TOP 10 Investment protection in Batavia, New York
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Lawley
Lawley is a reputable institution located at 441 East Avenue in Rochester, New York, United States. As a health and insurance agency, we are committed to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our team, led by Kevin, Jim, Mark, and Matthew, specializes in healthcare compliance, business insurance, and personal insurance. Kevin oversees our client service team, focusing on strategic initiatives, cost-control strategies, carrier negotiations, funding strategies, and financial analyses. Jim excels in recruiting new clients and expanding our value-added services, drawing on his real estate and construction background. Mark, our branch partner in Rochester, recruits new clients and leads our Comprehensive Team Approach with personalized service. Matthew, with expertise in real estate, construction, and manufacturing, develops programs to protect clients' assets while maintaining exceptional relationships.
Allstate Personal Financial Representative: James Battistella
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.
Crossroads Abstract Corporation
Crossroads Abstract Corporation is a leading insurance agency located at 216 East Main Street in Batavia, New York. With years of experience in the industry, we specialize in providing comprehensive insurance solutions to protect your assets and loved ones. Our dedicated team of professionals is committed to delivering personalized service and tailored insurance plans to meet your specific needs. Trust Crossroads Abstract Corporation to provide you with peace of mind and financial security. Contact us today to learn more about our services and how we can help you safeguard your future.
Stewart Title Company
Stewart Title Company is a trusted finance and insurance agency located at 83 Main Street in Batavia, New York, United States. With a reputation for excellence and reliability, Stewart Title Company specializes in providing title insurance and escrow services to protect real estate investments. Our experienced team is committed to ensuring a smooth and secure transaction process for our clients. Contact us today for all your title insurance needs.
PG Capital Management Group
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.
Fieldstone Private Wealth - Ameriprise Financial Services, LLC
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.
Nathan Ford - Financial Advisor, Ameriprise Financial Services, LLC
Nathan Ford - Financial Advisor at Ameriprise Financial Services, LLC is located at 113 Main Street in Batavia, New York, United States. As a finance institution, Nathan Ford offers personalized financial advice tailored to your specific goals and needs. Each advisor at Ameriprise has their own "Top areas of focus" to help you achieve your financial objectives. You can review Nathan Ford's background, credentials, and experience to see if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Nathan Ford for a complimentary initial consultation to discuss your financial future.
Sean Walker - Ameriprise Financial Services, LLC
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.
Holden Borrelli - Financial Advisor, Ameriprise Financial Services, LLC
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, Ameriprise Financial Services, LLC
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."
Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services, LLC
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."
ESL Federal Credit Union
ESL Federal Credit Union is a financial institution located at 4214 Veterans Memorial Drive in Batavia, New York, United States. As a credit union, ESL offers a range of financial services including ATM access, loans, savings accounts, and more. With a commitment to serving the community and providing members with personalized financial solutions, ESL Federal Credit Union is a trusted partner for all your banking needs.
Klaus Roofing Systems of Western New York LLC.
Welcome to Klaus Roofing Systems of Western New York LLC., your trusted partner for premium roofing solutions in Western New York. Located at 950A Union Road, West Seneca, New York, we are proud to serve the communities of Buffalo, Niagara Falls, Clarence, and beyond with expert roofing services that blend strength, durability, and aesthetic appeal. As an authorized dealer of Klaus Roofing Systems, we are committed to delivering exceptional craftsmanship and using only the highest quality materials. Whether you're in need of roof repair, replacement, or a reliable gutter guard system to prevent clogs and water damage, our skilled team is here to ensure your home remains protected and beautiful.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, 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.
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