor, Ameriprise Financial Services, LLC
Micah Puscheck is a Financial Advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road, Getzville, New York, United States. Micah 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®. Micah specializes in providing comprehensive financial planning services with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Micah is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, and is committed to helping clients achieve their financial goals. Contact Micah Puscheck today for personalized financial advice tailored to your specific needs and objectives.
Joshua Jeff - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Jeff is a financial advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road in Getzville, New York, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Joshua provides investment recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients can access their accounts and track progress securely from any device. Those interested can schedule a complimentary initial consultation to learn more about the services offered. Joshua Jeff is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. For more information on corporate entities, disclosures, and privacy and security policies, visit the Ameriprise Financial website.
Diverse Funding Associates, LLC
Welcome to Diverse Funding Associates, LLC, your premier partner in financial solutions, conveniently located at 2351 North Forest Road, Getzville, New York. At Diverse Funding Associates, we are dedicated to empowering individuals and businesses alike with tailored financial services designed to meet your unique needs and goals. Our team of experienced financial experts is committed to providing personalized strategies that drive growth, ensure stability, and foster success. Whether you are looking to secure funding, manage investments, or plan for the future, we offer a comprehensive range of services to help you navigate the complexities of finance with confidence. Discover how Diverse Funding Associates, LLC can support your financial journey and help you achieve your aspirations. Visit us today to learn more about our innovative solutions and client-focused approach.
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